{"url":"https://nivawealth.com/firms/parkway-wealth-management-group-333971","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/333971","regulatoryAum":1221589261,"crd":"333971","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6813488","suffix":null,"lastName":"Baker","firstName":"Gavin","middleName":"Ray"},{"crd":"7558716","suffix":null,"lastName":"Baker","firstName":"Jackson","middleName":"Hardy"},{"crd":"2381974","suffix":null,"lastName":"BAKER","firstName":"TAMLYN","middleName":"RAY"},{"crd":"7855125","suffix":null,"lastName":"Branch","firstName":"Michael","middleName":null},{"crd":"4388118","suffix":null,"lastName":"BROWN","firstName":"RICKY","middleName":"EARL"},{"crd":"6145464","suffix":null,"lastName":"COLON","firstName":"CHRISTOPHER","middleName":"DAVID"},{"crd":"7312319","suffix":null,"lastName":"Conley","firstName":"Helen","middleName":"Foster Hackney"},{"crd":"802732","suffix":null,"lastName":"GOODMAN","firstName":"MICHAEL","middleName":"JACK"},{"crd":"2634360","suffix":null,"lastName":"HACKNEY","firstName":"JOEL","middleName":"MARSHALL"},{"crd":"7144025","suffix":null,"lastName":"Hastings","firstName":"Tyler","middleName":"West"},{"crd":"4938681","suffix":null,"lastName":"LONG","firstName":"SCARLETT","middleName":"REBECCA"},{"crd":"2583329","suffix":null,"lastName":"MCMEEN","firstName":"ROBERT","middleName":"DWIGHT"},{"crd":"5476514","suffix":null,"lastName":"OBERLING","firstName":"CHRIS","middleName":null},{"crd":"4247635","suffix":null,"lastName":"PACE","firstName":"HOLLY","middleName":"ELIZABETH"},{"crd":"8197194","suffix":null,"lastName":"Rauschmayer","firstName":"Elizabeth","middleName":"Kate"},{"crd":"2009181","suffix":null,"lastName":"STRICKLAND","firstName":"JOHN","middleName":null},{"crd":"3032277","suffix":null,"lastName":"TRIPLETT","firstName":"CHARLES","middleName":"GRIEN"},{"crd":"7814827","suffix":null,"lastName":"Wardle","firstName":"Joshua","middleName":null}],"total":18,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-05-27","regulatoryAum":1086309905,"clients":1298,"employees":16,"offices":5},{"filedOn":"2026-09-14","regulatoryAum":1221589261,"clients":1342,"employees":27,"offices":5}],"secFileNumber":"801-131974","legalName":"Parkway Wealth Management Group, LLC","displayName":"Parkway Wealth Management Group","slug":"parkway-wealth-management-group-333971","website":"https://parkwayteam.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/333971/4b8f77b49a00d6a9-r1.webp","tone":"light","width":429,"height":200,"sourceUrl":"https://parkwayteam.com/","sourceLabel":"Parkway Wealth Management Group, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/parkway-wealth-management-group-llc/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"5550 Granite Parkway, Suite 180","city":"Plano","state":"TX","stateName":"Texas","country":"United States","postalCode":"75024"},"tradeNames":[],"registration":{"secApproved":"10 February 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":901976.6755725191,"staff":{"employees":27,"advisory":16,"brokerDealerReps":2,"insuranceAgents":16,"promoters":1},"aum":{"regulatory":1221589261,"discretionary":1221589261,"discretionaryAccounts":4399,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":1221589260,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":1027,"regulatoryAum":262652803},{"label":"High-net-worth individuals","clients":283,"regulatoryAum":918936642},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":359582},{"label":"Charitable organizations","clients":7,"regulatoryAum":7435266},{"label":"State or municipal government entities","clients":null,"fewerThan5":true,"regulatoryAum":1141503},{"label":"Corporations and other businesses","clients":25,"regulatoryAum":31063465}],"feePrograms":[{"role":"other","program":"Financial Consulting","summary":"Financial consulting fees are set per project in a consulting agreement; Parkway has no standard fee schedule for this service.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057728","versionId":1057728,"submittedOn":"2026-09-14","documentName":"PARKWAY ADV BROCHURE"},{"role":"other","program":"Financial Planning","summary":"Financial planning is billed at a fixed rate negotiated per engagement; the fee typically ranges from $1,500 up to or above $10,000.