Parsonex Advisory Services, Inc. Top Holdings and 13F Report (2026) About Parsonex Advisory Services, Inc.Investment ActivityParsonex Advisory Services, Inc. has $114.94 million in total holdings as of June 30, 2026.Parsonex Advisory Services, Inc. owns shares of 50 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 4.01% of the portfolio was purchased this quarter.About 5.46% of the portfolio was sold this quarter.This quarter, Parsonex Advisory Services, Inc. has purchased 56 new stocks and bought additional shares in 18 stocks.Parsonex Advisory Services, Inc. sold shares of 26 stocks and completely divested from 9 stocks this quarter.Largest Holdings Alphabet $11,359,750CrowdStrike $9,865,111Apple $5,795,649Capital Group Growth ETF $5,515,946Visa $5,392,959 Largest New Holdings this Quarter 464287465 - iShares MSCI EAFE ETF $348,414 Holding631103108 - Nasdaq $236,460 Holding458140100 - Intel $234,578 Holding Largest Purchases this Quarter CrowdStrike 637 shares (about $486.12K)KLA 1,298 shares (about $391.62K)iShares MSCI EAFE ETF 3,354 shares (about $348.41K)Capital Group Growth ETF 7,342 shares (about $346.54K)Intuitive Surgical 708 shares (about $281.64K) Largest Sales this Quarter Broadcom 2,830 shares (about $1.07M)Vanguard Value ETF 3,098 shares (about $675.16K)Schwab U.S. Large-Cap Growth ETF 14,394 shares (about $487.09K)Capital Group Dividend Value ETF 7,876 shares (about $388.13K)GE Aerospace 692 shares (about $257.83K) Sector Allocation Over TimeMap of 500 Largest Holdings ofParsonex Advisory Services, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGAlphabet$11,359,750$133,524 â–¼-1.2%32,1599.9%Communication ServicesCRWDCrowdStrike$9,865,111$486,120 â–²5.2%12,9278.6%TechnologyAAPLApple$5,795,649$80,435 â–²1.4%20,0315.0%TechnologyCGGRCapital Group Growth ETF$5,515,946$346,543 â–²6.7%116,8634.8%ETFVVisa$5,392,959$236,371 â–²4.6%15,7204.7%FinanceLLYEli Lilly and Company$5,198,795$127,092 â–²2.5%4,3364.5%HealthcareMSFTMicrosoft$5,091,414$122,388 â–²2.5%13,6454.4%TechnologyRTXRTX$4,758,049$222,174 â–²4.9%25,0784.1%IndustrialsNVDANVIDIA$4,743,119$28,407 â–¼-0.6%23,7104.1%TechnologyBACBank of America$3,992,216$225,499 â–²6.0%70,0723.5%FinanceUNHUnitedHealth Group$3,831,693$96,426 â–²2.6%9,2193.3%HealthcareISRGIntuitive Surgical$3,737,734$281,643 â–²8.1%9,3963.3%HealthcareSCHGSchwab U.S. Large-Cap Growth ETF$3,700,330$487,092 â–¼-11.6%109,3483.2%ETFTTWOTake-Two Interactive Software$3,297,486$247,730 â–²8.1%13,1912.9%Communication ServicesETNEaton$3,174,168$254,820 â–²8.7%7,4492.8%IndustrialsUBERUber Technologies$3,109,230$167,123 â–²5.7%43,0882.7%IndustrialsICEIntercontinental Exchange$3,066,793$216,674 â–²7.6%24,9112.7%FinanceAMZNAmazon.com$2,944,821$70,500 â–¼-2.3%12,3642.6%Consumer DiscretionarySCHWCharles Schwab$2,922,375$172,914 â–²6.3%31,6722.5%FinanceAVGOBroadcom$2,716,400$1,069,032 â–¼-28.2%7,1912.4%TechnologyVEAVanguard FTSE Developed Markets ETF$2,237,431$226,928 â–¼-9.2%31,4031.9%ETFSPOTSpotify Technology$2,207,497$105,600 â–²5.0%4,8081.9%Communication ServicesCGDVCapital Group Dividend Value ETF$2,035,482$388,133 â–¼-16.0%41,3041.8%ETFCRMSalesforce$1,804,528$8,305 â–¼-0.5%11,5161.6%TechnologyBSXBoston Scientific$1,372,609$15,422 â–¼-1.1%32,1311.2%HealthcareVTVVanguard Value ETF$1,325,248$675,155 â–¼-33.8%6,0811.2%ETFMETAMeta Platforms$1,091,969$126,540 â–¼-10.4%1,9331.0%Communication ServicesTSMTaiwan Semiconductor Manufacturing$792,346$2,835 â–¼-0.4%1,6770.7%TechnologySCHESchwab Emerging Markets Equity ETF$748,571$36,908 â–¼-4.7%20,6470.7%ETFVBVanguard Small-Cap ETF$524,022$19,083 â–¼-3.5%1,7300.5%ETFCAPITAL GROUP DIVIDEND GROWE$481,9280.0%12,8480.4%SHS ETFTSLATesla$457,885$24,807 â–¼-5.1%1,0890.4%Consumer DiscretionaryKLACKLA$448,039$391,619 â–²694.1%1,4850.4%TechnologyASMLASML$427,290$68,602 â–¼-13.8%2180.4%TechnologyGEGE Aerospace$418,421$257,834 â–¼-38.1%1,1230.4%IndustrialsCAPITAL GROUP CORE BALANCED$405,4890.0%10,6820.4%SHSEFAiShares MSCI EAFE ETF$348,414$348,414 â–²New Holding3,3540.3%ETFJPMJPMorgan Chase & Co.$346,705$160,772 â–¼-31.7%1,0610.3%FinanceRCLRoyal Caribbean Cruises$340,835$70,265 â–¼-17.1%1,0720.3%Consumer DiscretionaryPMPhilip Morris International$307,893$100,880 â–¼-24.7%1,7000.3%Consumer StaplesBNDXVanguard Total International Bond ETF$305,787$7,610 â–¼-2.4%6,3090.3%ETFRYRoyal Bank Of Canada$285,2050.0%1,3780.2%FinanceISTBiShares Core 1-5 Year USD Bond ETF$280,174$8,600 â–¼-3.0%5,7990.2%ETFDISWalt Disney$279,221$22,619 â–¼-7.5%2,9010.2%Communication ServicesCOSTCostco Wholesale$277,406$3,749 â–¼-1.3%2960.2%Consumer StaplesMAMastercard$265,656$11,818 â–²4.7%5170.2%FinanceNDAQNasdaq$236,460$236,460 â–²New Holding3,0000.2%FinanceINTCIntel$234,578$234,578 â–²New Holding1,6800.2%TechnologyGE VERNOVA INC$225,573$63,442 â–¼-22.0%1920.2%COMLINDE PLC$214,991$36,264 â–¼-14.4%4150.2%SHSSHViShares Short Treasury Bond ETF$0$377,092 â–¼-100.0%00.0%ETFMUMicron Technology$0$235,474 â–¼-100.0%00.0%TechnologyNOCNorthrop Grumman$0$234,691 â–¼-100.0%00.0%IndustrialsCEGConstellation Energy$0$232,615 â–¼-100.0%00.0%UtilitiesNFLXNetflix$0$231,241 â–¼-100.0%00.0%Communication ServicesVRTXVertex Pharmaceuticals$0$222,823 â–¼-100.0%00.0%HealthcareAMGNAmgen$0$214,980 â–¼-100.0%00.0%HealthcareAZNCFAstraZeneca$0$206,292 â–¼-100.0%00.0%HealthcareHDHome Depot$0$203,254 â–¼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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