13F Filings History of PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$762,642,404
Signature - Title
Roseann Higgins - Chief Compliance Officer
Location
Minneapolis, MN
Summary
This page shows a list of all the recent 13F filings made by PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC reported 224 stock holdings with total value $762,642,404 as of Q4 2025. Top holdings included IVV, AAPL, MSFT, BND, and JPM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 224 $762,642,404 +$53,333,010 -$54,950,356 -$1,617,346 IVV, AAPL, MSFT, BND, JPM 13F-HR 10 Feb 2026, 11:34
Q3 2025 225 $762,168,479 +$46,090,140 -$43,350,950 +$2,739,190 IVV, MSFT, AAPL, BND, IUSB 13F-HR 10 Nov 2025, 15:38
Q2 2025 227 $728,660,773 +$47,047,880 -$43,126,497 +$3,921,383 IVV, MSFT, AAPL, BND, IUSB 13F-HR 11 Aug 2025, 16:29
Q1 2025 227 $695,135,505 +$81,295,286 -$81,946,945 -$651,659 IVV, AAPL, MSFT, BND, IUSB 13F-HR 30 Apr 2025, 15:14
Q4 2024 229 $697,601,308 $0 $0 $0 IVV, AAPL, BND, MSFT, IUSB 13F-HR 18 Feb 2025, 17:47