§ 13F · FUND PROFILE
Parkside Advisors LLC.
AUM · $455M (13F)Positions · 89Turnover · n/a · Q2Filed · Jul 9, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED JUL 9, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | 221K | $75M | 16.5% | −2% |
| 2 | IWM | ISHARES TR | 168K | $36M | 8.0% | +1% |
| 3 | EFA | ISHARES TR | 349K | $31M | 6.8% | −1% |
| 4 | IEF | ISHARES TR | 324K | $31M | 6.8% | +1% |
| 5 | AGG | ISHARES TR | 273K | $27M | 5.9% | +2% |
| 6 | VMBS | VANGUARD SCOTTSDALE FDS | 583K | $27M | 5.9% | +2% |
| 7 | QQQM | INVESCO EXCH TRADED FD TR II | 110K | $25M | 5.5% | ±0% |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | 359K | $20M | 4.5% | +4% |
| 9 | STIP | ISHARES TR | 197K | $20M | 4.5% | +1% |
| 10 | VOO | VANGUARD INDEX FDS | 27K | $15M | 3.4% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PARKSIDE SIGNAL
AC read
Parkside Advisors LLC is a Other fund managing $455 million in assets. The fund runs a portfolio of 89 positions.
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