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Portfolio (Quarterly) Guide ↗

Parker Financial LLC

· CIK 0001965668
13F Portfolio $273M AUM 37 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 Added 13 Reduced
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVV ISHARES TR 1,026.0 $769K 0.28% -14.0 -1.4% $749.15 +3.3%
22 VEU VANGUARD INTL EQUITY INDEX F 8,644.0 $724K 0.27% $83.75 +3.2%
23 VIGI VANGUARD WHITEHALL FDS 6,624.0 $619K 0.23% $93.38 +6.5%
24 AVGO BROADCOM INC Technology 1,502.0 $567K 0.21% -52.0 -3.4% $377.75 -5.3%
25 QQQ INVESCO QQQ TR Financial Services 750.0 $552K 0.20% $736.40 -2.4%
26 SPY STATE STR SPDR S&P 500 ETF T Financial Services 721.0 $538K 0.20% $746.77 +3.1%
27 TIP ISHARES TR 4,102.0 $449K 0.16% $109.43 -2.2%
28 PWV INVESCO EXCHANGE TRADED FD T 5,917.0 $448K 0.16% $75.77 +9.0%
29 NOC NORTHROP GRUMMAN CORP Industrials 827.0 $421K 0.15% $509.31 +1.1%
30 PEP PEPSICO INC Consumer Defensive 3,011.0 $408K 0.15% -61.0 -2.0% $135.39 +1.7%
31 QCOM QUALCOMM INC Technology 2,186.0 $404K 0.15% $184.79 -8.7%
32 SBUX STARBUCKS CORP Consumer Cyclical 3,845.0 $393K 0.14% +39.0 +1.0% $102.19 +2.2%
33 MINT PIMCO ETF TR 3,813.0 $384K 0.14% -1K -21.2% $100.81 -0.3%
34 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 358.0 $335K 0.12% $936.63 -2.2%
35 VNQ VANGUARD INDEX FDS 3,469.0 $335K 0.12% $96.43 -0.4%
36 UNP UNION PAC CORP Industrials 1,143.0 $311K 0.11% -10.0 -0.9% $271.83 +6.5%
37 LLY ELI LILLY & CO Healthcare 209.0 $251K 0.09% -10.0 -4.6% $1200.95 -4.4%
Page 2 of 2  ·  37 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 46.9%
Consumer Cyclical 17.9%
Financial Services 13.6%
Consumer Defensive 9.3%
Industrials 9.2%
Healthcare 3.1%