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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 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BITB BITWISE BITCOIN ETF TR Financial Services 20,616.0 $657K 0.08% -8K -28.0% $31.86 +31.3%
42 WFC WELLS FARGO & CO Financial Services 7,265.0 $600K 0.07% -100.0 -1.4% $82.64 +1.5%
43 V VISA INC Financial Services 1,482.0 $508K 0.06% -8K -84.1% $343.09 +8.1%
44 SLB SLB LIMITED Energy 9,397.0 $437K 0.05% -100.0 -1.1% $46.49 +15.9%
45 VEA VANGUARD TAX-MANAGED FDS 4,725.0 $337K 0.04% -26K -84.6% $71.25 +3.0%
46 HD HOME DEPOT INC Consumer Cyclical 810.0 $286K 0.03% -431.0 -34.7% $352.54 -4.8%
47 AROW ARROW FINL CORP Financial Services 6,000.0 $246K 0.03% -2K -25.0% $40.99 -6.1%
48 VFH VANGUARD WORLD FD 1,815.0 $239K 0.03% -13.0 -0.7% $131.62 +6.9%
49 MVIS MICROVISION INC DEL Technology 30,302.0 $10K 0.00% -11K -26.6% $0.33 +407.6%
Page 3 of 3  ·  49 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 7.6%
Consumer Defensive 6.0%
Consumer Cyclical 5.4%
Energy 4.5%
Basic Materials 4.3%
Utilities 3.9%