Park Square Financial Group, LLC

Q2 2025 13F Holdings

  • Location
    roswell, GA
  • Num holdings

    1,262

  • Value ($000)

    $138,102

  • Date Filed
    08/12/2025
  • Form type
    13F-HR
  • CIK
    0002058285
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
$16.85M
12 %

106,632

AAPL
AAPL

APPLE INC

COM
$5.33M
4 %

25,974

MSFT
MSFT

MICROSOFT CORP

COM
$4.11M
3 %

8,265

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
$3.91M
3 %

8,910

AMZN
AMZN

AMAZON COM INC

COM
$3.86M
3 %

17,583

META
META

META PLATFORMS INC

CL A
$2.60M
2 %

3,526

HYG
HYG

ISHS IBOX $ H/Y CORP ETF

ETF - FIXED INCOME
$2.28M
2 %

28,259

VTV
VTV

VANGUARD INDEX FDS

VALUE ETF
$2.18M
2 %

12,329

SPY
SPY

SPDR S&P 500 ETF

ETF - EQUITY
$2.18M
2 %

3,525

RSP
RSP

INVESCO S&P 500 EQUAL WEIGHT

ETF - EQUITY
$2.16M
2 %

11,890

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