Parallel Advisors, LLC
3,843 holdingsFiling period: 2026-03-31Current AUM: $6.53Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES S&P 500 INDEX | 1.07M | $698.2M | $802.0M | 12.28% | +234.1K | 2026-03-31 |
| 2 | AAPL | APPLE INC | 1.00M | $254.7M | $310.0M | 4.74% | +15.4K | 2026-03-31 |
| 3 | NVDA | NVIDIA CORP | 1.12M | $194.9M | $224.4M | 3.43% | +11.7K | 2026-03-31 |
| 4 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 1.14M | $162.6M | $186.7M | 2.86% | -1,212,492 | 2026-03-31 |
| 5 | CORT | CORCEPT THERAPEUTICS INC COM | 3.98M | $160.3M | $455.4M | 6.97% | +98.3K | 2026-03-31 |
| 6 | DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 2.13M | $124.1M | $143.9M | 2.20% | +104.5K | 2026-03-31 |
| 7 | MSFT | MICROSOFT | 306.3K | $113.4M | $142.3M | 2.18% | +1.3K | 2026-03-31 |
| 8 | GOOG | ALPHABET INC CAP STK CL C | 353.8K | $101.5M | $126.2M | 1.93% | +578 | 2026-03-31 |
| 9 | GOOGL | GOOGLE INC | 332.2K | $95.5M | $118.3M | 1.81% | +6.4K | 2026-03-31 |
| 10 | AMZN | AMAZON.COM INC | 409.6K | $85.3M | $111.2M | 1.70% | +8.8K | 2026-03-31 |
| 11 | AVDE | AVANTIS INTERNATIONAL EQUITY ETF | 925.2K | $78.5M | $84.4M | 1.29% | +168.2K | 2026-03-31 |
| 12 | CVBF | CVB FINL CORP COM | 3.66M | $70.9M | $81.8M | 1.25% | -162,666 | 2026-03-31 |
| 13 | VV | VANGUARD LARGE CAP | 211.6K | $63.2M | $72.7M | 1.11% | -4,333 | 2026-03-31 |
| 14 | AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | 760.2K | $61.3M | $68.0M | 1.04% | +716.8K | 2026-03-31 |
| 15 | VFLO | VICTORYSHARES FREE CASH FLOW ETF | 1.54M | $60.7M | $76.5M | 1.17% | +1.43M | 2026-03-31 |
| 16 | IEFA | ISHARES CORE MSCI EAFE ETF | 665.6K | $60.3M | $65.4M | 1.00% | +12.3K | 2026-03-31 |
| 17 | VTI | VANGUARD TOTAL STK MKT | 153.8K | $49.3M | $56.6M | 0.87% | +4.4K | 2026-03-31 |
| 18 | COST | COSTCO WHOLESALE CORP | 46.0K | $45.8M | $43.7M | 0.67% | +432 | 2026-03-31 |
| 19 | META | META PLATFORMS INC CL A | 78.8K | $45.1M | $43.9M | 0.67% | +2.1K | 2026-03-31 |
| 20 | JPIB | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND | 883.0K | $42.2M | $42.3M | 0.65% | -- | 2026-03-31 |
| 21 | VB | VANGUARD SMALL CAP ETF | 161.1K | $42.2M | $47.6M | 0.73% | +4.0K | 2026-03-31 |
| 22 | JPM | JPMORGAN CHASE & CO COM | 135.5K | $39.9M | $47.7M | 0.73% | +1.2K | 2026-03-31 |
| 23 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 80.7K | $38.7M | $38.7M | 0.59% | +2.6K | 2026-03-31 |
| 24 | IGSB | ISHARES 1-3 YR CREDIT BOND ETF | 655.5K | $34.5M | $34.2M | 0.52% | +369.3K | 2026-03-31 |
| 25 | AVGO | BROADCOM INC COM | 109.5K | $33.9M | $42.6M | 0.65% | +2.6K | 2026-03-31 |
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