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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, AAPL, NVDA, ITOT, CORT, and represent 26.45% of Parallel Advisors's stock portfolio.
Added to shares of these 10 stocks: IVV (+$153M), AVEM (+$58M), VFLO (+$57M), JPIB (+$42M), IGSB (+$19M), AVDE (+$14M), WCMI (+$12M), BILZ (+$11M), AGG (+$6.3M), DYNF (+$6.1M).
Started 403 new stock positions in GPRK, REI, ETHT, GBTG, HBCP, MCHB, TRS, GPI, CBU, GRPN.
Reduced shares in these 10 stocks: ITOT (-$173M), JMBS (-$50M), QUAL, CVBF, IDV, IQLT, MBB, IVW, ESGV, EFAV.
Sold out of its positions in ACVA, ABM, OGIG, CWS, DMCY, AEVAW, AEVA, ALEX, AREC, Avidity Biosciences Ord.
Parallel Advisors was a net buyer of stock by $287M.
Parallel Advisors has $5.6B in assets under management (AUM), dropping by 1.72%.
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 3833 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Parallel Advisors has 3833 total positions. Only the first 250 positions are shown.

Sign up to view all of the Parallel Advisors March 31, 2026 positions
Download the Parallel Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares S&p 500 Index Etf (IVV)	12.6	$698M	+28%	1.1M	653.21	View chart
Apple Stock (AAPL)	4.6	$255M		1.0M	253.79	View chart
Nvidia Corp Stock (NVDA)	3.5	$195M		1.1M	174.40	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	2.9	$163M	-51%	1.1M	142.43	View chart
Corcept Therapeutics Stock (CORT)	2.9	$160M	+2%	4.0M	40.31	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	2.2	$124M	+5%	2.1M	58.18	View chart
Microsoft Stock (MSFT)	2.0	$113M		306k	370.17	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.8	$102M		354k	286.86	View chart
Google Stock (GOOGL)	1.7	$96M		332k	287.56	View chart
Amazon.com Stock (AMZN)	1.5	$85M	+2%	410k	208.27	View chart
Avantis International Equity Etf Etf (AVDE)	1.4	$79M	+22%	925k	84.84	View chart
Cvb Finl Corp Stock (CVBF)	1.3	$71M	-4%	3.7M	19.39	View chart
Vanguard Large Cap Etf (VV)	1.1	$63M	-2%	212k	298.85	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	1.1	$61M	+1654%	760k	80.58	View chart
Victoryshares Free Cash Flow Etf Etf (VFLO)	1.1	$61M	+1319%	1.5M	39.48	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	1.1	$60M		666k	90.53	View chart
Vanguard Total Stk Mkt Etf (VTI)	0.9	$49M	+2%	154k	320.81	View chart
Costco Wholesale Corp Stock (COST)	0.8	$46M		46k	996.44	View chart
Meta Platforms Inc Cl A Stock (META)	0.8	$45M	+2%	79k	572.13	View chart
Jpmorgan International Bond Opportunities Fund Etf (JPIB)	0.8	$42M	NEW	883k	47.82	View chart
Vanguard Small Cap Etf Etf (VB)	0.8	$42M	+2%	161k	261.92	View chart
Jpmorgan Chase & Co Stock (JPM)	0.7	$40M		136k	294.16	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.7	$39M	+3%	81k	479.20	View chart
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB)	0.6	$35M	+129%	656k	52.56	View chart
Broadcom Stock (AVGO)	0.6	$34M	+2%	110k	309.51	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.6	$34M		526k	64.08	View chart
Blackrock Flexible Income Etf Etf (BINC)	0.6	$33M	+8%	642k	51.93	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.6	$32M	+6%	50k	650.35	View chart
