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Parallel Advisors

Latest statistics and disclosures from Parallel Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, ITOT, AAPL, NVDA, MSFT, and represent 28.25% of Parallel Advisors's stock portfolio.
Added to shares of these 10 stocks: NFLX (+$27M), IVV (+$11M), AAPL (+$10M), HOOD (+$5.0M), AVDE, ICSH, BINC, CHYM, AVGO, JMBS.
Started 287 new stock positions in SPXU, IXJ, IBIC, FTXO, TLX, CLLS, MTW, Rigel Pharmaceuticals, SPGP, PSNY.
Reduced shares in these 10 stocks: BILZ (-$6.6M), CCI (-$6.0M), IBDQ (-$5.0M), NVDA, O, ITOT, SCHX, Nvidia Corporation Oct 17 25 $135, Unilever, PYPL.
Sold out of its positions in ACCO, AMN, AOD, ADAPY, ADVM, AGL, AKRO, CNEQ, ALE, AOUT.
Parallel Advisors was a net buyer of stock by $127M.
Parallel Advisors has $5.5B in assets under management (AUM), dropping by 0.10%.
Central Index Key (CIK): 0001690010

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Positions held by Parallel Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Parallel Advisors

Parallel Advisors holds 3619 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Parallel Advisors has 3619 total positions. Only the first 250 positions are shown.

Sign up to view all of the Parallel Advisors Dec. 31, 2025 positions
Download the Parallel Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares S&p 500 Index Etf (IVV)	10.5	$572M		835k	684.99	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	6.4	$350M		2.4M	148.69	View chart
Apple Stock (AAPL)	4.9	$269M	+3%	988k	271.87	View chart
Nvidia Corp Stock (NVDA)	3.8	$206M		1.1M	186.52	View chart
Microsoft Stock (MSFT)	2.7	$148M		305k	483.64	View chart
Corcept Therapeutics Stock (CORT)	2.5	$135M		3.9M	34.80	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	2.3	$123M	+2%	2.0M	60.81	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	2.0	$111M		353k	313.83	View chart
Google Stock (GOOGL)	1.9	$102M		326k	313.00	View chart
Amazon.com Stock (AMZN)	1.7	$93M		401k	230.87	View chart
Cvb Finl Corp Stock (CVBF)	1.3	$71M		3.8M	18.60	View chart
Janus Henderson Mortgage-backed Securities Etf Etf (JMBS)	1.3	$69M	+5%	1.5M	45.69	View chart
Vanguard Large Cap Etf (VV)	1.2	$68M		216k	314.80	View chart
Avantis International Equity Etf Etf (AVDE)	1.1	$62M	+7%	757k	82.32	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	1.1	$58M		653k	89.46	View chart
Meta Platforms Inc Cl A Stock (META)	0.9	$51M	+2%	77k	660.17	View chart
Vanguard Total Stk Mkt Etf (VTI)	0.9	$50M		150k	335.51	View chart
Jpmorgan Chase & Co Stock (JPM)	0.8	$43M		134k	322.27	View chart
Vanguard Small Cap Etf Etf (VB)	0.7	$41M		157k	258.03	View chart
Costco Wholesale Corp Stock (COST)	0.7	$39M	-2%	46k	862.46	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.7	$39M		78k	502.65	View chart
Tesla Motors Stock (TSLA)	0.7	$37M	+2%	83k	449.72	View chart
Broadcom Stock (AVGO)	0.7	$37M	+12%	107k	346.10	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.7	$36M	-2%	201k	177.75	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.6	$33M	-2%	164k	198.62	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.6	$32M		516k	62.50	View chart
Eli Lilly & Co Stock (LLY)	0.6	$32M	+2%	30k	1074.70	View chart
State Str Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)	0.6	$32M		47k	681.92	View chart
