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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, CORT, AAPL, NVDA, ITOT, and represent 28.31% of Parallel Advisors's stock portfolio.
Added to shares of these 10 stocks: VO (+$13M), BKNG (+$13M), Exxon Mobil Corp (+$12M), IWF (+$11M), AVDE (+$11M), VUG (+$11M), VGT (+$10M), VFLO (+$9.3M), IVV (+$8.8M), KLAC (+$7.4M).
Started 301 new stock positions in BWB, FDIQ, Western Digital Corp Put Opt 06/27 410.0 Put, VUZI, INTR, VSOL, Crowdstrike Hldgs Inc Cll Opt 06/28 410.0 Cal, SPCX, Themes Etf Tr Leverage, AEVA.
Reduced shares in these 10 stocks: , Honeywell International (-$11M), BILZ (-$10M), ITOT (-$5.7M), CVBF, IEFA, DFEM, MUB, JMBS, ABT.
Sold out of its positions in ARKF, Air Lease Corp, ALIT, OSG, American Woodmark Corporation, CRMT, FOLD, Apellis Pharmaceuticals, ACLX, Ascendis Pharma A S.
Parallel Advisors was a net buyer of stock by $222M.
Parallel Advisors has $6.6B in assets under management (AUM), dropping by 17.97%.
Central Index Key (CIK): 0001690010

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Portfolio Holdings for Parallel Advisors

Parallel Advisors holds 3930 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Parallel Advisors has 3930 total positions. Only the first 250 positions are shown.

Sign up to view all of the Parallel Advisors June 30, 2026 positions
Download the Parallel Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares S&p 500 Index Etf (IVV)	12.3	$809M		1.1M	748.89	View chart
Corcept Therapeutics Stock (CORT)	5.3	$345M		4.0M	86.95	View chart
Apple Stock (AAPL)	4.4	$290M		1.0M	289.36	View chart
Nvidia Corp Stock (NVDA)	3.5	$231M	+3%	1.2M	200.09	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	2.8	$182M	-3%	1.1M	164.27	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	2.3	$151M	+3%	2.2M	68.01	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.9	$124M		350k	353.33	View chart
Google Stock (GOOGL)	1.8	$121M		338k	357.37	View chart
Microsoft Stock (MSFT)	1.7	$114M		305k	373.02	View chart
Amazon.com Stock (AMZN)	1.5	$99M		415k	238.34	View chart
Avantis International Equity Etf Etf (AVDE)	1.4	$93M	+13%	1.0M	89.20	View chart
Victoryshares Free Cash Flow Etf Etf (VFLO)	1.2	$80M	+13%	1.7M	45.75	View chart
Cvb Finl Corp Stock (CVBF)	1.2	$80M	-3%	3.5M	22.55	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	1.2	$79M	+7%	815k	96.49	View chart
Vanguard Large Cap Etf (VV)	1.2	$78M	+6%	226k	343.91	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.9	$62M	-3%	640k	96.58	View chart
Vanguard Total Stk Mkt Etf (VTI)	0.9	$56M		152k	370.04	View chart
Vanguard Small Cap Etf Etf (VB)	0.7	$49M		160k	303.12	View chart
Jpmorgan International Bond Opportunities Fund Etf (JPIB)	0.7	$48M	+11%	989k	48.35	View chart
Meta Platforms Inc Cl A Stock (META)	0.7	$47M	+4%	83k	563.29	View chart
Jpmorgan Chase & Co Stock (JPM)	0.7	$45M		137k	327.33	View chart
Costco Wholesale Corp Stock (COST)	0.7	$45M	+3%	48k	935.48	View chart
Broadcom Stock (AVGO)	0.6	$42M		111k	377.75	View chart
Ishares Global Tech Etf Etf (IXN)	0.6	$41M	-2%	285k	144.48	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.6	$39M	-3%	78k	500.39	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.6	$39M	+3%	543k	71.25	View chart
