Parkside Investments, LLC
CIK: 0001706248SEC EDGAR →
Portfolio Value
$794K
Holdings
95
As of
Q4 2025
New Positions
14
Closed Positions
6
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 1,605,056 | $85K | 10.69% |
| 2 | ISHARES RUSSELL 2000 ETF | 257,858 | $63K | 7.99% |
| 3 | ISHARES CORE S&P 500 ETF | 92,247 | $63K | 7.96% |
| 4 | ISHARES CORE MSCI EAFE ETF | 669,198 | $60K | 7.54% |
| 5 | ISHARES CORE MSCI EMERGING MARKETS ETF | 695,002 | $47K | 5.88% |
| 6 | ISHARES MBS ETF | 344,813 | $33K | 4.13% |
| 7 | APPLE INC COM | 73,982 | $20K | 2.53% |
| 8 | ALPHABET INC CAP STK CL C | 51,244 | $16K | 2.03% |
| 9 | AMAZON COM INC COM | 67,683 | $16K | 1.97% |
| 10 | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 107,730 | $16K | 1.96% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 45 | $491K | 61.8% |
| Unknown | 9 | $103K | 12.9% |
| Technology | 8 | $46K | 5.7% |
| Communication Services | 6 | $35K | 4.5% |
| Industrials | 5 | $31K | 3.9% |
| Consumer Cyclical | 7 | $28K | 3.6% |
| Healthcare | 4 | $17K | 2.1% |
| Basic Materials | 2 | $14K | 1.8% |
| Utilities | 3 | $14K | 1.7% |
| Energy | 4 | $9K | 1.1% |
| Consumer Defensive | 2 | $7K | 0.9% |