StockDriftsStockDriftsTop 50 Parkside Investments, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 10.9% | 1.88M | $98.3M | +6.41%(+112.97K) | $52.52(-0.68%) | 2026-06-30 | |
| IWM | ISHARES RUSSELL 2000 ETF | 8.3% | 249.4K | $74.9M | -2.22%(-5.65K) | $166.37(+82.58%) | 2026-06-30 | |
| IVV | ISHARES CORE S&P 500 ETF | 8.01% | 96.5K | $72.3M | +3.36%(+3.14K) | $396.78(+96.31%) | 2026-06-30 | |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 7.49% | 816.2K | $67.6M | -0.17%(-1.37K) | $56.05(+47.41%) | 2026-06-30 | |
| IEFA | ISHARES CORE MSCI EAFE ETF | 6.36% | 594.0K | $57.4M | -0.34%(-2.01K) | $72.90(+38.98%) | 2026-06-30 | |
| MBB | ISHARES MBS ETF | 3.62% | 345.1K | $32.6M | -1.49%(-5.24K) | $93.45(-0.34%) | 2026-06-30 | |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 2.32% | 109.7K | $20.9M | -3.35%(-3.80K) | $108.56(+75.69%) | 2026-06-30 | |
| GOOG | ALPHABET INC CAP STK CL C | 2.1% | 53.5K | $18.9M | +1.10%(+582) | $72.80(+370.67%) | 2026-06-30 | |
| FESM | FIDELITY ENHANCED SMALL CAP CORE ETF | 2.05% | 382.4K | $18.5M | +6.17%(+22.21K) | $34.68(+40.35%) | 2026-06-30 | |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | 2.02% | 1.02M | $18.3M | +51.31%(+346.25K) | $17.91(-0.73%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.64% | +35.45% | +3.25% | +17.33% |
| Top 20 Holdings Unweighted | +10.49% | +34.89% | +3.04% | +16.15% |
Parkside Investments, LLC reports $902.19M in US-listed equity holdings across 91 positions in its most recent 13F filing. Its largest disclosed positions are IGSB (10.9%), IWM (8.3%) and IVV (8.0%). The top 20 holdings account for 69.52% of reported assets. Its disclosed equity book has returned +35.45% on a three-year cumulative basis. 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 Parkside Investments, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1706248). View Parkside Investments, LLC’s 13F filings on SEC