DOSSIER · 13F-HR · Q2 2026

Parsonex Advisory Services, Inc.

$115M in tracked AUM across 50 positions as of Q2 2026.

PA
CIK 0002107398 · last filed Jun 30, 2026
Total AUM
$115M
as of Q2 2026
Holdings
50
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Parsonex Advisory Services, Inc. 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
GOOG
ALPHABET INC
$11M32K9.9%
02
CRWD
CROWDSTRIKE HLDGS INC
$10M13K8.6%
03
AAPL
APPLE INC
$6M20K5.0%
04
CGGR
CAPITAL GROUP GROWTH ETF
$6M117K4.8%
05
V
VISA INC
$5M16K4.7%
06
LLY
ELI LILLY & CO
$5M4K4.5%
07
MSFT
MICROSOFT CORP
$5M14K4.4%
08
RTX
RTX CORPORATION
$5M25K4.1%
09
NVDA
NVIDIA CORPORATION
$5M24K4.1%
10
BAC
BANK OF AMER CORP
$4M70K3.5%

Filing history

2026Q2Jun 30
$115M 12.4%
50 positionsView →
2026Q1Mar 31
$102M 34.8%
56 positionsView →
2025Q4Dec 31
$157M 6.8%
99 positionsView →
2025Q3Sep 30
$147M 22.5%
100 positionsView →
2025Q2Jun 30
$120M
96 positionsLocked