Ishares Aggregate Bond Etf Etf (AGG)	0.6	$32M	+24%	325k	99.27	View chart
Netflix Stock (NFLX)	0.6	$32M	+3%	328k	96.15	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.6	$32M	+8%	53k	597.55	View chart
Tesla Motors Stock (TSLA)	0.6	$31M		82k	371.75	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.5	$30M		203k	146.28	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.5	$30M	+24%	423k	69.75	View chart
Ishares Global Tech Etf Etf (IXN)	0.5	$29M		291k	99.97	View chart
Vanguard Value Etf Etf (VTV)	0.5	$29M		146k	196.20	View chart
Powershares Qqq Tr Etf (QQQ)	0.5	$28M		49k	577.18	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.5	$28M	-10%	146k	191.81	View chart
Eli Lilly & Co Stock (LLY)	0.5	$28M		30k	919.77	View chart
Visa Stock (V)	0.5	$26M		86k	302.24	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.5	$25M	+5%	307k	82.75	View chart
Pimco Ultra Short Government Active Exchange-traded Fund Etf (BILZ)	0.4	$24M	+78%	240k	100.97	View chart
Spdr Gold Etf Etf (GLD)	0.4	$23M		55k	430.29	View chart
Chevron Corporation Stock (CVX)	0.4	$23M		112k	206.90	View chart
Abbvie Stock (ABBV)	0.4	$23M		104k	217.49	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.4	$22M		228k	97.13	View chart
Tjx Cos Stock (TJX)	0.4	$22M		137k	159.70	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.4	$20M	-13%	476k	42.56	View chart
Mastercard Stock (MA)	0.4	$20M	-2%	40k	499.67	View chart
Walmart Stock (WMT)	0.4	$20M	+2%	160k	124.28	View chart
Johnson & Johnson Stock (JNJ)	0.4	$20M		80k	244.44	View chart
Intuitive Surgical Stock (ISRG)	0.3	$19M		41k	460.99	View chart
Uber Technologies Stock (UBER)	0.3	$18M	-2%	255k	71.93	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.3	$18M	+10%	337k	54.05	View chart
Thermo Fisher Scientific Stock (TMO)	0.3	$18M	+3%	37k	491.53	View chart
Janus Henderson Mortgage-backed Securities Etf Etf (JMBS)	0.3	$18M	-73%	393k	45.18	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.3	$18M	-5%	225k	79.06	View chart
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH)	0.3	$16M	+2%	319k	50.62	View chart
Vanguard Mid Cap Etf (VO)	0.3	$16M		55k	287.18	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	0.3	$15M	+14%	224k	67.53	View chart
Taiwan Semiconductor Manufacturing Adr (TSM)	0.3	$15M	+13%	44k	337.95	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$14M	+9%	85k	169.66	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$13M		31k	426.41	View chart
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)	0.2	$13M		164k	79.27	View chart
Nextera Energy Stock (NEE)	0.2	$13M	+2%	139k	92.88	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$13M	+5%	58k	215.06	View chart
Ishares Iboxx High Yield Corporate Bond Etf Etf (HYG)	0.2	$13M		158k	79.56	View chart
First Trust Wcm International Equity Etf Etf (WCMI)	0.2	$13M	+12042%	745k	16.77	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.2	$12M	-8%	402k	30.68	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$12M		58k	211.15	View chart
Booking Holdings Stock (BKNG)	0.2	$12M		2.9k	4211.28	View chart
Intuit Stock (INTU)	0.2	$12M	+5%	28k	432.38	View chart
Abbott Laboratories Stock (ABT)	0.2	$12M	-10%	118k	102.67	View chart
Donaldson Stock (DCI)	0.2	$12M	-2%	142k	84.87	View chart
