Parkside Investments, LLC Q4 2025 Filing

Filed February 9, 2026

Portfolio Value

$794.1M

Holdings

95

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (95 positions)

#StockSharesValue% PortfolioType
1
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
1,605,056$84.9M10.69%
2
IWMISHARES RUSSELL 2000 ETF
257,858$63.5M7.99%
3
IVVISHARES CORE S&P 500 ETF
92,247$63.2M7.96%
4
AQLTISHARES CORE MSCI EAFE ETF
669,198$59.9M7.54%
5
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
695,002$46.7M5.88%
6
MBBISHARES MBS ETF
344,813$32.8M4.13%
7
AAPLAPPLE INC COM
73,982$20.1M2.53%
8
GOOGALPHABET INC CAP STK CL C
51,244$16.1M2.02%
9
AMZNAMAZON COM INC COM
67,683$15.6M1.97%
10
XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
107,730$15.5M1.96%
11
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
80,233$15.4M1.94%
12
PFFISHARES PREFERRED & INCOME SECURITIES ETF
464,042$14.4M1.81%
13
AIRRFIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
139,455$13.7M1.73%
14
HYMBSTATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF
541,900$13.5M1.70%
15
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
260,426$13.2M1.66%
16
GSGOLDMAN SACHS GROUP INC COM
14,776$13.0M1.64%
17
FMDEFIDELITY ENHANCED MID CAP ETF
353,556$12.9M1.62%
18
TRVCCITIGROUP INC COM NEW
107,966$12.6M1.59%
19
FESMFIDELITY ENHANCED SMALL CAP ETF
300,828$11.4M1.43%
20
IAU*ISHARES GOLD TRUST
136,998$11.1M1.40%
21
XLVSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
70,516$10.9M1.37%
22
FCXFREEPORT-MCMORAN INC CL B
211,822$10.8M1.35%
23
UNPUNION PAC CORP COM
46,013$10.6M1.34%
24
XBISTATE STREET SPDR S&P BIOTECH ETF
84,247$10.3M1.29%
25
ALAIR LEASE CORP CL A
158,791$10.2M1.28%
26
BNBROOKFIELD CORP CL A LTD VT SH
214,255$9.8M1.24%
27
TMOTHERMO FISHER SCIENTIFIC INC COM
15,859$9.2M1.16%
28
MSFTMICROSOFT CORP COM
16,837$8.1M1.03%
29
DISDISNEY WALT CO COM
70,491$8.0M1.01%
30
LVLNSTATE STREET SPDR S&P REGIONAL BANKING ETF
121,171$7.9M0.99%
31
GLWCORNING INC COM
88,544$7.8M0.98%
32
WBDWARNER BROS DISCOVERY INC COM SER A
268,504$7.7M0.97%
33
IVOLKRANESHARES QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETF
389,125$7.5M0.94%
34
PAHUSDELEMENT SOLUTIONS INC COM
289,250$7.2M0.91%
35
AMDADVANCED MICRO DEVICES INC COM
33,461$7.2M0.90%
36
NEENEXTERA ENERGY INC COM
85,021$6.8M0.86%
37
SOFISOFI TECHNOLOGIES INC COM
259,365$6.8M0.86%
38
SOSOUTHERN CO COM
77,531$6.8M0.85%
39
URAGLOBAL X URANIUM ETF
157,352$6.7M0.85%
40
CVSCVS HEALTH CORP COM
83,672$6.6M0.84%
41
BWABORGWARNER INC COM
125,250$5.6M0.71%
42
WMTWALMART INC COM
43,749$4.9M0.61%
43
GNRCGENERAC HLDGS INC COM
34,335$4.7M0.59%
44
