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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 8 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VGT VANGUARD WORLD FD 1,736.0 $207K 0.02% NEW $119.52 -0.0%
142 STRL STERLING INFRASTRUCTURE INC Industrials 247.0 $207K 0.02% NEW $839.36 -35.3%
143 SPGP INVESCO EXCHANGE TRADED FD T 1,685.0 $206K 0.02% NEW $122.29 +4.8%
144 FDN FIRST TR EXCHANGE-TRADED FD 758.0 $201K 0.02% NEW $264.72 +7.5%
145 F FORD MTR CO Consumer Cyclical 10,000.0 $139K 0.02% $13.90 +2.4%
146 BTG B2GOLD CORP Basic Materials 33,827.0 $127K 0.01% +23K +221.7% $3.74 +41.8%
147 HRTX HERON THERAPEUTICS INC Healthcare 25,000.0 $11K 0.00% $0.43 -25.0%
Page 8 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%