Parallel Advisors, LLC Top Holdings and 13F Report (2026) About Parallel Advisors, LLCInvestment ActivityParallel Advisors, LLC has $5.57 billion in total holdings as of March 31, 2026.Parallel Advisors, LLC owns shares of 3,831 different stocks, but just 162 companies or ETFs make up 80% of its holdings.Approximately 10.69% of the portfolio was purchased this quarter.About 5.40% of the portfolio was sold this quarter.This quarter, Parallel Advisors, LLC has purchased 3,617 new stocks and bought additional shares in 2,046 stocks.Parallel Advisors, LLC sold shares of 771 stocks and completely divested from 182 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $698,226,979Apple $254,659,056NVIDIA $194,920,374iShares Core S&P Total U.S. Stock Market ETF $162,568,562Corcept Therapeutics $160,329,155 Largest New Holdings this Quarter 46641Q852 - JPMorgan International Bond Opportunities ETF $42,225,464 Holding56117J100 - Malibu Boats $7,503,060 Holding78468R861 - SPDR Bloomberg 1-10 Year TIPS ETF $1,115,565 Holding8176529OO - ROBINHOOD MKTS INC PUT OPT 03/27 70.0 PUT $1,053,360 Holding8382959XT - STATE STR SPDR S&P 500 E PUT OPT 12/26 641.0 PUT $520,272 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 234,126 shares (about $152.93M)Avantis Emerging Markets Equity ETF 716,830 shares (about $57.76M)VictoryShares Free Cash Flow ETF 1,430,052 shares (about $56.46M)JPMorgan International Bond Opportunities ETF 883,008 shares (about $42.23M)iShares 1-5 Year Investment Grade Corporate Bond ETF 369,284 shares (about $19.41M) Largest Sales this Quarter iShares Core S&P Total U.S. Stock Market ETF 1,212,492 shares (about $172.70M)Janus Henderson Mortgage-Backed Securities ETF 1,114,039 shares (about $50.33M)iShares MSCI USA Quality Factor ETF 17,907 shares (about $3.43M)CVB Financial 162,666 shares (about $3.15M)iShares International Select Dividend ETF 73,121 shares (about $3.11M) Sector Allocation Over TimeMap of 500 Largest Holdings ofParallel Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$698,226,979$152,933,523 ▲28.0%1,068,91612.5%ETFAAPLApple$254,659,056$3,896,693 ▲1.6%1,003,4244.6%Computer and TechnologyNVDANVIDIA$194,920,374$2,033,505 ▲1.1%1,117,6623.5%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$162,568,562$172,695,341 ▼-51.5%1,141,3922.9%ETFCORTCorcept Therapeutics$160,329,155$3,960,982 ▲2.5%3,977,4042.9%MedicalDYNFiShares U.S. Equity Factor Rotation Active ETF$124,085,679$6,077,716 ▲5.2%2,132,7892.2%ETFMSFTMicrosoft$113,370,295$498,990 ▲0.4%306,2652.0%Computer and TechnologyGOOGAlphabet$101,490,589$165,805 ▲0.2%353,7981.8%Computer and TechnologyGOOGLAlphabet$95,541,300$1,839,235 ▲2.0%332,2481.7%Computer and TechnologyAMZNAmazon.com$85,298,008$1,829,240 ▲2.2%409,5541.5%Retail/WholesaleAVDEAvantis International Equity ETF$78,496,717$14,268,482 ▲22.2%925,2321.4%ETFCVBFCVB Financial$70,935,465$3,154,094 ▼-4.3%3,658,3531.3%FinanceVVVanguard Large-Cap ETF$63,221,922$1,294,921 ▼-2.0%211,5501.1%ETFAVEMAvantis Emerging Markets Equity ETF$61,253,307$57,762,178 ▲1,654.5%760,1551.1%ETFVFLOVictoryShares Free