13F filer

Parallel Advisors

As of Jun 30, 2026 Filed Aug 5, 2026 CIK 1690010 SEC filings ↗
13F Value
$6.56B
Positions
3,930
Top Position
IVV12.3%
Top 5
28.3%

Latest filing changes

vs Mar 31, 2026
Holdings3,930
# Trend (4Q)
1 IVV 12.3% $809.3M +1.1% 1.08M 12.6% ETF
2 CORT 5.3% $344.5M -0.4% 3.96M 2.9% Common Stock
3 AAPL 4.4% $290.4M — 1.00M 4.6% Common Stock
4 NVDA 3.5% $230.9M +3.3% 1.15M 3.5% Common Stock
5 ITOT 2.8% $181.8M -3.0% 1.11M 2.9% ETF
6 DYNF 2.3% $150.8M +3.9% 2.22M 2.2% ETF
7 GOOG 1.9% $123.8M -1.0% 350.4K 1.8% Common Stock
8 GOOGL
Filing details
  • 02079K305 Jun 30, 2026 338,151 reported quantity $120,845,358 reported value
1.8% $120.8M +1.8% 338.2K 1.7% Common Stock
9 MSFT 1.7% $113.9M -0.3% 305.3K 2.0% Common Stock
10 AMZN 1.5% $98.8M +1.2% 414.7K 1.5% Common Stock
11 AVDE 1.4% $93.3M +13.1% 1.05M 1.4% ETF
12 VFLO 1.2% $79.7M +13.2% 1.74M 1.1% ETF
13 CVBF 1.2% $79.6M -3.5% 3.53M 1.3% Common Stock
14 AVEM 1.2% $78.6M +7.2% 814.7K 1.1% ETF
15 VV 1.2% $77.7M +6.8% 225.9K 1.1% ETF
16 IEFA 0.9% $61.8M -3.9% 639.6K 1.1% ETF
17 VTI 0.9% $56.3M -1.1% 152.2K 0.9% ETF
18 VB 0.7% $48.6M -0.4% 160.4K 0.8% ETF
19 JPIB 0.7% $47.8M +12.0% 988.9K 0.8% ETF
20 META 0.7% $46.6M +4.9% 82.7K 0.8% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing190
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.