PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
Q3 2025 13F Holdings
- Locationminneapolis, MN
- Num holdings
225
- Value ($000)
$762,168
- Date Filed11/10/2025
- Form type13F-HR
- CIK0002026926
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $37.85 M | 5 % | 56,547 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $34.32 M | 5 % | 66,261 | ||
AAPL APPLE INC | COM | 037833100 | $31.47 M | 4 % | 123,593 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $19.70 M | 3 % | 264,937 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $17.62 M | 2 % | 377,146 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $14.05 M | 2 % | 44,531 | ||
AVGO BROADCOM INC | COM | 11135F101 | $13.48 M | 2 % | 40,873 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $12.30 M | 2 % | 140,880 | ||
BOND PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | $11.34 M | 2 % | 121,501 | ||
LOW LOWES COS INC | COM | 548661107 | $11.22 M | 2 % | 44,652 |
Rows Per Page
10
- 10
- 50
- 100