Eli Lilly & Co Stock (LLY)	0.6	$38M	+5%	32k	1199.44	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.6	$37M		50k	746.77	View chart
Blackrock Flexible Income Etf Etf (BINC)	0.6	$36M	+8%	696k	52.34	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.6	$36M		53k	686.82	View chart
Powershares Qqq Tr Etf (QQQ)	0.6	$36M		49k	736.41	View chart
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB)	0.5	$36M	+4%	686k	52.41	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.5	$36M	+2%	433k	82.84	View chart
Tesla Motors Stock (TSLA)	0.5	$35M		83k	420.60	View chart
Ishares Aggregate Bond Etf Etf (AGG)	0.5	$33M	+2%	334k	98.98	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.5	$32M		147k	219.43	View chart
Vanguard Value Etf Etf (VTV)	0.5	$32M		144k	217.93	View chart
Visa Stock (V)	0.4	$28M	-4%	82k	343.09	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.4	$27M	+6%	326k	82.65	View chart
Micron Technology Stock (MU)	0.4	$26M	+18%	22k	1154.34	View chart
Abbvie Stock (ABBV)	0.4	$25M	-2%	101k	251.64	View chart
Taiwan Semiconductor Manufacturing Adr (TSM)	0.4	$25M	+18%	52k	477.57	View chart
Advanced Micro Devices Stock (AMD)	0.4	$25M	+8%	43k	580.92	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.4	$24M	+2%	234k	103.88	View chart
Netflix Stock (NFLX)	0.4	$24M	+2%	337k	71.40	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.4	$24M		202k	116.67	View chart
Palo Alto Networks Stock (PANW)	0.3	$22M		64k	341.02	View chart
Johnson & Johnson Stock (JNJ)	0.3	$21M	+3%	83k	253.97	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.3	$21M	+4%	353k	59.69	View chart
Mastercard Stock (MA)	0.3	$21M		40k	513.61	View chart
Tjx Cos Stock (TJX)	0.3	$21M		135k	151.50	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.3	$20M		221k	90.79	View chart
Spdr Gold Etf Etf (GLD)	0.3	$20M		54k	368.38	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.3	$20M		476k	41.43	View chart
Applied Matls Stock (AMAT)	0.3	$20M		27k	723.01	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.3	$19M		25k	763.16	View chart
Thermo Fisher Scientific Stock (TMO)	0.3	$19M		38k	501.37	View chart
Walmart Stock (WMT)	0.3	$19M	+2%	164k	113.26	View chart
Chevron Corporation Stock (CVX)	0.3	$19M		112k	165.76	View chart
Uber Technologies Stock (UBER)	0.3	$18M		250k	72.16	View chart
Ge Vernova Stock (GEV)	0.3	$18M	+10%	15k	1174.94	View chart
Vanguard Mid Cap Etf (VO)	0.3	$18M	+293%	218k	80.57	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	0.3	$17M		225k	77.11	View chart
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH)	0.2	$16M		319k	50.58	View chart
Intuitive Surgical Stock (ISRG)	0.2	$16M		41k	397.68	View chart
First Trust Wcm International Equity Etf Etf (WCMI)	0.2	$16M	+8%	808k	19.57	View chart
Janus Henderson Mortgage-backed Securities Etf Etf (JMBS)	0.2	$16M	-10%	351k	44.99	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$15M	+294%	122k	124.17	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	0.2	$15M	+8%	99k	148.31	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$15M	+9%	64k	227.06	View chart
Quanta Services Stock (PWR)	0.2	$14M	+4%	20k	720.06	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.2	$14M	+10%	446k	31.71	View chart
Cisco Sys Stock (CSCO)	0.2	$14M	+3%	120k	117.46	View chart