Ge Vernova Stock (GEV)	0.2	$12M	+16%	14k	872.92	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	0.2	$11M	+8%	91k	124.31	View chart
Salesforce Stock (CRM)	0.2	$11M	-8%	60k	186.67	View chart
Honeywell Intl Stock (HON)	0.2	$11M	-4%	49k	226.03	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$11M	+8%	25k	436.79	View chart
Gilead Sciences Stock (GILD)	0.2	$11M	-3%	76k	139.37	View chart
Ishares U.s. Equity Factor Etf Etf (LRGF)	0.2	$11M	+6%	160k	66.00	View chart
Quanta Services Stock (PWR)	0.2	$11M		19k	549.05	View chart
Blackrock Stock (BLK)	0.2	$10M		11k	961.80	View chart
Palo Alto Networks Stock (PANW)	0.2	$10M	+2%	64k	160.32	View chart
Home Depot Stock (HD)	0.2	$10M		31k	328.90	View chart
Accenture Ltd Bermuda Cl A Stock (ACN)	0.2	$10M		51k	198.29	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.2	$9.9M		46k	217.25	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.2	$9.6M		25k	390.41	View chart
Ecolab Stock (ECL)	0.2	$9.6M		36k	266.03	View chart
Vanguard Reit Index Etf Etf (VNQ)	0.2	$9.4M		107k	88.70	View chart
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP)	0.2	$9.4M		49k	191.92	View chart
Morgan Stanley Stock (MS)	0.2	$9.3M		56k	164.57	View chart
Caterpillar Stock (CAT)	0.2	$9.3M	+6%	13k	708.50	View chart
Applied Matls Stock (AMAT)	0.2	$9.2M	+18%	27k	341.79	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$9.1M	+4%	119k	77.11	View chart
Oracle Corporation Stock (ORCL)	0.2	$9.1M	-2%	62k	147.11	View chart
Sherwin Williams Stock (SHW)	0.2	$9.1M		28k	320.55	View chart
Cisco Sys Stock (CSCO)	0.2	$9.1M	+2%	117k	77.59	View chart
Schwab International Equity Etf Etf (SCHF)	0.2	$9.0M	+6%	366k	24.75	View chart
Pepsico Stock (PEP)	0.2	$8.9M	+6%	57k	155.29	View chart
Procter & Gamble Stock (PG)	0.2	$8.8M	+2%	61k	144.44	View chart
Vanguard Information Technology Etf (VGT)	0.2	$8.8M	+4%	13k	697.76	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$8.5M	+3%	40k	213.67	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$8.4M	-18%	74k	113.11	View chart
Energy Select Sector Spdr Etf (XLE)	0.1	$8.3M		136k	61.26	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.1	$8.3M	+9%	59k	141.42	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.1	$8.2M	+5%	374k	21.89	View chart
Ishares Tr Msci Acwiindex Etf (ACWI)	0.1	$8.1M		58k	138.37	View chart
Advanced Micro Devices Stock (AMD)	0.1	$8.0M	+12%	39k	203.43	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.1	$7.7M	+4%	305k	25.33	View chart
Coca Cola Stock (KO)	0.1	$7.7M	+5%	101k	76.05	View chart
Verizon Communications Stock (VZ)	0.1	$7.7M		153k	50.20	View chart
Arista Networks Stock (ANET)	0.1	$7.5M		61k	122.78	View chart
Stryker Corp Stock (SYK)	0.1	$7.5M	+5%	23k	328.60	View chart
Parker-hannifin Corp Stock (PH)	0.1	$7.4M	+3%	8.3k	895.30	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$7.4M		130k	56.79	View chart
Intl Business Machines Stock (IBM)	0.1	$7.3M	-4%	30k	242.40	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.1	$7.3M	-27%	159k	46.23	View chart
Ishares Msci Intl Value Factor Etf Etf (IVLU)	0.1	$7.3M	+7%	184k	39.68	View chart
Crown Castle Intl Corp Reit (CCI)	0.1	$7.1M		87k	81.31	View chart
