DOSSIER · 13F-HR · Q1 2026

Parkway Wealth Management Group, LLC

$791M in tracked AUM across 137 positions as of Q1 2026.

PW
CIK 0002065679 · last filed Mar 31, 2026
Total AUM
$791M
as of Q1 2026
Holdings
137
positions
Whale Score
51
51
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Parkway Wealth Management Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VUG
VANGUARD INDEX FDS
$88M192K11.1%
02
VTV
VANGUARD INDEX FDS
$88M432K11.1%
03
SGOV
ISHARES TR
$52M516K6.6%
04
SHLD
GLOBAL X FDS
$37M495K4.6%
05
QTUM
ETF SER SOLUTIONS
$36M311K4.6%
06
EWI
ISHARES INC
$36M623K4.5%
07
EZA
ISHARES INC
$33M458K4.2%
08
IJR
ISHARES TR
$26M196K3.2%
09
IWS
ISHARES TR
$25M166K3.2%
10
IWP
ISHARES TR
$24M184K3.1%

Filing history

2026Q1Mar 31
$791M 6.1%
137 positionsView →
2025Q4Dec 31
$745M
133 positionsView →