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Manager Directed Portfolios shares owned by Parallel Advisors

Quarter-by-quarter ownership of Manager Directed Portfolios (SWP) shares owned by Parallel Advisors from 13F filings

Historical chart of Parallel Advisors investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by Parallel Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Manager Directed Portfolios by Parallel Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4k 122 27.68

More positions owned by Parallel Advisors

Ishares S&p 500 Index Etf (IVV)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Corcept Therapeutics Stock (CORT)
Apple Stock (AAPL)
Nvidia Corp Stock (NVDA)
Microsoft Stock (MSFT)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Amazon.com Stock (AMZN)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Google Stock (GOOGL)
Cvb Finl Corp Stock (CVBF)
Vanguard Large Cap Etf (VV)
Janus Henderson Mortgage-backed Securities Etf Etf (JMBS)
Ishares Core Msci Eafe Etf Etf (IEFA)
Avantis International Equity Etf Etf (AVDE)

View all positions for Parallel Advisors

Top funds holding Manager Directed Portfolios

Strategic Wealth Partners
Natural Investments
Brian Low Financial Group
Citadel Advisors
Simplicity Wealth
UBS Group
Parallel Advisors

View all funds holding Manager Directed Portfolios