Park Square Financial Group, LLC

Est. AUM

$7.3M

13F long equity, this entity only

Positions

242

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHS IBOX $ H/Y CORP ETF	ETF - FIXED INCOME	$639K	8036	8.72%	SOLE
2	FT ENH SHORT MTY ETF	ETF - FIXED INCOME	$628K	10497	8.57%	SOLE
3	SPDR S&P 500 ETF	ETF - EQUITY	$542K	833	7.40%	SOLE
4	INVESCO S&P 500 EQUAL WEIGHT	ETF - EQUITY	$436K	2274	5.95%	SOLE
5	FIRST TRUST SMITH UNCON BOND ETF	ETF - FIXED INCOME	$408K	16491	5.57%	SOLE
6	FIRST TRUST MORNINGSTAR DIV LDRS ETF	ETF - EQUITY	$357K	7035	4.87%	SOLE
7	FT RISING DIV ACHIEV ETF	ETF - EQUITY	$352K	5152	4.80%	SOLE
8	FIRST TRUST LMT DR INV GRD CR ETF	ETF - FIXED INCOME	$307K	16214	4.19%	SOLE
9	FT LOW DUR OPPTYS ETF	ETF - FIXED INCOME	$307K	6154	4.19%	SOLE
10	FIRST TRUST LONG DUR OPPO ETF	ETF - FIXED INCOME	$278K	12908	3.79%	SOLE
11	FRKLN INTL LW VLTY HG DIV INDX ETF	ETF - EQUITY	$224K	5525	3.06%	SOLE
12	INV QQQ ETF	ETF - EQUITY	$214K	371	2.92%	SOLE
13	FT GLB TACTCL CMDTY ETF	ETF - EQUITY	$179K	6232	2.44%	SOLE
14	FT DRSY WRIHT MOMNT AND LOW VOLT ETF	ETF - EQUITY	$131K	3789	1.79%	SOLE
15	FRST TRT EMRG MKTS LCL CRNY BND ETF	ETF - FIXED INCOME	$118K	4109	1.61%	SOLE
16	ELI LILLY & CO	COMMON STOCKS	$102K	111	1.39%	SOLE
17	ISHS MSCI EMG MKT ETF	ETF - EQUITY	$88K	1547	1.20%	SOLE
18	ISHR CURR HDGD MSCI ETF	ETF - EQUITY	$88K	2081	1.20%	SOLE
19	SPDR GOLD TRUST GOLD ETF	ETF - EQUITY	$83K	193	1.13%	SOLE
20	ST STR BLMBRG S/T ETF	ETF - FIXED INCOME	$61K	2430	0.83%	SOLE
21	ISHARES LATIN AMERICA 40 ETF	ETF - EQUITY	$42K	1193	0.57%	SOLE
22	FRANKLIN FTSE ASIA EX JAPAN ETF	ETF - EQUITY	$41K	1355	0.56%	SOLE
23	ST STR H/C SEL SCTR ETF	ETF - EQUITY	$41K	283	0.56%	SOLE
24	FIRST TRUST UTILITIES ALPHADEX ETF	ETF - EQUITY	$41K	824	0.56%	SOLE
25	ISHARES CORE S&P 500 ETF	ETF - EQUITY	$39K	60	0.53%	SOLE
26	ST STR BLMBRG 1-3M ETF	ETF - FIXED INCOME	$38K	415	0.52%	SOLE
27	ALPHABET INC A	COMMON STOCKS	$35K	120	0.48%	SOLE
28	JPMORGAN CHASE & CO	COMMON STOCKS	$30K	102	0.41%	SOLE
29	JOHNSON & JOHNSON	COMMON STOCKS	$25K	103	0.34%	SOLE
30	NVIDIA CORP	COMMON STOCKS	$25K	141	0.34%	SOLE
31	ISHARES CORE MSCI TOTL INTL STCK ETF	ETF - EQUITY	$24K	279	0.33%	SOLE
32	VANECK GOLD MINERS ETF	ETF - EQUITY	$22K	235	0.30%	SOLE
33	EXXON MOBIL CORP	COMMON STOCKS	$22K	127	0.30%	SOLE
34	NVENT ELECTRIC PLC	FOREIGN COMMON STOCKS	$21K	179	0.29%	SOLE
35	ST STR SPDR S&P 500 ETF	ETF - EQUITY	$21K	268	0.29%	SOLE
36	CHUBB LTD	FOREIGN COMMON STOCKS	$21K	63	0.29%	SOLE
37	SWAN HEDGED EQUITY US LARGE CAP ETF	ETF - EQUITY	$20K	799	0.27%	SOLE
38	APPLE INC	COMMON STOCKS	$18K	72	0.25%	SOLE
39	MORGAN STANLEY	COMMON STOCKS	$18K	108	0.25%	SOLE
40	FT DJ INTERNET INDX ETF	ETF - EQUITY	$17K	74	0.23%	SOLE
41	TAIWAN SEMICON MFG CO	FOREIGN COMMON STOCKS	$17K	50	0.23%	SOLE
42	PARKER HANNIFIN CORP	COMMON STOCKS	$16K	18	0.22%	SOLE
43	AMERN EXPRESS CO	COMMON STOCKS	$16K	54	0.22%	SOLE
44	PROLOGIS, INC.	REAL ESTATE INVESTMENT	$16K	118	0.22%	SOLE
45	FT VEST INTRL EQT MODRT ETF	ETF - EQUITY	$15K	586	0.20%	SOLE
46	WILLIAMS COS INC DEL	COMMON STOCKS	$15K	208	0.20%	SOLE
47	CUMMINS INC	COMMON STOCKS	$15K	27	0.20%	SOLE
48	ISHS CORE S&P SMCP ETF	ETF - EQUITY	$15K	121	0.20%	SOLE
49	CBOE GLOBAL MARKETS INC	COMMON STOCKS	$15K	54	0.20%	SOLE
50	RAYTHEON TECHNOLOGIES CORP	COMMON STOCKS	$15K	76	0.20%	SOLE

1–50 of 242

1 / 5

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.