Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Park Square Financial Group, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Park Square Financial Group, LLC (CIK 2058285) reported $11.1M across 210 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: FTSM ($877,129, 7.92%), RSP ($859,591, 7.76%), SPY ($778,881, 7.03%), RDVY ($719,976, 6.50%), FDL ($713,693, 6.44%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1FTSMFT ENH SHORT MTY ETF$877,1297.92%14,685Trimmed
2RSPINVESCO S&P 500 EQUAL WEIGHT$859,5917.76%4,040Trimmed
3SPYSPDR S&P 500 ETF$778,8817.03%1,043Trimmed
4RDVYFT RISING DIV ACHIEV ETF$719,9766.50%8,882Trimmed
5FDLFIRST TRUST MORNINGSTAR DIV LDRS ETF$713,6936.44%14,667Trimmed
6HYGISHS IBOX $ H/Y CORP ETF$676,9486.11%8,465Trimmed
7UCONFIRST TRUST SMITH UNCON BOND ETF$594,7305.37%23,904Trimmed
8LMBSFT LOW DUR OPPTYS ETF$595,0695.37%11,954Trimmed
9FSIGFIRST TRUST LMT DR INV GRD CR ETF$581,4695.25%30,839Trimmed
10QQQINV QQQ ETF$479,3944.33%651Trimmed
11LVHIFRKLN INTL LW VLTY HG DIV INDX ETF$427,9333.86%10,544Trimmed
12DVOLFT DRSY WRIHT MOMNT AND LOW VOLT ETF$336,0703.03%9,196Added
13JNKST STR BLMBRG H/Y ETF$296,3402.68%3,075Trimmed
14SDVYFRST TRST SMID CAP RSNG DIV ACH ETF$264,4912.39%6,131Added
15FTGCFT GLB TACTCL CMDTY ETF$260,7362.35%9,639Trimmed
16EEMISHS MSCI EMG MKT ETF$223,9062.02%3,273Added
17LGOVFIRST TRUST LONG DUR OPPO ETF$221,0622.00%10,330Trimmed
18HEFAISHR CURR HDGD MSCI ETF$174,6561.58%3,722Trimmed
19GLDSPDR GOLD TRUST GOLD ETF$172,3991.56%468Added
20EMBXVANECK EMERGING MARKETS BOND ETF$161,2161.46%3,142New
21LLYELI LILLY & CO$143,9321.30%120Trimmed
22SJNKST STR BLMBRG S/T ETF$62,4010.56%2,493Trimmed
23FBTFIRST TRUST NYSE ARCA BIOTECH ID ETF$41,1490.37%166Hold
24GOOGLALPHABET INC A$33,9500.31%95Trimmed
25IVVISHARES CORE S&P 500 ETF$30,7040.28%41Trimmed

Source: SEC Form 13F filings · as of 2026-06-30