Universe · entity
Parallel Advisors, LLC
Institutional manager (13F) · CIK 1690010
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $3.4B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES S&P 500 INDEX | $698M | 1,068,916 |
| 2 | APPLE INC | $255M | 1,003,424 |
| 3 | NVIDIA CORP | $195M | 1,117,662 |
| 4 | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $163M | 1,141,392 |
| 5 | CORCEPT THERAPEUTICS INC COM | $160M | 3,977,404 |
| 6 | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $124M | 2,132,789 |
| 7 | MICROSOFT | $113M | 306,265 |
| 8 | ALPHABET INC CAP STK CL C | $101M | 353,798 |
| 9 | GOOGLE INC | $96M | 332,248 |
| 10 | AMAZON.COM INC | $85M | 409,554 |
| 11 | AVANTIS INTERNATIONAL EQUITY ETF | $78M | 925,232 |
| 12 | CVB FINL CORP COM | $71M | 3,658,353 |
| 13 | VANGUARD LARGE CAP | $63M | 211,550 |
| 14 | AVANTIS EMERGING MARKETS EQUITY ETF | $61M | 760,155 |
| 15 | VICTORYSHARES FREE CASH FLOW ETF | $61M | 1,538,447 |
| 16 | ISHARES CORE MSCI EAFE ETF | $60M | 665,598 |
| 17 | VANGUARD TOTAL STK MKT | $49M | 153,820 |
| 18 | COSTCO WHOLESALE CORP | $46M | 45,954 |
| 19 | META PLATFORMS INC CL A | $45M | 78,811 |
| 20 | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND | $42M | 883,008 |
| 21 | VANGUARD SMALL CAP ETF | $42M | 161,135 |
| 22 | JPMORGAN CHASE & CO COM | $40M | 135,514 |
| 23 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $39M | 80,700 |
| 24 | ISHARES 1-3 YR CREDIT BOND ETF | $34M | 655,468 |
| 25 | BROADCOM INC COM | $34M | 109,497 |
| 26 | VANGUARD FTSE DEVELOPED MARKETS ETF | $34M | 525,750 |
| 27 | BLACKROCK FLEXIBLE INCOME ETF | $33M | 642,004 |
| 28 | STATE STREET SPDR S&P 500 ETF | $32M | 49,763 |
| 29 | ISHARES AGGREGATE BOND ETF | $32M | 324,740 |
| 30 | NETFLIX COM INC | $32M | 328,156 |
| 31 | VANGUARD S&P 500 ETF | $32M | 52,725 |
| 32 | TESLA MOTORS INC | $31M | 82,318 |
| 33 | PALANTIR TECHNOLOGIES INC CL A | $30M | 203,398 |
| 34 | ISHARES CORE MSCI EMERGING MARKETS ETF | $30M | 423,028 |
| 35 | ISHARES GLOBAL TECH ETF | $29M | 290,773 |
| 36 | VANGUARD VALUE ETF | $29M | 145,921 |
| 37 | POWERSHARES QQQ TR | $28M | 48,999 |
| 38 | ISHARES MSCI USA QUALITY FACTOR ETF | $28M | 145,994 |
| 39 | ELI LILLY & CO COM | $28M | 30,405 |
| 40 | VISA INC | $26M | 85,645 |
| 41 | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $25M | 306,722 |
| 42 | PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND | $24M | 240,238 |
| 43 | SPDR GOLD ETF | $23M | 54,464 |
| 44 | CHEVRON CORPORATION COM | $23M | 112,048 |
| 45 | ABBVIE INC COM | $23M | 103,875 |
| 46 | ISHARES MSCI EAFE ETF | $22M | 228,021 |
| 47 | TJX COS INC NEW COM | $22M | 137,310 |
| 48 | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $20M | 476,166 |
| 49 | MASTERCARD INC | $20M | 40,309 |
| 50 | WALMART INC COM | $20M | 159,828 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.