Long-term investor
Parkway Wealth Management Group, LLC @parkwaywealthmanagementg
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002065679).
Record
- Tracked since 2025-12-31 (250 days), 39 trades recorded
- Returns: week n/a · month n/a · 90 days +5.6% · 6 months n/a · 1 year n/a · all +9.2%
- Max drawdown n/a · win rate 33% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VUG · 11.4% · long · since 2025-12-31
- VTV · 10.9% · long · since 2025-12-31
- QTUM · 5.8% · long · since 2025-12-31
- EWI · 4.3% · long · since 2025-12-31
- DTCR · 4.0% · long · since 2026-06-30
- UFO · 3.7% · long · since 2026-06-30
- IJR · 3.4% · long · since 2025-12-31
- XTL · 3.3% · long · since 2026-06-30
- ICLN · 3.2% · long · since 2026-06-30
- IWS · 3.1% · long · since 2025-12-31
- IWP · 3.1% · long · since 2025-12-31
- PFXF · 1.7% · long · since 2026-06-30