Cash Flow ETF$60,737,905$56,458,469 ▲1,319.3%1,538,4471.1%ETFIEFAiShares Core MSCI EAFE ETF$60,256,630$1,112,886 ▲1.9%665,5981.1%ETFVTIVanguard Total Stock Market ETF$49,347,197$1,400,021 ▲2.9%153,8200.9%ETFCOSTCostco Wholesale$45,790,196$430,460 ▲0.9%45,9540.8%Retail/WholesaleMETAMeta Platforms$45,090,355$1,208,344 ▲2.8%78,8110.8%Computer and TechnologyJPIBJPMorgan International Bond Opportunities ETF$42,225,464$42,225,464 ▲New Holding883,0080.8%ETFVBVanguard Small-Cap ETF$42,204,638$1,038,779 ▲2.5%161,1350.8%ETFJPMJPMorgan Chase & Co.$39,862,861$352,404 ▲0.9%135,5140.7%FinanceBRK.BBerkshire Hathaway$38,671,729$1,261,743 ▲3.4%80,7000.7%FinanceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$34,451,443$19,409,592 ▲129.0%655,4680.6%ManufacturingAVGOBroadcom$33,890,466$818,346 ▲2.5%109,4970.6%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$33,690,120$641,250 ▲1.9%525,7500.6%ETFBINCiShares Flexible Income Active ETF$33,339,280$2,551,322 ▲8.3%642,0040.6%ETFSPYSPDR S&P 500 ETF Trust$32,363,481$2,046,008 ▲6.7%49,7630.6%FinanceAGGiShares Core U.S. Aggregate Bond ETF$32,237,028$6,260,678 ▲24.1%324,7400.6%FinanceNFLXNetflix$31,552,267$989,386 ▲3.2%328,1560.6%Consumer DiscretionaryVOOVanguard S&P 500 ETF$31,506,073$2,580,839 ▲8.9%52,7250.6%ETFTSLATesla$30,601,969$220,821 ▼-0.7%82,3180.5%Auto/Tires/TrucksPALANTIR TECHNOLOGIES INC CL A$29,753,129$376,379 ▲1.3%203,3980.5%StockIEMGiShares Core MSCI Emerging Markets ETF$29,506,262$5,896,956 ▲25.0%423,0280.5%ETFIXNiShares Global Tech ETF$29,068,612$460,762 ▲1.6%290,7730.5%ETFVTVVanguard Value ETF$28,629,789$536,020 ▲1.9%145,9210.5%ETFQQQInvesco QQQ$28,281,447$554,674 ▼-1.9%48,9990.5%FinanceQUALiShares MSCI USA Quality Factor ETF$28,003,143$3,434,746 ▼-10.9%145,9940.5%ETFLLYEli Lilly and Company$27,965,619$403,779 ▲1.5%30,4050.5%MedicalVVisa$25,885,574$54,101 ▲0.2%85,6450.5%Business ServicesVCITVanguard Intermediate-Term Corporate Bond ETF$25,381,311$1,270,961 ▲5.3%306,7220.5%ETFBILZPIMCO Ultra Short Government Active ETF$24,256,918$10,685,088 ▲78.7%240,2380.4%ETFGLDSPDR Gold Shares$23,435,482$46,902 ▼-0.2%54,4640.4%FinanceCVXChevron$23,182,735$79,450 ▲0.3%112,0480.4%EnergyABBVAbbVie$22,591,965$280,564 ▲1.3%103,8750.4%MedicalEFAiShares MSCI EAFE ETF$22,147,759$133,457 ▲0.6%228,0210.4%FinanceTJXTJX Companies$21,928,528$177,268 ▼-0.8%137,3100.4%Retail/WholesaleIDViShares International Select Dividend ETF$20,265,635$3,112,031 ▼-13.3%476,1660.4%ETFMAMastercard$20,141,273$500,671 ▼-2.4%40,3090.4%Business ServicesWALMART INC COM$19,863,438$471,643 ▲2.4%159,8280.4%StockJNJJohnson & Johnson$19,654,622$236,131 ▲1.2%80,4060.4%MedicalISRGIntuitive Surgical$18,777,588$147,978 ▲0.8%40,7330.3%MedicalUBERUber Technologies$18,336,487$497,540 ▼-2.6%254,9210.3%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$18,234,191$1,668,474 ▲10.1%337,3570.3%ETFTMOThermo Fisher Scientific$18,211,794$568,704 ▲3.2%37,0510.3%MedicalJMBSJanus Henderson Mortgage-Backed Securities ETF$17,772,839$50,332,341 ▼-73.9%393,3780.3%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$17,772,465$1,025,014 ▼-5.5%224,7970.3%ETFICSHiShares Ultra Short-Term Bond Active ETF$16,121,698$332,979 ▲2.1%318,4840.3%ETFVOVanguard Mid-Cap ETF$15,918,166$93,334 ▲0.6%55,4290.3%ETFIJHiShares Core S&P Mid-Cap ETF$15,124,167$1,874,162 ▲14.1%223,9620.3%ETFTSMTaiwan Semiconductor Manufacturing$14,951,653$1,771,204 ▲13.4%44,2420.3%Computer and TechnologyXOMExxonMobil$14,395,334$1,254,129 ▲9.5%84,8480.3%EnergyIWFiShares Russell 1000 Growth ETF$13,134,328$228,557 ▲1.8%30,8020.