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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, CORT, AAPL, NVDA, and represent 30.51% of Parallel Advisors's stock portfolio.
Added to shares of these 10 stocks: IVV (+$58M), AVDE (+$56M), DYNF (+$24M), BILZ (+$12M), BINC (+$9.1M), JMBS (+$6.4M), AAPL (+$5.1M), GILD, GRNY, META.
Started 212 new stock positions in SILA, FLOC, EQL, Marvell Technology Jun 18 26 $67.5, SPMO, AUPH, WOLF, QUBT, PALU, OOMA.
Reduced shares in these 10 stocks: IVW (-$46M), ITOT (-$39M), IEFA (-$36M), VV, QUAL, IGSB, CCI, Palantir Sep 19 25 $45, O, SCHD.
Sold out of its positions in BCD, AEHR, PINE, AMED, AMWD, USAS, CRMT, ANSS, ATOM, AZEK.
Parallel Advisors was a net buyer of stock by $85M.
Parallel Advisors has $5.5B in assets under management (AUM), dropping by 9.14%.
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 3547 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Parallel Advisors has 3547 total positions. Only the first 250 positions are shown.

Sign up to view all of the Parallel Advisors Sept. 30, 2025 positions
Download the Parallel Advisors September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares S&p 500 Index Etf (IVV)	10.0	$548M	+11%	819k	669.30	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	6.3	$345M	-10%	2.4M	145.65	View chart
Corcept Therapeutics Stock (CORT)	5.9	$322M		3.9M	83.11	View chart
Apple Stock (AAPL)	4.4	$242M	+2%	950k	254.63	View chart
Nvidia Corp Stock (NVDA)	3.8	$210M		1.1M	186.58	View chart
Microsoft Stock (MSFT)	2.9	$156M		301k	517.95	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	2.1	$117M	+25%	2.0M	59.20	View chart
Amazon.com Stock (AMZN)	1.6	$87M	+2%	394k	219.57	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.6	$86M		352k	243.55	View chart
Google Stock (GOOGL)	1.4	$79M		323k	243.10	View chart
Cvb Finl Corp Stock (CVBF)	1.3	$72M		3.8M	18.91	View chart
Vanguard Large Cap Etf (VV)	1.2	$67M	-6%	218k	307.86	View chart
Janus Henderson Mortgage-backed Securities Etf Etf (JMBS)	1.2	$65M	+10%	1.4M	45.67	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	1.0	$57M	-38%	653k	87.31	View chart
Avantis International Equity Etf Etf (AVDE)	1.0	$56M	+360994%	704k	78.90	View chart
Meta Platforms Inc Cl A Stock (META)	1.0	$55M	+5%	75k	734.39	View chart
Vanguard Total Stk Mkt Etf (VTI)	0.9	$49M		149k	328.17	View chart
Costco Wholesale Corp Stock (COST)	0.8	$43M		47k	925.64	View chart
Jpmorgan Chase & Co Stock (JPM)	0.8	$42M		134k	315.43	View chart
Vanguard Small Cap Etf Etf (VB)	0.7	$40M		158k	254.28	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.7	$39M		77k	502.74	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.7	$38M		206k	182.42	View chart
Tesla Motors Stock (TSLA)	0.7	$36M	+8%	81k	444.73	View chart
Netflix Stock (NFLX)	0.7	$36M	+2%	30k	1198.96	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.6	$33M	-10%	168k	194.50	View chart
Avago Technologies Stock (AVGO)	0.6	$31M	+3%	95k	329.91	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.6	$31M		46k	666.18	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.6	$31M		509k	59.92	View chart
