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Parker Financial

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

Top 5 stock holdings are VEA, DFAC, VUG, VTV, BNDX, and represent 64.75% of Parker Financial's stock portfolio.
Added to shares of these 10 stocks: BNDX, BSV, DFAC, DFCF, VUG, BLV, MINT, DFSD, PEP, BIV.
Started 4 new stock positions in MINT, COST, PEP, LLY.
Reduced shares in these 10 stocks: VEA, IVV, PAUG, VWO, IWM, IEI, VEU, VIGI, SBUX, PWV.
Sold out of its position in PAUG.
Parker Financial was a net buyer of stock by $7.1M.
Parker Financial has $250M in assets under management (AUM), dropping by 1.51%.
Central Index Key (CIK): 0001965668

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Portfolio Holdings for Parker Financial

Parker Financial holds 37 positions in its portfolio as reported in the March 2026 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)	20.4	$51M	-2%	799k	63.91	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	15.0	$38M	+2%	970k	38.70	View chart
Vanguard Index Fds Growth Etf (VUG)	11.5	$29M	+2%	66k	435.86	View chart
Vanguard Index Fds Value Etf (VTV)	10.5	$26M		134k	195.77	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	7.4	$18M	+11%	385k	47.90	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	7.0	$18M		324k	53.90	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.8	$12M	+8%	152k	78.25	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	3.0	$7.6M	+6%	99k	77.00	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	2.9	$7.4M	+9%	175k	42.15	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	2.9	$7.2M	+7%	106k	68.60	View chart
Dimensional Etf Trust Short Duration F (DFSD)	2.8	$7.1M	+7%	149k	47.71	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.6	$6.6M	+3%	93k	70.91	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	2.5	$6.2M	+5%	132k	46.86	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$2.9M		11k	261.78	View chart
Apple (AAPL)	0.6	$1.4M	+42%	5.6k	253.81	View chart
Microsoft Corporation (MSFT)	0.5	$1.2M	+6%	3.1k	370.20	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$1.1M	-5%	4.4k	248.01	View chart
Amazon (AMZN)	0.4	$988k	+9%	4.7k	208.27	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.4	$907k	-5%	7.6k	118.60	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$817k	-3%	1.9k	426.40	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$679k	-35%	1.0k	653.06	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$652k	-6%	8.7k	75.10	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$586k	-6%	6.6k	88.46	View chart
Northrop Grumman Corporation (NOC)	0.2	$564k		827.00	682.24	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$487k	NEW	4.8k	100.57	View chart
Broadcom (AVGO)	0.2	$481k		1.6k	309.51	View chart
Pepsi (PEP)	0.2	$477k	NEW	3.1k	155.30	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$469k		721.00	650.34	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$453k	-5%	4.1k	110.36	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$433k		750.00	577.18	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.2	$413k	-6%	5.9k	69.71	View chart
Costco Wholesale Corporation (COST)	0.1	$357k	NEW	358.00	996.76	View chart
Starbucks Corporation (SBUX)	0.1	$341k	-9%	3.8k	89.59	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$308k	-5%	3.5k	88.70	View chart
Qualcomm (QCOM)	0.1	$282k		2.2k	128.76	View chart
Union Pacific Corporation (UNP)	0.1	$280k		1.2k	242.62	View chart
Eli Lilly & Co. (LLY)	0.1	$201k	NEW	219.00	919.77	View chart

Past Filings by Parker Financial

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

Parker Financial 2026 Q1 filed April 21, 2026
Parker Financial 2025 Q4 filed Feb. 3, 2026
Parker Financial 2025 Q3 filed Nov. 4, 2025
Parker Financial 2025 Q2 filed July 25, 2025
Parker Financial 2025 Q1 filed April 25, 2025
Parker Financial 2024 Q4 filed Feb. 3, 2025
Parker Financial 2024 Q3 filed Nov. 4, 2024
Parker Financial 2024 Q1 filed April 23, 2024
Parker Financial 2023 Q4 filed Jan. 18, 2024
Parker Financial 2023 Q3 filed Oct. 26, 2023
Parker Financial 2023 Q2 filed July 20, 2023
Parker Financial 2023 Q1 filed May 2, 2023
Parker Financial 2022 Q4 filed Feb. 13, 2023

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