Parkside Financial Bank & Trust

Institutional manager (13F) · CIK 1455267

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $872M

#	Issuer	Value	Shares
1	BLACKROCK INC	$237M	246,476
2	APPLE INC	$50M	198,398
3	VANGUARD SCOTTSDALE FDS	$39M	359,732
4	VANGUARD SCOTTSDALE FDS	$37M	398,463
5	ROIVANT SCIENCES LTD	$37M	1,329,164
6	ISHARES TR	$32M	76,057
7	MICROSOFT CORP	$24M	65,558
8	ISHARES TR	$23M	105,576
9	NVIDIA CORPORATION	$21M	122,881
10	VANGUARD SCOTTSDALE FDS	$20M	68,555
11	VANGUARD BD INDEX FDS	$20M	257,919
12	VANGUARD BD INDEX FDS	$20M	254,554
13	VANGUARD INDEX FDS	$19M	31,204
14	STATE STR SPDR S&P 500 ETF T	$16M	24,426
15	ISHARES TR	$16M	160,317
16	AMAZON COM INC	$15M	72,959
17	ALPHABET INC	$15M	51,070
18	SPDR SERIES TRUST	$12M	258,170
19	TORTOISE CAPITAL SERIES TRUS	$12M	285,805
20	JPMORGAN CHASE & CO	$12M	39,730
21	ISHARES TR	$10M	27,196
22	ISHARES TR	$9M	37,312
23	WALMART INC	$9M	69,354
24	ALPHABET INC	$9M	29,869
25	VANGUARD INDEX FDS	$8M	18,962
26	BERKSHIRE HATHAWAY INC DEL	$8M	17,011
27	BERKSHIRE HATHAWAY INC DEL	$8M	11
28	EXXON MOBIL CORP	$8M	46,388
29	BROADCOM INC	$8M	24,362
30	TESLA INC	$7M	19,761
31	VANGUARD INTL EQUITY INDEX F	$7M	135,607
32	ELI LILLY & CO	$7M	7,749
33	ACCENTURE PLC IRELAND	$7M	33,831
34	VANGUARD STAR FDS	$6M	81,927
35	ISHARES TR	$6M	9,642
36	ABBVIE INC	$6M	28,631
37	ISHARES TR	$6M	68,767
38	VISA INC	$6M	19,185
39	ISHARES TR	$6M	75,600
40	TORTOISE CAPITAL SERIES TRUS	$6M	533,168
41	ISHARES TR	$6M	70,268
42	VANGUARD WHITEHALL FDS	$5M	36,547
43	VANGUARD INDEX FDS	$5M	19,560
44	ISHARES TR	$5M	218,579
45	JOHNSON & JOHNSON	$5M	20,434
46	ISHARES TR	$4M	200,311
47	ISHARES TR	$4M	22,885
48	PEPSICO INC	$4M	27,439
49	ISHARES TR	$4M	38,231
50	VANGUARD TAX-MANAGED FDS	$4M	66,287

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.