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057728","versionId":1057728,"submittedOn":"2026-09-14","documentName":"PARKWAY ADV BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T05:42:08.271531+00:00","documents":[{"name":"PARKWAY ADV BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057728","versionId":1057728,"submittedOn":"2026-09-14"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057729","versionId":1057729,"submittedOn":null}]},"custodians":[{"name":"Raymond James & Associates, Inc.","shortName":"Raymond James","location":"St. Petersburg, FL","smaAssets":1221589260}],"custodyNote":"Parkway Wealth Management Group has custody of $1.43B in client assets for 169 clients.","leadership":[{"name":"Robert McMeen","title":"Chief Executive Officer / Founding Partner","crd":"2583329"},{"name":"Holly Pace","title":"Chief Compliance Officer","crd":"4247635"},{"name":"Tamlyn Baker","title":"Founding Partner","crd":"2381974"},{"name":"Annie Markham","title":"Founding Partner","crd":"4059682"},{"name":"John Strickland","title":"Founding Partner","crd":"2009181"}],"ownership":[{"label":"Robert McMeen","detail":"Chief executive officer / founding partner in the 50% to 75% ownership band and a control person, since March 2016."},{"label":"Tamlyn Baker","detail":"Founding partner in the 10% to 25% ownership band and a control person, since March 2016."},{"label":"John Strickland","detail":"Founding partner in the 10% to 25% ownership band and a control person, since March 2016."}],"filedOffices":{"otherThanPrincipal":4,"privateResidences":0},"listedOfficeAddresses":5,"foreignOffices":[],"officesByState":[{"state":"Texas","offices":5,"addresses":[{"street":"5550 Granite Parkway, Suite 180","city":"Plano","headquarters":true},{"street":"3556 Ne Stallings Drive","city":"Nacogdoches"},{"street":"2463 Mosaic Way","city":"Tyler"},{"street":"900 8th Street","city":"Wichita Falls"},{"street":"121 S. Main Street","city":"Henderson"}]}],"brochureServices":["education planning","estate planning","insurance","philanthropic planning","retirement plan services","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"972-502-9340","stateRegisteredReps":18,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":7},{"label":"U.S. government/agency bonds","percent":11},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":8},{"label":"Securities issued by registered investment companies or business development companies","percent":69},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":0},"sources":{"adv1FilingDate":"14 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/333971/PDF/333971.pdf","brochureDate":"14 September 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057728","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Parkway Wealth Management Group have?","answer":"Parkway Wealth Management Group has 1,342 clients and manages $1.22 billion for them, as of September 2026. They include 1,027 individual clients, 283 high-net-worth individuals, and 25 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 14 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Parkway Wealth Management Group offer?","answer":"Parkway Wealth Management Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Parkway Wealth Management Group use?","answer":"Parkway Wealth Management Group’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $1.22B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Parkway Wealth Management Group have?","answer":"Parkway Wealth Management Group has 18 investment adviser representatives registered with state securities authorities, out of 27 employees, and 16 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 16 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Parkway Wealth Management Group invest in?","answer":"At the end of its last fiscal year, Parkway Wealth Management Group’s separately managed accounts held 69% registered funds (mutual funds, ETFs, BDCs), 11% U.S. government and agency bonds, 8% investment grade corporate bonds, 7% exchange-traded equities, 4% cash and equivalents and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Parkway Wealth Management Group?","answer":"Parkway Wealth Management Group’s direct owners are Robert McMeen (50% to 75%), Tamlyn Baker (10% to 