Parallel Advisors, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    san francisco, CA
  • CIK
    0001690010
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

3,520

$4.43 B
IVV, ITOT, HTD, AAPL
13F-HR
Apr 8, 2025
000169001025000004

3,525

$4.45 B
IVV, ITOT, AAPL, HTD
13F-HR
Feb 10, 2025
000169001025000002

3,418

$4.25 B
IVV, ITOT, AAPL, HTD
13F-HR
Nov 13, 2024
000169001024000009

3,328

$3.90 B
IVV, ITOT, AAPL, NVDA
13F-HR
Aug 8, 2024
000169001024000008

3,302

$3.69 B
ITOT, IVV, AAPL, NVDA
13F-HR
May 6, 2024
000169001024000003

3,328

$3.37 B
ITOT, IVV, AAPL, HTD
13F-HR
Feb 12, 2024
000169001024000001

3,384

$3.00 B
ITOT, AAPL, HTD, SCHD
RESTATEMENT
May 20, 2024
000169001024000006

3,375

$3.11 B
ITOT, AAPL, SCHD, HTD
RESTATEMENT
May 20, 2024
000169001024000005

3,437

$2.97 B
ITOT, AAPL, SCHD, HTD
RESTATEMENT
May 20, 2024
000169001024000004

3,382

$2.31 B
ITOT, CVBF, SCHD, AAPL
13F-HR
Feb 6, 2023
000169001023000001

3,479

$2.17 B
ITOT, CVBF, HTD, AAPL
13F-HR
Nov 10, 2022
000169001022000005

3,330

$2.18 B
ITOT, CVBF, AAPL, IEFA
13F-HR
Aug 1, 2022
000169001022000004

3,202

$2.52 B
ITOT, AAPL, IEFA, CVBF
13F-HR
Apr 28, 2022
000169001022000003

3,275

$2.69 B
ITOT, AAPL, IEFA, CVBF
13F-HR
Jan 20, 2022
000169001022000001

3,240

$2.48 B
ITOT, AAPL, CVBF, IEFA
RESTATEMENT
Nov 2, 2021
000169001021000006

3,071

$2.36 B
ITOT, CVBF, AAPL, OKTA
13F-HR
Aug 6, 2021
000169001021000004

2,928

$2.12 B
ITOT, CVBF, AAPL, OKTA
13F-HR
Apr 23, 2021
000169001021000003

2,672

$1.84 B
ITOT, CVBF, AAPL, GOVT
13F-HR
Feb 2, 2021
000169001021000002

2,658

$1.62 B
ITOT, AAPL, CVBF, MSFT
13F-HR
Oct 27, 2020
000169001020000005

2,610

$1.53 B
ITOT, MSFT, CVBF, AAPL
13F-HR
Jul 16, 2020
000169001020000004

2,623

$1.24 B
ITOT, CVBF, MSFT, QUAL
13F-HR
Apr 27, 2020
000169001020000003

2,458

$1.33 B
ITOT, MSFT, VV, IVV
13F-HR
Jan 30, 2020
000169001020000001

2,454

$1.17 B
ITOT, MSFT, VV, IVV
13F-HR
Nov 1, 2019
000169001019000005

2,374

$1.03 B
ITOT, MSFT, VV, IVV
13F-HR
Aug 5, 2019
000169001019000004

2,359

$890.91 M
IVV, VV, IEFA, AAPL
13F-HR
May 1, 2019
000169001019000002

2,266

$717.19 M
IVV, VV, IEFA, AAPL
13F-HR
Feb 5, 2019
000169001019000001

2,291

$805.08 M
IVV, VV, IEFA, AAPL
13F-HR
Nov 1, 2018
000169001018000006

2,188

$699.36 M
IVV, VV, IEFA, VB
13F-HR
Jul 30, 2018
000169001018000005

2,157

$640.33 M
IVV, VV, IEFA, VB
13F-HR
May 8, 2018
000169001018000004

2,140

$611.11 M
IVV, VV, VB, IEFA
13F-HR
Feb 13, 2018
000169001018000002

2,169

$581.43 M
IVV, VV, VB, AAPL
RESTATEMENT
Nov 15, 2017
000169001017000006

2,228

$530.25 M
IVV, VV, VB, AAPL
13F-HR
Aug 7, 2017
000169001017000004

2,045

$503.02 M
IVV, VV, VB, AAPL
RESTATEMENT
May 12, 2017
000169001017000003

1,830

$425.82 M
IVV, VV, VB, IJH
13F-HR
Feb 14, 2017
000169001017000001