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Parkside Investments, Llc

Portfolio Manager
Parkside Investments, LLC
Performance
-0.84% (2026 Q1)
AUM (13F)
$823.12M
# of Holdings
98
Performance Rank
Allocation (Top 20)
67.47%

Parkside Investments, Llc Holdings Map

Top 50 Parkside Investments, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
11.26%1.76M$92.7M
+9.86%(+158.28K)
2025-Q1: 1.04M shares2025-Q2: 1.32M shares2025-Q3: 1.57M shares2025-Q4: 1.61M shares2026-Q1: 1.76M shares
$52.52(-0.31%)
2026-03-31
IWM
ISHARES RUSSELL 2000 ETF
7.68%255.0K$63.2M
-1.10%(-2.84K)
2025-Q1: 316.0K shares2025-Q2: 266.4K shares2025-Q3: 265.2K shares2025-Q4: 257.9K shares2026-Q1: 255.0K shares
$166.37(+69.84%)
2026-03-31
IVV
ISHARES CORE S&P 500 ETF
7.41%93.4K$61.0M
+1.24%(+1.15K)
2025-Q1: 95.3K shares2025-Q2: 93.6K shares2025-Q3: 94.1K shares2025-Q4: 92.2K shares2026-Q1: 93.4K shares
$386.87(+87.91%)
2026-03-31
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
6.93%817.6K$57.0M
+17.63%(+122.56K)
2025-Q1: 476.6K shares2025-Q2: 610.6K shares2025-Q3: 651.2K shares2025-Q4: 695.0K shares2026-Q1: 817.6K shares
$56.05(+42.99%)
2026-03-31
IEFA
ISHARES CORE MSCI EAFE ETF
6.56%596.1K$54.0M
-10.93%(-73.14K)
2025-Q1: 480.0K shares2025-Q2: 646.9K shares2025-Q3: 678.3K shares2025-Q4: 669.2K shares2026-Q1: 596.1K shares
$72.90(+30.90%)
2026-03-31
MBB
ISHARES MBS ETF
4.04%350.3K$33.3M
+1.59%(+5.47K)
2025-Q1: 153.0K shares2025-Q2: 248.4K shares2025-Q3: 346.3K shares2025-Q4: 344.8K shares2026-Q1: 350.3K shares
$93.45(+0.92%)
2026-03-31
AAPL
APPLE INC COM
2.14%69.4K$17.6M
-6.25%(-4.62K)
2025-Q1: 76.5K shares2025-Q2: 74.0K shares2025-Q3: 74.1K shares2025-Q4: 74.0K shares2026-Q1: 69.4K shares
$160.44(+77.12%)
2026-03-31
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
2.07%88.8K$17.0M
+10.63%(+8.53K)
2025-Q1: 68.2K shares2025-Q2: 78.6K shares2025-Q3: 77.6K shares2025-Q4: 80.2K shares2026-Q1: 88.8K shares
$167.28(+21.50%)
2026-03-31
GOOG
ALPHABET INC CAP STK CL C
1.85%52.9K$15.2M
+3.32%(+1.70K)
2025-Q1: 60.1K shares2025-Q2: 60.1K shares2025-Q3: 55.4K shares2025-Q4: 51.2K shares2026-Q1: 52.9K shares
$70.61(+444.18%)
2026-03-31
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
1.83%113.5K$15.1M
+5.33%(+5.74K)
2025-Q1: 51.1K shares2025-Q2: 62.7K shares2025-Q3: 60.7K shares2025-Q4: 107.7K shares2026-Q1: 113.5K shares
$108.56(+52.57%)
2026-03-31

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