Parkside Advisors LLC
CIK: 0001585550SEC EDGAR →
Portfolio Value
$455.1B
Holdings
89
As of
Q2 2025
New Positions
10
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 221,192 | $75.1B | 16.50% |
| 2 | ISHARES TR | 168,122 | $36.3B | 7.97% |
| 3 | ISHARES TR | 348,561 | $31.2B | 6.85% |
| 4 | ISHARES TR | 324,216 | $31.1B | 6.82% |
| 5 | ISHARES TR | 272,892 | $27.1B | 5.95% |
| 6 | VANGUARD SCOTTSDALE FDS | 582,759 | $27.0B | 5.93% |
| 7 | INVESCO EXCH TRADED FD TR II | 109,567 | $24.9B | 5.47% |
| 8 | VANGUARD TAX-MANAGED FDS | 358,942 | $20.5B | 4.50% |
| 9 | ISHARES TR | 197,185 | $20.3B | 4.46% |
| 10 | VANGUARD INDEX FDS | 26,919 | $15.3B | 3.37% |
Quarterly Changes
Top Buys
New Positions (10)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 60 | $426.1B | 93.6% |
| Technology | 7 | $16.8B | 3.7% |
| Unknown | 4 | $3.4B | 0.7% |
| Communication Services | 5 | $3.3B | 0.7% |
| Consumer Defensive | 3 | $1.8B | 0.4% |
| Healthcare | 4 | $1.4B | 0.3% |
| Consumer Cyclical | 3 | $1.2B | 0.3% |
| Industrials | 2 | $929.6M | 0.2% |
| Utilities | 1 | $204.6M | 0.0% |