Blackrock Flexible Income Etf Etf (BINC)	0.6	$31M	+15%	593k	52.77	View chart
Powershares Qqq Tr Etf (QQQ)	0.6	$31M		50k	614.32	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.6	$30M		48k	628.30	View chart
Ishares Global Tech Etf Etf (IXN)	0.5	$30M		286k	105.00	View chart
Visa Stock (V)	0.5	$30M		86k	350.78	View chart
Netflix Stock (NFLX)	0.5	$30M	+960%	318k	93.81	View chart
Vanguard Value Etf Etf (VTV)	0.5	$27M		143k	190.99	View chart
Ishares Aggregate Bond Etf Etf (AGG)	0.5	$26M	+2%	262k	99.88	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.5	$25M	+6%	291k	85.16	View chart
Mastercard Stock (MA)	0.4	$24M		41k	570.88	View chart
Abbvie Stock (ABBV)	0.4	$23M	-2%	103k	228.49	View chart
Intuitive Surgical Stock (ISRG)	0.4	$23M		40k	566.51	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.4	$23M		339k	67.22	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.4	$22M	+3%	227k	96.03	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.4	$22M		549k	39.45	View chart
Spdr Gold Etf Etf (GLD)	0.4	$22M	+5%	55k	396.31	View chart
Uber Technologies Stock (UBER)	0.4	$21M	+2%	262k	81.73	View chart
Tjx Cos Stock (TJX)	0.4	$21M		138k	153.66	View chart
Thermo Fisher Scientific Stock (TMO)	0.4	$21M		36k	580.08	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.4	$20M	-2%	238k	82.50	View chart
Intuit Stock (INTU)	0.3	$18M		26k	662.65	View chart
Walmart Stock (WMT)	0.3	$17M		156k	111.41	View chart
Salesforce Stock (CRM)	0.3	$17M	-2%	66k	265.16	View chart
Chevron Corporation Stock (CVX)	0.3	$17M		112k	152.41	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.3	$17M	+7%	307k	53.78	View chart
Johnson & Johnson Stock (JNJ)	0.3	$16M	+5%	79k	206.95	View chart
Abbott Labs Stock (ABT)	0.3	$16M		131k	125.29	View chart
Vanguard Mid Cap Etf (VO)	0.3	$16M		55k	290.22	View chart
Booking Holdings Stock (BKNG)	0.3	$16M		2.9k	5356.51	View chart
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH)	0.3	$16M	+37%	312k	50.58	View chart
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB)	0.3	$15M	+3%	286k	53.08	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.3	$14M	+3%	30k	473.30	View chart
Accenture Ltd Bermuda Cl A Stock (ACN)	0.3	$14M	-3%	51k	268.40	View chart
Pimco Ultra Short Government Active Exchange-traded Fund Etf (BILZ)	0.2	$14M	-32%	134k	100.77	View chart
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)	0.2	$13M		162k	80.16	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	0.2	$13M	+2%	196k	66.05	View chart
Donaldson Stock (DCI)	0.2	$13M		146k	88.66	View chart
Ishares Iboxx High Yield Corporate Bond Etf Etf (HYG)	0.2	$13M		156k	80.77	View chart
Oracle Corporation Stock (ORCL)	0.2	$12M	-3%	63k	194.91	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$12M		58k	212.07	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$12M		55k	219.98	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.2	$12M	-10%	440k	27.43	View chart
Taiwan Semiconductor Manufacturing Adr (TSM)	0.2	$12M		39k	303.90	View chart
Blackrock Stock (BLK)	0.2	$12M		11k	1070.35	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.2	$11M	+4%	24k	469.60	View chart
Palo Alto Networks Stock (PANW)	0.2	$11M	+3%	62k	184.20	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$11M	-3%	23k	487.87	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$11M	-3%	91k	123.26	View chart