25%) and John Strickland (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 14 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Parkway Wealth Management Group get paid?","answer":"Parkway Wealth Management Group is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Parkway Wealth Management Group registered with the SEC?","answer":"Yes, Parkway Wealth Management Group has been registered with the SEC as an investment adviser since 10 February 2025. Its CRD number is 333971 and its SEC file number is 801-131974.","source":"Form ADV Part 1A, Item 1, filed 14 September 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Parkway Wealth Management Group?","answer":"Parkway Wealth Management Group’s main office is at 5550 Granite Parkway, Suite 180, Plano, TX 75024. Its phone number is 972-502-9340. Its website is parkwayteam.com.","source":"Form ADV Part 1A, Item 1.F, filed 14 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/parkway-wealth-management-group-333971/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-27","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2065679/000117266126002798/0001172661-26-002798-index.html","totalValue":866083524,"positionCount":147,"top10Share":0.5306842160872235,"top10":[{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":98354124,"shares":1141794,"shareType":"SH","priorValue":88114718,"priorShares":191754},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":94599585,"shares":434082,"shareType":"SH","priorValue":87667954,"priorShares":431968},{"issuer":"ETF SER SOLUTIONS","titleOfClass":"DEFIA QUANT ETF","cusip":"26922A420","value":50214505,"shares":303631,"shareType":"SH","priorValue":36147137,"priorShares":311238},{"issuer":"ISHARES INC","titleOfClass":"MSCI ITALY ETF","cusip":"46434G830","value":36876585,"shares":622495,"shareType":"SH","priorValue":35507277,"priorShares":622607},{"issuer":"GLOBAL X FDS","titleOfClass":"DATA CTR DIG ETF","cusip":"37954Y236","value":34445927,"shares":1134209,"shareType":"SH"},{"issuer":"PROCURE ETF TRUST II","titleOfClass":"SPACE ETF","cusip":"74280R205","value":32211158,"shares":635705,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":29022013,"shares":195685,"shareType":"SH","priorValue":25595296,"priorShares":195758},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP TELCO","cusip":"78464A540","value":28992031,"shares":127443,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"GL CLEAN ENE ETF","cusip":"464288224","value":27626259,"shares":1348280,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"RUS MDCP VAL ETF","cusip":"464287473","value":27274669,"shares":165703,"shareType":"SH","priorValue":25198171,"priorShares":165570}],"positionsListed":147,"positions":[{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":98354124,"shares":1141794,"shareType":"SH","priorValue":88114718,"priorShares":191754},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":94599585,"shares":434082,"shareType":"SH","priorValue":87667954,"priorShares":431968},{"issuer":"ETF SER SOLUTIONS","titleOfClass":"DEFIA QUANT ETF","cusip":"26922A420","value":50214505,"shares":303631,"shareType":"SH","priorValue":36147137,"priorShares":311238},{"issuer":"ISHARES INC","titleOfClass":"MSCI ITALY ETF","cusip":"46434G830","value":36876585,"shares":622495,"shareType":"SH","priorValue":35507277,"priorShares":622607},{"issuer":"GLOBAL X FDS","titleOfClass":"DATA CTR DIG ETF","cusip":"37954Y236","value":34445927,"shares":1134209,"shareType":"SH"},{"issuer":"PROCURE ETF TRUST II","titleOfClass":"SPACE ETF","cusip":"74280R205","value":32211158,"shares":635705,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":29022013,"shares":195685,"shareType":"SH","priorValue":25595296,"priorShares":195758},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP TELCO","cusip":"78464A540","value":28992031,"shares":127443,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"GL CLEAN ENE ETF","cusip":"464288224","value":27626259,"shares":1348280,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"RUS MDCP VAL ETF","cusip":"464287473","value":27274669,"shares":165703,"shareType":"SH","priorValue":25198171,"priorShares":165570},{"issuer":"ISHARES TR","titleOfClass":"RUS MD CP GR