Parkway Wealth Management Group, LLC: 13F holdings

CIK 20656792026Q2

Positions147
Reported value$866.1m
Filed2026-07-27

Change since last quarter

Positions147 (+10 vs prior quarter)
Reported value$866.1m (+9.6%)

Top 10 holdings

SecuritySharesValueWeight
VUG VANGUARD INDEX FDS1,141,794$98.4m11.4%
VTV VANGUARD INDEX FDS434,082$94.6m10.9%
QTUM ETF SER SOLUTIONS303,631$50.2m5.8%
EWI ISHARES INC622,495$36.9m4.3%
DTCR GLOBAL X FDS1,134,209$34.4m4.0%
UFO PROCURE ETF TRUST II635,705$32.2m3.7%
IJR ISHARES TR195,685$29.0m3.4%
XTL SPDR SERIES TRUST127,443$29.0m3.3%
ICLN ISHARES TR1,348,280$27.6m3.2%
IWS ISHARES TR165,703$27.3m3.1%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2065679")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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