MHKMOHAWK INDS INC COM
42,585$4.7M0.59%
45
CGGRCAPITAL GROUP GROWTH ETF
80,000$3.6M0.45%
46
FDXFEDEX CORP COM
12,192$3.5M0.44%
47
CFCF INDS HLDGS INC COM
41,712$3.2M0.41%
48
DVNDEVON ENERGY CORP NEW COM
81,479$3.0M0.38%
49
SPYSPDR S&P 500 ETF TRUST
3,947$2.7M0.34%
50
COPCONOCOPHILLIPS COM
26,116$2.4M0.31%
51
EOGEOG RES INC COM
20,774$2.2M0.27%
52
COSTCOSTCO WHOLESALE CORPORATION COM
2,484$2.1M0.27%
53
ENVXENOVIX CORPORATION COM
285,845$2.1M0.26%
54
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
12,384$1.8M0.23%
55
METAMETA PLATFORMS INC
2,400$1.6M0.20%
56
XLFISTATE STREET CONSUMER STAPLES SELECT SPDR
20,000$1.6M0.20%
57
XLISTATE STREET INDUSTRIAL SELECT SECTOR SPDR
10,000$1.6M0.20%
58
VTIVANGUARD TOTAL STOCK MARKET ETF
4,500$1.5M0.19%
59
NVDANVIDIA CORP
8,000$1.5M0.19%
60
CMECME GROUP INC COM
5,456$1.5M0.19%
61
DFUSDIMENSIONAL U.S. EQUITY MARKET ETF
18,470$1.4M0.17%
62
0J7QIAC INC COM NEW
33,381$1.3M0.16%
63
XLUSTATE STREET UTILITIES SELECT SECTOR SPDR
30,000$1.3M0.16%
64
BACBANK OF AMERICA CORP
20,000$1.1M0.14%
65
GOOGLALPHABET INC CAP STK CL A
3,347$1.0M0.13%
66
DFUVDIMENSIONAL US MARKETWIDE VALUE ETF
22,018$1.0M0.13%
67
XLRESTATE STREET REAL ESTATE SELECT SECTOR SPDR
25,000$1.0M0.13%
68
EQTEQT CORP
18,000$964K0.12%
69
VWOVANGUARD FTSE EMERGING MARKETS ETF
17,460$938K0.12%
70
NFLXNETFLIX INC
10,000$937K0.12%
71
DWDMORGAN STANLEY
5,000$887K0.11%
72
SBUXSTARBUCKS CORP
10,000$842K0.11%
73
SWSMURFIT WESTROCK PLC
20,000$773K0.10%
74
WFCWELLS FARGO & CO
8,000$745K0.09%
75
JPMJPMORGAN CHASE & CO. COM
2,257$727K0.09%
76
CAVACAVA GROUP INC
12,000$704K0.09%
77
FENIFIDELITY ENHANCED INTERNATIONAL ETF
16,475$602K0.08%
78
PJANINNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY
11,875$558K0.07%
79
IJRISHARES CORE S&P SMALL CAP ETF
4,294$516K0.06%
80
DFATDIMENSIONAL U.S. TARGETED VALUE ETF
6,881$409K0.05%
81
ISRGINTUITIVE SURGICAL INC COM NEW
700$396K0.05%
82
PRXVPRAXIS IMPACT LARGE CAP VALUE ETF
12,385$375K0.05%
83
JSTCADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF
17,610$357K0.04%
84
FLDRFIDELITY LOW DURATION BOND FACTOR ETF
6,500$326K0.04%
85
MDTMEDTRONIC PLC SHS
3,391$325K0.04%
86
VOOVANGUARD S&P 500 ETF
516$323K0.04%
87
AVGOBROADCOM INC COM
932$322K0.04%
88
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
1,000$303K0.04%
89
OVERBED BATH & BEYOND INC
50,000$273K0.03%
90
VVISA INC COM CL A
697$244K0.03%
91
GEVGE VERNOVA INC COM
368$240K0.03%
92
SHMSPDR BARCLAYS SHORT TERM MUNI BOND ETF
5,000$239K0.03%
93
KYNKAYNE ANDERSON MLP
18,450$228K0.03%
94
AUBATLANTIC UN BANKSHARES CORP COM
6,315$222K0.03%
95
PTONPELOTON INTERACTIVE INC CL A COM
30,500$187K0.02%