Parr McKnight Wealth Management Group, LLC holds a diversified book of 219 stocks worth $844.1M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Palo Alto Networks Inc and trimmed Analog Devices Inc. Their largest long position is Ishares Core S&P 500 ETF at 5% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
62% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Parr McKnight Wealth Management Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $536.7B |
| JPMORGAN CHASE & CO | 80 / 80 | $506.9B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $385.6B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $202.2B |
| ROYAL BANK OF CANADA | 80 / 80 | $157.0B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $100.6B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $88.6B |
| LPL Financial LLC | 80 / 80 | $70.2B |
Ranked by how many of Parr McKnight Wealth Management Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $41.7M | 55.7K | 4.9% | ▲+3.7% Added · +2K sh | |
| 2 | Apple Inc COM | $35.0M | 121.0K | 4.1% | ▲~0% Added · +56 sh | |
| 3 | Microsoft Corp COM | $28.9M | 77.4K | 3.4% | ▲+11% Added · +8K sh | |
| 4 | Alphabet Inc CAP STK CL A | $17.4M | 48.6K | 2.1% | ▲+20% Added · +8K sh | |
| 5 | Ishares TR CORE MSCI EAFE | $17.0M | 176.2K | 2.0% | ▲+20% Added · +30K sh | |
| 6 | Broadcom Inc COM | $15.8M | 41.7K | 1.9% | ▲+0.8% Added · +326 sh | |
| 7 | Meta Platforms Inc CL A | $15.3M | 27.1K | 1.8% | ▲+49% Added · +9K sh | |
| 8 | Pimco ETF TR ACTIVE BD ETF | $14.5M | 157.4K | 1.7% | ▲+5.1% Added · +8K sh | |
| 9 | JPMorgan Chase & Co COM | $14.5M | 44.2K | 1.7% | ▲+0.6% Added · +245 sh | |
| 10 | Analog Devices Inc COM | $14.1M | 35.5K | 1.7% | ▼−3.2% Reduced · −1K sh | |
| 11 | Vanguard BD Index FDS TOTAL BND MRKT | $14.0M | 191.0K | 1.7% | ▼~0% Reduced · −38 sh | |
| 12 | Johnson & Johnson COM | $13.3M | 52.4K | 1.6% | ▲+11% Added · +5K sh | |
| 13 | Ishares TR CORE UNIVRSL USD | $13.2M | 286.9K | 1.6% | ▼−0.4% Reduced · −1K sh | |
| 14 | Vanguard Index FDS MID CAP ETF | $13.0M | 160.9K | 1.5% | ▲+318% Added · +122K sh | |
| 15 | Cisco Sys Inc COM | $12.9M | 109.5K | 1.5% | ▼−9.3% Reduced · −11K sh | |
| 16 | Ishares Inc CORE MSCI EMKT | $11.6M | 140.6K | 1.4% | ▲+32% Added · +34K sh | |
| 17 | Eli Lilly & Co COM | $9.5M | 7.9K | 1.1% | ▲+27% Added · +2K sh | |
| 18 | Ishares TR CORE S&P MCP ETF | $9.4M | 121.7K | 1.1% | ▲+22% Added · +22K sh | |
| 19 | Vanguard Charlotte FDS TOTAL INT BD ETF | $9.2M | 189.6K | 1.1% | ▲+6.8% Added · +12K sh | |
| 20 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $9.1M | 152.5K | 1.1% | ▼−21% Reduced · −40K sh | |
| 21 | Goldman Sachs ETF TR ACTIVEBETA US LG | $9.1M | 64.2K | 1.1% | ▼−16% Reduced · −13K sh | |
| 22 | Vanguard BD Index FDS SHORT TRM BOND | $8.8M | 112.4K | 1.0% | ▲+6.4% Added · +7K sh | |
| 23 | Pimco ETF TR MULTISECTOR BD | $8.3M | 311.7K | 1.0% | ▲+7.9% Added · +23K sh | |
