SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Parkway Wealth Management Group, LLC

CIK 0002065679 · 5550 GRANITE PARKWAY, SUITE 180, PLANO, TX, 75024 · 9725029340

Reported Value
$745M
Q4 2025
Positions
133
Filings on Record
2
2019–present window
Filed
Feb 10, 2026
original filing

Summary

Parkway Wealth Management Group, Llc reported $745M in U.S.-listed holdings across 133 positions for Q4 2025.

Its largest position, VUG, represents 12.3% of the portfolio.

Reported Value by Quarter

13F Reported Value
Q4 ’25: $745MQ4 ’25Q1 ’26: $791MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 89.1%Common Stock: 10.4%Other: 0.3%ADR: 0.1%MLP: 0.0%Other: 0.0%
  • ETP · 89.1% · $664M
  • Common Stock · 10.4% · $77M
  • Other · 0.3% · $3M
  • ADR · 0.1% · $814,425
  • MLP · 0.0% · $325,244
  • Other · 0.0% · $207,698

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$791M137Apr 20, 202613F-HRchanges · EDGAR ↗
Q4 2025$745M133Feb 10, 202613F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.