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Portfolio (Quarterly) Guide ↗

Parkway Wealth Management Group, LLC

· CIK 0002065679
13F Portfolio $866M AUM 147 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 45 Added 55 Reduced 10 Exited
Page 1 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QTUM ETF SER SOLUTIONS 303,631.0 $50.2M 5.80% -8K -2.4% $165.38 -8.5%
2 SHY ISHARES TR 145,456.0 $11.9M 1.38% -1K -0.9% $82.11 -0.1%
3 AGG ISHARES TR 119,824.0 $11.9M 1.37% -865.0 -0.7% $98.98 -1.3%
4 TIP ISHARES TR 106,727.0 $11.7M 1.35% -1K -1.0% $109.43 -1.8%
5 MU MICRON TECHNOLOGY INC Technology 9,497.0 $11.0M 1.27% -902.0 -8.7% $1154.33 -18.3%
6 WDC WESTERN DIGITAL CORP Technology 13,810.0 $8.8M 1.02% -981.0 -6.6% $638.73 -23.2%
7 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 9,038.0 $8.7M 1.01% -635.0 -6.6% $965.02 -7.6%
8 NVDA NVIDIA CORPORATION Technology 34,104.0 $6.8M 0.79% -1K -2.9% $200.09 +9.9%
9 AAPL APPLE INC Technology 18,598.0 $5.4M 0.62% -647.0 -3.4% $289.36 +7.7%
10 IESC IES HOLDINGS INC Industrials 7,000.0 $5.1M 0.59% -1K -13.6% $734.66 -1.5%
11 XOM EXXON MOBIL CORP Energy 22,975.0 $3.1M 0.36% -3K -9.9% $136.72 +22.4%
12 AMZN AMAZON COM INC Consumer Cyclical 7,606.0 $1.8M 0.21% -403.0 -5.0% $238.34 +8.8%
13 JPM JPMORGAN CHASE & CO Financial Services 5,521.0 $1.8M 0.21% -95.0 -1.7% $327.35 +10.0%
14 BIL SPDR SERIES TRUST 19,485.0 $1.8M 0.21% -2K -11.2% $91.64 -0.1%
15 VGSH VANGUARD SCOTTSDALE FDS 27,817.0 $1.6M 0.19% -5K -14.3% $58.20 -0.1%
16 SHLD GLOBAL X FDS 20,307.0 $1.2M 0.14% -474K -95.9% $59.71 +16.5%
17 MSFT MICROSOFT CORP Technology 3,250.0 $1.2M 0.14% -153.0 -4.5% $372.98 +29.1%
18 VOO VANGUARD INDEX FDS 1,687.0 $1.2M 0.13% -16.0 -0.9% $686.88 +3.1%
19 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,405.0 $1.1M 0.13% -317.0 -11.7% $477.57 -13.3%
20 DYNF BLACKROCK ETF TRUST 16,825.0 $1.1M 0.13% -359.0 -2.1% $68.01 +2.5%
Page 1 of 3  ·  55 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 56.8%
Industrials 12.2%
Consumer Cyclical 8.9%
Financial Services 6.9%
Communication Services 6.1%
Healthcare 4.6%
Energy 3.0%
Consumer Defensive 0.8%
Real Estate 0.4%
Utilities 0.2%