Parkside Advisors LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 9, 2025), Parkside Advisors LLC reported 89 stock positions worth $455.1 million. Its top holding was iShares Russell 1000 ETF (IWB) at 16.5% of the portfolio, followed by iShares Russell 2000 ETF (IWM, 8.0%) and iShares MSCI Eafe ETF (EFA, 6.8%). Compared with Q1 2025, it opened 10 new positions, sold out of 2, added to 24 and reduced 23. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +171%) and the biggest sale Apple (AAPL, shares −3%).

Most Recent 13F
Q2 2025
Location
BERKELEY, CA
CIK
0001585550
Portfolio Value
$455.1M (Q2 2025)
SEC Filing
0001062993-25-012648 ↗ filed Jul 9, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $388.6M Q1 2024 Q2 2024: $391.4M Q2 2024 Q3 2024: $421.2M Q3 2024 Q4 2024: $424.4M Q4 2024 Q1 2025: $415.3M Q1 2025 Q2 2025: $455.1M $455.1M Q2 2025

Holdings 89 stocks · $455.1M
IWB iShares Russell 1000 ETF 16.50% 221,192 $75.1M Reduce -1.7%
IWM iShares Russell 2000 ETF 7.97% 168,122 $36.3M Add +0.8%
EFA iShares MSCI Eafe ETF 6.85% 348,561 $31.2M Reduce -0.7%
IEF iShares 7-10 Year Treasury B 6.82% 324,216 $31.1M Add +0.9%
AGG iShares Core U.S. Aggregate 5.95% 272,892 $27.1M Add +1.8%
VMBS Vanguard Mortgage-Backed Sec 5.93% 582,759 $27.0M Add +2.2%
QQQM Invesco Nasdaq 100 ETF 5.47% 109,567 $24.9M Add +0.1%
VEA Vanguard Ftse Developed ETF 4.50% 358,942 $20.5M Add +4.2%
STIP iShares 0-5 Year Tips Bond E 4.46% 197,185 $20.3M Add +1.4%
VOO Vanguard S&P 500 ETF 3.37% 26,919 $15.3M Add +7.3%
VB Vanguard Most SM-Cap ETF-Usd 2.55% 48,795 $11.6M Add +15.8%
IEMG iShares Core MSCI Emerging 2.43% 183,993 $11.0M Add +3.0%
VCSH Vanguard S/T Corp. Bond ETF 2.20% 126,148 $10.0M Add +1.8%
ESGU iShares ESG Aware MSCI USA 2.11% 70,855 $9.6M Add +2.1%
VNQ Vanguard Real Estate ETF 1.75% 89,444 $8.0M Add +1.9%
VCIT Vanguard Int-Term Corporate 1.46% 79,870 $6.6M Add +2.9%
MBB iShares MBS ETF 1.37% 66,555 $6.2M Add +0.5%
VTI VG Morningstar TS MKT ETF-US 1.32% 19,764 $6.0M Reduce -4.0%
AAPL Apple Inc. 1.16% 25,729 $5.3M Reduce -2.9%
ESML iShares ESG Aware MSCI USA S 1.07% 117,432 $4.9M Reduce -0.9%
IVV iShares Core S&P 500 ETF 0.92% 6,746 $4.2M Add +171.5%
AVGO Broadcom Inc. 0.90% 14,815 $4.1M Add +21.7%
EAGG iShares ESG Aware US Aggrega 0.80% 76,859 $3.7M Reduce -1.7%
SCHK Schwab 1000 Index ETF 0.76% 116,215 $3.5M Reduce -3.3%
MSFT Microsoft Corp. 0.73% 6,724 $3.3M Reduce -0.6%
ESGD iShares Trust iShares ESG Aw 0.73% 37,245 $3.3M Reduce -4.4%
DFAC Dimensional US Core Equity 2 0.67% 84,709 $3.0M No change
SUSB iShares ESG Aware 1-5 Year U 0.48% 86,192 $2.2M Reduce -2.8%
XLK SS Technology Select Sector 0.46% 8,347 $2.1M Reduce -1.4%
BND Vanguard Total Bond Market 0.42% 25,754 $1.9M Reduce -3.5%
NVDA Nvidia Corp. 0.41% 11,914 $1.9M Reduce -0.1%
DMXF iShares ESG Advanc MSCI Eafe 0.40% 24,703 $1.8M No change
IWD iShares Russell 1000 Value E 0.38% 8,845 $1.7M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.35% 2,552 $1.6M No change
VGIT Vanguard Intermediate-Term T 0.33% 25,325 $1.5M Add +0.4%
