Skip to main content

Parallel Advisors, LLC

SEC CIK
0001690010
Latest filing
Aug 5, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 2, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
3,208
+175 vs. Q2 2021
Portfolio value
$2.48B
+$120.6M (+5.1%) vs. Q2 2021
Filed
Nov 2, 2021
AmendedSEC
Holdings of Parallel Advisors, LLC in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Tr464287150CORE S&P TTL STK3,305,479$325.2M13.1%+243,865+8.0%Added–
AAPLApple Inc.Stock624,903$88.4M3.6%+48,557+8.4%AddedHistory
CVBFCVB Financial CorpCOM3,950,177$80.5M3.2%00.0%UnchangedHistory
iShares Core MSCI Eafe ETF46432F842ETF943,022$70.0M2.8%+325,434+52.7%Added–
OKTAOkta, Inc.CL A284,576$67.5M2.7%+239+0.1%AddedHistory
iShares Tr46432F388MSCI USA VALUE646,301$65.1M2.6%+74,669+13.1%Added–
MSFTMicrosoft CorpStock166,612$47.0M1.9%+8,785+5.6%AddedHistory
AMZNAmazon Com IncStock14,219$46.7M1.9%+442+3.2%AddedHistory
Vanguard Morningstar Large-Cap ETF922908637ETF223,836$45.0M1.8%−11,549−4.9%Reduced–
CORTCorcept Therapeutics IncCOM1,726,908$34.0M1.4%+52,551+3.1%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF294,477$32.2M1.3%+45,829+18.4%Added–
iShares Tr464287291GLOBAL TECH ETF537,085$30.4M1.2%−251,027−31.9%ReducedConverted for a 6-for-1 split–
iShares Core U.S. Aggregate Bond ETF464287226ETF263,387$30.2M1.2%−5,979−2.2%Reduced–
GOOGLAlphabet Inc.Stock11,108$29.7M1.2%+452+4.2%AddedHistory
Ssga Active ETF Tr78467V608ST STR BL LN ETF612,918$28.2M1.1%+153,850+33.5%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF121,644$27.0M1.1%+3,139+2.6%Added–
iShares Core S&P 500 ETF464287200ETF61,273$26.4M1.1%−5,107−7.7%Reduced–
iShares U.S. Treasury Bond ETF46429B267ETF940,734$25.0M1.0%−371,081−28.3%Reduced–
METAMeta Platforms, Inc.Stock69,003$23.4M0.9%+5,856+9.3%AddedHistory
iShares Tr464288521CRE U S REIT ETF391,904$23.0M0.9%+390,394+25,853.9%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF364,078$22.5M0.9%−10,834−2.9%Reduced–
GOOGAlphabet Inc.Stock8,379$22.3M0.9%+63+0.8%AddedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF423,965$22.1M0.9%+131,741+45.1%Added–
Invesco QQQ Trust Series I46090E103ETF55,239$19.8M0.8%−1,952−3.4%Reduced–
iShares MSCI USA Min Vol Factor ETF46429B697ETF266,944$19.6M0.8%−42,266−13.7%Reduced–
CPNGCoupang, Inc.CL A639,809$17.8M0.7%+637,341+25,824.2%AddedHistory
iShares U.S. Medical Devices ETF464288810ETF281,661$17.7M0.7%−248,985−46.9%ReducedConverted for a 6-for-1 split–
Vanguard World FD921910733ESG US STK ETF201,786$16.2M0.7%+7,365+3.8%Added–
Ftac Olympus Acquisition CorG37288100CL A SHS1,817,195$15.5M0.6%+1,816,995+908,497.5%Added–
UBERUber Technologies, IncStock338,942$15.2M0.6%−25,054−6.9%ReducedHistory
VVisa Inc.Stock66,915$14.9M0.6%+2,412+3.7%AddedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF67,990$14.9M0.6%−932−1.4%Reduced–
NFLXNetflix IncStock23,697$14.5M0.6%+789+3.4%AddedHistory
PIMCO Active Bond Exchange-Traded Fund72201R775ETF127,072$14.0M0.6%+10,682+9.2%Added–
SPYSPDR S&P 500 ETF TrustETF32,420$13.9M0.6%−2,447−7.0%ReducedHistory
PLTRPalantir Technologies Inc.Stock562,109$13.5M0.5%+5,850+1.1%AddedHistory
Vanguard Morningstar Value ETF922908744ETF98,607$13.3M0.5%+1,737+1.8%Added–
Vanguard Morningstar Mid-Cap ETF922908629ETF54,535$12.9M0.5%−4,582−7.8%Reduced–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF92,753$12.3M0.5%−8,278−8.2%Reduced–
NVDANVIDIA CorpStock58,901$12.2M0.5%+7,297+14.1%AddedConverted for a 4-for-1 splitHistory
PYPLPayPal Holdings, Inc.Stock44,643$11.6M0.5%+1,944+4.6%AddedHistory
SPDR Series Trust78464A805ST STR PR SP1500217,494$11.5M0.5%−7,927−3.5%Reduced–
ORealty Income CorpREIT176,888$11.5M0.5%+620.0%AddedHistory
Schwab International Equity ETF808524805ETF294,025$11.4M0.5%+14,506+5.2%Added–
TWLOTwilio IncCL A34,226$10.9M0.4%+5,659+19.8%AddedHistory
iShares MSCI USA Quality Factor ETF46432F339ETF82,081$10.8M0.4%−8,226−9.1%Reduced–
