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Portfolio (Quarterly) Guide ↗

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

· CIK 0002026926
13F Portfolio $844M AUM 219 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 106 Added 49 Reduced 8 Exited
Page 1 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 55,740.0 $41.7M 4.95% +2K +3.8% $748.89 +2.3%
2 MSFT MICROSOFT CORP Technology 77,395.0 $28.9M 3.42% +8K +11.4% $373.02 +29.0%
3 GOOGL ALPHABET INC Communication Services 48,614.0 $17.4M 2.06% +8K +20.4% $357.37 -4.7%
4 IEFA ISHARES TR 176,248.0 $17.0M 2.02% +30K +20.4% $96.58 +3.5%
5 AVGO BROADCOM INC Technology 41,722.0 $15.8M 1.87% +326.0 +0.8% $377.75 -3.6%
6 META META PLATFORMS INC Communication Services 27,085.0 $15.3M 1.81% +9K +48.8% $563.29 -3.1%
7 BOND PIMCO ETF TR 157,391.0 $14.5M 1.72% +8K +5.1% $92.21 -1.7%
8 JPM JPMORGAN CHASE & CO Financial Services 44,183.0 $14.5M 1.71% +245.0 +0.6% $327.33 +7.4%
9 JNJ JOHNSON & JOHNSON Healthcare 52,427.0 $13.3M 1.58% +5K +10.9% $253.97 +5.3%
10 VO VANGUARD INDEX FDS 160,855.0 $13.0M 1.53% +122K +317.7% $80.57 +2.4%
11 IEMG ISHARES INC 140,597.0 $11.6M 1.38% +34K +32.2% $82.84 -2.2%
12 LLY ELI LILLY & CO Healthcare 7,918.0 $9.5M 1.12% +2K +27.4% $1199.43 +3.9%
13 IJH ISHARES TR 121,671.0 $9.4M 1.11% +22K +21.5% $77.11 -0.9%
14 BNDX VANGUARD CHARLOTTE FDS 189,646.0 $9.2M 1.09% +12K +6.8% $48.43 -1.6%
15 BSV VANGUARD BD INDEX FDS 112,429.0 $8.8M 1.04% +7K +6.4% $77.91 -0.4%
16 PYLD PIMCO ETF TR 311,660.0 $8.3M 0.98% +23K +7.9% $26.52 -1.3%
17 LOW LOWES COS INC Consumer Cyclical 37,072.0 $8.2M 0.97% +3K +9.2% $220.49 -1.4%
18 IJK ISHARES TR 67,391.0 $7.9M 0.94% +3K +4.4% $117.50 -2.1%
19 IJJ ISHARES TR 51,806.0 $7.7M 0.91% +4K +7.8% $147.73 +0.2%
20 AXP AMERICAN EXPRESS CO Financial Services 22,288.0 $7.5M 0.89% +9K +62.6% $338.25 -2.1%
Page 1 of 6  ·  106 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 29.6%
Financial Services 16.2%
Healthcare 11.3%
Industrials 10.3%
Communication Services 7.7%
Consumer Defensive 6.0%
Consumer Cyclical 5.4%
Energy 4.5%
Basic Materials 4.3%
Utilities 3.9%