Pimco Ultra Short Government Active Exchange-traded Fund Etf (BILZ)	0.2	$14M	-42%	138k	100.93	View chart
Caterpillar Stock (CAT)	0.2	$14M		13k	1064.93	View chart
Marvell Technology Group Stock (MRVL)	0.2	$14M	+8%	47k	297.90	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$14M		58k	236.62	View chart
Intel Corp Stock (INTC)	0.2	$13M	+11%	96k	139.63	View chart
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)	0.2	$13M		166k	79.03	View chart
Booking Holdings Stock (BKNG)	0.2	$13M	+2432%	73k	178.24	View chart
Ishares Iboxx High Yield Corporate Bond Etf Etf (HYG)	0.2	$13M	+3%	163k	79.97	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$13M	+487%	149k	86.14	View chart
Ishares U.s. Equity Factor Etf Etf (LRGF)	0.2	$13M	+5%	169k	75.63	View chart
Donaldson Stock (DCI)	0.2	$13M		140k	89.77	View chart
Nextera Energy Stock (NEE)	0.2	$13M	+2%	143k	87.77	View chart
Exxonmobil Holdings Corp Stock	0.2	$12M	NEW	88k	136.72	View chart
Morgan Stanley Stock (MS)	0.2	$12M		58k	209.04	View chart
Vanguard Information Technology Etf (VGT)	0.2	$12M	+683%	99k	119.52	View chart
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP)	0.2	$11M	+7%	53k	212.77	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.2	$11M		46k	242.99	View chart
Arista Networks Stock (ANET)	0.2	$11M	+3%	64k	169.88	View chart
Unitedhealth Group Stock (UNH)	0.2	$11M	+6%	26k	415.63	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$11M	+4%	77k	137.53	View chart
Vanguard Reit Index Etf Etf (VNQ)	0.2	$11M		108k	96.43	View chart
Schwab International Equity Etf Etf (SCHF)	0.2	$10M	+2%	374k	27.70	View chart
Home Depot Stock (HD)	0.2	$10M	-5%	29k	352.69	View chart
Oracle Corporation Stock (ORCL)	0.2	$10M	+12%	70k	146.55	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$10M		119k	85.49	View chart
Lam Research Corp Stock (LRCX)	0.2	$10M	+12%	23k	433.34	View chart
Blackrock Stock (BLK)	0.2	$10M	-3%	10k	961.59	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.2	$9.9M	+3%	61k	163.67	View chart
Ecolab Stock (ECL)	0.1	$9.7M	-3%	35k	278.62	View chart
Gilead Sciences Stock (GILD)	0.1	$9.7M		77k	126.34	View chart
Sherwin Williams Stock (SHW)	0.1	$9.6M		28k	344.33	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$9.6M		40k	242.43	View chart
Procter & Gamble Stock (PG)	0.1	$9.4M	+4%	64k	146.64	View chart
Ishares Tr Msci Acwiindex Etf (ACWI)	0.1	$9.3M		59k	156.97	View chart
Stryker Corp Stock (SYK)	0.1	$9.2M	+29%	29k	314.85	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$9.1M	+2%	133k	68.41	View chart
Monster Beverage Corp Stock (MNST)	0.1	$9.1M		94k	96.12	View chart
Ishares Edge Msci Usa Value Factor Etf Etf (VLUE)	0.1	$9.0M	+11%	45k	199.81	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.1	$8.9M	-16%	14k	655.92	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.1	$8.9M	+45%	101k	87.88	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.1	$8.9M	+8%	407k	21.80	View chart
Abbott Laboratories Stock (ABT)	0.1	$8.8M	-17%	98k	90.74	View chart
Merck & Co Stock (MRK)	0.1	$8.6M	+18%	67k	128.50	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.1	$8.6M	+11%	339k	25.25	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.1	$8.5M	+23%	351k	24.22	View chart