Powershares Qqq Tr Etf (QQQ)	0.6	$31M	+7%	51k	600.37	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.5	$30M		49k	612.39	View chart
Ishares Global Tech Etf Etf (IXN)	0.5	$29M	+5%	282k	103.21	View chart
Visa Stock (V)	0.5	$29M		84k	341.38	View chart
Blackrock Flexible Income Etf Etf (BINC)	0.5	$27M	+50%	512k	53.24	View chart
Vanguard Value Etf Etf (VTV)	0.5	$27M	+6%	144k	186.49	View chart
Ishares Aggregate Bond Etf Etf (AGG)	0.5	$26M	+3%	256k	100.25	View chart
Uber Technologies Stock (UBER)	0.5	$25M	-5%	255k	97.97	View chart
Abbvie Stock (ABBV)	0.4	$24M		105k	231.54	View chart
Mastercard Stock (MA)	0.4	$23M		41k	568.81	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.4	$23M		272k	84.11	View chart
Eli Lilly & Co Stock (LLY)	0.4	$22M	+2%	29k	763.00	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.4	$22M		335k	65.92	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.4	$21M		220k	93.37	View chart
Pimco Ultra Short Government Active Exchange-traded Fund Etf (BILZ)	0.4	$20M	+148%	200k	101.19	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.4	$20M	+4%	546k	36.55	View chart
Tjx Cos Stock (TJX)	0.4	$20M	+2%	137k	144.54	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.4	$20M	-2%	243k	80.65	View chart
Oracle Corporation Stock (ORCL)	0.3	$18M		65k	281.24	View chart
Spdr Gold Etf Etf (GLD)	0.3	$18M	+6%	52k	355.48	View chart
Intuitive Surgical Stock (ISRG)	0.3	$18M		40k	447.24	View chart
Intuit Stock (INTU)	0.3	$18M	+4%	26k	682.93	View chart
Thermo Fisher Scientific Stock (TMO)	0.3	$17M		36k	485.03	View chart
Chevron Corp Stock (CVX)	0.3	$17M	+4%	111k	155.29	View chart
Abbott Labs Stock (ABT)	0.3	$17M		129k	133.94	View chart
Vanguard Mid Cap Etf (VO)	0.3	$16M	-2%	55k	293.74	View chart
Salesforce Stock (CRM)	0.3	$16M		67k	237.00	View chart
Walmart Stock (WMT)	0.3	$16M		153k	103.06	View chart
Booking Holdings Stock (BKNG)	0.3	$16M		2.9k	5399.37	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.3	$15M		284k	54.18	View chart
Crown Castle Intl Corp Reit (CCI)	0.3	$15M	-16%	154k	96.49	View chart
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB)	0.3	$15M	-17%	276k	53.03	View chart
Johnson & Johnson Stock (JNJ)	0.3	$14M	+3%	76k	185.42	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$14M		29k	468.42	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.2	$14M	-13%	493k	27.30	View chart
Accenture Ltd Bermuda Cl A Stock (ACN)	0.2	$13M	-5%	53k	246.60	View chart
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)	0.2	$13M		163k	79.93	View chart
Ishares Iboxx High Yield Corporate Bond Etf Etf (HYG)	0.2	$13M		157k	81.19	View chart
Blackrock Stock (BLK)	0.2	$13M	-2%	11k	1165.87	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	0.2	$12M	+4%	191k	65.26	View chart
Home Depot Stock (HD)	0.2	$12M		31k	405.20	View chart
Palo Alto Networks Stock (PANW)	0.2	$12M		60k	203.62	View chart
Coupang Inc Cl A Stock (CPNG)	0.2	$12M		380k	32.20	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$12M	-2%	56k	215.79	View chart
Donaldson Stock (DCI)	0.2	$12M		148k	81.85	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$12M		57k	206.51	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$12M	+18%	24k	479.62	View chart