Rtx Corporation Stock (RTX)	0.1	$7.0M	+2%	36k	192.90	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$7.0M	+15%	28k	248.01	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$6.9M	+2%	88k	78.41	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.1	$6.9M	+8%	284k	24.24	View chart
Monster Beverage Corp Stock (MNST)	0.1	$6.8M	-2%	94k	72.46	View chart
Merck & Co Stock (MRK)	0.1	$6.8M	+7%	56k	120.29	View chart
Illinois Tool Wks Stock (ITW)	0.1	$6.7M		26k	260.29	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$6.6M	-4%	72k	92.74	View chart
Unitedhealth Group Stock (UNH)	0.1	$6.6M	-7%	24k	270.60	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.1	$6.5M	+7%	269k	24.24	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.1	$6.5M		279k	23.26	View chart
Goldman Sachs Group Stock (GS)	0.1	$6.5M	+4%	7.6k	846.02	View chart
Colgate Palmolive Stock (CL)	0.1	$6.4M		76k	85.23	View chart
Schwab Etfs- Us Broad Market Etf Etf (SCHB)	0.1	$6.4M		256k	25.10	View chart
Coupang Inc Cl A Stock (CPNG)	0.1	$6.4M	-8%	338k	18.88	View chart
Micron Technology Stock (MU)	0.1	$6.4M	+26%	19k	337.84	View chart
Fidelity Total Bond Etf Etf (FBND)	0.1	$6.3M	-4%	138k	45.62	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.1	$6.3M	+6%	16k	383.40	View chart
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX)	0.1	$6.2M		244k	25.27	View chart
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW)	0.1	$6.1M		292k	20.93	View chart
Vanguard High Dividend Yield Etf (VYM)	0.1	$6.1M		41k	148.10	View chart
Ishares Gold Trust Etf Etf (IAU)	0.1	$5.9M	+8%	67k	88.16	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.1	$5.8M		66k	88.46	View chart
Adobe Sys Stock (ADBE)	0.1	$5.8M	-17%	24k	243.08	View chart
Ishares Edge Msci Usa Value Factor Etf Etf (VLUE)	0.1	$5.8M		41k	142.19	View chart
Ge Aerospace Stock (GE)	0.1	$5.7M	+6%	20k	283.78	View chart
Markel Corp Holding Stock (MKL)	0.1	$5.7M		3.0k	1914.70	View chart
Bank Of Amer Corp Stock (BAC)	0.1	$5.6M	+2%	115k	48.75	View chart
Ishares Tips Bond Etf Etf (TIP)	0.1	$5.6M		51k	110.36	View chart
Ishares Ibonds Dec 2033 Term Corporate Etf Etf (IBDY)	0.1	$5.5M		213k	25.85	View chart
Viking Holdings Ltd Ord Stock (VIK)	0.1	$5.5M		75k	73.48	View chart
Roper Industries Stock (ROP)	0.1	$5.5M	-2%	15k	353.86	View chart
Mcdonalds Corp Stock (MCD)	0.1	$5.4M	+5%	17k	310.79	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.1	$5.3M	+7%	70k	76.54	View chart
Ishares Ibonds Dec 2034 Term Corporate Etf Etf (IBDZ)	0.1	$5.3M		203k	26.06	View chart
Ishares S&p Smallcap 600 Value Etf Etf (IJS)	0.1	$5.3M		45k	118.45	View chart
Schwab Emerging Market Eq Etf Etf (SCHE)	0.1	$5.3M		160k	32.95	View chart
Vanguard Energy Etf (VDE)	0.1	$5.2M	-4%	30k	173.04	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.1	$5.2M	+36%	75k	69.30	View chart
Xylem Stock (XYL)	0.1	$5.2M	-9%	43k	119.50	View chart
Jpmorgan Active Bond Etf Etf (JBND)	0.1	$5.1M	+14%	95k	53.77	View chart
Realty Income Corp Reit (O)	0.1	$5.1M		83k	61.18	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.1	$5.1M	-4%	197k	25.62	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$5.0M		7.00	718140.00	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$4.8M		35k	138.32	View chart
