Park Square Financial Group, LLC
RIA/Wealth
Park Square Financial Group, LLC is a RIA/Wealth based in Roswell, GA led by Donald Leonard Ruffin, reporting $208.2M in AUM as of Q3 2025 with 85% ETF concentration, 63% concentrated in top 10 holdings, and minimal technology exposure.
CEODonald Leonard Ruffin
- Portfolio Value
- $22.3M
- Positions
- 255
- Top Holding
- HYG at 8.4%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Park Square Financial Group, LLC's portfolio (63.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $1.9M | 8.40% | -$833.7K Sold | — 23.0K shares | |
ETF ETF | $1.8M | 8.05% | -$1.3M Sold | — 9.4K shares | |
ETF ETF | $1.7M | 7.49% | -$1.4M Sold | — 27.9K shares | |
ETF ETF | $1.6M | 7.39% | -$1.9M Sold | — 2.5K shares | |
ETF ETF | $1.6M | 7.36% | -$1.2M Sold | — 37.7K shares | |
ETF ETF | $1.3M | 5.93% | -$1.3M Sold | — 19.6K shares | |
ETF ETF | $1.1M | 5.00% | -$798.6K Sold | — 44.2K shares | |
ETF ETF | $1.1M | 4.98% | -$836.2K Sold | — 22.3K shares | |
ETF ETF | $1.1M | 4.72% | -$773.8K Sold | — 54.7K shares | |
ETF ETF | $842.7K | 3.78% | -$366.5K Sold | — 8.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Park Square Financial Group, LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Park Square Financial Group, LLC
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