Parkway Wealth Management Group, LLC holds a focused book of 147 stocks worth $866.1M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Global X Data Center & Digit and trimmed Defiance Quantum ETF. Their largest long position is Vanguard Growth ETF at 11% of the equity book. Cloning the disclosed picks since 2026 would be +5% (+10.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2065679/holdings"
Use Arkolith to show Parkway Wealth Management Group, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Parkway Wealth Management Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
15% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Parkway Wealth Management Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ROYAL BANK OF CANADA | 80 / 80 | $111.5B |
| LPL Financial LLC | 80 / 80 | $80.5B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $14.8B |
| MORGAN STANLEY | 79 / 80 | $424.6B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $330.9B |
| UBS Group AG | 79 / 80 | $106.8B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $83.2B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $84.5B |
Ranked by how many of Parkway Wealth Management Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS GROWTH ETF | $98.4M | 1.14M | 11.4% | ▲+495% Added · +950K sh | |
| 2 | Vanguard Index FDS VALUE ETF | $94.6M | 434.1K | 10.9% | ▲+0.5% Added · +2K sh | |
| 3 | ETF Ser Solutions DEFIA QUANT ETF | $50.2M | 303.6K | 5.8% | ▼−2.4% Reduced · −8K sh | |
| 4 | Ishares Inc MSCI ITALY ETF | $36.9M | 622.5K | 4.3% | ▼~0% Reduced · −112 sh | |
| 5 | Global X FDS DATA CTR DIG ETF | $34.4M | 1.13M | 4.0% | ▲New New position | |
| 6 | Procure ETF Trust II SPACE ETF | $32.2M | 635.7K | 3.7% | ▲New New position | |
| 7 | Ishares TR CORE S&P SCP ETF | $29.0M | 195.7K | 3.4% | ▼~0% Reduced · −73 sh | |
| 8 | SPDR Series Trust ST STR SP TELCO | $29.0M | 127.4K | 3.3% | ▲New New position | |
| 9 | Ishares TR GL CLEAN ENE ETF | $27.6M | 1.35M | 3.2% | ▲New New position | |
| 10 | Ishares TR RUS MDCP VAL ETF | $27.3M | 165.7K | 3.1% | ▲+0.1% Added · +133 sh | |
| 11 | Ishares TR RUS MD CP GR ETF | $27.1M | 184.8K | 3.1% | ▲+0.4% Added · +691 sh | |
| 12 | Vaneck ETF Trust PREFERRED SECURT | $14.6M | 819.4K | 1.7% | ▲New New position | |
| 13 | Ishares TR 1 3 YR TREAS BD | $11.9M | 145.5K | 1.4% | ▼−0.9% Reduced · −1K sh | |
| 14 | Ishares TR CORE US AGGBD ET | $11.9M | 119.8K | 1.4% | ▼−0.7% Reduced · −865 sh | |
| 15 | Ishares TR TIPS BD ETF | $11.7M | 106.7K | 1.3% | ▼−1.0% Reduced · −1K sh | |
| 16 | Micron Technology Inc COM | $11.0M | 9.5K | 1.3% | ▼−8.7% Reduced · −902 sh | |
| 17 | SPDR Series Trust ST STR P500GRW | $10.9M | 91.5K | 1.3% | ▲+6.0% Added · +5K sh | |
| 18 | Invesco Exch TRD SLF Idx FD BULETSHS 2027 | $10.2M | 456.3K | 1.2% | ▲+0.6% Added · +3K sh | |
