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Alan Cole

Parkside Investments, Llc

Assets Managed
$902.191M
Holdings
91
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
9.61%(2Q avg: 6.63%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Parkside Investments, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 91 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 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 902.191M in assets, with a quarterly growth rate of 9.61% and a 2-quarter average growth rate of 6.63%. The portfolio is managed by Alan Cole, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IGSB
Ishares 1-5y Inv Grade Corp
Recent Activity
Increased 6.41%
10.9%
$98.337M
1.876M shares@ $52.41 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Decreased -2.21%
8.31%
$74.923M
249,369 shares@ $300.46 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 3.36%
8.02%
$72.291M
96,530 shares@ $748.9 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -0.16%
7.5%
$67.613M
816,192 shares@ $82.84 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -0.33%
6.36%
$57.373M
594,046 shares@ $96.59 avg price
MBB
Ishares Mbs Etf
Recent Activity
Decreased -1.49%
3.62%
$32.614M
345,053 shares@ $94.53 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -3.35%
2.32%
$20.894M
109,667 shares@ $190.53 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 1.1%
2.1%
$18.913M
53,528 shares@ $353.33 avg price
FESM
Fidelity Enhncd Smll Cp Etf
Recent Activity
Increased 6.17%
2.05%
$18.465M
382,383 shares@ $48.3 avg price
FPE
Ft-preferred Secur & Inc Etf
Recent Activity
Increased 51.31%
2.03%
$18.258M
1.021M shares@ $17.89 avg price

1-10 of 91