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Parr Mcknight Wealth Management Group - Q4 2025 13F Filings

PA

Parr Mcknight Wealth Management Group, LLC

CIK: 0002026926
Address: Minnesota Minneapolis 333 S 7Th Street, Suite 2370
$762.64 M
Portfolio Value
224
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/05/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. VIGI Vanguard International Dividend Appreciation Etf
+$5.25 M
2. VIG Vanguard Dividend Appreciation Etf
+$5.24 M
3. BSCU Invesco Bulletshares 2030 Corporate Bond Etf
+$4.28 M
4. VUG Vanguard Growth Etf
+$4.13 M
5. IWM Ishares Russell 2000 Etf
+$3.63 M

Top Sells

Q4 2025
1. BSCP Invesco Bulletshares 2025 Corporate Bond Etf
−$4.51 M
2. BND Vanguard Total Bond Market Etf
−$3.81 M
3. IUSB Ishares Core Total Usd Bond Market Etf
−$3.33 M
4. IVV Ishares Core S&P 500 Etf
−$2.41 M
5. ROP Roper Technologies
−$2.25 M

Asset Allocation

Stocks/ETFs
+1.17%
$762.64 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Parr Mcknight Wealth Management Group Q4 2025 Filing Summary

Parr Mcknight Wealth Management Group, LLC filed its 13F report for Q4 2025 on February 10, 2026. The portfolio totaled 762.64 M reflecting a +0.06% change from the prior quarter, spanning 224 assets. The top 10 holdings comprised 25.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 13 new positions and 9 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Parr Mcknight Wealth Management Group’s Q4 2025 Filing

Parr Mcknight Wealth Management Group submitted their Form 13F-HR for the Q4 2025 period on 02/10/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Parr Mcknight Wealth Management Group reported a managed portfolio value of 762.64 M, consisting of 224 individual positions.

This page displays the raw filing documents. To see which stocks Parr Mcknight Wealth Management Group bought or sold during Q4 2025, please visit Parr Mcknight Wealth Management Group's Portfolio Analysis page.