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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 3 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FXO FIRST TR EXCHANGE-TRADED FD 5,958.0 $372K 0.04% -165.0 -2.7% $62.46 +6.0%
42 AMAT APPLIED MATLS INC Technology 512.0 $370K 0.04% -4.0 -0.8% $723.00 -31.7%
43 CVX CHEVRON CORPORATION Energy 2,166.0 $359K 0.04% -282.0 -11.5% $165.73 +24.7%
44 THRO BLACKROCK ETF TRUST 7,730.0 $333K 0.04% -6K -43.2% $43.11 +2.1%
45 AVEM AMERICAN CENTY ETF TR 3,405.0 $329K 0.04% -2K -39.0% $96.49 -3.4%
46 TFI SPDR SERIES TRUST 6,840.0 $313K 0.04% -1K -13.1% $45.80 -1.8%
47 MA MASTERCARD INCORPORATED Financial Services 566.0 $291K 0.03% -10.0 -1.7% $513.60 +12.9%
48 VIG VANGUARD SPECIALIZED FUNDS 1,139.0 $270K 0.03% -7.0 -0.6% $236.62 +3.8%
49 WFC WELLS FARGO & CO Financial Services 3,227.0 $267K 0.03% -470.0 -12.7% $82.64 +4.0%
50 SPDW SPDR INDEX SHS FDS 5,262.0 $265K 0.03% -654.0 -11.1% $50.39 +2.5%
51 WELL WELLTOWER INC Real Estate 1,119.0 $254K 0.03% -20.0 -1.8% $226.97 +3.5%
52 AOA ISHARES TR 2,414.0 $236K 0.03% -151.0 -5.9% $97.60 +1.6%
53 NEE NEXTERA ENERGY INC Utilities 2,520.0 $221K 0.03% -175.0 -6.5% $87.76 -2.4%
54 META META PLATFORMS INC Communication Services 380.0 $214K 0.03% -62.0 -14.0% $563.63 -2.1%
55 BAC BANK OF AMER CORP Financial Services 3,744.0 $213K 0.03% -414.0 -10.0% $56.97 +10.9%
Page 3 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%