account_balance
Investment manager · 13F filer · SEC CIK 2058285
Park Square Financial Group, LLC
Reported value$8.79Mas of Sep 30, 2026
Positions207 16 new, 19 sold out
Top 10 weight58.6%FTSM alone is 8%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
FTSMFt Enh Short Mty ETF
8.2%Trimmed −17%
RSPInvesco S&P 500 Equal Weight
7.3%Trimmed −24%
SPYSPDR S&P 500 ETF Trust
6.8%Trimmed −25%
FDLFirst Trust Morningstar Div LDRS ETF
6.3%Trimmed −23%
RDVYFt Rising Div Achiev ETF
6.2%Trimmed −22%
LMBSFt Low Dur Opptys ETF
5.5%Trimmed −16%
UCONFirst Trust Smith Uncon Bond ETF
5.4%Trimmed −16%
FSIGFirst Trust LMT Dr Inv GRD Cr ETF
4.6%Trimmed −29%
QQQInv QQQ ETF
4.4%Trimmed −20%
LVHIFrkln Intl Lw Vlty Hg Div Indx ETF
3.9%Trimmed −22%
SHVIshs 0-1yr Treasury ETF
2.9%New
BILSt STR Blmbrg 1-3M ETF
2.9%+1479%
FTSMFt Enh Short Mty ETF
8.2%−17%
RSPInvesco S&P 500 Equal Weight
7.3%
SPYSPDR S&P 500 ETF Trust
6.8%
FDLFirst Trust Morningstar Div LDRS ETF
6.3%
RDVYFt Rising Div Achiev ETF
6.2%
LMBSFt Low Dur Opptys ETF
5.5%−16%
UCONFirst Trust Smith Uncon Bond ETF
5.4%−16%
FSIGFirst Trust LMT Dr Inv GRD Cr ETF
4.6%−29%
QQQInv QQQ ETF
4.4%−20%
LVHI3.9%
SHV2.9%
BIL2.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
FTSM Ft Enh Short Mty ETF 8.2% Trimmed −17%
RSP Invesco S&P 500 Equal Weight 7.3% Trimmed −24%
SPY SPDR S&P 500 ETF Trust 6.8% Trimmed −25%FDL First Trust Morningstar Div LDRS ETF 6.3% Trimmed −23%
RDVY Ft Rising Div Achiev ETF 6.2% Trimmed −22%
LMBS Ft Low Dur Opptys ETF 5.5% Trimmed −16%
UCON First Trust Smith Uncon Bond ETF 5.4% Trimmed −16%
FSIG First Trust LMT Dr Inv GRD Cr ETF 4.6% Trimmed −29%
QQQ Inv QQQ ETF 4.4% Trimmed −20%
LVHI Frkln Intl Lw Vlty Hg Div Indx ETF 3.9% Trimmed −22%
SHV Ishs 0-1yr Treasury ETF 2.9% New
BIL St STR Blmbrg 1-3M ETF 2.9% Added +1479%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- SHV $256K
- JPST $80K
- MINT $79.8K
- SSO $15.3K
arrow_upwardAdded
- BIL +1479%
- GRID +98%
- FLCA +82%
- FLAX +48%
arrow_downwardTrimmed
- LGOV −44%
- IVV −39%
- FSIG −29%
- SPY −25%
remove_circleSold out
- SHY $27.6K
- HEGD $19K
- TIP $15.5K
- SPYM $12.7K
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