PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC: 13F holdings
CIK 20269262026Q2
| Positions | 219 |
|---|---|
| Reported value | $844.1m |
| Filed | 2026-08-05 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 55,740 | $41.7m | 4.9% |
| AAPL APPLE INC | 121,028 | $35.0m | 4.1% |
| MSFT MICROSOFT CORP | 77,395 | $28.9m | 3.4% |
| GOOGL ALPHABET INC | 48,614 | $17.4m | 2.1% |
| IEFA ISHARES TR | 176,248 | $17.0m | 2.0% |
| AVGO BROADCOM INC | 41,722 | $15.8m | 1.9% |
| META META PLATFORMS INC | 27,085 | $15.3m | 1.8% |
| BOND PIMCO ETF TR | 157,391 | $14.5m | 1.7% |
| JPM JPMORGAN CHASE & CO | 44,183 | $14.5m | 1.7% |
| ADI ANALOG DEVICES INC | 35,538 | $14.1m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2026926")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.