ETF","cusip":"464287481","value":27059837,"shares":184822,"shareType":"SH","priorValue":24196617,"priorShares":184131},{"issuer":"VANECK ETF TRUST","titleOfClass":"PREFERRED SECURT","cusip":"92189F429","value":14617614,"shares":819373,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"1 3 YR TREAS BD","cusip":"464287457","value":11943362,"shares":145456,"shareType":"SH","priorValue":12097221,"priorShares":146740},{"issuer":"ISHARES TR","titleOfClass":"CORE US AGGBD ET","cusip":"464287226","value":11860152,"shares":119824,"shareType":"SH","priorValue":12007307,"priorShares":120689},{"issuer":"ISHARES TR","titleOfClass":"TIPS BD ETF","cusip":"464287176","value":11679089,"shares":106727,"shareType":"SH","priorValue":11957798,"priorShares":107767},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":10962701,"shares":9497,"shareType":"SH","priorValue":4383282,"priorShares":10399},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500GRW","cusip":"78464A409","value":10885749,"shares":91485,"shareType":"SH","priorValue":8972984,"priorShares":86279},{"issuer":"INVESCO EXCH TRD SLF IDX FD","titleOfClass":"BULETSHS 2027","cusip":"46138J585","value":10195514,"shares":456265,"shareType":"SH","priorValue":10211181,"priorShares":453544},{"issuer":"ISHARES TR","titleOfClass":"IBONDS DEC 29","cusip":"46436E205","value":10184282,"shares":439736,"shareType":"SH","priorValue":10154109,"priorShares":436736},{"issuer":"INVESCO EXCH TRD SLF IDX FD","titleOfClass":"INVSCO 28 HYCORP","cusip":"46138J452","value":10173230,"shares":467842,"shareType":"SH","priorValue":10172503,"priorShares":465029},{"issuer":"ISHARES TR","titleOfClass":"IBONDS DEC 2030","cusip":"46436E726","value":10165188,"shares":466293,"shareType":"SH","priorValue":10147737,"priorShares":462944},{"issuer":"ISHARES TR","titleOfClass":"IBONDS DEC 2031","cusip":"46436E486","value":10143052,"shares":486711,"shareType":"SH","priorValue":10131898,"priorShares":482931},{"issuer":"ISHARES TR","titleOfClass":"IBONDS DEC 2032","cusip":"46436E312","value":10142385,"shares":402635,"shareType":"SH","priorValue":10085521,"priorShares":397851},{"issuer":"ISHARES TR","titleOfClass":"IBONDS DEC 2034","cusip":"46438G653","value":10138282,"shares":389186,"shareType":"SH","priorValue":10067562,"priorShares":384699},{"issuer":"INVESCO EXCH TRD SLF IDX FD","titleOfClass":"INVSCO BLSH 26","cusip":"46138J635","value":10126723,"shares":441155,"shareType":"SH","priorValue":10192583,"priorShares":438485},{"issuer":"INVESCO EXCH TRD SLF IDX FD","titleOfClass":"BUL 2033 COR ETF","cusip":"46139W825","value":10108265,"shares":480088,"shareType":"SH","priorValue":10134760,"priorShares":475922},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500VAL","cusip":"78464A508","value":9831109,"shares":161722,"shareType":"SH","priorValue":8691635,"priorShares":149444},{"issuer":"WESTERN DIGITAL CORP","titleOfClass":"COM","cusip":"958102105","value":8820865,"shares":13810,"shareType":"SH","priorValue":4997653,"priorShares":14791},{"issuer":"SEAGATE TECHNOLOGY HLDNGS PL","titleOfClass":"ORD SHS","cusip":"G7997R103","value":8721833,"shares":9038,"shareType":"SH","priorValue":4844033,"priorShares":9673},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"EXTEND MKT ETF","cusip":"922908652","value":7959189,"shares":32327,"shareType":"SH","priorValue":6520108,"priorShares":30344},{"issuer":"VANGUARD WORLD FD","titleOfClass":"MEGA CAP INDEX","cusip":"921910873","value":7485835,"shares":27358,"shareType":"SH","priorValue":6324818,"priorShares":25555},{"issuer":"ISHARES INC","titleOfClass":"MSCI GBL MIN VOL","cusip":"464286525","value":6842129,"shares":56909,"shareType":"SH","priorValue":6305947,"priorShares":51978},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":6823843,"shares":34104,"shareType":"SH","priorValue":6460482,"priorShares":35128},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE ETF","cusip":"464287465","value":6819471,"shares":65648,"shareType":"SH","priorValue":6145765,"priorShares":60282},{"issuer":"LAM RESEARCH CORP","titleOfClass":"COM NEW","cusip":"512807306","value":6732726,"shares":15537,"shareType":"SH","priorValue":4025576,"priorShares":15557},{"issuer":"TOUCHSTONE ETF TRUST","titleOfClass":"ULTRA SHORT INCM","cusip":"89157W301","value":6395810,"shares":253199,"shareType":"SH","priorValue":5303688,"priorShares":209260},{"issuer":"TERADYNE