PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
Q2 2025 13F Holdings
- Locationminneapolis, MN
- Num holdings
227
- Value ($000)
$728,661
- Date Filed08/11/2025
- Form type13F-HR
- CIK0002026926
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $33.77M | 5 % | 54,396 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $33.28M | 5 % | 66,899 | ||
AAPL APPLE INC | COM | 037833100 | $25.72M | 4 % | 125,355 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $20.52M | 3 % | 278,629 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $16.67M | 2 % | 360,569 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $12.99M | 2 % | 44,804 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $12.21M | 2 % | 146,312 | ||
AVGO BROADCOM INC | COM | 11135F101 | $12.12M | 2 % | 43,986 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $10.33M | 1 % | 36,898 | ||
LOW LOWES COS INC | COM | 548661107 | $10.00M | 1 % | 45,065 |
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