TSLATesla, Inc.Stock13,697$10.6M0.4%+1,278+10.3%AddedHistory
CRMSalesforce, Inc.Stock39,102$10.6M0.4%+4,794+14.0%AddedHistory
COSTCostco Wholesale CorpStock22,452$10.1M0.4%+859+4.0%AddedHistory
Schwab Emerging Markets Equity ETF808524706ETF328,298$10.0M0.4%+30,877+10.4%Added–
VZVerizon Communications IncStock174,139$9.40M0.4%−4,386−2.5%ReducedHistory
Vanguard Ftse Developed Markets ETF921943858ETF178,750$9.03M0.4%+17,314+10.7%Added–
Vanguard Dividend Appreciation ETF921908844ETF57,196$8.79M0.4%−2,263−3.8%Reduced–
BRK.BBerkshire Hathaway IncStock31,073$8.48M0.3%+3,017+10.8%AddedHistory
JPMJPMorgan Chase & CoStock50,263$8.23M0.3%+2,055+4.3%AddedHistory
Fidelity MSCI Information Technology Index ETF316092808ETF69,248$8.21M0.3%−80.0%Reduced–
JNJJohnson & JohnsonStock49,372$7.97M0.3%+3,874+8.5%AddedHistory
HDHome Depot, Inc.Stock23,891$7.84M0.3%+1,797+8.1%AddedHistory
Vanguard Short-Term Bond ETF921937827ETF92,566$7.58M0.3%−6,760−6.8%Reduced–
COMPCompass, Inc.CL A557,266$7.39M0.3%+557,030+236,029.7%AddedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF146,692$7.34M0.3%+7,161+5.1%Added–
iShares Tr46434V878ULTRA SHORT DUR144,210$7.28M0.3%+45,327+45.8%Added–
iShares Tr464288257MSCI ACWI ETF70,339$7.03M0.3%−187−0.3%Reduced–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF67,533$6.88M0.3%−7,064−9.5%Reduced–
TMOThermo Fisher Scientific Inc.Stock11,838$6.76M0.3%+593+5.3%AddedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF37,893$6.41M0.3%−2,129−5.3%Reduced–
ILMNIllumina, Inc.COM15,769$6.40M0.3%+11,900+307.6%AddedHistory
ZNGAZynga IncCL A848,029$6.39M0.3%+642+0.1%AddedHistory
iShares Russell 1000 Value ETF464287598ETF40,724$6.37M0.3%−6,163−13.1%Reduced–
GLDSPDR Gold TrustETF36,596$6.01M0.2%−9,658−20.9%ReducedHistory
iShares Tr464287234MSCI EMG MKT ETF117,201$5.91M0.2%+8,844+8.2%Added–
PGProcter & Gamble CoStock42,190$5.90M0.2%+4,815+12.9%AddedHistory
ADBEAdobe Inc.Stock10,182$5.86M0.2%+1,454+16.7%AddedHistory
iShares MSCI Eafe ETF464287465ETF74,313$5.80M0.2%+3,317+4.7%Added–
Vanguard Total Bond Market ETF921937835ETF67,799$5.79M0.2%−15,039−18.2%Reduced–
DISWalt Disney CoStock32,976$5.58M0.2%+2,132+6.9%AddedHistory
Schwab U.S. Broad Market ETF808524102ETF53,323$5.54M0.2%+3,761+7.6%Added–
Vanguard Real Estate ETF922908553ETF53,306$5.42M0.2%+11,993+29.0%Added–
ABNBAirbnb, Inc.Stock31,915$5.35M0.2%+3,398+11.9%AddedHistory
SHOPShopify Inc.Stock3,895$5.28M0.2%+210+5.7%AddedHistory
SNOWSnowflake Inc.Stock17,194$5.20M0.2%−79−0.5%ReducedHistory
CRWDCrowdStrike Holdings, Inc.Stock20,547$5.05M0.2%+1,397+7.3%AddedHistory
ARK Innovation ETF00214Q104ETF45,674$5.05M0.2%−46−0.1%Reduced–
UNHUnitedHealth Group IncStock12,690$4.96M0.2%+1,048+9.0%AddedHistory
CSCOCisco Systems, Inc.Stock90,906$4.95M0.2%+3,758+4.3%AddedHistory
iShares Tr464288414NATIONAL MUN ETF42,238$4.91M0.2%+2,775+7.0%Added–
iShares Tr464288356CALIF MUN BD ETF77,472$4.81M0.2%+2,972+4.0%Added–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF152,925$4.78M0.2%+152,417+30,003.3%Added–
iShares S&P 500 Value ETF464287408ETF32,401$4.71M0.2%+1,640+5.3%Added–
CVXChevron CorpStock45,239$4.59M0.2%−748−1.6%ReducedHistory
ACNAccenture plcStock14,338$4.59M0.2%+3,573+33.2%AddedHistory
DOCUDocuSign, Inc.Stock17,748$4.57M0.2%−357−2.0%ReducedHistory
NKENIKE, Inc.Stock31,034$4.51M0.2%+3,491+12.7%AddedHistory
Vanguard High Dividend Yield Index ETF921946406ETF42,774$4.42M0.2%−1,587−3.6%Reduced–
LYFTLyft, Inc.CL A COM79,937$4.28M0.2%−3,136−3.8%ReducedHistory
iShares Tr464287622RUS 1000 ETF17,602$4.25M0.2%+2,817+19.1%Added–
iShares S&P Small-Cap 600 Value ETF464287879ETF41,274$4.16M0.2%+653+1.6%Added–
iShares MSCI USA Momentum Factor ETF46432F396ETF23,593$4.14M0.2%−5,875−19.9%Reduced–
BACBank of America CorpStock97,362$4.13M0.2%+3,474+3.7%AddedHistory
INTUIntuit Inc.Stock7,594$4.10M0.2%+2,544+50.4%AddedHistory

