Parkside Financial Bank & Trust Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$1.3B

Holdings

2,677

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (2,677 positions)

#StockSharesValue% PortfolioType
1
BLKBLACKROCK INC
245,119$262.4M19.61%
2
AAPLAPPLE INC
198,133$53.9M4.03%Put
3
VONGVANGUARD SCOTTSDALE FDS
339,048$41.3M3.08%
4
VONVVANGUARD SCOTTSDALE FDS
386,590$35.7M2.67%
5
IWFISHARES TR
75,060$35.5M2.65%
6
MSFTMICROSOFT CORP
65,590$31.7M2.37%
7
ROIVROIVANT SCIENCES LTD
1,166,756$25.3M1.89%
8
NVDANVIDIA CORPORATION
124,060$23.1M1.73%Put
9
IWDISHARES TR
103,825$21.8M1.63%
10
VONEVANGUARD SCOTTSDALE FDS
64,936$20.1M1.50%
11
SPYSPDR S&P 500 ETF TR
29,038$19.8M1.48%Put
12
BSVVANGUARD BD INDEX FDS
248,338$19.6M1.46%
13
BIVVANGUARD BD INDEX FDS
243,238$18.9M1.42%
14
VOOVANGUARD INDEX FDS
29,768$18.7M1.39%
15
AMZNAMAZON COM INC
73,345$16.9M1.26%
16
GOOGLALPHABET INC
50,553$15.8M1.18%
17
EFAISHARES TR
157,741$15.1M1.13%
18
JPMJPMORGAN CHASE & CO.
40,100$12.9M0.97%
19
SPSMSPDR SERIES TRUST
241,792$11.3M0.85%
20
ACNACCENTURE PLC IRELAND
41,940$11.3M0.84%Put
21
IWBISHARES TR
27,260$10.2M0.76%
22
TPYPTORTOISE CAPITAL SERIES TRUS
271,434$9.6M0.72%
23
GOOGALPHABET INC
30,019$9.4M0.70%
24
IWMISHARES TR
37,721$9.3M0.69%
25
TSLATESLA INC
19,916$9.0M0.67%
26
BRK/BBERKSHIRE HATHAWAY INC DEL
17,226$8.7M0.65%
27
LLYELI LILLY & CO
7,741$8.3M0.62%
28
BRK-BBERKSHIRE HATHAWAY INC DEL
11$8.3M0.62%
29
WMTWALMART INC
70,326$7.8M0.59%
30
AVGOBROADCOM INC
22,443$7.8M0.58%
31
VUGVANGUARD INDEX FDS
15,801$7.7M0.58%
32
VWOVANGUARD INTL EQUITY INDEX F
136,155$7.3M0.55%
33
EFGISHARES TR
63,282$7.2M0.54%
34
ABBVABBVIE INC
29,314$6.7M0.50%
35
IVVISHARES TR
9,746$6.7M0.50%
36
VVISA INC
18,834$6.6M0.49%
37
AQLTISHARES TR
68,911$6.2M0.46%
38
EFVISHARES TR
79,956$5.7M0.43%
39
XOMEXXON MOBIL CORP
47,368$5.7M0.43%
40
SCZISHARES TR
70,361$5.5M0.41%
41
VXUSVANGUARD STAR FDS
70,578$5.3M0.40%
42
VYMVANGUARD WHITEHALL FDS
35,869$5.1M0.38%
43
VBVANGUARD INDEX FDS
19,948$5.1M0.38%
44
IBTGISHARES TR
218,579$5.0M0.37%
45
TNGYTORTOISE CAPITAL SERIES TRUS
534,211$4.8M0.36%
46
METAMETA PLATFORMS INC
7,203$4.8M0.36%
47
IBTHISHARES TR
200,311$4.5M0.34%
48
VEAVANGUARD TAX-MANAGED FDS
