Parker Financial

Latest statistics and disclosures from Parker Financial's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VEA, DFAC, VUG, VTV, VWO, and represent 66.13% of Parker Financial's stock portfolio.
  • Added to shares of these 10 stocks: BNDX, DFCF, BSV, IVV, DFSD, BIV, BLV, VTV, VMBS, VB.
  • Reduced shares in these 10 stocks: VEA, DFAC, VUG, C, , VWO, SBUX, QCOM, PAUG, IWM.
  • Sold out of its positions in ABBV, C.
  • Parker Financial was a net seller of stock by $-1.0M.
  • Parker Financial has $247M in assets under management (AUM), dropping by 1.12%.
  • Central Index Key (CIK): 0001965668

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Portfolio Holdings for Parker Financial

Parker Financial holds 34 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 20.7 $51M 817k 62.47
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 15.2 $37M 945k 39.59
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Vanguard Index Fds Growth Etf (VUG) 12.8 $31M 65k 487.87
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Vanguard Index Fds Value Etf (VTV) 10.4 $26M 134k 191.00
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 7.1 $18M 326k 53.76
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 6.7 $17M +2% 344k 48.28
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Vanguard Bd Index Fds Short Trm Bond (BSV) 4.5 $11M 140k 78.80
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Vanguard Bd Index Fds Intermed Term (BIV) 2.9 $7.3M 93k 77.88
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Vanguard Bd Index Fds Long Term Bond (BLV) 2.8 $6.8M 98k 69.52
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Dimensional Etf Trust Core Fixed Incom (DFCF) 2.7 $6.8M +2% 159k 42.56
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Dimensional Etf Trust Short Duration F (DFSD) 2.7 $6.6M 139k 47.94
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.6 $6.3M 91k 69.67
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 2.4 $5.9M 125k 47.08
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Vanguard Index Fds Small Cp Etf (VB) 1.1 $2.8M 11k 257.96
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Microsoft Corporation (MSFT) 0.6 $1.4M 2.9k 484.47
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Ishares Tr Russell 2000 Etf (IWM) 0.5 $1.2M 4.7k 246.15
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Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.1M +14% 1.6k 685.00
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Apple (AAPL) 0.4 $1.1M 3.9k 272.50
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Amazon (AMZN) 0.4 $1.0M 4.3k 230.82
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.4 $967k 8.1k 119.35
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $938k 2.0k 473.30
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $683k 9.3k 73.56
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.3 $644k 7.0k 91.45
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Broadcom (AVGO) 0.2 $531k -2% 1.5k 346.10
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $492k 721.00 681.92
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Ishares Tr Tips Bd Etf (TIP) 0.2 $477k 4.3k 109.91
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Northrop Grumman Corporation (NOC) 0.2 $472k 827.00 570.21
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $461k 750.00 614.31
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Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.2 $421k 6.3k 66.52
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Qualcomm (QCOM) 0.2 $374k -8% 2.2k 171.06
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Starbucks Corporation (SBUX) 0.1 $358k -11% 4.2k 84.84
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $324k 3.7k 88.49
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Union Pacific Corporation (UNP) 0.1 $273k -2% 1.2k 234.91
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Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.1 $227k -12% 5.2k 43.25
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Past Filings by Parker Financial

SEC 13F filings are viewable for Parker Financial going back to 2022