Options (21)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Parallel Advisors, LLC in Q3 2021
SecurityClassPutsCalls
Call (Amzn) Amazon.com Inc Jan 20 23 USD3650 (100 Shs)4930959HHOptions–$329.0K
Call (Amzn) Amazon.com Inc Jun 16 23 USD3550 (100 Shs)5287959PNOptions–$329.0K
Call (Amzn) Amazon.com Inc Jun 16 23 USD3400 (100 Shs)5287969GGOptions–$329.0K
Global Payments Inc Jan 21 22 USD210 100 Shs4932379ECOptions–$315.0K
DocuSign Inc 01/20/2023 USD2104931819VTOptions–$309.0K
Call (MSFT) Microsoft Corp Mar 17 23 USD260 (100 Shs)5102169MMOptions–$282.0K
Call (Goog) Alphabet Inc Cap STK Jan 20 23 USD2450 (100 Shs)5300259DDOptions–$267.0K
Call (Now) ServiceNow Inc Com Jan 20 23 USD490 (100 Shs)4933329CWOptions–$249.0K
Call (Panw) Palo Alto Networks Jan 20 23 USD350 (100 Shs)4933489AUOptions–$240.0K
Call (CRWD) CrowdStrike Hldgs Jan 20 23 USD200 (100 Shs)4953949SMOptions–$172.0K
Call (Panw) Palo Alto Networks Jan 20 23 USD370 (100 Shs)4963279FFOptions–$144.0K
Call (Twlo) Twilio Inc CL A Jan 19 24 USD320 (100 Shs)5514289GGOptions–$96.0K
Overstock.com Inc Jan 20 23 USD70 100 Shs4933469PLOptions–$94.0K
Call (SDGR) Schrodinger Inc Com Jan 20 23 USD70 (100 Shs)4933849QQOptions–$82.0K
Call (CWH) Camping World Hldgs Jan 19 24 USD40 (100 Shs)5511219CWOptions–$78.0K
Call (Ostk) Overstock.com Inc Jan 19 24 USD85 (100 Shs)5513089PLOptions–$78.0K
Call (SKT) Tanger Factory Jan 20 23 USD20 (100 Shs)5057069JJOptions–$49.0K
Call (Ewj) iShares Inc MSCI JPN Oct 15 21 USD75 (100 Shs)5472889WUOptions–$35.0K
Call (Aapl) Apple Inc Com Jan 21 22 USD125 (100 Shs)4903629USOptions–$28.0K
Gopro Inc 01/20/2023 USD125152119UUOptions–$19.0K
Call (Dna) Ginkgo Bioworks Dec 17 21 USD10 (100 Shs)5530159UUOptions–$12.0K

