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Parr Mcknight Wealth Management Group - Q1 2026 13F Filings

PA

Parr Mcknight Wealth Management Group, LLC

CIK: 0002026926
Address: Minnesota Minneapolis 333 S 7Th Street, Suite 2370
$762.91 M
Portfolio Value
214
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/05/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. IJK Ishares S&P Mid-Cap 400 Growth Etf
+$6.5 M
2. IJJ Ishares S&P Mid-Cap 400 Value Etf
+$6.37 M
3. LLY Eli Lilly And Company
+$4.68 M
4. HGER Harbor All-Weather Inflation Focus Etf
+$4.36 M
5. META Meta Platforms
+$3.61 M

Top Sells

Q1 2026
1. VIGI Vanguard International Dividend Appreciation Etf
−$5.25 M
2. VIG Vanguard Dividend Appreciation Etf
−$5.02 M
3. VUG Vanguard Growth Etf
−$3.43 M
4. CCEP Coca-Cola Europacific Partners PLC
−$2.65 M
5. BSX Boston Scientific Corporation
−$2.51 M

Asset Allocation

Stocks/ETFs
+0.01%
$762.69 M 99.97%
Options
$0 0.00%
Debt
$0 0.00%
Other
+100.00%
$214,622 0.03%

Sector Allocation (Stocks)

Parr Mcknight Wealth Management Group Q1 2026 Filing Summary

Parr Mcknight Wealth Management Group, LLC filed its 13F report for Q1 2026 on May 04, 2026. The portfolio totaled 762.91 M reflecting a +0.03% change from the prior quarter, spanning 214 assets. The top 10 holdings comprised 24.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 27 new positions and 38 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Parr Mcknight Wealth Management Group’s Q1 2026 Filing

Parr Mcknight Wealth Management Group submitted their Form 13F-HR for the Q1 2026 period on 05/04/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Parr Mcknight Wealth Management Group reported a managed portfolio value of 762.91 M, consisting of 214 individual positions.

This page displays the raw filing documents. To see which stocks Parr Mcknight Wealth Management Group bought or sold during Q1 2026, please visit Parr Mcknight Wealth Management Group's Portfolio Analysis page.