Park Square Financial Group, LLC - Portfolio Stock Holdings
Park Square Financial Group, LLC disclosed 226 stock positions in a recent SEC 13F filing. $8,789,436 of stock holdings were filed, with the largest holdings including FTSM, RSP, and SPY. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $218,558,579 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
226Est. Stock Holding Value:
$8,789,436Top Stock Holdings By Sector
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Portfolio Stock Holdings - Park Square Financial Group, LLC
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