Intl Business Machines Stock (IBM)	0.1	$8.3M	-2%	30k	281.22	View chart
Pepsico Stock (PEP)	0.1	$8.2M	+5%	61k	135.40	View chart
Kla-tencor Corp Stock (KLAC)	0.1	$8.2M	+889%	27k	301.71	View chart
Coca Cola Stock (KO)	0.1	$8.2M		101k	81.27	View chart
Parker-hannifin Corp Stock (PH)	0.1	$8.2M		8.4k	978.13	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.1	$8.2M	+3%	165k	49.55	View chart
Ge Aerospace Stock (GE)	0.1	$8.0M	+6%	22k	373.73	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$8.0M	+16%	103k	77.91	View chart
Salesforce Stock (CRM)	0.1	$8.0M	-15%	51k	156.66	View chart
Ishares Msci Intl Value Factor Etf Etf (IVLU)	0.1	$7.9M	+2%	189k	41.82	View chart
Viking Holdings Ltd Ord Stock (VIK)	0.1	$7.8M		75k	104.67	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.1	$7.8M	+18%	320k	24.23	View chart
Goldman Sachs Group Stock (GS)	0.1	$7.7M		7.6k	1011.37	View chart
Schwab Etfs- Us Broad Market Etf Etf (SCHB)	0.1	$7.6M	+2%	262k	28.96	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.1	$7.6M		75k	100.28	View chart
Rtx Corporation Stock (RTX)	0.1	$7.4M	+7%	39k	189.73	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.1	$7.4M	+6%	3.7k	1989.55	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.1	$7.3M	+12%	314k	23.16	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$7.2M	-14%	24k	300.46	View chart
Energy Select Sector Spdr Etf (XLE)	0.1	$7.1M		134k	53.11	View chart
Colgate Palmolive Stock (CL)	0.1	$7.1M	+2%	77k	91.68	View chart
Illinois Tool Wks Stock (ITW)	0.1	$7.0M		26k	270.48	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$7.0M	+26%	44k	156.95	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$6.9M		72k	96.46	View chart
Fidelity Total Bond Etf Etf (FBND)	0.1	$6.8M	+8%	150k	45.49	View chart
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX)	0.1	$6.7M	+9%	267k	25.19	View chart
Intuit Stock (INTU)	0.1	$6.7M	-8%	26k	261.01	View chart
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW)	0.1	$6.5M	+7%	314k	20.84	View chart
Crown Castle Intl Corp Reit (CCI)	0.1	$6.5M		86k	75.73	View chart
Analog Devices Stock (ADI)	0.1	$6.4M	+8%	16k	397.17	View chart
Vanguard High Dividend Yield Etf (VYM)	0.1	$6.4M		41k	158.03	View chart
Ishares Dj Us Technology Etf (IYW)	0.1	$6.4M		25k	252.24	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.1	$6.4M	+89%	126k	50.39	View chart
Bank Of Amer Corp Stock (BAC)	0.1	$6.3M	-3%	111k	56.98	View chart
Verizon Communications Stock (VZ)	0.1	$6.2M	-4%	146k	42.34	View chart
Ishares S&p Smallcap 600 Value Etf Etf (IJS)	0.1	$6.1M		45k	136.68	View chart
Ishares Ibonds Dec 2033 Term Corporate Etf Etf (IBDY)	0.1	$6.0M	+10%	235k	25.75	View chart
Schwab Emerging Market Eq Etf Etf (SCHE)	0.1	$5.9M		162k	36.26	View chart
Accenture Ltd Bermuda Cl A Stock (ACN)	0.1	$5.8M	-7%	47k	124.44	View chart
Texas Instrs Stock (TXN)	0.1	$5.8M	+6%	20k	298.07	View chart
Corning Stock (GLW)	0.1	$5.8M		23k	255.44	View chart
Ishares Ibonds Dec 2034 Term Corporate Etf Etf (IBDZ)	0.1	$5.7M	+8%	221k	26.05	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.1	$5.7M	-7%	61k	93.38	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.1	$5.6M		63k	90.10	View chart
Ishares Tips Bond Etf Etf (TIP)	0.1	$5.5M		51k	109.43	View chart
Markel Corp Holding Stock (MKL)	0.1	$5.5M	-4%	2.8k	1953.68	View chart