INC","titleOfClass":"COM","cusip":"880770102","value":5575392,"shares":11523,"shareType":"SH","priorValue":3967711,"priorShares":10894},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":5381565,"shares":18598,"shareType":"SH","priorValue":5013139,"priorShares":19245},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":5264680,"shares":14732,"shareType":"SH","priorValue":4457903,"priorShares":13997},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500ETF","cusip":"78464A854","value":5247410,"shares":59711,"shareType":"SH","priorValue":3669104,"priorShares":45852},{"issuer":"IES HOLDINGS INC","titleOfClass":"COM","cusip":"44951W106","value":5142620,"shares":7000,"shareType":"SH","priorValue":4339332,"priorShares":8100},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":4364379,"shares":11678,"shareType":"SH","priorValue":3259055,"priorShares":10412},{"issuer":"HOWMET AEROSPACE INC","titleOfClass":"COM","cusip":"443201108","value":4280816,"shares":15922,"shareType":"SH","priorValue":3826923,"priorShares":15063},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":4277052,"shares":30631,"shareType":"SH"},{"issuer":"RALPH LAUREN CORP","titleOfClass":"CL A","cusip":"751212101","value":3963639,"shares":9874,"shareType":"SH","priorValue":3513319,"priorShares":9122},{"issuer":"TAPESTRY INC","titleOfClass":"COM","cusip":"876030107","value":3886579,"shares":26551,"shareType":"SH","priorValue":3725755,"priorShares":24412},{"issuer":"CENTENE CORP DEL","titleOfClass":"COM","cusip":"15135B101","value":3681361,"shares":57351,"shareType":"SH"},{"issuer":"CIENA CORP","titleOfClass":"COM NEW","cusip":"171779309","value":3655653,"shares":7452,"shareType":"SH","priorValue":3052948,"priorShares":6264},{"issuer":"HEWLETT PACKARD ENTERPRISE C","titleOfClass":"COM","cusip":"42824C109","value":3634528,"shares":80570,"shareType":"SH"},{"issuer":"FRANKLIN ETF TR","titleOfClass":"SHRT DUR US GOVT","cusip":"353506108","value":3229954,"shares":35686,"shareType":"SH","priorValue":2635910,"priorShares":29113},{"issuer":"PALANTIR TECHNOLOGIES INC","titleOfClass":"CL A","cusip":"69608A108","value":3191275,"shares":27353,"shareType":"SH","priorValue":3031544,"priorShares":23232},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":3141200,"shares":22975,"shareType":"SH","priorValue":3953233,"priorShares":25498},{"issuer":"SOUTHSIDE BANCSHARES INC","titleOfClass":"COM","cusip":"84470P109","value":2607904,"shares":74109,"shareType":"SH","priorValue":2464001,"priorShares":74105},{"issuer":"ISHARES TR","titleOfClass":"IBONDS DEC 27","cusip":"46435U283","value":2571214,"shares":101149,"shareType":"SH","priorValue":2501187,"priorShares":98511},{"issuer":"ISHARES TR","titleOfClass":"IBONDS DEC 28","cusip":"46435U325","value":2567514,"shares":100372,"shareType":"SH","priorValue":2494316,"priorShares":97740},{"issuer":"ISHARES TR","titleOfClass":"IBONDS DEC 2029","cusip":"46436E163","value":2556582,"shares":100692,"shareType":"SH","priorValue":2489821,"priorShares":98024},{"issuer":"INVESCO EXCH TRD SLF IDX FD","titleOfClass":"INVSC 30 MUNI BD","cusip":"46138J445","value":2550707,"shares":116372,"shareType":"SH","priorValue":2487301,"priorShares":113188},{"issuer":"ISHARES TR","titleOfClass":"IBONDS DEC 26","cusip":"46435U259","value":2522183,"shares":98369,"shareType":"SH","priorValue":2462120,"priorShares":96101},{"issuer":"INVESCO EXCH TRD SLF IDX FD","titleOfClass":"BULLETSHS 31 MUN","cusip":"46138J411","value":2208047,"shares":105220,"shareType":"SH","priorValue":2142333,"priorShares":101986},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 GRWT ETF","cusip":"464287309","value":2164310,"shares":15737,"shareType":"SH","priorValue":1815552,"priorShares":15117},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":1812814,"shares":7606,"shareType":"SH","priorValue":1871303,"priorShares":8009},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":1807302,"shares":5521,"shareType":"SH","priorValue":1742721,"priorShares":5616},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR BLO 1 ETF","cusip":"78468R663","value":1785584,"shares":19485,"shareType":"SH","priorValue":2006034,"priorShares":21933},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"SHORT TERM