Parkside Investments, LLC
RIA/Wealth
Parkside Investments, LLC is a RIA/Wealth based in Deerfield, IL led by Alan (Nmn) Cole, reporting $1.3B in AUM as of Q3 2025 with 66% ETF concentration and 52% concentrated in top 10 holdings.
PresidentAlan (Nmn) Cole
- Portfolio Value
- $800.5M
- Positions
- 98
- Top Holding
- IGSB at 10.37%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Parkside Investments, LLC's portfolio (51.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $83.0M | 10.37% | +$13.0M Bought | — 1.6M shares | |
ETF ETF | $64.2M | 8.02% | -$292.8K Sold | — 265.2K shares | |
ETF ETF | $63.0M | 7.87% | +$369.5K Bought | — 94.1K shares | |
ETF ETF | $59.2M | 7.40% | +$2.7M Bought | — 678.3K shares | |
ETF ETF | $42.9M | 5.36% | +$2.7M Bought | — 651.2K shares | |
ETF ETF | $33.0M | 4.12% | +$9.3M Bought | — 346.3K shares | |
Consumer Electronics Technology | $18.9M | 2.36% | +$36.7K Bought | 0.00% 74.1K shares | |
ETF ETF | $17.1M | 2.14% | -$577.5K Sold | — 60.7K shares | |
Specialty Retail Consumer Cyclical | $16.9M | 2.12% | +$1.2M Bought | 0.00% 77.2K shares | |
ETF ETF | $15.9M | 1.98% | -$56.6K Sold | — 438.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Parkside Investments, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Parkside Investments, LLC
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