Sandisk Corp Stock (SNDK)	0.1	$5.5M	+69%	2.4k	2273.92	View chart
Technology Select Sector Spdr Etf (XLK)	0.1	$5.5M		29k	190.52	View chart
Twilio Inc Cl A Stock (TWLO)	0.1	$5.5M	-7%	27k	206.34	View chart
Fundstrat Granny Shots Us Large Cap Etf Etf (GRNY)	0.1	$5.3M	+11%	191k	27.65	View chart
Realty Income Corp Reit (O)	0.1	$5.3M	+2%	85k	61.96	View chart
Take-two Interactivesoftwre Stock (TTWO)	0.1	$5.3M	-3%	21k	249.98	View chart
Western Digital Corp Stock (WDC)	0.1	$5.2M	+30%	8.2k	638.74	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.1	$5.2M	+4%	205k	25.52	View chart
Victoryshares Free Cash Flow Growth Etf Etf (GFLW)	0.1	$5.1M	+3%	149k	34.28	View chart
Roper Industries Stock (ROP)	0.1	$5.1M	-2%	15k	338.41	View chart
Honeywell Aerospace Stock (HONA)	0.1	$5.1M	NEW	23k	221.08	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.1	$5.0M	+49%	98k	51.00	View chart
Starbucks Corp Stock (SBUX)	0.1	$5.0M	+7%	49k	102.19	View chart
Jpmorgan Active Bond Etf Etf (JBND)	0.1	$5.0M		93k	53.50	View chart
Honeywell Intl Stock (HON)	0.1	$5.0M	NEW	22k	223.93	View chart
Ishares Gold Trust Etf Etf (IAU)	0.1	$5.0M	-2%	66k	75.51	View chart
American Express Stock (AXP)	0.1	$4.9M	+4%	14k	338.26	View chart
Expensify Inc Com Cl A Stock (EXFY)	0.1	$4.8M	NEW	2.7M	1.79	View chart
Emerson Elec Stock (EMR)	0.1	$4.7M	+9%	33k	143.15	View chart
Eaton Corp Stock (ETN)	0.1	$4.7M	+20%	11k	426.14	View chart
Ishares Ibonds 2026 Term High Yield And Income Etf Etf (IBHF)	0.1	$4.7M	+75%	205k	22.65	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.1	$4.6M		174k	26.52	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.1	$4.6M	+8%	48k	96.44	View chart
Xylem Stock (XYL)	0.1	$4.6M	-10%	39k	118.21	View chart
Seagate Technology Stock (STX)	0.1	$4.6M	+8%	4.7k	965.06	View chart
Cummins Stock (CMI)	0.1	$4.6M		6.4k	713.27	View chart
Amphenol Corp Cl A Stock (APH)	0.1	$4.5M		26k	176.33	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$4.5M	-14%	6.00	748850.00	View chart
Vanguard Energy Etf (VDE)	0.1	$4.5M		30k	150.13	View chart
Edwards Lifesciences Corp Stock (EW)	0.1	$4.4M		49k	90.46	View chart
Spdr Biotech Etf Etf (XBI)	0.1	$4.4M		28k	158.25	View chart
Mcdonalds Corp Stock (MCD)	0.1	$4.4M	-5%	16k	270.33	View chart
Ishares Ibonds Dec 2031 Term Treasury Etf Etf (IBTL)	0.1	$4.3M	+7%	215k	20.19	View chart
Coupang Inc Cl A Stock (CPNG)	0.1	$4.3M	-26%	248k	17.37	View chart
Vanguard Ftse All-world Ex-us Etf (VEU)	0.1	$4.3M		51k	83.75	View chart
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$4.3M	+22%	82k	51.78	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$4.1M	-5%	140k	29.43	View chart
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY)	0.1	$4.1M	+3%	50k	82.11	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.1	$4.1M	+34%	9.4k	431.47	View chart
Amgen Stock (AMGN)	0.1	$4.0M	+9%	11k	362.13	View chart
Ishares Ibonds Dec 2032 Term Treasury Etf Etf (IBTM)	0.1	$4.0M	+9%	178k	22.70	View chart
S&p Global Stock (SPGI)	0.1	$4.0M	+18%	9.8k	407.28	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.1	$4.0M	+23%	12k	334.83	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.1	$3.9M	-9%	78k	50.42	View chart
Ishares Tr S&p 100 Index Fund Etf (OEF)	0.1	$3.9M		11k	365.87	View chart
