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Investment manager · 13F filer · SEC CIK 2026926
Parr McKnight Wealth Management Group, LLC
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Reported value$845Mas of Sep 30, 2026
Positions222 6 new, 3 sold out
Top 10 weight26.9%IVV alone is 5%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
5.1%
AAPLApple Inc.
4.5%Trimmed −6%
MSFTMicrosoft Corp
4.4%Trimmed −6%
METAMeta Platforms, Inc.
2.3%Trimmed −3%
IEFAiShares Tr
2.1%Added +5%
GOOGLAlphabet Inc.
1.9%Trimmed −2%
BONDPimco ETF Tr
1.7%Added +4%
AVGOBroadcom Inc.
1.7%Trimmed −4%
BNDVanguard Bd Index FDS
1.6%Added +2%
ADIAnalog Devices Inc
1.6%Trimmed −4%
JPMJPMorgan Chase & Co
1.6%Trimmed −7%
JNJJohnson & Johnson
1.6%Trimmed −5%
IVViShares Tr
5.1%
AAPLApple Inc.
4.5%Trimmed −6%
MSFTMicrosoft Corp
4.4%
METAMeta Platforms, Inc.
2.3%
IEFAiShares Tr
2.1%+5%
GOOGLAlphabet Inc.
1.9%
BOND1.7%
AVGO1.7%BND1.6%
ADI1.6%JPM1.6%JNJ1.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 5.1% Held
AAPL Apple Inc. 4.5% Trimmed −6%MSFT Microsoft Corp 4.4% Trimmed −6%META Meta Platforms, Inc. 2.3% Trimmed −3%IEFA iShares Tr 2.1% Added +5%
GOOGL Alphabet Inc. 1.9% Trimmed −2%BOND Pimco ETF Tr 1.7% Added +4%
AVGO Broadcom Inc. 1.7% Trimmed −4%BND Vanguard Bd Index FDS 1.6% Added +2%
ADI Analog Devices Inc 1.6% Trimmed −4%JPM JPMorgan Chase & Co 1.6% Trimmed −7%JNJ Johnson & Johnson 1.6% Trimmed −5%What changed
Biggest moves since Jun 30, 2026
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