StockDriftsStockDriftsTop 50 Parkside Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | 16.5% | 221.2K | $75.1M | — | — | — | 2025-06-30 |
| IWM | ISHARES TR | 7.97% | 168.1K | $36.3M | — | — | — | 2025-06-30 |
| EFA | ISHARES TR | 6.85% | 348.6K | $31.2M | — | — | — | 2025-06-30 |
| IEF | ISHARES TR | 6.82% | 324.2K | $31.1M | — | — | — | 2025-06-30 |
| AGG | ISHARES TR | 5.95% | 272.9K | $27.1M | — | — | — | 2025-06-30 |
| VMBS | VANGUARD SCOTTSDALE FDS | 5.93% | 582.8K | $27.0M | — | — | — | 2025-06-30 |
| QQQM | INVESCO EXCH TRADED FD TR II | 5.47% | 109.6K | $24.9M | — | — | — | 2025-06-30 |
| VEA | VANGUARD TAX-MANAGED FDS | 4.5% | 358.9K | $20.5M | — | — | — | 2025-06-30 |
| STIP | ISHARES TR | 4.46% | 197.2K | $20.3M | — | — | — | 2025-06-30 |
| VOO | VANGUARD INDEX FDS | 3.37% | 26.9K | $15.3M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +39.00% |
| Top 20 Holdings Unweighted | — | — | — | — | +45.35% |
Parkside Advisors Llc reports $455.10M in US-listed equity holdings across 89 positions in its most recent 13F filing. Its largest disclosed positions are IWB (16.5%), IWM (8.0%) and EFA (6.8%). The top 20 holdings account for 85.24% of reported assets. Its disclosed equity book has returned +39.00% cumulatively over 11 quarters. Figures reflect the Q2 2025 filing.
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Holdings on this page are parsed from Parkside Advisors Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1585550). View Parkside Advisors Llc’s 13F filings on SEC