IYR iShares US Real Estate ETF 0.33% 15,979 $1.5M Add +1.7%
BRK.B Berkshire Hathaway Inc. Class B 0.33% 3,110 $1.5M Add +20.8%
GOOGL Alphabet Inc. Class A 0.27% 7,042 $1.2M Add +4.4%
SUSA iShares ESG Optimized MSCI U 0.26% 9,217 $1.2M Reduce -2.1%
PM Philip Morris International 0.24% 5,905 $1.1M No change
XLF SS Financial Select Sector 0.23% 20,229 $1.1M No change
PG The Procter & Gamble Co. 0.19% 5,295 $844K Reduce -0.6%
ORCL Oracle Corp. 0.18% 3,795 $830K Reduce -0.5%
NFLX Netflix Inc. 0.18% 613 $821K No change
VGT Vanguard Info Tech ETF 0.16% 1,108 $735K No change
CSCO Cisco Systems Inc. 0.16% 10,321 $716K No change
ESGE iShares Inc. iShares ESG Awar 0.16% 18,239 $714K Reduce -1.1%
CRM Salesforce Inc. 0.14% 2,299 $628K No change
COST Costco Wholesale Corp. 0.13% 598 $592K No change
AMZN Amazon.com Inc. 0.13% 2,686 $589K Reduce -0.2%
DE Deere & Co. 0.12% 1,099 $560K No change
JNJ Johnson & Johnson 0.12% 3,632 $555K Reduce -1.4%
SCHX Schwab US Large-Cap ETF 0.12% 22,206 $543K No change
VCR Vanguard Consumer Discre ETF 0.12% 1,487 $539K No change
IVE iShares S&P 500 Value ETF 0.12% 2,714 $530K Add +22.8%
GOOG Alphabet Inc. Class C 0.11% 2,850 $506K No change
IEFA iShares Core MSCI Eafe ETF 0.10% 5,608 $468K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.10% 3,738 $464K No change
STPZ PIMCO 1-5 Year US Tips Index 0.10% 8,294 $446K Reduce -5.2%
HEDJ Wisdomtree Europe Hedged Equ 0.10% 9,163 $441K Reduce -1.9%
XLV SS Health Care Select Sector 0.09% 3,055 $412K No change
WMT Walmart Inc. 0.09% 4,178 $409K No change
DSI iShares ESG MSCI KLD 400 ETF 0.09% 3,361 $390K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.09% 12,949 $390K Add +27.7%
ADP Automatic Data Processing 0.08% 1,191 $369K No change
VIG Vanguard Dividend Apprec ETF 0.08% 1,748 $359K No change
VXF Vanguard Extended Market ETF 0.07% 1,740 $335K No change
QQQ Invesco QQQ Trust Series 1 0.07% 584 $323K Reduce -5.0%
IJR iShares Core S&P Small-Cap E 0.07% 2,905 $317K Add +9.1%
MCD McDonald's Corp. 0.07% 1,084 $317K Reduce -3.9%
JPM JPMorgan Chase & Co. 0.07% 1,064 $308K No change
IWR iShares Russell Mid-Cap ETF 0.07% 3,259 $300K New
LLY Eli Lilly & Co. 0.07% 382 $298K No change
ABT Abbott Laboratories 0.06% 2,170 $295K No change
REET iShares Global REIT ETF 0.06% 11,206 $277K New
CGW Invesco S&P Global Water Ind 0.06% 4,416 $276K No change
SCHF Schwab Intl Equity ETF 0.06% 12,392 $274K New
TTWO Take-Two Interactive Softwre 0.06% 1,117 $271K No change
BX Blackstone Inc. 0.06% 1,787 $267K No change
MDY State Street SPDR S&P Midcap 0.06% 460 $261K New
CVNA Carvana Co. 0.05% 735 $248K New
MCK McKesson Corp. 0.05% 318 $233K No change
SPEM State Street SP PTF Em ETF 0.05% 5,151 $220K New
VUG Vanguard Mrngstar GR ETF-Sui 0.05% 486 $213K New
BLK BlackRock Inc. 0.05% 203 $213K New
RSP Invesco S&P 500 Equal Weight 0.05% 1,171 $213K No change
WFC Wells Fargo & Co. 0.05% 2,644 $212K New
SO The Southern Co. 0.04% 2,228 $205K No change
HGBL Heritage Global Inc. 0.02% 34,139 $76K No change