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$13,009,174$178,437 ▲1.4%164,1120.2%ETFNEENextEra Energy$12,879,805$302,233 ▲2.4%138,6710.2%UtilitiesVIGVanguard Dividend Appreciation ETF$12,546,202$681,097 ▲5.7%58,3380.2%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$12,530,501$86,880 ▲0.7%157,4970.2%ETFFIRST TRUST WCM INTERNATIONAL EQUITY ETF$12,486,925$12,384,091 ▲12,042.8%744,5980.2%ETFSCHDSchwab US Dividend Equity ETF$12,332,445$1,165,472 ▼-8.6%401,9700.2%ETFIVEiShares S&P 500 Value ETF$12,309,980$120,357 ▲1.0%58,2990.2%ETFBKNGBooking$12,195,861$214,775 ▼-1.7%2,8960.2%Retail/WholesaleINTUIntuit$12,100,221$674,517 ▲5.9%27,9850.2%Computer and TechnologyABTAbbott Laboratories$12,088,510$1,370,547 ▼-10.2%117,7410.2%MedicalDCIDonaldson$12,078,794$299,167 ▼-2.4%142,3210.2%IndustrialsGE VERNOVA INC COM$11,867,340$1,654,182 ▲16.2%13,5950.2%StockIJRiShares Core S&P Small-Cap ETF$11,326,123$877,637 ▲8.4%91,1110.2%ETFCRMSalesforce$11,227,797$992,352 ▼-8.1%60,1470.2%Computer and TechnologyHONHoneywell International$11,172,524$554,004 ▼-4.7%49,4290.2%Multi-Sector ConglomeratesVUGVanguard Growth ETF$11,037,732$839,951 ▲8.2%25,2700.2%ETFGILDGilead Sciences$10,589,986$347,034 ▼-3.2%75,9840.2%MedicalLRGFiShares U.S. Equity Factor ETF$10,579,272$600,802 ▲6.0%160,2910.2%ETFPWRQuanta Services$10,562,018$154,282 ▲1.5%19,2370.2%ConstructionBLACKROCK INC$10,374,890$125,995 ▼-1.2%10,7870.2%StockPANWPalo Alto Networks$10,217,864$287,615 ▲2.9%63,7340.2%Computer and TechnologyHDHome Depot$10,126,413$68,082 ▼-0.7%30,7890.2%Retail/WholesaleACNAccenture$10,080,441$52,151 ▼-0.5%50,8360.2%Computer and TechnologyVBRVanguard Small-Cap Value ETF$9,933,208$51,054 ▼-0.5%45,7220.2%ETFCRWDCrowdStrike$9,629,863$130,397 ▲1.4%24,6660.2%Computer and TechnologyECLEcolab$9,580,659$56,930 ▼-0.6%36,0140.2%Basic MaterialsVNQVanguard Real Estate ETF$9,448,991$30,247 ▼-0.3%106,5270.2%ETFRSPInvesco S&P 500 Equal Weight ETF$9,417,062$163,710 ▲1.8%49,0670.2%ETFMSMorgan Stanley$9,286,517$104,997 ▲1.1%56,4280.2%FinanceCATCaterpillar$9,274,234$565,381 ▲6.5%13,0900.2%IndustrialsAMATApplied Materials$9,218,108$1,447,144 ▲18.6%26,9700.2%Computer and TechnologyVXUSVanguard Total International Stock ETF$9,147,769$406,681 ▲4.7%118,6320.2%ETFORCLOracle$9,095,881$207,574 ▼-2.2%61,8300.2%Computer and TechnologySHWSherwin-Williams$9,074,909$29,491 ▼-0.3%28,3100.2%Basic MaterialsCSCOCisco Systems$9,060,459$229,978 ▲2.6%116,7730.2%Computer and TechnologySCHFSchwab International Equity ETF$9,046,920$579,893 ▲6.8%365,5320.2%ETFPEPPepsiCo$8,917,666$518,521 ▲6.2%57,4250.2%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.