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Holly Pace

Parkway Wealth Management Group, Llc

Assets Managed
$790.529M
Holdings
137
Last Quarter
2026 - Q1
Filed Date
28d ago
Growth Rate
6.06%(2Q avg: 3.03%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Parkway Wealth Management Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 137 positions.

Assets under management

The assets under management (AUM) of Parkway Wealth Management Group, 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 790.529M in assets, with a quarterly growth rate of 6.06% and a 2-quarter average growth rate of 3.03%. The portfolio is managed by Holly Pace, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUG
Vanguard Growth Etf
Recent Activity
Increased 1.77%
11.15%
$88.115M
191,754 shares@ $459.52 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -0.79%
11.09%
$87.668M
431,968 shares@ $202.96 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 6346.55%
6.56%
$51.855M
516,175 shares@ $100.46 avg price
SHLD
Global X Defense Tech Etf
Recent Activity
Decreased -21.11%
4.65%
$36.738M
494,788 shares@ $74.26 avg price
QTUM
Defiance Quantum Etf
Recent Activity
Decreased -16.14%
4.58%
$36.147M
311,238 shares@ $116.14 avg price
EWI
Ishares Msci Italy Etf
Recent Activity
Increased 1.51%
4.5%
$35.507M
622,607 shares@ $57.03 avg price
EZA
Ishares Msci South Africa Et
Recent Activity
New Position
4.2%
$33.165M
457,516 shares@ $72.5 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -8.95%
3.24%
$25.595M
195,758 shares@ $130.75 avg price
IWS
Ishares Russell Mid-cap Valu
Recent Activity
Decreased -0.91%
3.19%
$25.198M
165,570 shares@ $152.2 avg price
IWP
Ishares Russell Mid-cap Grow
Recent Activity
Increased 13.68%
3.07%
$24.197M
184,131 shares@ $131.41 avg price

1-10 of 137