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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 5 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VUG VANGUARD INDEX FDS 20,359.0 $1.8M 0.21% +17K +508.5% $86.14 +1.2%
82 RPM RPM INTL INC Basic Materials 15,574.0 $1.7M 0.20% +217.0 +1.4% $111.15 -0.8%
83 VTI VANGUARD INDEX FDS 4,569.0 $1.7M 0.20% +750.0 +19.6% $370.04 +1.8%
84 PM PHILIP MORRIS INTL INC Consumer Defensive 9,053.0 $1.6M 0.19% +78.0 +0.9% $180.91 +5.9%
85 PSCD INVESCO EXCH TRADED FD TR II 12,963.0 $1.5M 0.18% +1K +9.5% $118.38 -0.1%
86 LMT LOCKHEED MARTIN CORP Industrials 3,010.0 $1.5M 0.18% +38.0 +1.3% $509.46 +12.2%
87 HYS PIMCO ETF TR 16,336.0 $1.5M 0.18% +904.0 +5.9% $93.52 -0.8%
88 PSCH INVESCO EXCH TRADED FD TR II 27,403.0 $1.4M 0.17% +174.0 +0.6% $52.37 +5.5%
89 ZTS ZOETIS INC Healthcare 19,690.0 $1.4M 0.17% +1K +8.2% $71.86 +4.5%
90 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,775.0 $1.3M 0.16% +297.0 +20.1% $746.79 +2.1%
91 DE DEERE & CO Industrials 2,054.0 $1.3M 0.15% +310.0 +17.8% $634.33 -2.1%
92 CSL CARLISLE COS INC Industrials 3,049.0 $1.1M 0.13% +92.0 +3.1% $362.75 -1.4%
93 IWF ISHARES TR 7,652.0 $950K 0.11% +6K +260.4% $124.17 -1.9%
94 NEM NEWMONT CORP Basic Materials 9,602.0 $897K 0.11% +60.0 +0.6% $93.40 +36.7%
95 MPC MARATHON PETE CORP Energy 2,479.0 $634K 0.07% +103.0 +4.3% $255.67 +40.1%
96 PSCU INVESCO EXCH TRADED FD TR II 9,332.0 $616K 0.07% +1K +12.2% $66.06 -1.6%
97 PSCE INVESCO EXCH TRADED FD TR II 10,897.0 $599K 0.07% +3K +45.3% $54.96 +13.7%
98 PSCM INVESCO EXCH TRADED FD TR II 5,608.0 $582K 0.07% +179.0 +3.3% $103.80 -4.1%
99 VB VANGUARD INDEX FDS 1,806.0 $547K 0.07% +52.0 +3.0% $303.12 -0.1%
100 GOOG ALPHABET INC Communication Services 1,501.0 $530K 0.06% +133.0 +9.7% $353.37 -4.3%
Page 5 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%