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Showing Q2 2025 data
Parkside Advisors LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Parkside Advisors LLC
•CIK: 1585550•Filing: Q2 2025
**Parkside Advisors LLC** manages $455M across a diversified portfolio of 89 positions. The fund exhibits a notable allocation to broad market and fixed-income exposure, with top holdings including IWB at $75.1M and IWM at $36.3M. Significant tactical weight is also evident in international equity (EFA at $31.2M) and core fixed income strategies (IEF at $31.1M; AGG at $27.1M). This positioning suggests a mandate focused on capturing broad market beta while maintaining substantial defensive allocations.
Total AUM
$455.1M
QoQ Performance
+9.6%
Positions
50
Top 10 Concentration
67.8%
Latest Filing
Q2 2025
Top Holdings Allocation
IWB
IWM
EFA
IEF
AGG
VMBS
QQQM
IWB16.5%
IWM8.0%
EFA6.8%
IEF6.8%
AGG5.9%
VMBS5.9%
QQQM5.5%
VEA4.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other89.7%
ETF4.6%
Technology4.1%
Financial0.5%
Consumer0.4%
Communication0.3%
Healthcare0.3%
Industrial0.1%
🚪 Exited Positionssold since Q1 2025
Changes from Q1 2025
NEW10 new positions
↑24 increased
↓23 decreased
Historical Filings
Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023