| 19 | Ishares TR IBONDS DEC 29 | $10.2M | 439.7K | 1.2% | ▲+0.7% Added · +3K sh | |
| 20 | Invesco Exch TRD SLF Idx FD INVSCO 28 HYCORP | $10.2M | 467.8K | 1.2% | ▲+0.6% Added · +3K sh | |
| 21 | Ishares TR IBONDS DEC 2030 | $10.2M | 466.3K | 1.2% | ▲+0.7% Added · +3K sh | |
| 22 | Ishares TR IBONDS DEC 2031 | $10.1M | 486.7K | 1.2% | ▲+0.8% Added · +4K sh | |
| 23 | Ishares TR IBONDS DEC 2032 | $10.1M | 402.6K | 1.2% | ▲+1.2% Added · +5K sh | |
| 24 | Ishares TR IBONDS DEC 2034 | $10.1M | 389.2K | 1.2% | ▲+1.2% Added · +4K sh | |
| 25 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 26 | $10.1M | 441.2K | 1.2% | ▲+0.6% Added · +3K sh | |
| 26 | Invesco Exch TRD SLF Idx FD BUL 2033 COR ETF | $10.1M | 480.1K | 1.2% | ▲+0.9% Added · +4K sh | |
| 27 | SPDR Series Trust ST STR P500VAL | $9.8M | 161.7K | 1.1% | ▲+8.2% Added · +12K sh | |
| 28 | Western Digital Corp COM | $8.8M | 13.8K | 1.0% | ▼−6.6% Reduced · −981 sh | |
| 29 | Seagate Technology HLDNGS PL ORD SHS | $8.7M | 9.0K | 1.0% | ▼−6.6% Reduced · −635 sh | |
| 30 | Vanguard Index FDS EXTEND MKT ETF | $8.0M | 32.3K | 0.9% | ▲+6.5% Added · +2K sh | |
| 31 | Vanguard World FD MEGA CAP INDEX | $7.5M | 27.4K | 0.9% | ▲+7.0% Added · +2K sh | |
| 32 | Ishares Inc MSCI GBL MIN VOL | $6.8M | 56.9K | 0.8% | ▲+9.5% Added · +5K sh | |
| 33 | Nvidia Corporation COM | $6.8M | 34.1K | 0.8% | ▼−2.9% Reduced · −1K sh | |
| 34 | Ishares TR MSCI EAFE ETF | $6.8M | 65.6K | 0.8% | ▲+8.9% Added · +5K sh | |
| 35 | Lam Research Corp COM NEW | $6.7M | 15.5K | 0.8% | ▼−0.1% Reduced · −20 sh | |
| 36 | Touchstone ETF Trust ULTRA SHORT INCM | $6.4M | 253.2K | 0.7% | ▲+21% Added · +44K sh | |
| 37 | Teradyne Inc COM | $5.6M | 11.5K | 0.6% | ▲+5.8% Added · +629 sh | |
| 38 | Apple Inc COM | $5.4M | 18.6K | 0.6% | ▼−3.4% Reduced · −647 sh | |
| 39 | Alphabet Inc CAP STK CL A | $5.3M | 14.7K | 0.6% | ▲+5.3% Added · +735 sh | |
| 40 | SPDR Series Trust ST STR P500ETF | $5.2M | 59.7K | 0.6% | ▲+30% Added · +14K sh | |
| 41 | Ies Holdings Inc COM | $5.1M | 7.0K | 0.6% | ▼−14% Reduced · −1K sh | |
| 42 | Ge Aerospace COM NEW | $4.4M | 11.7K | 0.5% | ▲+12% Added · +1K sh | |
| 43 | Howmet Aerospace Inc COM | $4.3M | 15.9K | 0.5% | ▲+5.7% Added · +859 sh | |
| 44 | Intel Corp COM | $4.3M | 30.6K | 0.5% | ▲New New position | |
| 45 | Ralph Lauren Corp CL A | $4.0M | 9.9K | 0.5% | ▲+8.2% Added · +752 sh | |
| 46 | Tapestry Inc COM | $3.9M | 26.6K | 0.4% | ▲+8.8% Added · +2K sh | |
| 47 | Centene Corp Del COM | $3.7M | 57.4K | 0.4% | ▲New New position | |
| 48 | Ciena Corp COM NEW | $3.7M | 7.5K | 0.4% | ▲+19% Added · +1K sh | |
| 49 | Hewlett Packard Enterprise C COM | $3.6M | 80.6K | 0.4% | ▲New New position | |
| 50 | Franklin ETF TR SHRT DUR US GOVT | $3.2M | 35.7K | 0.4% | ▲+23% Added · +7K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.