DOSSIER · 13F-HR · Q2 2026

Parkway Wealth Management Group, LLC

$866M in tracked AUM across 147 positions as of Q2 2026.

PW
CIK 0002065679 · last filed Jun 30, 2026
Total AUM
$866M
as of Q2 2026
Holdings
147
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Parkway Wealth Management Group, 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
VUG
VANGUARD INDEX FDS
$98M1.1M11.4%
02
VTV
VANGUARD INDEX FDS
$95M434K10.9%
03
QTUM
ETF SER SOLUTIONS
$50M304K5.8%
04
EWI
ISHARES INC
$37M622K4.3%
05
DTCR
GLOBAL X FDS
$34M1.1M4.0%
06
UFO
PROCURE ETF TRUST II
$32M636K3.7%
07
IJR
ISHARES TR
$29M196K3.4%
08
XTL
SPDR SERIES TRUST
$29M127K3.3%
09
ICLN
ISHARES TR
$28M1.3M3.2%
10
IWS
ISHARES TR
$27M166K3.1%

Filing history

2026Q2Jun 30
$866M 9.6%
147 positionsView →
2026Q1Mar 31
$791M 6.1%
137 positionsView →
2025Q4Dec 31
$745M
133 positionsView →