Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Parallel Advisors, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Parallel Advisors, LLC (CIK 1690010) reported $6.56B across 3,892 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($809.3M, 12.34%), CORT ($344.5M, 5.25%), AAPL ($290.4M, 4.43%), NVDA ($230.9M, 3.52%), ITOT ($181.8M, 2.77%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVVISHARES S&P 500 INDEX$809.3M12.34%1.1MAdded
2CORTCORCEPT THERAPEUTICS INC COM$344.5M5.25%4.0MTrimmed
3AAPLAPPLE INC$290.4M4.43%1.0MHold
4NVDANVIDIA CORP$230.9M3.52%1.2MAdded
5ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF$181.8M2.77%1.1MTrimmed
6DYNFISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF$150.8M2.30%2.2MAdded
7GOOGALPHABET INC CAP STK CL C$123.8M1.89%350,430Trimmed
8GOOGLGOOGLE INC$120.8M1.84%338,151Added
9MSFTMICROSOFT$113.9M1.74%305,315Trimmed
10AMZNAMAZON.COM INC$98.8M1.51%414,669Added
11AVDEAVANTIS INTERNATIONAL EQUITY ETF$93.3M1.42%1.0MAdded
12VFLOVICTORYSHARES FREE CASH FLOW ETF$79.7M1.21%1.7MAdded
13CVBFCVB FINL CORP COM$79.6M1.21%3.5MTrimmed
14AVEMAVANTIS EMERGING MARKETS EQUITY ETF$78.6M1.20%814,662Added
15VVVANGUARD LARGE CAP$77.7M1.18%225,906Added
16IEFAISHARES CORE MSCI EAFE ETF$61.8M0.94%639,580Trimmed
17VTIVANGUARD TOTAL STK MKT$56.3M0.86%152,201Trimmed
18VBVANGUARD SMALL CAP ETF$48.6M0.74%160,428Trimmed
19JPIBJPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND$47.8M0.73%988,934Added
20METAMETA PLATFORMS INC CL A$46.6M0.71%82,650Added
21JPMJPMORGAN CHASE & CO COM$44.8M0.68%136,858Added
22COSTCOSTCO WHOLESALE CORP$44.5M0.68%47,521Added
23AVGOBROADCOM INC COM$41.8M0.64%110,632Added
24IXNISHARES GLOBAL TECH ETF$41.1M0.63%284,758Trimmed
25VEAVANGUARD FTSE DEVELOPED MARKETS ETF$38.7M0.59%543,085Added

Source: SEC Form 13F filings · as of 2026-06-30