account_balance
Investment manager · 13F filer · SEC CIK 2065679
Parkway Wealth Management Group, LLC
Reported value$869Mas of Sep 30, 2026
Positions144 15 new, 18 sold out
Top 10 weight51.9%VUG alone is 12%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
11.6%
VTVVanguard Index FDS
10.6%
QTUMETF Ser Solutions
5.2%Trimmed −3%
CIBRFirst Tr Exchange-Traded Fd
4.8%New
EWIiShares Inc
4.1%Trimmed −3%
DTCRGlobal X FDS
3.5%
XBISPDR Series Trust
3.0%New
XTLSPDR Series Trust
3.0%
IWSiShares Tr
3.0%
IJRiShares Tr
3.0%−3%
IWPiShares Tr
2.9%−2%
XPHSPDR Series Trust
2.8%New
VUGVanguard Index FDS
11.6%
VTVVanguard Index FDS
10.6%
QTUMETF Ser Solutions
5.2%
CIBRFirst Tr Exchange-Traded Fd
4.8%
EWIiShares Inc
4.1%−3%
DTCRGlobal X FDS
3.5%
XBISPDR Series Trust
3.0%
XTLSPDR Series Trust
3.0%
IWS3.0%
IJR3.0%
IWP2.9%
XPH2.8%
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
VUG Vanguard Index FDS 11.6% Held
VTV Vanguard Index FDS 10.6% Held
QTUM ETF Ser Solutions 5.2% Trimmed −3%
CIBR First Tr Exchange-Traded Fd 4.8% New
EWI iShares Inc 4.1% Trimmed −3%
DTCR Global X FDS 3.5% Held
XBI SPDR Series Trust 3.0% New
XTL SPDR Series Trust 3.0% Held
IWS iShares Tr 3.0% Held
IJR iShares Tr 3.0% Trimmed −3%
IWP iShares Tr 2.9% Trimmed −2%
XPH SPDR Series Trust 2.8% New
What changed
Biggest moves since Jun 30, 2026
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