Institutions / Parr McKnight Wealth Management Group, LLC
Parr McKnight Wealth Management Group, LLC
CIK 2026926 · Institution · as of Dec 31, 2025
Portfolio value
$762.64M
Positions
224
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 224 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $36.32M | 4.8% |
| Apple Inc. | $32.21M | 4.2% |
| Microsoft Corp | $31.86M | 4.2% |
| Vanguard Bd Index Fds | $15.81M | 2.1% |
| JPMorgan Chase & Co | $14.33M | 1.9% |
| iShares Tr | $14.22M | 1.9% |
| Broadcom Inc. | $13.59M | 1.8% |
| PIMCO ETF Tr | $13.16M | 1.7% |
| iShares Tr | $12.44M | 1.6% |
| Alphabet Inc. | $12.15M | 1.6% |
| Chevron Corp | $10.94M | 1.4% |
| Vanguard Index Fds | $10.83M | 1.4% |
| Analog Devices Inc | $10.79M | 1.4% |
| Lowes Companies Inc | $10.66M | 1.4% |
| Vanguard Intl Equity Index F | $10.23M | 1.3% |
| Johnson & Johnson | $10.10M | 1.3% |
| Goldman Sachs ETF Tr | $10.08M | 1.3% |
| iShares Tr | $7.93M | 1.0% |
| Amazon.com Inc | $7.86M | 1.0% |
| Meta Platforms Inc | $7.86M | 1.0% |
| Ecolab Inc. | $7.64M | 1.0% |
| Vanguard Bd Index Fds | $7.61M | 1.0% |
| Vanguard Charlotte Fds | $7.58M | 1.0% |
| Cisco Systems, Inc. | $7.23M | 0.9% |
| BlackRock, Inc. | $7.18M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.