| 24 | Lowes Cos Inc COM | $8.2M | 37.1K | 1.0% | ▲+9.2% Added · +3K sh | |
| 25 | Amazon Com Inc COM | $8.0M | 33.4K | 0.9% | ▼−0.7% Reduced · −237 sh | |
| 26 | Ishares TR S&P MC 400GR ETF | $7.9M | 67.4K | 0.9% | ▲+4.4% Added · +3K sh | |
| 27 | Ishares TR MSCI EMG MKT ETF | $7.8M | 114.7K | 0.9% | ▼−12% Reduced · −15K sh | |
| 28 | Ecolab Inc COM | $7.7M | 27.5K | 0.9% | ▼−0.8% Reduced · −231 sh | |
| 29 | Ishares TR S&P MC 400VL ETF | $7.7M | 51.8K | 0.9% | ▲+7.8% Added · +4K sh | |
| 30 | Chevron Corporation COM | $7.6M | 46.1K | 0.9% | ▼−23% Reduced · −14K sh | |
| 31 | American Express Co COM | $7.5M | 22.3K | 0.9% | ▲+63% Added · +9K sh | |
| 32 | Vanguard Scottsdale FDS MTG-BKD SECS ETF | $7.4M | 158.5K | 0.9% | ▲+3.3% Added · +5K sh | |
| 33 | Linde PLC SHS | $7.2M | 13.9K | 0.9% | ▲+37% Added · +4K sh | |
| 34 | Costco Wholesale Corporation COM | $6.8M | 7.3K | 0.8% | ▲+6.3% Added · +434 sh | |
| 35 | BlackRock Inc COM | $6.8M | 7.1K | 0.8% | ▲+4.0% Added · +273 sh | |
| 36 | NextEra Energy Inc COM | $6.7M | 76.0K | 0.8% | ▲+21% Added · +13K sh | |
| 37 | Invesco Exch TRD SLF Idx FD BULSHS 2026 CB | $6.2M | 320.0K | 0.7% | ▲+5.8% Added · +17K sh | |
| 38 | Invesco Exch TRD SLF Idx FD BULSHS 2027 CB | $6.2M | 317.1K | 0.7% | ▲+6.0% Added · +18K sh | |
| 39 | Invesco Exch TRD SLF Idx FD INVSCO 30 CORP | $6.2M | 373.5K | 0.7% | ▲+6.5% Added · +23K sh | |
| 40 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 28 | $6.2M | 305.1K | 0.7% | ▲+6.2% Added · +18K sh | |
| 41 | Invesco Exch TRD SLF Idx FD BULETSHS 2029 | $6.2M | 333.7K | 0.7% | ▲+6.3% Added · +20K sh | |
| 42 | Nvidia Corporation COM | $6.0M | 30.2K | 0.7% | ▼−0.5% Reduced · −162 sh | |
| 43 | Procter & Gamble Co COM | $5.8M | 39.3K | 0.7% | ▲+1.6% Added · +606 sh | |
| 44 | Wec Energy Group Inc COM | $5.5M | 47.1K | 0.7% | ▲+1.9% Added · +867 sh | |
| 45 | Amgen Inc COM | $5.4M | 14.9K | 0.6% | ▲+8.5% Added · +1K sh | |
| 46 | Unitedhealth Group Inc COM | $5.2M | 12.5K | 0.6% | ▼−6.8% Reduced · −917 sh | |
| 47 | Phillips 66 COM | $5.2M | 30.7K | 0.6% | ▲+13% Added · +3K sh | |
| 48 | Qualcomm Inc COM | $5.0M | 27.0K | 0.6% | ▼−10% Reduced · −3K sh | |
| 49 | Ishares TR JPMORGAN USD EMG | $4.9M | 51.3K | 0.6% | ▼−2.0% Reduced · −1K sh | |
| 50 | Williams Cos Inc COM | $4.8M | 64.4K | 0.6% | ▲+120% Added · +35K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2026926/holdings"
Use Arkolith to show PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 5, 2026 | 219 | $844.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 214 | $762.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 224 | $762.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 225 | $762.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 227 | $728.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 30, 2025 | 227 | $695.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 19, 2025 | 229 | $697.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.