Arkolith/Funds/Parker Financial LLC

Parker Financial LLC

CIK 1965668
Holdings as of Jun 30, 2026·disclosed Aug 3, 2026·~34-day 13F lag·13F-HR
Active Filer

Parker Financial LLC holds a concentrated book of 37 reported positions worth $273.5M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they trimmed Vanguard Ftse Developed ETF. Their largest long position is Vanguard Ftse Developed ETF at 20% of the reported non-option book. Cloning the disclosed picks since 2025 would be +14% (+16.7%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
0
bought for the first time
no new positions
Sold out
0
exited the position entirely
nothing exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+14.0%
+16.7%/yr · since Nov '25
Their reported book
+11.9%
held from quarter-end
S&P 500
+14.1%
same window
$9K$10K$11K$11K$12KNov '25Jan '26Mar '26May '26Jul '26Sep '26
Parker Financial LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.2 points over this window.

Growth of $10,000 cloning Parker Financial LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~34 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: concentrated book

Top 5 holdings
66%
Top 10 holdings
86%
Top 20 holdings
97%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

3% mapped to company sectors

ETFs / funds
97%
Information Technology
1%
Consumer Discretionary
1%

+4 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Parker Financial LLC

Manager / fundShared namesTheir $ in those
Swiss Re Ltd13 / 37$1.0B
Ramsey Quantitative Systems3 / 37$95.2M
DiPaolo Financial Group, Inc.18 / 37$129.8M
9823 Capital, L.P.5 / 37$124.8M
Hoffman, Alan N Investment Management6 / 37$140.3M
Emerald Advisors, LLC15 / 37$647.5M
Ni Acquisitions Company, LLC18 / 37$177.8M
Compass Planning Associates Inc12 / 37$140.3M

Ranked by the share of each fund's own book sitting in the names it shares with Parker Financial LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

37 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$56.0M785.5K
20.5%
−1.7%
Reduced · −14K sh
2Dimensional ETF Trust
US COR EQU 2 ETF
$43.2M975.0K
15.8%
+0.5%
Added · +5K sh
3Vanguard Index FDS
GROWTH ETF
$33.3M386.3K
12.2%
+487%
Added · +320K sh
4Vanguard Index FDS
VALUE ETF
$28.9M132.6K
10.6%
−1.3%
Reduced · −2K sh
5Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$19.2M321.4K
7.0%
−0.8%
Reduced · −3K sh
6Vanguard Charlotte FDS
TOTAL INT BD ETF
$18.9M390.2K
6.9%
+1.4%
Added · +5K sh
7Vanguard BD Index FDS
SHORT TRM BOND
$11.8M152.0K
4.3%
−0.1%
Reduced · −227 sh
8Dimensional ETF Trust
CORE FIXE IN ETF
$7.8M184.3K
2.8%
+5.6%
Added · +10K sh
9Dimensional ETF Trust
US SMALL CAP ETF
$7.8M94.3K
2.8%
+1.1%
Added · +1K sh
10Vanguard BD Index FDS
INTERMED TERM
$7.7M99.8K
2.8%
+0.7%
Added · +683 sh
11Dimensional ETF Trust
SHOR DUR FIX ETF
$7.5M156.5K
2.7%
+5.2%
Added · +8K sh
12Vanguard BD Index FDS
LONG TERM BOND
$7.3M105.9K
2.7%
+0.2%
Added · +260 sh
13Vanguard Scottsdale FDS
MTG-BKD SECS ETF
$6.1M131.3K
2.2%
−0.3%
Reduced · −391 sh
14Vanguard Index FDS
SMALL CP ETF
$3.2M10.4K
1.2%
−5.5%
Reduced · −600 sh
15Apple Inc
COM
$1.6M5.6K
0.6%
−0.1%
Reduced · −4 sh
16Ishares TR
RUSSELL 2000 ETF
$1.3M4.4K
0.5%
−1.0%
Reduced · −46 sh
17Microsoft Corp
COM
$1.2M3.1K
0.4%
−0.6%
Reduced · −20 sh
18Amazon Com Inc
COM
$1.0M4.3K
0.4%
−8.4%
Reduced · −400 sh
19Ishares TR
RUS 1000 GRW ETF
$952K7.7K
0.3%
+300%
Added · +6K sh
20Ishares TR
3 7 YR TREAS BD
$912K7.8K
0.3%
+1.6%
Added · +120 sh
21Ishares TR
CORE S&P500 ETF
$769K1.0K
0.3%
−1.3%
Reduced · −14 sh
22Vanguard Intl Equity Index F
ALLWRLD EX US
$724K8.6K
0.3%
−0.4%
Reduced · −34 sh
23Vanguard Whitehall FDS
INTL DVD ETF
$619K6.6K
0.2%
Held
24Broadcom Inc
COM
$567K1.5K
0.2%
−3.3%
Reduced · −52 sh
25Invesco QQQ TR
UNIT SER 1
$552K750
0.2%
Held
26State STR SPDR S&P 500 ETF T
TR UNIT
$538K721
0.2%
Held
27Ishares TR
TIPS BD ETF
$449K4.1K
0.2%
Held
28Invesco Exchange Traded FD T
LARGE CAP VALUE
$448K5.9K
0.2%
Held
29Northrop Grumman Corp
COM
$421K827
0.2%
Held
30Pepsico Inc
COM
$408K3.0K
0.1%
−2.0%
Reduced · −61 sh
31Qualcomm Inc
COM
$404K2.2K
0.1%
Held
32Starbucks Corp
COM
$393K3.8K
0.1%
+1.0%
Added · +39 sh
33Pimco ETF TR
ENHAN SHRT MA AC
$384K3.8K
0.1%
−21%
Reduced · −1K sh
34Costco Wholesale Corporation
COM
$335K358
0.1%
Held
35Vanguard Index FDS
REAL ESTATE ETF
$335K3.5K
0.1%
Held
36Union Pac Corp
COM
$311K1.1K
0.1%
−0.9%
Reduced · −10 sh
37Eli Lilly & Co
COM
$251K209
0.1%
−4.6%
Reduced · −10 sh
Showing all 37 positions
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Filing history

As-of date vs the date the SEC received each filing

$273.5M · Q2 2026Q3 2025 · $243.8MQ2 2026 · $273.5M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 3, 202634d37$273.5M13F-HR
Q1 2026Mar 31, 2026Apr 21, 202621d37$250.3M13F-HR
Q4 2025Dec 31, 2025Feb 3, 202634d34$246.6M13F-HR
Q3 2025Sep 30, 2025Nov 4, 202535d36$243.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.