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.
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC (CIK 2026926) reported $762.9M across 214 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($35.1M, 4.60%), AAPL ($30.7M, 4.02%), MSFT ($25.7M, 3.37%), BND ($14.1M, 1.84%), BOND ($13.8M, 1.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $35.1M | 4.60% | 53,726 | Added |
| 2 | AAPL | APPLE INC | $30.7M | 4.02% | 120,972 | Added |
| 3 | MSFT | MICROSOFT CORP | $25.7M | 3.37% | 69,455 | Added |
| 4 | BND | VANGUARD BD INDEX FDS | $14.1M | 1.84% | 191,049 | Trimmed |
| 5 | BOND | PIMCO ETF TR | $13.8M | 1.81% | 149,746 | Added |
| 6 | IEFA | ISHARES TR | $13.3M | 1.74% | 146,413 | Added |
| 7 | IUSB | ISHARES TR | $13.3M | 1.74% | 288,181 | Trimmed |
| 8 | JPM | JPMORGAN CHASE & CO | $12.9M | 1.69% | 43,938 | Trimmed |
| 9 | AVGO | BROADCOM INC | $12.8M | 1.68% | 41,396 | Added |
| 10 | CVX | CHEVRON CORPORATION | $12.5M | 1.63% | 60,189 | Trimmed |
| 11 | ADI | ANALOG DEVICES INC | $11.7M | 1.53% | 36,710 | Trimmed |
| 12 | GOOGL | ALPHABET INC | $11.6M | 1.52% | 40,376 | Added |
| 13 | JNJ | JOHNSON & JOHNSON | $11.6M | 1.52% | 47,285 | Trimmed |
| 14 | VO | VANGUARD INDEX FDS | $11.1M | 1.45% | 38,511 | Added |
| 15 | META | META PLATFORMS INC | $10.4M | 1.37% | 18,203 | Added |
| 16 | VWO | VANGUARD INTL EQUITY INDEX F | $10.4M | 1.36% | 192,044 | Added |
| 17 | GSLC | GOLDMAN SACHS ETF TR | $9.6M | 1.26% | 76,762 | Added |
| 18 | CSCO | CISCO SYS INC | $9.4M | 1.23% | 120,670 | Added |
| 19 | BNDX | VANGUARD CHARLOTTE FDS | $8.5M | 1.12% | 177,522 | Added |
| 20 | BSV | VANGUARD BD INDEX FDS | $8.3M | 1.09% | 105,639 | Added |
| 21 | LOW | LOWES COS INC | $8.0M | 1.05% | 33,943 | Trimmed |
| 22 | PYLD | PIMCO ETF TR | $7.6M | 0.99% | 288,835 | Added |
| 23 | EEM | ISHARES TR | $7.4M | 0.97% | 129,932 | Trimmed |
| 24 | IEMG | ISHARES INC | $7.4M | 0.97% | 106,335 | Added |
| 25 | ECL | ECOLAB INC | $7.4M | 0.97% | 27,742 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31