13F filer

Park Square Financial Group

As of Jun 30, 2026 Filed Jul 31, 2026 CIK 2058285 SEC filings ↗

13F Value

$11.1M

Positions

210

Top Position

FTSM7.9%

Top 5

35.6%

Latest filing changes

vs Mar 31, 2026

1 SDVY First Trust SMID Cap Rising Dividend Achievers ETF >999%+$257K

2 EEM iShares MSCI Emerging Markets ETF +11.6%+$23K

3 SHY iShares 1-3 Year Treasury Bond ETF +168.8%+$17K

4 DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF +5.4%+$17K

5 AMZN Amazon +48.3%+$3K

Holdings210

#							Trend (4Q)
1	FTSM First Trust Enhanced Short Maturity ETF	7.9%	$877K	-17.7%	14.7K	8.1%		ETF
2	RSP Invesco S&P 500 Equal Weight ETF	7.8%	$860K	-29.8%	4.0K	8.4%		ETF
3	SPY State Str SPDR S&P 500 ETF T — Tr Unit	7.0%	$779K	-23.4%	1.0K	6.7%		ETF
4	RDVY First Trust Rising Dividend Achievers ETF	6.5%	$720K	-27.4%	8.9K	6.3%		ETF
5	FDL First Trust Morningstar Dividend Leaders Index Fund	6.4%	$714K	-13.6%	14.7K	6.6%		ETF
6	HYG iShares iBoxx $ High Yield Corporate Bond ETF	6.1%	$677K	-16.5%	8.5K	6.1%		ETF
7	LMBS First Trust Low Duration Opportunities ETF	5.4%	$595K	-16.4%	12.0K	5.4%		ETF
8	UCON First Trust Smith Unconstrained Bond ETF	5.4%	$595K	-17.2%	23.9K	5.4%		ETF
9	FSIG First Trust Limited Duration Investment Grade Corporate ETF	5.2%	$581K	-15.7%	30.8K	5.3%		ETF
10	QQQ Invesco QQQ Trust, Series 1	4.3%	$479K	-31.1%	651	4.1%		ETF
11	LVHI Franklin International Low Volatility High Dividend Index ETF	3.9%	$428K	-17.1%	10.5K	3.9%		ETF
12	DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF	3.0%	$336K	+5.4%	9.2K	2.3%		ETF
13	JNK State Street(R) SPDR(R) Bloomberg High Yield Bond ETF	2.7%	$296K	-18.0%	3.1K	2.7%		ETF
14	SDVY First Trust SMID Cap Rising Dividend Achievers ETF	2.4%	$264K	>999%	6.1K	0.1%		ETF
15	FTGC First Tr Exchange Trad Fd VI — Fst Tr Glb Fd	2.4%	$261K	-10.8%	9.6K	2.4%		Equity
16	EEM iShares MSCI Emerging Markets ETF	2.0%	$224K	+11.6%	3.3K	1.3%		ETF
17	LGOV First Trust Long Duration Opportunities ETF	2.0%	$221K	-55.2%	10.3K	3.8%		ETF
18	HEFA iShares Currency Hedged MSCI EAFE ETF	1.6%	$175K	-24.4%	3.7K	1.6%		ETF
19	GLD SPDR Gold Tr	1.6%	$172K	+1.3%	468	1.5%	—	Trust
20	EMBX VanEck Emerging Markets Bond ETF	1.5%	$161K	NEW	3.1K	—		ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing59

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.