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH)	0.2	$12M		226k	50.75	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.2	$11M		23k	490.39	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$11M	-80%	94k	120.72	View chart
Adobe Sys Stock (ADBE)	0.2	$11M		32k	352.76	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	0.2	$11M	+10%	94k	118.83	View chart
Honeywell Intl Stock (HON)	0.2	$11M	+11%	53k	210.50	View chart
Taiwan Semiconductor Manufacturing Adr (TSM)	0.2	$11M	+4%	39k	279.29	View chart
Nextera Energy Stock (NEE)	0.2	$10M		138k	75.49	View chart
Ecolab Stock (ECL)	0.2	$10M	-2%	37k	273.86	View chart
Sherwin Williams Stock (SHW)	0.2	$10M		29k	346.27	View chart
Ishares U.s. Equity Factor Etf Etf (LRGF)	0.2	$10M	+20%	146k	69.08	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.2	$9.7M		47k	208.71	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.2	$9.6M		218k	44.19	View chart
Vanguard Reit Index Etf Etf (VNQ)	0.2	$9.6M		105k	91.42	View chart
Unitedhealth Group Stock (UNH)	0.2	$9.4M	-4%	27k	345.30	View chart
Procter And Gamble Stock (PG)	0.2	$9.3M	-4%	61k	153.65	View chart
Vanguard Information Technology Etf (VGT)	0.2	$9.1M		12k	746.63	View chart
Arista Networks Stock (ANET)	0.2	$9.0M	+3%	62k	145.71	View chart
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP)	0.2	$9.0M	-3%	47k	189.70	View chart
Morgan Stanley Stock (MS)	0.2	$8.7M		55k	158.96	View chart
Realty Income Corp Reit (O)	0.2	$8.4M	-22%	138k	60.79	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$8.4M		114k	73.46	View chart
Intl Business Machines Stock (IBM)	0.2	$8.3M		30k	282.17	View chart
Roper Industries Stock (ROP)	0.2	$8.3M		17k	498.72	View chart
Schwab International Equity Etf Etf (SCHF)	0.2	$8.3M		356k	23.28	View chart
Gilead Sciences Stock (GILD)	0.2	$8.3M	+111%	75k	111.00	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.1	$8.1M	-6%	56k	145.60	View chart
Stryker Corp Stock (SYK)	0.1	$8.1M	+11%	22k	369.68	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$8.0M	-11%	85k	95.14	View chart
Quanta Services Stock (PWR)	0.1	$8.0M	+5%	19k	414.42	View chart
Ishares Tr Msci Acwiindex Etf (ACWI)	0.1	$7.9M		57k	138.24	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$7.9M	+10%	70k	112.75	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$7.8M	-2%	39k	203.59	View chart
Cisco Sys Stock (CSCO)	0.1	$7.8M		114k	68.42	View chart
Verizon Communications Stock (VZ)	0.1	$7.5M	-11%	172k	43.95	View chart
Fidelity Total Bond Etf Etf (FBND)	0.1	$7.4M	-3%	159k	46.24	View chart
Pepsico Stock (PEP)	0.1	$7.2M	+43%	51k	140.44	View chart
Illinois Tool Wks Stock (ITW)	0.1	$6.9M	-4%	27k	260.76	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$6.9M	+22%	87k	78.91	View chart
Xylem Stock (XYL)	0.1	$6.8M		46k	147.50	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.1	$6.8M	-4%	101k	66.91	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.1	$6.6M	+5%	259k	25.52	View chart
Energy Select Sector Spdr Etf (XLE)	0.1	$6.6M	-4%	74k	89.34	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$6.5M		27k	241.97	View chart
Schwab Etfs- Us Broad Market Etf Etf (SCHB)	0.1	$6.4M		249k	25.71	View chart
