Terminal · Institutions

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

Parker Financial LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Parker Financial LLC (CIK 1965668) reported $273.5M across 37 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VEA ($56.0M, 20.47%), DFAC ($43.2M, 15.81%), VUG ($33.3M, 12.17%), VTV ($28.9M, 10.57%), VWO ($19.2M, 7.01%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VEAVANGUARD TAX-MANAGED FDS$56.0M20.47%785,493Trimmed
2DFACDIMENSIONAL ETF TRUST$43.2M15.81%974,952Added
3VUGVANGUARD INDEX FDS$33.3M12.17%386,251Added
4VTVVANGUARD INDEX FDS$28.9M10.57%132,585Trimmed
5VWOVANGUARD INTL EQUITY INDEX F$19.2M7.01%321,406Trimmed
6BNDXVANGUARD CHARLOTTE FDS$18.9M6.91%390,210Added
7BSVVANGUARD BD INDEX FDS$11.8M4.33%152,001Trimmed
8DFASDIMENSIONAL ETF TRUST$7.8M2.84%94,250Added
9DFCFDIMENSIONAL ETF TRUST$7.8M2.84%184,346Added
10BIVVANGUARD BD INDEX FDS$7.7M2.80%99,771Added
11DFSDDIMENSIONAL ETF TRUST$7.5M2.73%156,510Added
12BLVVANGUARD BD INDEX FDS$7.3M2.67%105,916Added
13VMBSVANGUARD SCOTTSDALE FDS$6.1M2.25%131,299Trimmed
14VBVANGUARD INDEX FDS$3.2M1.15%10,409Trimmed
15AAPLAPPLE INC$1.6M0.59%5,581Trimmed
16IWMISHARES TR$1.3M0.48%4,379Trimmed
17MSFTMICROSOFT CORP$1.2M0.42%3,109Trimmed
18AMZNAMAZON COM INC$1.0M0.38%4,343Trimmed
19IWFISHARES TR$952,1350.35%7,668Added
20IEIISHARES TR$912,2360.33%7,767Added
21IVVISHARES TR$768,6290.28%1,026Trimmed
22VEUVANGUARD INTL EQUITY INDEX F$723,9370.26%8,644Trimmed
23VIGIVANGUARD WHITEHALL FDS$618,5500.23%6,624Hold
24AVGOBROADCOM INC$567,3810.21%1,502Trimmed
25SPYSTATE STR SPDR S&P 500 ETF T$538,4220.20%721Hold

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