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Parkside Investments, LLC

hedge fundUpdated 59 days ago

Managed by Parkside Investments, Llc • Latest filing Q2 2026

Portfolio value
$902.2M
Q2 2026
Filings
13
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
19.0%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 13 quarters

Show data table
PeriodPortfolio value
Q2 2023$535.7M
Q3 2023$544.6M
Q4 2023$591.1M
Q1 2024$630.5M
Q2 2024$633.8M
Q3 2024$662.6M
Q4 2024$667M
Q1 2025$679.4M
Q2 2025$736.1M
Q3 2025$800.3M
Q4 2025$794.1M
Q1 2026$823.1M
Q2 2026$902.2M

Top holdings

91 positions as of Q2 2026

View filing
?
1.N/A

ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

+6.4%
Value
$98.3M
Shares
1.88M
% Port
10.90%
E

ISHARES RUSSELL 2000 ETF

-2.2%
Value
$74.9M
Shares
249.4K
% Port
8.30%
E

ISHARES CORE S&P 500 ETF

+3.4%
Value
$72.3M
Shares
96.5K
% Port
8.01%
E

ISHARES CORE MSCI EMERGING MARKETS ETF

-0.2%
Value
$67.6M
Shares
816.2K
% Port
7.49%
E

ISHARES CORE MSCI EAFE ETF

-0.3%
Value
$57.4M
Shares
594.0K
% Port
6.36%
E

ISHARES MBS ETF

-1.5%
Value
$32.6M
Shares
345.1K
% Port
3.62%
S

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

-3.4%
Value
$20.9M
Shares
109.7K
% Port
2.32%
G

ALPHABET INC CAP STK CL C

+1.1%
Value
$18.9M
Shares
53.5K
% Port
2.10%
?
9.N/A

FIDELITY ENHANCED SMALL CAP CORE ETF

+6.2%
Value
$18.5M
Shares
382.4K
% Port
2.05%
?
10.N/A

FIRST TRUST PREFERRED SECURITIES & INCOME ETF

+51.3%
Value
$18.3M
Shares
1.02M
% Port
2.02%
A
11.AMZN

AMAZON COM INC COM

+1.2%
Value
$17.1M
Shares
71.7K
% Port
1.90%
A
12.AAPL

APPLE INC COM

-16.0%
Value
$16.9M
Shares
58.3K
% Port
1.87%
I
13.IVZ

INVESCO S&P 500 EQUAL WEIGHT ETF

-15.7%
Value
$15.9M
Shares
74.9K
% Port
1.77%
?
14.N/A

FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF

-4.7%
Value
$15.8M
Shares
118.7K
% Port
1.75%
?
15.N/A

FIDELITY ENHANCED INTERNATIONAL ETF

+9.4%
Value
$14.2M
Shares
354.9K
% Port
1.58%
G
16.GLW

CORNING INC COM

-16.8%
Value
$13.9M
Shares
54.5K
% Port
1.54%
G

GOLDMAN SACHS GROUP INC COM

-7.7%
Value
$13.6M
Shares
13.5K
% Port
1.51%
?
18.N/A

STATE STREET SPDR S&P BIOTECH ETF

-5.4%
Value
$13.6M
Shares
85.7K
% Port
1.50%
?
19.N/A

FIDELITY ENHANCED MID CAP CORE ETF

-6.3%
Value
$13.6M
Shares
333.9K
% Port
1.50%
C
20.C-PR

CITIGROUP INC COM NEW

-3.7%
Value
$12.9M
Shares
92.3K
% Port
1.43%

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