Nextera Energy Stock (NEE)	0.2	$11M		135k	80.33	View chart
Home Depot Stock (HD)	0.2	$11M		31k	344.11	View chart
Ishares U.s. Equity Factor Etf Etf (LRGF)	0.2	$11M	+3%	151k	69.43	View chart
Adobe Sys Stock (ADBE)	0.2	$10M	-9%	29k	350.16	View chart
Honeywell Intl Stock (HON)	0.2	$10M		52k	195.09	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	0.2	$10M	-10%	84k	120.18	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.2	$9.9M		219k	45.45	View chart
Morgan Stanley Stock (MS)	0.2	$9.9M		56k	177.53	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.2	$9.7M		46k	211.79	View chart
Gilead Sciences Stock (GILD)	0.2	$9.6M	+5%	79k	122.74	View chart
Ecolab Stock (ECL)	0.2	$9.5M	-2%	36k	262.52	View chart
Vanguard Reit Index Etf Etf (VNQ)	0.2	$9.5M	+2%	107k	88.49	View chart
Intl Business Machines Stock (IBM)	0.2	$9.4M	+7%	32k	296.21	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$9.3M	+10%	78k	120.34	View chart
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP)	0.2	$9.2M		48k	191.56	View chart
Sherwin Williams Stock (SHW)	0.2	$9.2M	-2%	28k	324.21	View chart
Vanguard Information Technology Etf (VGT)	0.2	$9.1M		12k	753.84	View chart
Cisco Sys Stock (CSCO)	0.2	$8.8M		114k	77.03	View chart
Coupang Inc Cl A Stock (CPNG)	0.2	$8.7M	-2%	370k	23.59	View chart
Unitedhealth Group Stock (UNH)	0.2	$8.7M	-3%	26k	330.35	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$8.6M		113k	75.44	View chart
Procter & Gamble Stock (PG)	0.2	$8.5M		60k	143.31	View chart
Schwab International Equity Etf Etf (SCHF)	0.2	$8.2M	-3%	342k	24.04	View chart
Ishares Tr Msci Acwiindex Etf (ACWI)	0.1	$8.1M		57k	141.49	View chart
Arista Networks Stock (ANET)	0.1	$8.1M		62k	131.47	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$8.1M		38k	210.34	View chart
Quanta Services Stock (PWR)	0.1	$8.0M		19k	422.41	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.1	$7.9M	-4%	53k	148.98	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.1	$7.8M	+28%	353k	22.07	View chart
Pepsico Stock (PEP)	0.1	$7.8M	+5%	54k	143.52	View chart
Crown Castle Intl Corp Reit (CCI)	0.1	$7.7M	-43%	87k	88.87	View chart
Ge Vernova Stock (GEV)	0.1	$7.6M	+18%	12k	653.61	View chart
Stryker Corp Stock (SYK)	0.1	$7.6M		22k	351.73	View chart
Advanced Micro Devices Stock (AMD)	0.1	$7.5M	+11%	35k	214.16	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.1	$7.4M	+12%	291k	25.63	View chart
Monster Beverage Corp Stock (MNST)	0.1	$7.4M	+2%	97k	76.67	View chart
Parker-hannifin Corp Stock (PH)	0.1	$7.1M		8.1k	879.92	View chart
Roper Industries Stock (ROP)	0.1	$7.1M	-4%	16k	445.41	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$7.0M	+8%	129k	54.71	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$7.0M	-11%	75k	94.16	View chart
Caterpillar Stock (CAT)	0.1	$7.0M	+28%	12k	572.91	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$6.8M		86k	78.81	View chart
Coca Cola Stock (KO)	0.1	$6.7M	+3%	96k	69.91	View chart
Fidelity Total Bond Etf Etf (FBND)	0.1	$6.7M	-8%	145k	46.04	View chart
Schwab Etfs- Us Broad Market Etf Etf (SCHB)	0.1	$6.6M		252k	26.23	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.1	$6.6M	+4%	279k	23.57	View chart
Xylem Stock (XYL)	0.1	$6.5M	+3%	48k	136.18	View chart
Ishares Msci Intl Value Factor Etf Etf (IVLU)	0.1	$6.5M	+6%	171k	38.05	View chart