70,372$4.4M0.33%
49
MAMASTERCARD INCORPORATED
7,615$4.3M0.32%
50
JNJJOHNSON & JOHNSON
20,733$4.3M0.32%
51
HDHOME DEPOT INC
12,344$4.2M0.32%
52
ORCLORACLE CORP
21,198$4.1M0.31%
53
IWNISHARES TR
22,643$4.1M0.31%
54
HYGISHARES TR
49,459$4.0M0.30%
55
AXPAMERICAN EXPRESS CO
10,704$4.0M0.30%
56
PEPPEPSICO INC
27,237$3.9M0.29%
57
NDQINVESCO QQQ TR
6,087$3.7M0.28%
58
PGPROCTER AND GAMBLE CO
25,537$3.7M0.27%
59
ABTABBOTT LABS
29,035$3.6M0.27%
60
VCSHVANGUARD SCOTTSDALE FDS
44,150$3.5M0.26%
61
SCHGSCHWAB STRATEGIC TR
107,092$3.5M0.26%
62
CATCATERPILLAR INC
5,904$3.4M0.25%
63
IBMINTERNATIONAL BUSINESS MACHS
11,216$3.3M0.25%
64
BACBANK AMERICA CORP
59,786$3.3M0.25%
65
IWOISHARES TR
10,155$3.3M0.25%
66
GEGE AEROSPACE
10,618$3.3M0.24%
67
AMDADVANCED MICRO DEVICES INC
14,969$3.2M0.24%
68
RTXRTX CORPORATION
16,799$3.1M0.23%
69
AZOAUTOZONE INC
894$3.0M0.23%
70
ITMVANECK ETF TRUST
64,274$3.0M0.23%
71
CSCOCISCO SYS INC
38,905$3.0M0.22%
72
CVXCHEVRON CORP NEW
18,976$2.9M0.22%
73
VTIVANGUARD INDEX FDS
8,591$2.9M0.22%
74
VTVVANGUARD INDEX FDS
14,879$2.8M0.21%
75
VTWGVANGUARD SCOTTSDALE FDS
11,982$2.8M0.21%
76
DWDMORGAN STANLEY
15,894$2.8M0.21%
77
SMLFISHARES TR
36,486$2.7M0.20%
78
COSTCOSTCO WHSL CORP NEW
3,158$2.7M0.20%
79
NEENEXTERA ENERGY INC
33,696$2.7M0.20%
80
IJHISHARES TR
40,326$2.7M0.20%
81
MRKMERCK & CO INC
24,966$2.6M0.20%
82
BILSPDR SERIES TRUST
28,539$2.6M0.19%
83
WESWESTERN MIDSTREAM PARTNERS L
65,438$2.6M0.19%
84
IAU*ISHARES GOLD TR
31,739$2.6M0.19%
85
CBCHUBB LIMITED
8,203$2.6M0.19%
86
VBKVANGUARD INDEX FDS
8,442$2.5M0.19%
87
KOCOCA COLA CO
34,770$2.4M0.18%
88
SHMSPDR SERIES TRUST
49,171$2.4M0.18%
89
LOWLOWES COS INC
9,714$2.3M0.17%
90
MPLXMPLX LP
43,776$2.3M0.17%
91
IEMGISHARES INC
34,008$2.3M0.17%
92
UNHUNITEDHEALTH GROUP INC
6,821$2.3M0.17%
93
MCDMCDONALDS CORP
7,290$2.2M0.17%
94
4I1PHILIP MORRIS INTL INC
13,780$2.2M0.17%
95
SLYGSPDR SERIES TRUST
23,137$2.2M0.16%
96
EMREMERSON ELEC CO
16,061$2.1M0.16%
97
DFACDIMENSIONAL ETF TRUST
53,606$2.1M0.16%
98
GSGOLDMAN SACHS GROUP INC
2,349$2.1M0.15%
99
VTWVVANGUARD SCOTTSDALE FDS
12,731$2.0M0.15%
100
SGOVISHARES TR
19,270$1.9M0.14%
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