DOSSIER · 13F-HR · Q2 2026

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

$844M in tracked AUM across 219 positions as of Q2 2026.

PM
CIK 0002026926 · last filed Jun 30, 2026
Total AUM
$844M
as of Q2 2026
Holdings
219
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$42M56K4.9%
02
AAPL
APPLE INC
$35M121K4.1%
03
MSFT
MICROSOFT CORP
$29M77K3.4%
04
GOOGL
ALPHABET INC
$17M49K2.1%
05
IEFA
ISHARES TR
$17M176K2.0%
06
AVGO
BROADCOM INC
$16M42K1.9%
07
META
META PLATFORMS INC
$15M27K1.8%
08
BOND
PIMCO ETF TR
$15M157K1.7%
09
JPM
JPMORGAN CHASE & CO
$14M44K1.7%
10
ADI
ANALOG DEVICES INC
$14M36K1.7%

Filing history

2026Q2Jun 30
$844M▲ 10.6%
219 positionsView →
2026Q1Mar 31
$763M▲ 0.0%
214 positionsView →
2025Q4Dec 31
$763M▲ 0.1%
224 positionsView →
2025Q3Sep 30
$762M▲ 4.6%
225 positionsLocked
2025Q2Jun 30
$729M▲ 4.8%
227 positionsLocked
2025Q1Mar 31
$695M▼ 0.4%
227 positionsLocked
2024Q4Dec 31
$698M—
229 positionsLocked