Rtx Corporation Stock (RTX)	0.1	$6.5M	+6%	35k	183.40	View chart
Goldman Sachs Group Stock (GS)	0.1	$6.4M		7.3k	879.04	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.1	$6.4M	+3%	261k	24.44	View chart
Illinois Tool Wks Stock (ITW)	0.1	$6.4M	-2%	26k	246.30	View chart
Markel Corp Holding Stock (MKL)	0.1	$6.3M	+2%	2.9k	2151.88	View chart
Bank America Corp Stock (BAC)	0.1	$6.2M	+2%	112k	55.00	View chart
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX)	0.1	$6.2M	+6%	242k	25.53	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.1	$6.2M	+437%	55k	113.10	View chart
Verizon Communications Stock (VZ)	0.1	$6.2M	-12%	151k	40.73	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.1	$6.2M	-10%	90k	68.11	View chart
Energy Select Sector Spdr Etf (XLE)	0.1	$6.1M	+86%	138k	44.71	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.1	$6.1M	-6%	67k	91.59	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.1	$6.1M	+2%	250k	24.42	View chart
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW)	0.1	$6.1M	+6%	287k	21.15	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$6.0M	-9%	24k	246.17	View chart
Colgate Palmolive Stock (CL)	0.1	$6.0M	-5%	76k	79.02	View chart
Vanguard High Dividend Yield Etf (VYM)	0.1	$5.9M	-6%	41k	143.52	View chart
Ge Aerospace Stock (GE)	0.1	$5.8M	+7%	19k	308.05	View chart
Applied Matls Stock (AMAT)	0.1	$5.8M	+5%	23k	256.99	View chart
Ishares Edge Msci Usa Value Factor Etf Etf (VLUE)	0.1	$5.7M	-5%	41k	136.73	View chart
Ishares Ibonds Dec 2033 Term Corporate Etf Etf (IBDY)	0.1	$5.5M	+6%	211k	26.14	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.1	$5.5M	+58%	15k	360.15	View chart
Merck & Co Stock (MRK)	0.1	$5.5M	+8%	52k	105.26	View chart
Ishares Tips Bond Etf Etf (TIP)	0.1	$5.5M	-2%	50k	110.13	View chart
Take-two Interactivesoftwre Stock (TTWO)	0.1	$5.4M		21k	256.03	View chart
Viking Holdings Ltd Ord Stock (VIK)	0.1	$5.3M		75k	71.53	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.1	$5.3M	+4%	207k	25.75	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$5.3M		7.00	754800.00	View chart
Ishares Ibonds Dec 2034 Term Corporate Etf Etf (IBDZ)	0.1	$5.3M	+12%	200k	26.37	View chart
Schwab Emerging Market Eq Etf Etf (SCHE)	0.1	$5.2M	-2%	160k	32.75	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.1	$5.2M	+3%	65k	80.22	View chart
Disney Walt Stock (DIS)	0.1	$5.1M	-4%	45k	113.77	View chart
Ishares S&p Smallcap 600 Value Etf Etf (IJS)	0.1	$5.0M	-2%	44k	113.72	View chart
Ishares Dj Us Technology Etf (IYW)	0.1	$5.0M	-3%	25k	199.68	View chart
Ishares Gold Trust Etf Etf (IAU)	0.1	$5.0M	+9%	62k	81.17	View chart
American Express Stock (AXP)	0.1	$5.0M		14k	369.95	View chart
Mcdonalds Corp Stock (MCD)	0.1	$5.0M	+2%	16k	305.65	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$5.0M	+52%	47k	107.11	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$4.9M	-2%	35k	141.06	View chart
Ishares Mbs Etf Etf (MBB)	0.1	$4.9M	+25%	52k	95.22	View chart
Danaher Corp Stock (DHR)	0.1	$4.7M	+12%	21k	228.92	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.1	$4.6M	-6%	62k	75.05	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.1	$4.6M	-3%	173k	26.68	View chart
Realty Income Corp Reit (O)	0.1	$4.6M	-41%	82k	56.37	View chart
Ishares Tr Lehman Short Trea Bd Etf (SHV)	0.1	$4.5M	-8%	41k	110.15	View chart
Jpmorgan Active Bond Etf Etf (JBND)	0.1	$4.5M	+3%	83k	54.07	View chart
