StockDriftsStockDriftsTop 50 Park Square Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FTSM | FT ENH SHORT MTY ETF | 7.92% | 14.7K | $877K | -17.68%(-3.15K) | $59.82(-0.05%) | 2026-06-30 | |
| RSP | INVESCO S&P 500 EQUAL WEIGHT | 7.76% | 4.0K | $860K | -29.78%(-1.71K) | $177.19(+24.61%) | 2026-06-30 | |
| SPY | SPDR S&P 500 ETF | 7.03% | 1.0K | $779K | -23.42%(-319) | $579.92(+33.39%) | 2026-06-30 | |
| RDVY | FT RISING DIV ACHIEV ETF | 6.5% | 8.9K | $720K | -27.44%(-3.36K) | $59.18(+41.14%) | 2026-06-30 | |
| FDL | FIRST TRUST MORNINGSTAR DIV LDRS ETF | 6.44% | 14.7K | $714K | -13.65%(-2.32K) | $41.10(+26.30%) | 2026-06-30 | |
| HYG | ISHS IBOX $ H/Y CORP ETF | 6.11% | 8.5K | $677K | -16.51%(-1.67K) | $79.48(+0.09%) | 2026-06-30 | |
| LMBS | FT LOW DUR OPPTYS ETF | 5.37% | 12.0K | $595K | -16.36%(-2.34K) | $48.52(+2.22%) | 2026-06-30 | |
| UCON | FIRST TRUST SMITH UNCON BOND ETF | 5.37% | 23.9K | $595K | -17.19%(-4.96K) | $24.89(-0.92%) | 2026-06-30 | |
| FSIG | FIRST TRUST LMT DR INV GRD CR ETF | 5.25% | 30.8K | $581K | -15.68%(-5.73K) | $19.04(-1.13%) | 2026-06-30 | |
| QQQ | INV QQQ ETF | 4.33% | 651 | $479K | -31.11%(-294) | $499.65(+44.26%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +24.98% |
| Top 20 Holdings Unweighted | — | — | — | — | +19.94% |
Park Square Financial Group, LLC reports $11.08M in US-listed equity holdings across 210 positions in its most recent 13F filing. Its largest disclosed positions are FTSM (7.9%), RSP (7.8%) and SPY (7.0%). The top 20 holdings account for 85.01% of reported assets. Its disclosed equity book has returned +24.98% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Park Square Financial Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2058285). View Park Square Financial Group, LLC’s 13F filings on SEC