Parkside Advisors LLC - Portfolio overview

Parkside Advisors LLC has 89 reported holdings in this dataset, with the latest filing dated 2025-07-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

  1. IWB - ISHARES TR, 16.50%
  2. IWM - ISHARES TR, 7.97%
  3. EFA - ISHARES TR, 6.85%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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