Chime Finl Inc Com Shs Cl A Stock (CHYM)	0.1	$4.3M	+5239%	173k	25.17	View chart
Edwards Lifesciences Corp Stock (EW)	0.1	$4.3M		50k	85.38	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$4.3M	-30%	159k	26.91	View chart
Victoryshares Free Cash Flow Etf Etf (VFLO)	0.1	$4.3M	+9%	108k	39.38	View chart
Micron Technology Stock (MU)	0.1	$4.2M	+7%	15k	285.42	View chart
Fundstrat Granny Shots Us Large Cap Etf Etf (GRNY)	0.1	$4.2M	+6%	169k	24.76	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.1	$4.2M	-5%	34k	120.96	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.1	$4.2M		43k	96.54	View chart
Charles Schwab Corp Stock (SCHW)	0.1	$4.0M		41k	99.91	View chart
Emerson Elec Stock (EMR)	0.1	$4.0M	+2%	30k	132.72	View chart
Twilio Inc Cl A Stock (TWLO)	0.1	$4.0M		28k	142.24	View chart
Vanguard Energy Etf (VDE)	0.1	$4.0M		32k	125.92	View chart
Technology Select Sector Spdr Etf (XLK)	0.1	$4.0M	+86%	28k	143.97	View chart
Zoetis Inc Com Cl A Stock (ZTS)	0.1	$4.0M	-9%	32k	125.82	View chart
Wells Fargo & Co Stock (WFC)	0.1	$4.0M		43k	93.20	View chart
Capital One Financial Corp Stock (COF)	0.1	$3.9M	+3%	16k	242.37	View chart
At&t Stock (T)	0.1	$3.9M	-5%	156k	24.84	View chart
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY)	0.1	$3.9M	+5%	47k	82.82	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.1	$3.8M	+4%	24k	160.97	View chart
Service Now Stock (NOW)	0.1	$3.8M	+376%	25k	153.19	View chart
Analog Devices Stock (ADI)	0.1	$3.8M	-6%	14k	271.21	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$3.7M	-4%	51k	74.07	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.1	$3.7M	-17%	73k	50.94	View chart
Ishares Tr S&p 100 Index Fund Etf (OEF)	0.1	$3.7M		11k	342.97	View chart
Starbucks Corp Stock (SBUX)	0.1	$3.7M	+2%	44k	84.21	View chart
Blackstone Group Stock (BX)	0.1	$3.6M	-8%	24k	154.40	View chart
American Tower Corp Reit (AMT)	0.1	$3.5M	-8%	20k	175.82	View chart
Ishares Ibonds Dec 2031 Term Treasury Etf Etf (IBTL)	0.1	$3.5M	+15%	170k	20.53	View chart
Amphenol Corp Cl A Stock (APH)	0.1	$3.5M	+2%	26k	135.14	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.1	$3.5M	+2%	26k	135.72	View chart
Vanguard Mega Cap 300 Etf Etf (MGC)	0.1	$3.4M		14k	251.18	View chart
Ishares S&p U.s. Preferred Stock Etf Etf (PFF)	0.1	$3.4M	-3%	110k	30.96	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.1	$3.4M	-6%	76k	44.41	View chart
Kla-tencor Corp Stock (KLAC)	0.1	$3.4M	+4%	2.8k	1215.26	View chart
Citigroup Stock (C)	0.1	$3.3M	-4%	29k	116.69	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.1	$3.3M	+19%	43k	77.02	View chart
Cummins Stock (CMI)	0.1	$3.3M		6.5k	510.49	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$3.3M	+27%	58k	57.24	View chart
Spdr Biotech Etf Etf (XBI)	0.1	$3.3M	+11%	27k	121.93	View chart
Ishares Ibonds Dec 2030 Term Treasury Etf Etf (IBTK)	0.1	$3.3M	+9%	166k	19.84	View chart
Amgen Stock (AMGN)	0.1	$3.3M	-3%	10k	327.32	View chart
Vanguard Ftse All-world Ex-us Etf (VEU)	0.1	$3.3M	+96%	45k	73.56	View chart
Lam Research Corp Stock (LRCX)	0.1	$3.3M		19k	171.18	View chart
Texas Instrs Stock (TXN)	0.1	$3.2M	-7%	18k	173.49	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$3.2M	-2%	68k	46.81	View chart
S&p Global Stock (SPGI)	0.1	$3.1M		6.0k	522.66	View chart
