Parkside Investments, LLC Top Holdings and 13F Report (2026) About Parkside Investments, LLCInvestment ActivityParkside Investments, LLC has $823.12 million in total holdings as of March 31, 2026.Parkside Investments, LLC owns shares of 98 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 9.37% of the portfolio was purchased this quarter.About 6.38% of the portfolio was sold this quarter.This quarter, Parkside Investments, LLC has purchased 95 new stocks and bought additional shares in 41 stocks.Parkside Investments, LLC sold shares of 32 stocks and completely divested from 8 stocks this quarter.Largest Holdings iShares 1-5 Year Investment Grade Corporate Bond ETF $92,680,766iShares Russell 2000 ETF $63,244,551iShares Core S&P 500 ETF $61,005,509iShares Core MSCI Emerging Markets ETF $57,024,646iShares Core MSCI EAFE ETF $53,961,066 Largest New Holdings this Quarter 33739E108 - First Trust Preferred Securities and Income ETF $11,979,074 Holding867224107 - Suncor Energy $6,723,387 Holding464287515 - iShares Expanded Tech-Software Sector ETF $960,600 Holding302941109 - FTI Consulting $883,850 Holding494368103 - KIMBERLY-CLARK CORP $771,760 Holding Largest Purchases this Quarter First Trust Preferred Securities and Income ETF 674,877 shares (about $11.98M)FIDELITY ENHANCED INTERNATIONAL ETF 308,087 shares (about $11.46M)iShares Core MSCI Emerging Markets ETF 122,556 shares (about $8.55M)iShares 1-5 Year Investment Grade Corporate Bond ETF 158,277 shares (about $8.32M)Suncor Energy 101,700 shares (about $6.72M) Largest Sales this Quarter JPMorgan Ultra-Short Income ETF 149,712 shares (about $7.58M)iShares Core MSCI EAFE ETF 73,141 shares (about $6.62M)iShares Preferred and Income Securities ETF 192,881 shares (about $5.85M)Warner Bros. Discovery 117,715 shares (about $3.23M)Corning 23,078 shares (about $3.14M) Sector Allocation Over TimeMap of 500 Largest Holdings ofParkside Investments, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$92,680,766$8,319,038 ▲9.9%1,763,33311.3%ManufacturingIWMiShares Russell 2000 ETF$63,244,551$704,321 ▼-1.1%255,0187.7%FinanceIVViShares Core S&P 500 ETF$61,005,509$748,582 ▲1.2%93,3937.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$57,024,646$8,548,277 ▲17.6%817,5586.9%ETFIEFAiShares Core MSCI EAFE ETF$53,961,066$6,621,458 ▼-10.9%596,0576.6%ETFMBBiShares MBS ETF$33,259,878$519,852 ▲1.6%350,2884.0%ETFAAPLApple$17,602,320$1,173,522 ▼-6.3%69,3582.1%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$17,035,629$1,637,274 ▲10.6%88,7642.1%ETFGOOGAlphabet$15,188,162$488,238 ▲3.3%52,9461.8%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$15,080,060$762,715 ▲5.3%113,4691.8%ETFAMZNAmazon.com$14,769,467$673,129 ▲4.8%70,9151.8%Retail/WholesaleAIRRFirst Trust RBA American Industrial Renaissance ETF$13,805,617$1,643,199 ▼-10.6%124,6221.7%ManufacturingFIDELITY ENHANCED SMALL CAP ETF$13,686,591$2,255,113 ▲19.7%360,1731.7%ETFHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$13,135,940$303,180 ▼-2.3%529,6751.6%ETFIAUiShares Gold Trust$12,933,513$855,769 ▲7.1%146,7051.6%FinanceFIDELITY ENHANCED MID CAP ETF$12,818,710$104,824 ▲0.8%356,4711.6%ETFGSThe Goldman Sachs Group$12,278,607$139,511 ▼-1.1%14,6101.5%FinanceFIDELITY ENHANCED INTERNATIONAL ETF$12,073,715$11,460,845 ▲1,870.0%324,5621.5%ETFFPEFirst Trust Preferred Securities and Income ETF$11,979,074$11,979,074 ▲New Holding674,8771.5%ETFFCXFreeport-McMoRan$11,698,594$752,327 ▼-6.0%199,0231.4%Basic MaterialsXBISPDR S&P Biotech ETF$11,569,338$808,527 ▲7.5%90,5771.4%ETFUNPUnion Pacific$11,525,085$361,501 ▲3.2%47,5031.4%TransportationCCitigroup$10,870,532$1,373,843 ▼-11.2%95,8521.3%Financial ServicesCOPConocoPhillips$9,486,163$6,459,954 ▲213.5%81,8651.2%EnergyBNBrookfield$9,369,793$698,878 ▲8.1%231,5241.1%FinanceGLWCorning$8,901,344$3,137,892 ▼-26.1%65,4661.1%Computer and TechnologyESIElement Solutions$8,740,193$1,134,815 ▼-11.5%256,0101.1%Basic MaterialsXLVHealth Care Select Sector SPDR Fund$8,350,068$1,988,335 ▼-19.2%56,9541.0%ETFPFFiShares Preferred and Income Securities ETF$8,221,612$5,848,159 ▼-41.6%271,1611.0%ETFNEENextEra Energy$8,102,817$206,100 ▲2.6%87,2401.0%UtilitiesTMOThermo Fisher Scientific$7,996,658$201,526 ▲2.6%16,2691.0%MedicalKRESPDR S&P Regional Banking ETF$7,988,098$93,816 ▲1.2%122,6111.0%ETFSOSouthern$7,767,892$284,636 ▲3.8%80,4800.9%UtilitiesMSFTMicrosoft$7,615,546$1,382,962 ▲22.2%20,5730.9%Computer and TechnologyURAGlobal X Uranium ETF$7,570,172$50,367 ▼-0.7%156,3120.9%ETFIVOLQuadratic Interest Rate Volatility and Inflation Hedge ETF$7,560,056$279,527 ▲3.8%404,0650.9%ETFALAir Lease$7,404,739$2,907,177 ▼-28.2%114,0240.9%TransportationDISWalt Disney$7,369,639$575,681 ▲8.5%76,4640.9%Consumer DiscretionaryGNRCGenerac$6,831,667$125,011 ▲1.9%34,9750.8%IndustrialsAMDAdvanced Micro Devices$6,801,682$5,289 ▼-0.1%33,4350.8%Computer and TechnologySUSuncor Energy$6,723,387$6,723,387 ▲New Holding101,7000.8%EnergyBWABorgWarner$6,492,497$303,585 ▼-4.5%119,6550.8%Auto/Tires/TrucksWALMART INC COM$6,127,912$690,753 ▲12.7%49,3070.7%StockJPSTJPMorgan Ultra-Short Income ETF$5,603,236$7,576,925 ▼-57.5%110,7140.7%ETFCVSCVS Health$5,223,745$785,566 ▼-13.1%72,7340.6%MedicalDVNDevon Energy$5,065,664$965,641 ▲23.6%100,6690.6%EnergyFDXFedEx$4,872,584$530,000 ▲12.2%13,6800.6%TransportationSOFISoFi Technologies$4,427,979$309,263 ▲7.5%278,8400.5%FinanceSPYSPDR S&P 500 ETF Trust$4,299,398$1,732,506 ▲67.5%6,6110.5%FinanceMHKMohawk Industries$4,156,489$36,430 ▼-0.9%42,2150.5%Consumer DiscretionaryWBDWarner Bros. Discovery$4,140,666$3,232,454 ▼-43.8%150,7890.5%Consumer DiscretionaryCGGRCapital Group Growth ETF$3,215,2000.0%80,0000.4%ETFCFCF Industries$2,387,368$3,028,518 ▼-55.9%18,3870.3%Basic MaterialsITOTiShares Core S&P Total U.S. Stock Market ETF$1,769,978$6,124 ▲0.3%12,4270.2%ETFCMECME Group$1,635,782$24,221 ▲1.5%5,5380.2%FinanceVTIVanguard