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Parkway Wealth Management Group, LLC

Portfolio Manager
Parkway Wealth Management Group, LLC
Performance
-1.74% (2026 Q1)
AUM (13F)
$790.53M
# of Holdings
137
Performance Rank
Allocation (Top 20)
70.63%

Parkway Wealth Management Group, LLC Holdings Map

Top 50 Parkway Wealth Management Group, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VUG
VANGUARD INDEX FDS
11.15%191.8K$88.1M
+1.76%(+3.33K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 188.4K shares2026-Q1: 191.8K shares
$80.56(+8.63%)
2026-03-31
VTV
VANGUARD INDEX FDS
11.09%432.0K$87.7M
-0.79%(-3.45K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 435.4K shares2026-Q1: 432.0K shares
$188.74(+10.40%)
2026-03-31
SGOV
ISHARES TR
6.56%516.2K$51.9M
+6346.55%(+508.17K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 8.0K shares2026-Q1: 516.2K shares
$100.52(-0.01%)
2026-03-31
SHLD
GLOBAL X FDS
4.65%494.8K$36.7M
-21.12%(-132.45K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 627.2K shares2026-Q1: 494.8K shares
$67.51(-5.52%)
2026-03-31
QTUM
ETF SER SOLUTIONS
4.57%311.2K$36.1M
-16.14%(-59.91K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 371.2K shares2026-Q1: 311.2K shares
$107.29(+36.82%)
2026-03-31
EWI
ISHARES INC
4.49%622.6K$35.5M
+1.51%(+9.25K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 613.4K shares2026-Q1: 622.6K shares
$53.14(+10.86%)
2026-03-31
EZA
ISHARES INC
4.2%457.5K$33.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 457.5K shares
$68.30(+3.62%)
2026-03-31
IJR
ISHARES TR
3.24%195.8K$25.6M
-8.95%(-19.25K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 215.0K shares2026-Q1: 195.8K shares
$119.51(+13.20%)
2026-03-31
IWS
ISHARES TR
3.19%165.6K$25.2M
-0.91%(-1.53K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 167.1K shares2026-Q1: 165.6K shares
$140.36(+12.13%)
2026-03-31
IWP
ISHARES TR
3.06%184.1K$24.2M
+13.68%(+22.15K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 162.0K shares2026-Q1: 184.1K shares
$138.82(-1.74%)
2026-03-31

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