TREAS","cusip":"92206C102","value":1618949,"shares":27817,"shareType":"SH","priorValue":1897714,"priorShares":32473},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":1607113,"shares":3821,"shareType":"SH","priorValue":1317503,"priorShares":3812},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US AGGREGATE B","cusip":"808524839","value":1257925,"shares":54385,"shareType":"SH","priorValue":1153145,"priorShares":49555},{"issuer":"GLOBAL X FDS","titleOfClass":"DEFENSE TECH ETF","cusip":"37960A529","value":1212554,"shares":20307,"shareType":"SH","priorValue":36738014,"priorShares":494788},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":1212171,"shares":3250,"shareType":"SH","priorValue":1269630,"priorShares":3403},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":1158768,"shares":1687,"shareType":"SH","priorValue":1064503,"priorShares":1703},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":1148556,"shares":2405,"shareType":"SH","priorValue":994864,"priorShares":2722},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHARES US EQUIT","cusip":"09290C103","value":1144268,"shares":16825,"shareType":"SH","priorValue":1051833,"priorShares":17184},{"issuer":"ISHARES TR","titleOfClass":"US TREAS BD ETF","cusip":"46429B267","value":1132849,"shares":49730,"shareType":"SH","priorValue":1033781,"priorShares":45163},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":1123972,"shares":3181,"shareType":"SH","priorValue":1010027,"priorShares":3193},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":1109283,"shares":1506,"shareType":"SH","priorValue":1047915,"priorShares":1717},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":1106002,"shares":1039,"shareType":"SH","priorValue":821342,"priorShares":1044},{"issuer":"ISHARES TR","titleOfClass":"CORE UNIVRSL USD","cusip":"46434V613","value":1068003,"shares":23142,"shareType":"SH","priorValue":979324,"priorShares":21138},{"issuer":"ISHARES TR","titleOfClass":"0-3 MTH TREASURY","cusip":"46436E718","value":1011884,"shares":10051,"shareType":"SH","priorValue":51854919,"priorShares":516175},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 VAL ETF","cusip":"464287408","value":1011552,"shares":4455,"shareType":"SH","priorValue":1082144,"priorShares":4985},{"issuer":"AT&T INC","titleOfClass":"COM","cusip":"00206R102","value":1000925,"shares":48354,"shareType":"SH","priorValue":4786421,"priorShares":178332},{"issuer":"VANECK ETF TRUST","titleOfClass":"MRNGSTR WDE MOAT","cusip":"92189F643","value":962150,"shares":9255,"shareType":"SH","priorValue":935314,"priorShares":9461},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":924019,"shares":3672,"shareType":"SH","priorValue":690192,"priorShares":3249},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR BL 12 ETF","cusip":"78468R523","value":913113,"shares":9188,"shareType":"SH","priorValue":1233023,"priorShares":12425},{"issuer":"ISHARES TR","titleOfClass":"MSCI ACWI EX US","cusip":"464288240","value":888889,"shares":11679,"shareType":"SH","priorValue":686992,"priorShares":9527},{"issuer":"ISHARES TR","titleOfClass":"MSCI EURO FL ETF","cusip":"464289180","value":878110,"shares":22521,"shareType":"SH","priorValue":1562338,"priorShares":41976},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR TECHN ETF","cusip":"81369Y803","value":872582,"shares":4580,"shareType":"SH","priorValue":657784,"priorShares":4630},{"issuer":"ISHARES TR","titleOfClass":"MBS ETF","cusip":"464288588","value":863251,"shares":9133,"shareType":"SH","priorValue":795347,"priorShares":8358},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHA IN CTRY ETF","cusip":"09290C764","value":841837,"shares":23001,"shareType":"SH","priorValue":794921,"priorShares":23449},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":743565,"shares":1280,"shareType":"SH","priorValue":390929,"priorShares":1652},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 EQL WGT","cusip":"46137V357","value":721361,"shares":3390,"shareType":"SH","priorValue":669011,"priorShares":3377},{"issuer":"TEXAS INSTRS INC","titleOfClass":"COM","cusip":"882508104","value":715368,"shares":2400,"shareType":"SH","priorValue":2700149,"priorShares":12560},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":702501,"shares":1907,"shareType":"SH","priorValue":990552,"priorShares":2262},{"issuer":"DELL