Parkside Advisors LLC 13F Holdings · last filed Q2 2025
Parkside Advisors LLC reported 89 securities worth $455.10M in its SEC 13F filing for Q2 2025 (period ended 2025-06-30). Top holdings: IWB (16.50%), IWM (7.97%), EFA (6.85%). Among its top 25 positions this quarter: 17 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | $75.1M | 16.50% | 221,192 | Trimmed |
| 2 | IWM | ISHARES TR | $36.3M | 7.97% | 168,122 | Added |
| 3 | EFA | ISHARES TR | $31.2M | 6.85% | 348,561 | Trimmed |
| 4 | IEF | ISHARES TR | $31.1M | 6.82% | 324,216 | Added |
| 5 | AGG | ISHARES TR | $27.1M | 5.95% | 272,892 | Added |
| 6 | VMBS | VANGUARD SCOTTSDALE FDS | $27.0M | 5.93% | 582,759 | Added |
| 7 | QQQM | INVESCO EXCH TRADED FD TR II | $24.9M | 5.47% | 109,567 | Added |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | $20.5M | 4.50% | 358,942 | Added |
| 9 | STIP | ISHARES TR | $20.3M | 4.46% | 197,185 | Added |
| 10 | VOO | VANGUARD INDEX FDS | $15.3M | 3.37% | 26,919 | Added |
| 11 | VB | VANGUARD INDEX FDS | $11.6M | 2.55% | 48,795 | Added |
| 12 | IEMG | ISHARES INC | $11.0M | 2.43% | 183,993 | Added |
| 13 | VCSH | VANGUARD SCOTTSDALE FDS | $10.0M | 2.20% | 126,148 | Added |
| 14 | ESGU | ISHARES TR | $9.6M | 2.11% | 70,855 | Added |
| 15 | VNQ | VANGUARD INDEX FDS | $8.0M | 1.75% | 89,444 | Added |
| 16 | VCIT | VANGUARD SCOTTSDALE FDS | $6.6M | 1.46% | 79,870 | Added |
| 17 | MBB | ISHARES TR | $6.2M | 1.37% | 66,555 | Added |
| 18 | VTI | VANGUARD INDEX FDS | $6.0M | 1.32% | 19,764 | Trimmed |
| 19 | AAPL | APPLE INC | $5.3M | 1.16% | 25,729 | Trimmed |
| 20 | ESML | ISHARES TR | $4.9M | 1.07% | 117,432 | Trimmed |
| 21 | IVV | ISHARES TR | $4.2M | 0.92% | 6,746 | Added |
| 22 | AVGO | BROADCOM INC | $4.1M | 0.90% | 14,815 | Added |
| 23 | EAGG | ISHARES TR | $3.7M | 0.80% | 76,859 | Trimmed |
| 24 | SCHK | SCHWAB STRATEGIC TR | $3.5M | 0.76% | 116,215 | Trimmed |
| 25 | ESGD | ISHARES TR | $3.3M | 0.73% | 37,245 | Trimmed |
Source: SEC Form 13F filings · as of 2025-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR