13F Filings History of Park Square Financial Group, LLC

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$16,665,038
Signature - Title
Don Ruffin - CCO
Location
Roswell, GA
Summary
This page shows a list of all the recent 13F filings made by Park Square Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Park Square Financial Group, LLC reported 238 stock holdings with total value $16,665,038 as of Q4 2025. Top holdings included HYG, SPY, RSP, FDL, and FTSM.

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Holdings Value

List of Other Managers Reporting for Park Square Financial Group, LLC:

Name Holdings Value Location File Number
AE Wealth Management LLC $17,422,671,879 Topeka, KS 028-17779
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 238 $16,665,038 +$1,554,795 -$6,133,039 -$4,578,244 HYG, SPY, RSP, FDL, FTSM 13F-HR 05 Feb 2026, 16:27
Q3 2025 256 $23,156,042 +$1,678,571 -$124,392,154 -$122,713,583 HYG, RSP, FTSM, SPY, FDL 13F-HR 12 Nov 2025, 10:56
Q2 2025 1,006 $138,102,012 +$13,907,195 -$16,373,903 -$2,466,708 NVDA, AAPL, MSFT, VUG, AMZN 13F-HR 12 Aug 2025, 14:00
Q1 2025 962 $126,009,579 +$8,614,590 -$21,042,908 -$12,428,318 NVDA, AAPL, SPY, HYG, FTSM 13F-HR 30 Apr 2025, 18:10
Q4 2024 955 $144,716,197 $0 $0 $0 NVDA, AAPL, SPY, RSP, FTSM 13F-HR 28 Feb 2025, 12:52