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Alan Cole

Parkside Investments, Llc

Assets Managed
$823.124M
Holdings
98
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
3.66%(2Q avg: 1.45%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Parkside Investments, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 98 positions.

Assets under management

The assets under management (AUM) of Parkside Investments, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 823.124M in assets, with a quarterly growth rate of 3.66% and a 2-quarter average growth rate of 1.45%. The portfolio is managed by Alan Cole, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IGSB
Ishares 1-5y Inv Grade Corp
Recent Activity
Increased 9.87%
11.26%
$92.681M
1.763M shares@ $52.56 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Decreased -1.1%
7.69%
$63.245M
255,018 shares@ $248.01 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.25%
7.42%
$61.006M
93,393 shares@ $653.22 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 17.64%
6.93%
$57.025M
817,558 shares@ $69.75 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -10.92%
6.56%
$53.961M
596,057 shares@ $90.54 avg price
MBB
Ishares Mbs Etf
Recent Activity
Increased 1.59%
4.05%
$33.26M
350,288 shares@ $94.96 avg price
AAPL
Apple Inc
Recent Activity
Decreased -6.25%
2.14%
$17.602M
69,358 shares@ $253.79 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 10.64%
2.07%
$17.036M
88,764 shares@ $191.93 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 3.33%
1.85%
$15.188M
52,946 shares@ $286.87 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 5.33%
1.84%
$15.08M
113,469 shares@ $132.91 avg price

1-10 of 98