DOSSIER · 13F-HR · Q1 2026

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

$763M in tracked AUM across 214 positions as of Q1 2026.

PM
CIK 0002026926 · last filed Mar 31, 2026
Total AUM
$763M
as of Q1 2026
Holdings
214
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$35M54K4.6%
02
AAPL
APPLE INC
$31M121K4.0%
03
MSFT
MICROSOFT CORP
$26M69K3.4%
04
BND
VANGUARD BD INDEX FDS
$14M191K1.8%
05
BOND
PIMCO ETF TR
$14M150K1.8%
06
IUSB
ISHARES TR
$13M288K1.7%
07
IEFA
ISHARES TR
$13M146K1.7%
08
JPM
JPMORGAN CHASE & CO
$13M44K1.7%
09
AVGO
BROADCOM INC
$13M41K1.7%
10
CVX
CHEVRON CORPORATION
$12M60K1.6%

Filing history

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