PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC - Portfolio Stock Holdings
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC disclosed 225 stock positions in a recent SEC 13F filing. $846,664,406 of stock holdings were filed, with the largest holdings including IVV, AAPL, and MSFT. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,068,581,930 and has 14 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
225Est. Stock Holding Value:
$846,664,406Top Stock Holdings By Sector
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Portfolio Stock Holdings - PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
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