Portfolio Sells Q1 2025 → Q2 2025
AAPL Apple Inc. Reduce -2.9% 1.16% −0.26
IWB iShares Russell 1000 ETF Reduce -1.7% 16.50% −0.11
EAGG iShares ESG Aware US Aggrega Reduce -1.7% 0.80% −0.09
EFA iShares MSCI Eafe ETF Reduce -0.7% 6.85% −0.06
BMY Bristol-Myers Squibb Co. Sold out 0.00% −0.06
SUSB iShares ESG Aware 1-5 Year U Reduce -2.8% 0.48% −0.06
BND Vanguard Total Bond Market Reduce -3.5% 0.42% −0.06
XLE SS Energy Select Sector Sold out 0.00% −0.05
VTI VG Morningstar TS MKT ETF-US Reduce -4.0% 1.32% −0.04
ESGD iShares Trust iShares ESG Aw Reduce -4.4% 0.73% −0.04
PG The Procter & Gamble Co. Reduce -0.6% 0.19% −0.03
ESML iShares ESG Aware MSCI USA S Reduce -0.9% 1.07% −0.03
JNJ Johnson & Johnson Reduce -1.4% 0.12% −0.03
SCHK Schwab 1000 Index ETF Reduce -3.3% 0.76% −0.02
STPZ PIMCO 1-5 Year US Tips Index Reduce -5.2% 0.10% −0.02
MCD McDonald's Corp. Reduce -3.9% 0.07% −0.02
HEDJ Wisdomtree Europe Hedged Equ Reduce -1.9% 0.10% −0.01
SUSA iShares ESG Optimized MSCI U Reduce -2.1% 0.26% −0.00
QQQ Invesco QQQ Trust Series 1 Reduce -5.0% 0.07% +0.00
ESGE iShares Inc. iShares ESG Awar Reduce -1.1% 0.16% +0.00
AMZN Amazon.com Inc. Reduce -0.2% 0.13% +0.01
XLK SS Technology Select Sector Reduce -1.4% 0.46% +0.04
ORCL Oracle Corp. Reduce -0.5% 0.18% +0.05
NVDA Nvidia Corp. Reduce -0.1% 0.41% +0.10
MSFT Microsoft Corp. Reduce -0.6% 0.73% +0.12

Portfolio Buys Q1 2025 → Q2 2025
IVV iShares Core S&P 500 ETF Add +171.5% 0.92% +0.58
AVGO Broadcom Inc. Add +21.7% 0.90% +0.41
QQQM Invesco Nasdaq 100 ETF Add +0.1% 5.47% +0.38
VB Vanguard Most SM-Cap ETF-Usd Add +15.8% 2.55% +0.30
VEA Vanguard Ftse Developed ETF Add +4.2% 4.50% +0.28
VOO Vanguard S&P 500 ETF Add +7.3% 3.37% +0.26
IEMG iShares Core MSCI Emerging Add +3.0% 2.43% +0.10
IEFA iShares Core MSCI Eafe ETF New 0.10% +0.10
ESGU iShares ESG Aware MSCI USA Add +2.1% 2.11% +0.07
IWR iShares Russell Mid-Cap ETF New 0.07% +0.07
REET iShares Global REIT ETF New 0.06% +0.06
SCHF Schwab Intl Equity ETF New 0.06% +0.06
MDY State Street SPDR S&P Midcap New 0.06% +0.06
CVNA Carvana Co. New 0.05% +0.05
SPEM State Street SP PTF Em ETF New 0.05% +0.05
VUG Vanguard Mrngstar GR ETF-Sui New 0.05% +0.05
BLK BlackRock Inc. New 0.05% +0.05
WFC Wells Fargo & Co. New 0.05% +0.05
GOOGL Alphabet Inc. Class A Add +4.4% 0.27% +0.02
SCHE Schwab Emrg Mrkts Eqty ETF Add +27.7% 0.09% +0.02
IVE iShares S&P 500 Value ETF Add +22.8% 0.12% +0.02
IJR iShares Core S&P Small-Cap E Add +9.1% 0.07% +0.00
BRK.B Berkshire Hathaway Inc. Class B Add +20.8% 0.33% +0.00
VGIT Vanguard Intermediate-Term T Add +0.4% 0.33% −0.03
IYR iShares US Real Estate ETF Add +1.7% 0.33% −0.03
IWM iShares Russell 2000 ETF Add +0.8% 7.97% −0.04
VCIT Vanguard Int-Term Corporate Add +2.9% 1.46% −0.07
MBB iShares MBS ETF Add +0.5% 1.37% −0.12
VCSH Vanguard S/T Corp. Bond ETF Add +1.8% 2.20% −0.15
VNQ Vanguard Real Estate ETF Add +1.9% 1.75% −0.16
STIP iShares 0-5 Year Tips Bond E Add +1.4% 4.46% −0.38
VMBS Vanguard Mortgage-Backed Sec Add +2.2% 5.93% −0.43
AGG iShares Core U.S. Aggregate Add +1.8% 5.95% −0.44
IEF iShares 7-10 Year Treasury B Add +0.9% 6.82% −0.55

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2025 89$455.1MIWB, IWM, EFA, IEF, AGG
Q1 2025 81$415.3MIWB, IWM, IEF, EFA, AGG
Q4 2024 80$424.4MIWB, IWM, IEF, EFA, AGG
Q3 2024 82$421.2MIWB, IWM, IEF, EFA, AGG
Q2 2024 80$391.4MIWB, IWM, IEF, EFA, AGG
Q1 2024 87$388.6MIWB, IWM, IEI, EFA, AGG