At&t Stock (T)	0.1	$4.8M	+5%	164k	28.99	View chart
Analog Devices Stock (ADI)	0.1	$4.8M	+6%	15k	318.14	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.1	$4.7M		62k	75.19	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$4.6M	-6%	43k	106.15	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.1	$4.6M	+19%	3.5k	1321.01	View chart
Ishares Dj Us Technology Etf (IYW)	0.1	$4.5M		25k	181.42	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.1	$4.5M		171k	26.20	View chart
Lam Research Corp Stock (LRCX)	0.1	$4.4M	+7%	21k	213.66	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.1	$4.3M	-4%	86k	50.44	View chart
Take-two Interactivesoftwre Stock (TTWO)	0.1	$4.3M	+4%	22k	197.50	View chart
Disney Walt Stock (DIS)	0.1	$4.2M	-2%	44k	96.38	View chart
Marvell Technology Group Stock (MRVL)	0.1	$4.2M	+78%	43k	99.05	View chart
American Express Stock (AXP)	0.1	$4.2M		14k	302.49	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.1	$4.1M		44k	93.93	View chart
Starbucks Corp Stock (SBUX)	0.1	$4.1M	+5%	46k	89.59	View chart
Fundstrat Granny Shots Us Large Cap Etf Etf (GRNY)	0.1	$4.1M		172k	23.87	View chart
Ishares Ibonds Dec 2031 Term Treasury Etf Etf (IBTL)	0.1	$4.1M	+17%	201k	20.40	View chart
Kla-tencor Corp Stock (KLAC)	0.1	$4.1M		2.8k	1472.83	View chart
Dominos Pizza Stock (DPZ)	0.1	$4.0M	+955%	11k	358.82	View chart
Charles Schwab Corp Stock (SCHW)	0.1	$4.0M	+5%	43k	93.98	View chart
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY)	0.1	$4.0M	+3%	48k	82.57	View chart
Edwards Lifesciences Corp Stock (EW)	0.1	$4.0M		49k	80.08	View chart
Emerson Elec Stock (EMR)	0.1	$4.0M		30k	131.02	View chart
Conocophillips Stock (COP)	0.1	$4.0M	+4%	30k	132.00	View chart
Ishares Tr Lehman Short Trea Bd Etf (SHV)	0.1	$3.9M	-13%	35k	110.39	View chart
Technology Select Sector Spdr Etf (XLK)	0.1	$3.8M	+4%	29k	132.90	View chart
Vanguard Ftse All-world Ex-us Etf (VEU)	0.1	$3.8M	+14%	51k	75.10	View chart
Wells Fargo & Co Stock (WFC)	0.1	$3.8M	+13%	48k	79.61	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$3.8M	+16%	68k	56.68	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$3.8M	-6%	148k	25.64	View chart
Victoryshares Free Cash Flow Growth Etf Etf (GFLW)	0.1	$3.8M	+585%	144k	26.30	View chart
Intel Corp Stock (INTC)	0.1	$3.8M	+8%	86k	44.13	View chart
Ishares Ibonds Dec 2032 Term Treasury Etf Etf (IBTM)	0.1	$3.7M	+146%	163k	22.93	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$3.7M		6.1k	604.46	View chart
Pfizer Stock (PFE)	0.1	$3.6M	+49%	129k	28.08	View chart
Twilio Inc Cl A Stock (TWLO)	0.1	$3.6M		29k	125.82	View chart
Ishares Ibonds Dec 2030 Term Treasury Etf Etf (IBTK)	0.1	$3.6M	+9%	182k	19.72	View chart
Amgen Stock (AMGN)	0.1	$3.6M		10k	351.88	View chart
Texas Instrs Stock (TXN)	0.1	$3.6M		18k	194.14	View chart
Spdr Biotech Etf Etf (XBI)	0.1	$3.5M		28k	127.73	View chart
S&p Global Stock (SPGI)	0.1	$3.5M	+37%	8.3k	425.37	View chart
Philip Morris Intl Stock (PM)	0.1	$3.5M	+9%	21k	165.35	View chart
Cummins Stock (CMI)	0.1	$3.5M		6.5k	538.06	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$3.5M	+5%	60k	57.64	View chart
Ishares Tr S&p 100 Index Fund Etf (OEF)	0.1	$3.4M		11k	318.07	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$3.4M	-8%	46k	73.64	View chart
