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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 4 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMZN AMAZON COM INC Consumer Cyclical 7,606.0 $1.8M 0.21% -403.0 -5.0% $238.34 +10.7%
62 JPM JPMORGAN CHASE & CO Financial Services 5,521.0 $1.8M 0.21% -95.0 -1.7% $327.35 +9.4%
63 BIL SPDR SERIES TRUST 19,485.0 $1.8M 0.21% -2K -11.2% $91.64 -0.1%
64 VGSH VANGUARD SCOTTSDALE FDS 27,817.0 $1.6M 0.19% -5K -14.3% $58.20 -0.1%
65 TSLA TESLA INC Consumer Cyclical 3,821.0 $1.6M 0.19% $420.60 -17.4%
66 SCHZ SCHWAB STRATEGIC TR 54,385.0 $1.3M 0.14% +5K +9.8% $23.13 -1.3%
67 SHLD GLOBAL X FDS 20,307.0 $1.2M 0.14% -474K -95.9% $59.71 +16.3%
68 MSFT MICROSOFT CORP Technology 3,250.0 $1.2M 0.14% -153.0 -4.5% $372.98 +29.8%
69 VOO VANGUARD INDEX FDS 1,687.0 $1.2M 0.13% -16.0 -0.9% $686.88 +3.2%
70 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,405.0 $1.1M 0.13% -317.0 -11.7% $477.57 -13.7%
71 DYNF BLACKROCK ETF TRUST 16,825.0 $1.1M 0.13% -359.0 -2.1% $68.01 +2.4%
72 GOVT ISHARES TR 49,730.0 $1.1M 0.13% +5K +10.1% $22.78 -1.2%
73 GOOG ALPHABET INC Communication Services 3,181.0 $1.1M 0.13% $353.34 -3.2%
74 QQQ INVESCO QQQ TR Financial Services 1,506.0 $1.1M 0.13% -211.0 -12.3% $736.58 -2.5%
75 CAT CATERPILLAR INC Industrials 1,039.0 $1.1M 0.13% $1064.49 -23.8%
76 IUSB ISHARES TR 23,142.0 $1.1M 0.12% +2K +9.5% $46.15 -1.3%
77 SGOV ISHARES TR 10,051.0 $1.0M 0.12% -506K -98.0% $100.67 -0.1%
78 IVE ISHARES TR 4,455.0 $1.0M 0.12% -530.0 -10.6% $227.06 +5.4%
79 T AT&T INC Communication Services 48,354.0 $1.0M 0.12% -130K -72.9% $20.70 +22.6%
80 MOAT VANECK ETF TRUST 9,255.0 $962K 0.11% -206.0 -2.2% $103.96 +9.8%
Page 4 of 8  ·  147 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%