PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

Q3 2025 13F Holdings

  • Location
    minneapolis, MN
  • Num holdings

    225

  • Value ($000)

    $762,168

  • Date Filed
    11/10/2025
  • Form type
    13F-HR
  • CIK
    0002026926
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$37.85M
5 %

56,547

M
MSFT

MICROSOFT CORP

COM
594918104
$34.32M
5 %

66,261

A
AAPL

APPLE INC

COM
037833100
$31.47M
4 %

123,593

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$19.70M
3 %

264,937

I
IUSB

ISHARES TR

CORE TOTAL USD
46434V613
$17.62M
2 %

377,146

J
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$14.05M
2 %

44,531

A
AVGO

BROADCOM INC

COM
11135F101
$13.48M
2 %

40,873

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$12.30M
2 %

140,880

B
BOND

PIMCO ETF TR

ACTIVE BD ETF
72201R775
$11.34M
2 %

121,501

L
LOW

LOWES COS INC

COM
548661107
$11.22M
2 %

44,652

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