Schwab Us Large Cap Growth Etf Etf (SCHG)	0.1	$3.9M	+8%	116k	33.84	View chart
Philip Morris Intl Stock (PM)	0.1	$3.9M		22k	180.91	View chart
Disney Walt Stock (DIS)	0.1	$3.9M	-8%	40k	96.25	View chart
Ishares Ibonds Dec 2030 Term Treasury Etf Etf (IBTK)	0.1	$3.8M	+8%	197k	19.54	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$3.8M		68k	56.48	View chart
Ishares Tr Lehman Short Trea Bd Etf (SHV)	0.1	$3.8M	-2%	35k	110.35	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$3.8M	+11%	52k	73.41	View chart
Freeport Mcmoran Copper Stock (FCX)	0.1	$3.8M	+6%	60k	62.89	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$3.7M	+5%	63k	57.84	View chart
Qualcomm Stock (QCOM)	0.1	$3.6M	+32%	20k	184.80	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.1	$3.6M	+11%	71k	50.57	View chart
Wells Fargo & Co Stock (WFC)	0.1	$3.6M	-9%	44k	82.64	View chart
Ishares International Country Rotation Active Etf Etf (CORO)	0.1	$3.6M	+2587%	97k	36.60	View chart
United Microelectronics Corpor Sponsored A Adr (UMC)	0.1	$3.5M	+3%	130k	27.21	View chart
Vanguard Mega Cap 300 Etf Etf (MGC)	0.1	$3.5M	-3%	13k	273.64	View chart
Ishares Tr Dow Jonesus Aerospace & Def Etf (ITA)	0.1	$3.5M	+17%	14k	242.43	View chart
Capital One Financial Corp Stock (COF)	0.1	$3.5M	-2%	17k	200.63	View chart
Vanguard Russell 1000 Etf Etf (VONE)	0.1	$3.5M		10k	338.72	View chart
Charles Schwab Corp Stock (SCHW)	0.1	$3.5M	-12%	38k	92.27	View chart
Ishares Ibonds Dec 2029 Term Treasury Etf Etf (IBTJ)	0.1	$3.5M	+6%	160k	21.65	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$3.4M	+10%	6.7k	509.47	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.1	$3.4M	-2%	58k	58.92	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	0.1	$3.4M	+7%	154k	22.14	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.1	$3.4M	-3%	24k	143.10	View chart
Doubleline Income Solutions Cef (DSL)	0.1	$3.3M	+17%	301k	11.06	View chart
Linde Stock (LIN)	0.1	$3.3M	+2%	6.4k	518.95	View chart
Blackstone Group Stock (BX)	0.1	$3.3M	+14%	28k	117.67	View chart
Dominos Pizza Stock (DPZ)	0.1	$3.3M		11k	296.04	View chart
Conocophillips Stock (COP)	0.1	$3.3M	+5%	32k	103.96	View chart
Adobe Sys Stock (ADBE)	0.1	$3.3M	-32%	16k	205.02	View chart
First Tr Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.1	$3.3M	+92%	17k	191.76	View chart
Corteva Stock (CTVA)	0.0	$3.2M		38k	84.69	View chart
Citigroup Stock (C)	0.0	$3.2M	-13%	23k	139.96	View chart
At&t Stock (T)	0.0	$3.2M	-5%	156k	20.70	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$3.2M		9.3k	342.86	View chart
Ishares S&p U.s. Preferred Stock Etf Etf (PFF)	0.0	$3.2M		104k	30.49	View chart
Altria Group Stock (MO)	0.0	$3.2M		44k	71.95	View chart
Synopsys Stock (SNPS)	0.0	$3.1M	+4%	7.0k	446.10	View chart
Ishares Tr Russell 1000 Index Etf Etf (IWB)	0.0	$3.1M	+11%	7.6k	409.51	View chart
Tortoise Ai Infrastructure Etf Etf (TCAI)	0.0	$3.1M	-14%	55k	55.92	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.0	$3.1M	+20%	61k	50.60	View chart

Past Filings by Parallel Advisors

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

Parallel Advisors 2026 Q2 filed Aug. 5, 2026
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

View all past filings

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