TECHNOLOGIES INC","titleOfClass":"CL C","cusip":"24703L202","value":637658,"shares":1478,"shareType":"SH","priorValue":525149,"priorShares":2894},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":587457,"shares":787,"shareType":"SH","priorValue":535008,"priorShares":787},{"issuer":"VANECK ETF TRUST","titleOfClass":"GOLD MINERS ETF","cusip":"92189F106","value":581418,"shares":7706,"shareType":"SH","priorValue":757885,"priorShares":7706},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHA I IN TE ETF","cusip":"09290C780","value":579182,"shares":10986,"shareType":"SH","priorValue":560773,"priorShares":15014},{"issuer":"ARROWHEAD PHARMACEUTICALS IN","titleOfClass":"COM","cusip":"04280A100","value":508215,"shares":6235,"shareType":"SH","priorValue":412944,"priorShares":6235},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":494007,"shares":4362,"shareType":"SH","priorValue":593207,"priorShares":4594},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"S&P 500 MOMNTM","cusip":"46138E339","value":486720,"shares":3013,"shareType":"SH","priorValue":541494,"priorShares":4411},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHA LA CORE ETF","cusip":"09290C855","value":450257,"shares":8939,"shareType":"SH","priorValue":370156,"priorShares":8405},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":446674,"shares":1759,"shareType":"SH","priorValue":487294,"priorShares":2019},{"issuer":"ISHARES SILVER TR","titleOfClass":"ISHARES","cusip":"46428Q109","value":413270,"shares":7729,"shareType":"SH","priorValue":573040,"priorShares":8379},{"issuer":"ENERGY TRANSFER L P","titleOfClass":"COM UT LTD PTN","cusip":"29273V100","value":394841,"shares":20651,"shareType":"SH","priorValue":361632,"priorShares":18944},{"issuer":"FIRST TR EXCHANGE-TRADED ALP","titleOfClass":"COM SHS","cusip":"33733F101","value":384803,"shares":1924,"shareType":"SH","priorValue":324815,"priorShares":1924},{"issuer":"BONDBLOXX ETF TRUST","titleOfClass":"BLOOMBERG TEN YR","cusip":"09789C812","value":378861,"shares":8312,"shareType":"SH","priorValue":488545,"priorShares":10646},{"issuer":"BLACKROCK ETF TRUST II","titleOfClass":"ISHA FLEX IN ETF","cusip":"092528603","value":378157,"shares":7225,"shareType":"SH","priorValue":505080,"priorShares":9674},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"FINLS ALPHADEX","cusip":"33734X135","value":372164,"shares":5958,"shareType":"SH","priorValue":359509,"priorShares":6123},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":370176,"shares":512,"shareType":"SH","priorValue":205270,"priorShares":516},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P US GWT","cusip":"464287671","value":368790,"shares":1961,"shareType":"SH","priorValue":322446,"priorShares":1958},{"issuer":"VERTIV HOLDINGS CO","titleOfClass":"COM CL A","cusip":"92537N108","value":368013,"shares":1099,"shareType":"SH","priorValue":240480,"priorShares":836},{"issuer":"AON PLC","titleOfClass":"SHS CL A","cusip":"G0403H108","value":365522,"shares":1102,"shareType":"SH","priorValue":358591,"priorShares":1102},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":358975,"shares":2166,"shareType":"SH","priorValue":466095,"priorShares":2448},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHA US THEM ETF","cusip":"09290C806","value":333240,"shares":7730,"shareType":"SH","priorValue":521696,"priorShares":13600},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVANTIS EMGMKT","cusip":"025072604","value":328548,"shares":3405,"shareType":"SH","priorValue":478355,"priorShares":5585},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR NUVEE ETF","cusip":"78468R721","value":313272,"shares":6840,"shareType":"SH","priorValue":358524,"priorShares":7871},{"issuer":"BLACKROCK ETF TRUST II","titleOfClass":"ISHA GLO USD ETF","cusip":"092528835","value":312754,"shares":6219,"shareType":"SH"},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHA SYST AL ETF","cusip":"09290C665","value":308943,"shares":11014,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"SYSTEMATIC BD ET","cusip":"46435U796","value":300305,"shares":3385,"shareType":"SH","priorValue":287402,"priorShares":3222},{"issuer":"VANGUARD STAR FDS","titleOfClass":"VG TL INTL STK