Total Stock Market ETF$1,443,6450.0%4,5000.2%ETFENVXEnovix$1,432,244$48,433 ▼-3.3%276,4950.2%EnergyXLUUtilities Select Sector SPDR Fund$1,422,590$45,890 ▲3.3%31,0000.2%ETFMETAMeta Platforms$1,373,1120.0%2,4000.2%Computer and TechnologyCOSTCostco Wholesale$1,319,495$1,156,053 ▼-46.7%1,3240.2%Retail/WholesaleDFUSDimensional U.S. Equity ETF$1,309,7080.0%18,4700.2%ETFNVDANVIDIA$1,285,851$109,349 ▼-7.8%7,3730.2%Computer and TechnologyGOOGLAlphabet$1,188,238$225,742 ▲23.5%4,1320.1%Computer and TechnologyNFLXNetflix$1,153,800$192,300 ▲20.0%12,0000.1%Consumer DiscretionaryDFUVDimensional US Marketwide Value ETF$1,066,9920.0%22,0180.1%ETFIACIAC$1,013,840$322,402 ▼-24.1%25,3270.1%Multi-Sector ConglomeratesBACBank of America$985,725$10,725 ▲1.1%20,2200.1%FinanceJPMJPMorgan Chase & Co.$981,366$317,414 ▲47.8%3,3360.1%FinanceIGViShares Expanded Tech-Software Sector ETF$960,600$960,600 ▲New Holding12,0000.1%ETFEQTEQT$954,600$190,920 ▼-16.7%15,0000.1%EnergyVWOVanguard FTSE Emerging Markets ETF$941,011$2,703 ▼-0.3%17,4100.1%ETFFCNFTI Consulting$883,850$883,850 ▲New Holding5,0000.1%Business ServicesXLPConsumer Staples Select Sector SPDR Fund$819,800$819,800 ▼-50.0%10,0000.1%ETFCAVACAVA Group$809,000$161,800 ▼-16.7%10,0000.1%Retail/WholesaleSBUXStarbucks$806,310$89,590 ▼-10.0%9,0000.1%Retail/WholesaleKIMBERLY-CLARK CORP$771,760$771,760 ▲New Holding8,0000.1%StockACIAlbertsons Companies$681,600$681,600 ▲New Holding40,0000.1%Consumer StaplesPJANInnovator U.S. Equity Power Buffer ETF - January$667,732$119,938 ▲21.9%14,4750.1%ETFWFCWells Fargo & Company$636,8800.0%8,0000.1%FinancePRAXIS IMPACT LARGE CAP VALUE ETF$604,887$219,837 ▲57.1%19,4560.1%ETFBXBlackstone$597,948$597,948 ▲New Holding5,2000.1%FinanceMSMorgan Stanley$575,995$246,855 ▼-30.0%3,5000.1%FinanceJSTCAdasina Social Justice All Cap Global ETF$557,297$214,078 ▲62.4%28,5940.1%ETFIJRiShares Core S&P Small-Cap ETF$533,7870.0%4,2940.1%ETFDFATDimensional U.S. Targeted Value ETF$429,7180.0%6,8810.1%ETFAPOApollo Global Management$356,544$356,544 ▲New Holding3,2000.0%FinanceISRGIntuitive Surgical$322,6930.0%7000.0%MedicalGE VERNOVA INC COM$321,2270.0%3680.0%StockVOOVanguard S&P 500 ETF$308,3360.0%5160.0%ETFXOMExxonMobil$304,709$304,709 ▲New Holding1,7960.0%EnergyMDTMedtronic$293,8300.0%3,3910.0%MedicalAVGOBroadcom$288,954$619 ▲0.2%9340.0%Computer and TechnologyKYNKayne Anderson Energy Infrastructure Fund$257,754$5,712 ▼-2.2%18,0500.0%Financial ServicesBED BATH & BEYOND INC$232,0000.0%50,0000.0%StockBRK.BBerkshire Hathaway$231,454$231,454 ▲New Holding4830.0%FinanceVVisa$211,098$302 ▲0.1%6980.0%Business ServicesGEGE Aerospace$207,720$207,720 ▲New Holding7320.0%AerospacePTONPeloton Interactive$130,8450.0%30,5000.0%Consumer DiscretionaryEOGEOG Resources$0$2,181,510 ▼-100.0%00.0%EnergyXLIIndustrial Select Sector SPDR Fund$0$1,551,200 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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