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.
Parker Financial LLC (CIK 1965668) reported $250.3M across 37 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($51.1M, 20.41%), DFAC ($37.5M, 15.00%), VUG ($28.7M, 11.47%), VTV ($26.3M, 10.51%), BNDX ($18.4M, 7.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $51.1M | 20.41% | 799,373 | Trimmed |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $37.5M | 15.00% | 969,768 | Added |
| 3 | VUG | VANGUARD INDEX FDS | $28.7M | 11.47% | 65,839 | Added |
| 4 | VTV | VANGUARD INDEX FDS | $26.3M | 10.51% | 134,312 | Added |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | $18.4M | 7.37% | 385,008 | Added |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $17.5M | 6.98% | 324,182 | Trimmed |
| 7 | BSV | VANGUARD BD INDEX FDS | $11.9M | 4.76% | 152,228 | Added |
| 8 | BIV | VANGUARD BD INDEX FDS | $7.6M | 3.05% | 99,088 | Added |
| 9 | DFCF | DIMENSIONAL ETF TRUST | $7.4M | 2.94% | 174,578 | Added |
| 10 | BLV | VANGUARD BD INDEX FDS | $7.2M | 2.90% | 105,656 | Added |
| 11 | DFSD | DIMENSIONAL ETF TRUST | $7.1M | 2.84% | 148,752 | Added |
| 12 | DFAS | DIMENSIONAL ETF TRUST | $6.6M | 2.64% | 93,203 | Added |
| 13 | VMBS | VANGUARD SCOTTSDALE FDS | $6.2M | 2.47% | 131,690 | Added |
| 14 | VB | VANGUARD INDEX FDS | $2.9M | 1.15% | 11,009 | Added |
| 15 | AAPL | APPLE INC | $1.4M | 0.57% | 5,585 | Added |
| 16 | MSFT | MICROSOFT CORP | $1.2M | 0.46% | 3,129 | Added |
| 17 | IWM | ISHARES TR | $1.1M | 0.44% | 4,425 | Trimmed |
| 18 | AMZN | AMAZON COM INC | $987,825 | 0.39% | 4,743 | Added |
| 19 | IEI | ISHARES TR | $906,934 | 0.36% | 7,647 | Trimmed |
| 20 | IWF | ISHARES TR | $817,407 | 0.33% | 1,917 | Trimmed |
| 21 | IVV | ISHARES TR | $679,181 | 0.27% | 1,040 | Trimmed |
| 22 | VEU | VANGUARD INTL EQUITY INDEX F | $651,719 | 0.26% | 8,678 | Trimmed |
| 23 | NOC | NORTHROP GRUMMAN CORP | $564,212 | 0.23% | 827 | Hold |
| 24 | VIGI | VANGUARD WHITEHALL FDS | $585,961 | 0.23% | 6,624 | Trimmed |
| 25 | PEP | PEPSICO INC | $477,068 | 0.19% | 3,072 | New |
Source: SEC Form 13F filings · as of 2026-03-31