Parkside Advisors LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $453 Million distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 1000 ETF with a value of $75.1M, Ishares Russell 2000 ETF with a value of $36.3M, Ishares Tr Msci Eafe ETF with a value of $31.2M, Ishares Barclays with a value of $31.1M, and Ishares Core U.S. Aggregate Bo with a value of $27.1M.

Examining the 13F form we can see an increase of $38.6M in the current position value, from $415M to 453M.

Below you can find more details about Parkside Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $453 Million
ETFs: $423 Million
Technology: $16.8 Million
Communication Services: $3.3 Million
Consumer Defensive: $2.92 Million
Financial Services: $2.37 Million
Healthcare: $1.38 Million
Consumer Cyclical: $1.15 Million
Industrials: $925,000
Other: $204,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $453 Million
  • Prior Value $415 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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