Parkside Investments, LLC
Annual return '25
+16.1%
SPY '25
+17.7%
Alpha
-1.7ptsvs SPY
Invested
$823.1M
Holdings
97
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
Q1 2026: Sold 93.0% (1.61M → 112.1k shares)
11.3%
02
$IWM
ISHARES RUSSELL 2000 ETF
Q1 2026: Sold 97.1% (257.9k → 7.4k shares)
7.7%
03
$IVV
ISHARES CORE S&P 500 ETF
Q1 2026: Sold 95.3% (92.2k → 4.3k shares)
7.4%
04
$IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
Q1 2026: Sold 100.0% (695.0k → 318 shares)
6.9%
05
$IEFA
ISHARES CORE MSCI EAFE ETF
Q1 2026: Exited (was 669.2k shares)
6.6%
06
$MBB
ISHARES MBS ETF
Q1 2026: Exited (was 344.8k shares)
4.0%
07
$AAPL
APPLE INC COM
Q1 2026: Increased +1435.5% (74.0k → 1.14M shares)
2.1%
08
$RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
Q1 2026: Exited (was 80.2k shares)
2.1%
09
$GOOG
ALPHABET INC CAP STK CL C
Q1 2026: Increased +994.2% (51.2k → 560.7k shares)
1.8%
10
$XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Q1 2026: Sold 45.8% (107.7k → 58.3k shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:25 UTC.