Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Parallel Advisors, LLC (CIK 1690010) reported $5.57B across 3,740 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($698.2M, 12.54%), AAPL ($254.7M, 4.57%), NVDA ($194.9M, 3.50%), ITOT ($162.6M, 2.92%), CORT ($160.3M, 2.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES S&P 500 INDEX | $698.2M | 12.54% | 1.1M | Added |
| 2 | AAPL | APPLE INC | $254.7M | 4.57% | 1.0M | Added |
| 3 | NVDA | NVIDIA CORP | $194.9M | 3.50% | 1.1M | Added |
| 4 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $162.6M | 2.92% | 1.1M | Trimmed |
| 5 | CORT | CORCEPT THERAPEUTICS INC COM | $160.3M | 2.88% | 4.0M | Added |
| 6 | DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $124.1M | 2.23% | 2.1M | Added |
| 7 | MSFT | MICROSOFT | $113.4M | 2.04% | 306,265 | Added |
| 8 | GOOG | ALPHABET INC CAP STK CL C | $101.5M | 1.82% | 353,798 | Added |
| 9 | GOOGL | GOOGLE INC | $95.5M | 1.72% | 332,248 | Added |
| 10 | AMZN | AMAZON.COM INC | $85.3M | 1.53% | 409,554 | Added |
| 11 | AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $78.5M | 1.41% | 925,232 | Added |
| 12 | CVBF | CVB FINL CORP COM | $70.9M | 1.27% | 3.7M | Trimmed |
| 13 | VV | VANGUARD LARGE CAP | $63.2M | 1.14% | 211,550 | Trimmed |
| 14 | AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $61.3M | 1.10% | 760,155 | Added |
| 15 | VFLO | VICTORYSHARES FREE CASH FLOW ETF | $60.7M | 1.09% | 1.5M | Added |
| 16 | IEFA | ISHARES CORE MSCI EAFE ETF | $60.3M | 1.08% | 665,598 | Added |
| 17 | VTI | VANGUARD TOTAL STK MKT | $49.3M | 0.89% | 153,820 | Added |
| 18 | COST | COSTCO WHOLESALE CORP | $45.8M | 0.82% | 45,954 | Added |
| 19 | META | META PLATFORMS INC CL A | $45.1M | 0.81% | 78,811 | Added |
| 20 | VB | VANGUARD SMALL CAP ETF | $42.2M | 0.76% | 161,135 | Added |
| 21 | JPIB | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND | $42.2M | 0.76% | 883,008 | New |
| 22 | JPM | JPMORGAN CHASE & CO COM | $39.9M | 0.72% | 135,514 | Added |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $38.7M | 0.69% | 80,700 | Added |
| 24 | IGSB | ISHARES 1-3 YR CREDIT BOND ETF | $34.5M | 0.62% | 655,468 | Added |
| 25 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $33.7M | 0.61% | 525,750 | Added |
Source: SEC Form 13F filings · as of 2026-03-31