American Tower Corp Reit (AMT)	0.1	$3.4M		20k	172.58	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.1	$3.4M	-9%	66k	50.98	View chart
Fedex Corp Stock (FDX)	0.1	$3.3M	+2%	9.3k	356.20	View chart
Freeport Mcmoran Copper Stock (FCX)	0.1	$3.3M	+5%	56k	58.78	View chart
Zoetis Inc Com Cl A Stock (ZTS)	0.1	$3.3M	-12%	28k	118.21	View chart
Eaton Corp Stock (ETN)	0.1	$3.3M	+5%	9.2k	357.68	View chart
Ishares Ibonds Dec 2029 Term Treasury Etf Etf (IBTJ)	0.1	$3.3M	+4%	149k	21.84	View chart
F/m Us Treasury 3 Month Bill Fund Etf (TBIL)	0.1	$3.3M	+13%	65k	49.86	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.1	$3.2M	+100%	64k	50.61	View chart
Capital One Financial Corp Stock (COF)	0.1	$3.2M	+10%	18k	182.44	View chart
Ishares S&p U.s. Preferred Stock Etf Etf (PFF)	0.1	$3.2M	-3%	106k	30.32	View chart
Corteva Stock (CTVA)	0.1	$3.2M	+5%	38k	83.71	View chart
Amphenol Corp Cl A Stock (APH)	0.1	$3.2M		25k	126.35	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	0.1	$3.2M	+2%	143k	22.28	View chart
Vanguard Mega Cap 300 Etf Etf (MGC)	0.1	$3.2M		13k	236.36	View chart
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$3.2M		67k	46.91	View chart
Diamondback Energy Stock (FANG)	0.1	$3.2M	+10%	16k	197.80	View chart
Schwab Us Large Cap Growth Etf Etf (SCHG)	0.1	$3.1M	+12%	107k	29.13	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.1	$3.1M	-3%	25k	126.28	View chart
Linde Stock (LIN)	0.1	$3.1M	+7%	6.2k	495.82	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.1	$3.1M	+8%	26k	118.62	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.1	$3.0M	-11%	67k	45.65	View chart
Waste Management Stock (WM)	0.1	$3.0M	+8%	13k	229.80	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.1	$3.0M	+220%	60k	50.81	View chart
Citigroup Stock (C)	0.1	$3.0M	-6%	27k	113.41	View chart
Vanguard Russell 1000 Etf Etf (VONE)	0.1	$3.0M	+6%	10k	295.12	View chart
Corning Stock (GLW)	0.1	$3.0M	+6%	22k	135.97	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.1	$2.9M	+60%	29k	100.66	View chart
Altria Group Stock (MO)	0.1	$2.9M	+3%	44k	65.99	View chart
Blackstone Group Stock (BX)	0.1	$2.8M	+5%	25k	114.99	View chart
Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH)	0.0	$2.8M	-9%	123k	22.43	View chart
Ishares Dj Select Dividend Etf (DVY)	0.0	$2.8M	+3%	18k	151.42	View chart
Doubleline Income Solutions Cef (DSL)	0.0	$2.8M	+22%	255k	10.83	View chart
Mercadolibre Stock (MELI)	0.0	$2.7M	+15%	1.6k	1729.09	View chart
Ishares Ibonds 2026 Term High Yield And Income Etf Etf (IBHF)	0.0	$2.7M	+127%	117k	22.95	View chart
Ishares Tr Dow Jonesus Aerospace & Def Etf (ITA)	0.0	$2.7M	+28%	12k	218.75	View chart
Synopsys Stock (SNPS)	0.0	$2.7M	+4%	6.7k	396.50	View chart
Danaher Corp Stock (DHR)	0.0	$2.6M	-33%	14k	189.60	View chart
Ishares Russell Midcap Value Index Etf (IWS)	0.0	$2.6M		18k	145.74	View chart

Past Filings by Parallel Advisors

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

Parallel Advisors 2026 Q1 restated filed June 3, 2026
Parallel Advisors 2026 Q1 filed May 7, 2026
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

View all past filings

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