Colgate Palmolive Stock (CL)	0.1	$6.4M	-7%	80k	79.94	View chart
Monster Beverage Corp Stock (MNST)	0.1	$6.4M	+6%	95k	67.31	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.1	$6.4M		71k	89.57	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$6.4M		119k	53.40	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.1	$6.3M	+4%	267k	23.47	View chart
Vanguard High Dividend Yield Etf (VYM)	0.1	$6.2M		44k	140.95	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.1	$6.1M	+4%	252k	24.34	View chart
Coca Cola Stock (KO)	0.1	$6.1M	+2%	92k	66.32	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.1	$6.1M	+3%	276k	22.15	View chart
Ge Vernova Stock (GEV)	0.1	$6.1M	+19%	9.9k	614.92	View chart
Parker-hannifin Corp Stock (PH)	0.1	$6.0M	+8%	8.0k	758.19	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$6.0M	-9%	228k	26.34	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.1	$5.9M	+5%	243k	24.30	View chart
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX)	0.1	$5.8M	+4%	228k	25.62	View chart
Ishares Msci Intl Value Factor Etf Etf (IVLU)	0.1	$5.7M		161k	35.48	View chart
Goldman Sachs Group Stock (GS)	0.1	$5.7M	+7%	7.2k	796.37	View chart
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW)	0.1	$5.7M	+5%	269k	21.22	View chart
Ishares Tips Bond Etf Etf (TIP)	0.1	$5.7M	-3%	51k	111.22	View chart
Bank America Corp Stock (BAC)	0.1	$5.6M	+5%	109k	51.59	View chart
Rtx Corporation Stock (RTX)	0.1	$5.5M		33k	167.33	View chart
Schwab Emerging Market Eq Etf Etf (SCHE)	0.1	$5.5M		164k	33.37	View chart
Markel Corp Holding Stock (MKL)	0.1	$5.5M	+3%	2.9k	1911.39	View chart
Ishares Edge Msci Usa Value Factor Etf Etf (VLUE)	0.1	$5.5M	-2%	44k	125.05	View chart
Take-two Interactivesoftwre Stock (TTWO)	0.1	$5.4M	-4%	21k	258.36	View chart
Disney Walt Stock (DIS)	0.1	$5.4M	-4%	47k	114.50	View chart
Ge Aerospace Stock (GE)	0.1	$5.3M	+2%	18k	300.82	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$5.3M		7.00	754200.00	View chart
Ishares Ibonds Dec 2033 Term Corporate Etf Etf (IBDY)	0.1	$5.2M	+5%	198k	26.23	View chart
Zoetis Inc Com Cl A Stock (ZTS)	0.1	$5.1M	-2%	35k	146.32	View chart
Ishares Dj Us Technology Etf (IYW)	0.1	$5.1M		26k	195.86	View chart
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.1	$5.1M	-4%	197k	25.85	View chart
Advanced Micro Devices Stock (AMD)	0.1	$5.1M	+17%	31k	161.79	View chart
Ishares S&p Smallcap 600 Value Etf Etf (IJS)	0.1	$5.0M		46k	110.59	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)	0.1	$5.0M	+2%	199k	25.19	View chart
Ishares Tr Lehman Short Trea Bd Etf (SHV)	0.1	$4.9M	-19%	45k	110.49	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$4.9M	+2%	36k	137.80	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.1	$4.9M		62k	78.34	View chart
Mcdonalds Corp Stock (MCD)	0.1	$4.9M		16k	303.90	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.1	$4.8M	+5%	180k	26.84	View chart
Service Now Stock (NOW)	0.1	$4.8M	-8%	5.2k	920.40	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.1	$4.8M		66k	73.29	View chart
Ishares Ibonds Dec 2034 Term Corporate Etf Etf (IBDZ)	0.1	$4.7M	+10%	178k	26.47	View chart
At&t Stock (T)	0.1	$4.6M		165k	28.24	View chart
