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Portfolio (Quarterly) Guide ↗

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

· CIK 0002026926
13F Portfolio $762.9B AUM 214 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 81 Added 68 Reduced 39 Exited
Page 11 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IWD ISHARES TR 1,239.0 $265K 0.04% $213.67 +8.1%
202 NVO NOVO-NORDISK A S Healthcare 7,120.0 $262K 0.03% -11K -60.3% $36.75 +20.5%
203 VLO VALERO ENERGY CORP Energy 1,000.0 $247K 0.03% NEW $247.08 +3.8%
204 TDIV FIRST TR EXCHANGE TRADED FD 2,521.0 $236K 0.03% $93.66 +18.1%
205 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 15,500.0 $233K 0.03% $15.05 -15.0%
206 CL COLGATE PALMOLIVE CO Consumer Defensive 2,729.0 $233K 0.03% -18K -87.0% $85.24 +5.2%
207 PSCC INVESCO EXCH TRADED FD TR II 7,078.0 $223K 0.03% NEW $31.51 +2.8%
208 VFH VANGUARD WORLD FD 1,828.0 $221K 0.03% -12.0 -0.7% $120.79 +4.2%
209 IVOG VANGUARD ADMIRAL FDS INC 1,750.0 $219K 0.03% $125.03 +7.5%
210 TOTALENERGIES SE 2,359.0 $215K 0.03% NEW $90.98
211 CSX CSX CORP Industrials 5,166.0 $212K 0.03% NEW $41.05 +11.6%
212 TEX TEREX CORP NEW Industrials 3,515.0 $208K 0.03% NEW $59.10 -6.7%
213 VIOG VANGUARD ADMIRAL FDS INC 1,648.0 $205K 0.03% NEW $124.46 +9.0%
214 MVIS MICROVISION INC DEL Technology 41,302.0 $26K 0.00% +8K +23.7% $0.64 -15.3%
Page 11 of 11  ·  214 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 26.2%
Financial Services 15.0%
Healthcare 11.6%
Industrials 11.1%
Consumer Defensive 6.9%
Consumer Cyclical 6.6%
Communication Services 6.0%
Energy 5.9%
Basic Materials 4.9%
Utilities 4.6%