DOSSIER · 13F-HR · Q2 2026

Parkside Investments, LLC

$902M in tracked AUM across 91 positions as of Q2 2026.

PI
CIK 0001706248 · last filed Jun 30, 2026
Total AUM
$902M
as of Q2 2026
Holdings
91
positions
Whale Score
61
61
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Parkside Investments, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$98M1.9M10.9%
02
IWM
ISHARES RUSSELL 2000 ETF
$75M249K8.3%
03
IVV
ISHARES CORE S&P 500 ETF
$72M97K8.0%
04
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
$68M816K7.5%
05
IEFA
ISHARES CORE MSCI EAFE ETF
$57M594K6.4%
06
MBB
ISHARES MBS ETF
$33M345K3.6%
07
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
$21M110K2.3%
08
GOOG
ALPHABET INC CAP STK CL C
$19M54K2.1%
09
FESM
FIDELITY ENHANCED SMALL CAP CORE ETF
$18M382K2.0%
10
FPE
FIRST TRUST PREFERRED SECURITIES & INCOME ETF
$18M1.0M2.0%

Filing history

2026Q2Jun 30
$902M 9.6%
91 positionsView →
2026Q1Mar 31
$823M 3.7%
98 positionsView →
2025Q4Dec 31
$794M 0.8%
95 positionsView →
2025Q3Sep 30
$800M 8.7%
98 positionsView →
2025Q2Jun 30
$736M 8.3%
90 positionsLocked
2025Q1Mar 31
$679M 1.9%
91 positionsLocked
2024Q4Dec 31
$667M 0.7%
94 positionsLocked
2024Q3Sep 30
$663M 4.5%
93 positionsLocked
2024Q2Jun 30
$634M 0.5%
90 positionsLocked
2024Q1Mar 31
$631M 6.7%
90 positionsLocked
2023Q4Dec 31
$591M 8.5%
96 positionsLocked
2023Q3Sep 30
$545M 1.6%
87 positionsLocked
Showing 12 of 36