Viking Holdings Ltd Ord Stock (VIK)	0.1	$4.6M	+6%	74k	62.16	View chart
Caterpillar Stock (CAT)	0.1	$4.6M	-7%	9.6k	477.16	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.1	$4.5M	+73%	89k	51.04	View chart
American Express Stock (AXP)	0.1	$4.4M	+3%	13k	332.17	View chart
Applied Matls Stock (AMAT)	0.1	$4.4M	+13%	22k	204.74	View chart
Blackstone Group Stock (BX)	0.1	$4.4M	-18%	26k	170.85	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$4.3M	-4%	70k	62.47	View chart
Jpmorgan Active Bond Etf Etf (JBND)	0.1	$4.3M	-5%	80k	54.16	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.1	$4.3M	-29%	36k	118.44	View chart
Technology Select Sector Spdr Etf (XLK)	0.1	$4.2M	-3%	15k	281.86	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.1	$4.2M		44k	95.19	View chart
American Tower Corp Reit (AMT)	0.1	$4.2M		22k	192.32	View chart
Ishares Gold Trust Etf Etf (IAU)	0.1	$4.1M	+3%	56k	72.77	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.1	$4.1M	+13%	12k	337.51	View chart
Merck & Co Stock (MRK)	0.1	$4.0M	+2%	48k	83.93	View chart
Vanguard Energy Etf (VDE)	0.1	$4.0M		32k	125.86	View chart
Fundstrat Granny Shots Us Large Cap Etf Etf (GRNY)	0.1	$4.0M	+407%	159k	24.99	View chart
Edwards Lifesciences Corp Stock (EW)	0.1	$4.0M	-9%	51k	77.77	View chart
Charles Schwab Corp Stock (SCHW)	0.1	$3.9M	+6%	41k	95.47	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$3.9M	-3%	53k	74.37	View chart
Ishares Mbs Etf Etf (MBB)	0.1	$3.9M	+14%	41k	95.15	View chart
Emerson Elec Stock (EMR)	0.1	$3.9M	+3%	30k	131.18	View chart
Roblox Corp Cl A Stock (RBLX)	0.1	$3.8M	+8%	27k	138.52	View chart
Victoryshares Free Cash Flow Etf Etf (VFLO)	0.1	$3.7M		99k	37.50	View chart
Analog Devices Stock (ADI)	0.1	$3.7M		15k	245.71	View chart
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY)	0.1	$3.7M	-10%	44k	82.96	View chart
Texas Instrs Stock (TXN)	0.1	$3.6M		20k	183.73	View chart
Danaher Corp Stock (DHR)	0.1	$3.6M	-4%	18k	198.26	View chart
Starbucks Corp Stock (SBUX)	0.1	$3.6M	-23%	42k	84.60	View chart
Ishares S&p U.s. Preferred Stock Etf Etf (PFF)	0.1	$3.6M	-3%	113k	31.62	View chart
Synopsys Stock (SNPS)	0.1	$3.6M	+3%	7.2k	493.43	View chart
Ishares Tr S&p 100 Index Fund Etf (OEF)	0.1	$3.6M		11k	332.84	View chart
Wells Fargo Stock (WFC)	0.1	$3.5M	+3%	42k	83.82	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.1	$3.5M	-5%	81k	42.79	View chart
Us Treasury 3 Month Bill Etf Etf (TBIL)	0.1	$3.5M	-7%	69k	50.00	View chart
Paypal Hldgs Stock (PYPL)	0.1	$3.4M	-32%	51k	67.06	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.1	$3.4M		23k	148.61	View chart
Eaton Corp Stock (ETN)	0.1	$3.3M	+2%	8.9k	374.25	View chart
Vanguard Mega Cap 300 Etf Etf (MGC)	0.1	$3.3M	+8%	14k	244.09	View chart
Golub Cap Bdc Cef (GBDC)	0.1	$3.3M		241k	13.69	View chart
Capital One Financial Corp Stock (COF)	0.1	$3.3M	+2%	16k	212.58	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$3.2M	+5%	30k	106.49	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$3.2M	-7%	69k	46.81	View chart
Philip Morris Intl Stock (PM)	0.1	$3.2M	-3%	20k	162.20	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$3.2M	-2%	6.3k	499.28	View chart