Ishares Ibonds Dec 2029 Term Treasury Etf Etf (IBTJ)	0.1	$3.1M	+3%	142k	21.95	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	0.1	$3.1M	+3%	140k	22.36	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.1	$3.1M	+11%	2.9k	1069.89	View chart
Schwab Us Large Cap Growth Etf Etf (SCHG)	0.1	$3.1M	+384%	95k	32.62	View chart
Philip Morris Intl Stock (PM)	0.1	$3.1M		19k	160.41	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$3.1M	-17%	57k	54.06	View chart
Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH)	0.1	$3.1M		136k	22.47	View chart
Synopsys Stock (SNPS)	0.1	$3.0M	-10%	6.5k	470.57	View chart
Vanguard Russell 1000 Etf Etf (VONE)	0.1	$3.0M		9.6k	309.04	View chart
Golub Cap Bdc Cef (GBDC)	0.1	$3.0M	-9%	218k	13.57	View chart
Intel Corp Stock (INTC)	0.1	$2.9M	+6%	80k	36.90	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$2.9M	-5%	6.0k	483.73	View chart
Qualcomm Stock (QCOM)	0.1	$2.9M	+4%	17k	171.05	View chart
Us Treasury 3 Month Bill Etf Etf (TBIL)	0.1	$2.9M	-16%	58k	49.88	View chart
Simplify Hedged Equity Etf Etf (HEQT)	0.1	$2.8M	+17%	89k	32.05	View chart
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV)	0.1	$2.8M	+3%	44k	64.04	View chart
Ishares Russell Midcap Growth Etf Etf (IWP)	0.1	$2.8M	+29%	20k	136.94	View chart
Eaton Corp Stock (ETN)	0.1	$2.8M	-2%	8.7k	318.54	View chart
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL)	0.1	$2.8M		37k	75.43	View chart
Mercadolibre Stock (MELI)	0.0	$2.7M	+28%	1.4k	2015.58	View chart
Freeport Mcmoran Copper Stock (FCX)	0.0	$2.7M	-9%	53k	50.79	View chart
Conocophillips Stock (COP)	0.0	$2.7M	-3%	29k	93.82	View chart
Waste Management Stock (WM)	0.0	$2.7M		12k	219.73	View chart
Fedex Corp Stock (FDX)	0.0	$2.6M		9.1k	288.86	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$2.6M	-4%	12k	226.16	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.0	$2.6M	+10%	56k	46.54	View chart
T-mobile Us Stock (TMUS)	0.0	$2.6M	+5%	13k	203.04	View chart
Ishares Russell Midcap Value Index Etf (IWS)	0.0	$2.5M	+25%	18k	141.05	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$2.5M	-4%	10k	250.32	View chart
Ishares Dj Select Dividend Etf (DVY)	0.0	$2.5M		18k	141.14	View chart
Nike Inc Class B Stock (NKE)	0.0	$2.5M	-5%	39k	63.71	View chart
Linde Stock (LIN)	0.0	$2.5M	-12%	5.8k	426.44	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$2.4M	+16%	49k	49.65	View chart
Corteva Stock (CTVA)	0.0	$2.4M		36k	67.03	View chart

Past Filings by Parallel Advisors

SEC 13F filings are viewable for Parallel Advisors going back to 2016

Parallel Advisors 2025 Q4 filed Feb. 11, 2026
Parallel Advisors 2025 Q3 filed Nov. 13, 2025
Parallel Advisors 2025 Q2 filed July 8, 2025
Parallel Advisors 2025 Q1 filed April 8, 2025
Parallel Advisors 2024 Q4 filed Feb. 10, 2025
Parallel Advisors 2024 Q3 filed Nov. 13, 2024
Parallel Advisors 2024 Q2 filed Aug. 8, 2024
Parallel Advisors 2023 Q1 restated filed May 20, 2024
Parallel Advisors 2023 Q2 restated filed May 20, 2024
Parallel Advisors 2023 Q3 restated filed May 20, 2024
Parallel Advisors 2024 Q1 filed May 6, 2024
Parallel Advisors 2023 Q4 filed Feb. 12, 2024
Parallel Advisors 2023 Q3 filed Nov. 14, 2023
Parallel Advisors 2023 Q2 filed Aug. 4, 2023
Parallel Advisors 2023 Q1 filed April 25, 2023
Parallel Advisors 2022 Q4 filed Feb. 6, 2023

View all past filings

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