F","cusip":"921909768","value":294684,"shares":3447,"shareType":"SH","priorValue":279448,"priorShares":3447},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL A","cusip":"57636Q104","value":290698,"shares":566,"shareType":"SH","priorValue":290056,"priorShares":576},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":290675,"shares":1982,"shareType":"SH","priorValue":291701,"priorShares":1989},{"issuer":"ABBOTT LABORATORIES","titleOfClass":"COM","cusip":"002824100","value":282233,"shares":3110,"shareType":"SH","priorValue":319867,"priorShares":3114},{"issuer":"AMERICAN EXPRESS CO","titleOfClass":"COM","cusip":"025816109","value":276350,"shares":817,"shareType":"SH","priorValue":259936,"priorShares":818},{"issuer":"DIGITAL RLTY TR INC","titleOfClass":"COM","cusip":"253868103","value":273464,"shares":1523,"shareType":"SH"},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":269510,"shares":1139,"shareType":"SH","priorValue":255352,"priorShares":1146},{"issuer":"WELLS FARGO & CO","titleOfClass":"COM","cusip":"949746101","value":266679,"shares":3227,"shareType":"SH","priorValue":318016,"priorShares":3697},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"ST STR PO EX ETF","cusip":"78463X889","value":265152,"shares":5262,"shareType":"SH","priorValue":284500,"priorShares":5916},{"issuer":"NETFLIX INC.","titleOfClass":"COM","cusip":"64110L106","value":257040,"shares":3600,"shareType":"SH","priorValue":368707,"priorShares":3613},{"issuer":"WELLTOWER INC","titleOfClass":"COM","cusip":"95040Q104","value":253979,"shares":1119,"shareType":"SH","priorValue":235021,"priorShares":1139},{"issuer":"VANGUARD ADMIRAL FDS INC","titleOfClass":"MIDCP 400 IDX","cusip":"921932885","value":245022,"shares":1879,"shareType":"SH","priorValue":224785,"priorShares":1879},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI TOTAL","cusip":"46432F834","value":244231,"shares":2559,"shareType":"SH"},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US BRD MKT ETF","cusip":"808524102","value":236661,"shares":8172,"shareType":"SH","priorValue":214515,"priorShares":8172},{"issuer":"ISHARES TR","titleOfClass":"CORE 80 20 ETF","cusip":"464289859","value":235597,"shares":2414,"shareType":"SH","priorValue":234956,"priorShares":2565},{"issuer":"NETSCOUT SYS INC","titleOfClass":"COM","cusip":"64115T104","value":224805,"shares":5162,"shareType":"SH"},{"issuer":"NEXTERA ENERGY INC","titleOfClass":"COM","cusip":"65339F101","value":221152,"shares":2520,"shareType":"SH","priorValue":254617,"priorShares":2695},{"issuer":"GLOBAL X FDS","titleOfClass":"US INFR DEV ETF","cusip":"37954Y673","value":218888,"shares":3715,"shareType":"SH","priorValue":202783,"priorShares":3715},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":214178,"shares":380,"shareType":"SH","priorValue":277862,"priorShares":442},{"issuer":"BANK OF AMER CORP","titleOfClass":"COM","cusip":"060505104","value":213311,"shares":3744,"shareType":"SH","priorValue":219166,"priorShares":4158},{"issuer":"POWELL INDS INC","titleOfClass":"COM","cusip":"739128106","value":212479,"shares":742,"shareType":"SH"},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":210135,"shares":612,"shareType":"SH"},{"issuer":"KIMBERLY-CLARK CORP","titleOfClass":"COM","cusip":"494368103","value":207795,"shares":1893,"shareType":"SH"},{"issuer":"VANGUARD WORLD FD","titleOfClass":"INF TECH ETF","cusip":"92204A702","value":207487,"shares":1736,"shareType":"SH"},{"issuer":"STERLING INFRASTRUCTURE INC","titleOfClass":"COM","cusip":"859241101","value":207322,"shares":247,"shareType":"SH"},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P 500 GARP ETF","cusip":"46137V431","value":206059,"shares":1685,"shareType":"SH"},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"DJ INTERNT IDX","cusip":"33733E302","value":200658,"shares":758,"shareType":"SH"},{"issuer":"FORD MTR CO","titleOfClass":"COM","cusip":"345370860","value":139000,"shares":10000,"shareType":"SH","priorValue":122400,"priorShares":10000},{"issuer":"B2GOLD CORP","titleOfClass":"COM","cusip":"11777Q209","value":126513,"shares":33827,"shareType":"SH","priorValue":51308,"priorShares":10514},{"issuer":"HERON THERAPEUTICS INC","titleOfClass":"COM","cusip":"427746102","value":10670,"shares":25000,"shareType":"SH","priorValue":20485,"priorShares":25000}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}