DOSSIER · 13F-HR · Q3 2026

Parkway Wealth Management Group, LLC

$869M in tracked AUM across 144 positions as of Q3 2026.

PW
CIK 0002065679 · last filed Sep 30, 2026
Total AUM
$869M
as of Q3 2026
Holdings
144
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Parkway Wealth Management Group, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
VUG
VANGUARD INDEX FDS
$101M1.1M11.6%
02
VTV
VANGUARD INDEX FDS
$92M427K10.6%
03
QTUM
ETF SER SOLUTIONS
$45M295K5.2%
04
CIBR
FIRST TR EXCHANGE-TRADED FD
$42M407K4.8%
05
EWI
ISHARES INC
$36M605K4.1%
06
DTCR
GLOBAL X FDS
$30M1.1M3.5%
07
XBI
SPDR SERIES TRUST
$26M168K3.0%
08
XTL
SPDR SERIES TRUST
$26M129K3.0%
09
IWS
ISHARES TR
$26M163K3.0%
10
IJR
ISHARES TR
$26M191K3.0%

Filing history

2026Q3Sep 30
$869M▲ 0.3%
144 positionsView →
2026Q2Jun 30
$866M▲ 9.6%
147 positionsView →
2026Q1Mar 31
$791M▲ 6.1%
137 positionsView →
2025Q4Dec 31
$745M—
133 positionsView →