Parkway Wealth Management Group, LLC
•CIK: 2065679•Filing: Q4 2025
**Parkway Wealth Management Group, LLC** manages $745M across a diversified portfolio of 133 positions. The strategy exhibits significant allocations to large-cap growth and value factors, evidenced by top holdings including VUG at $91.9M and VTV at $83.2M. Notable concentrations also include tactical exposure to quality and dividend-focused sectors, with QTUM and SHLD each commanding over $40M. This positioning suggests a factor-tilted approach within the broader equity landscape.
Total AUM
$745.4M
QoQ Performance
N/A
Positions
81
Top 10 Concentration
57.4%
Latest Filing
Q4 2025
Top Holdings Allocation
VUG
VTV
QTUM
SHLD
VUG12.3%
VTV11.2%
QTUM5.5%
SHLD5.5%
EUFN4.6%
EWI4.5%
ARKK4.3%
IJR3.5%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other94.1%
Technology2.7%
Communication0.7%
Consumer0.6%
Financial0.5%
Industrial0.5%
Energy0.4%
Healthcare0.2%