Linde Stock (LIN)	0.1	$3.2M		6.6k	475.02	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.1	$3.1M		9.6k	326.37	View chart
Amphenol Corp Cl A Stock (APH)	0.1	$3.1M		25k	123.75	View chart
Citigroup Stock (C)	0.1	$3.0M	+7%	30k	101.50	View chart
Ishares Ibonds Dec 2031 Term Treasury Etf Etf (IBTL)	0.1	$3.0M	+9%	147k	20.57	View chart
Ishares Ibonds Dec 2030 Term Treasury Etf Etf (IBTK)	0.1	$3.0M	+9%	152k	19.88	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.1	$3.0M		25k	121.42	View chart
Ishares Ibonds Dec 2029 Term Treasury Etf Etf (IBTJ)	0.1	$3.0M	+9%	137k	21.96	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	0.1	$3.0M	+9%	134k	22.39	View chart
Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH)	0.1	$3.0M	+9%	133k	22.52	View chart
S&p Global Stock (SPGI)	0.1	$3.0M		6.1k	486.79	View chart
Altria Group Stock (MO)	0.1	$3.0M	+6%	45k	66.06	View chart
Amgen Stock (AMGN)	0.1	$2.9M	+6%	10k	282.21	View chart
Vanguard Russell 1000 Etf Etf (VONE)	0.1	$2.9M		9.6k	302.35	View chart
Nike Inc Class B Stock (NKE)	0.1	$2.9M	-10%	41k	69.73	View chart
T-mobile Us Stock (TMUS)	0.1	$2.9M		12k	239.39	View chart
Kla-tencor Corp Stock (KLAC)	0.1	$2.8M	+6%	2.6k	1078.99	View chart
Automatic Data Processing Stock (ADP)	0.1	$2.8M		9.6k	293.52	View chart
Twilio Inc Cl A Stock (TWLO)	0.1	$2.8M	+2%	28k	100.09	View chart
Conocophillips Stock (COP)	0.1	$2.8M	+4%	30k	94.59	View chart
Cummins Stock (CMI)	0.1	$2.8M		6.6k	422.38	View chart
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL)	0.1	$2.8M	+12%	37k	75.61	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$2.7M	+6%	42k	65.00	View chart
Fiserv Stock (FI)	0.1	$2.7M	+72%	21k	128.93	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.1	$2.7M	NEW	36k	75.11	View chart
Waste Management Stock (WM)	0.0	$2.7M		12k	220.83	View chart
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV)	0.0	$2.7M	+26%	42k	63.83	View chart
Qualcomm Stock (QCOM)	0.0	$2.7M	-2%	16k	166.37	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$2.7M		11k	256.46	View chart
Cadence Design System Stock (CDNS)	0.0	$2.7M	-8%	7.6k	351.26	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.0	$2.6M		46k	57.10	View chart
Novo-nordisk A/s Adr Adr Cmn Adr (NVO)	0.0	$2.5M	+2%	46k	55.49	View chart
Lam Research Corp Stock (LRCX)	0.0	$2.5M	+12%	19k	133.91	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$2.5M	-5%	2.6k	968.12	View chart
Intel Corp Stock (INTC)	0.0	$2.5M	-11%	75k	33.55	View chart
Ishares Dj Select Dividend Etf (DVY)	0.0	$2.5M	+7%	18k	142.11	View chart
Mercadolibre Stock (MELI)	0.0	$2.5M	+98%	1.1k	2337.56	View chart
Kkr & Co Stock (KKR)	0.0	$2.5M	+10%	19k	129.95	View chart
Ishares Tr Russell 1000 Index Etf Etf (IWB)	0.0	$2.5M		6.7k	365.50	View chart
Spdr Biotech Etf Etf (XBI)	0.0	$2.4M	-2%	24k	100.20	View chart
Doubleline Income Solutions Cef (DSL)	0.0	$2.4M	+32%	199k	12.28	View chart
Corteva Stock (CTVA)	0.0	$2.4M		36k	67.63	View chart

Past Filings by Parallel Advisors

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

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
Parallel Advisors 2022 Q3 filed Nov. 10, 2022

View all past filings

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