Sold out since Q2 2021 (178)

Positions held at the end of Q2 2021 that are gone from this filing.

The largest 100 of 178 by value last quarter.

Positions of Parallel Advisors, LLC sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
WORKSlack Technologies, Inc.COM CL A38,633$1.71M0.1%History
ALXNAlexion Pharmaceuticals, Inc.COM2,835$521.0K<0.1%History
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF2,276$208.0K<0.1%–
MXIMMaxim Integrated Products IncCOM1,965$207.0K<0.1%History
Siren ETF Tr NSD NXGN Eco ETF75605A702ETF3,415$162.0K<0.1%–
PRAHPRA Health Sciences, Inc.COM928$153.0K<0.1%History
IMVTImmunovant, Inc.COM14,262$151.0K<0.1%History
J P Morgan Exchange-Traded F46641Q209DIV RTN INT EQ2,198$137.0K<0.1%–
LMNXLuminex CorpCOM2,695$99.0K<0.1%History
iShares Tr46429B671MSCI CHINA ETF881$73.0K<0.1%–
MINAberdeen Intermediate Income FundSH BEN INT16,655$62.0K<0.1%History
Redball Acquisition CorpG7417R105COM CL A6,187$60.0K<0.1%–
Starboard Value Acquisitn Co85521J208UNIT 09/10/20255,000$52.0K<0.1%–
iShares Tr46434V803HDG MSCI EAFE1,379$48.0K<0.1%–
CM Life Sciences Inc18978W109COM CL A3,382$47.0K<0.1%–
Nuveen Calif Select Tax Free67063R103SH BEN INT2,800$47.0K<0.1%–
SYKESykes Enterprises IncCOM838$45.0K<0.1%History
Mudrick Capital Acqu Corp II62477L107COM CL A3,207$40.0K<0.1%–
ASPUAspen Group, Inc.COM NEW5,500$36.0K<0.1%History
MNDTMandiant, Inc.COM1,757$36.0K<0.1%History
DOMOHuckleberry.ai, Inc.Stock408$33.0K<0.1%History
CXEMFS High Income Municipal TrustSH BEN INT6,200$33.0K<0.1%History
BBNBlackRock Taxable Municipal Bond TrustSHS1,200$31.0K<0.1%History
EVYEaton Vance New York Municipal Income TrustSH BEN INT2,001$30.0K<0.1%History
iShares Tr46429B200CHINA SM-CAP ETF499$29.0K<0.1%–
Advisorshares Tr00768Y495PURE CANNABIS1,250$26.0K<0.1%–
ULCCFrontier Group Holdings, Inc.COM1,387$24.0K<0.1%History
WOLFWolfspeed, Inc.COM249$24.0K<0.1%History
STEMStem, Inc.CL A675$24.0K<0.1%History
VSTMVerastem, Inc.COM6,000$24.0K<0.1%History
Nebula Caravel Acquisition C629070202UNIT 12/09/20232,220$23.0K<0.1%–
QTSQTS Realty Trust, Inc.COM CL A295$23.0K<0.1%History
ATERAterian, Inc.Equity1,450$21.0K<0.1%History
PFPTProofpoint IncCOM122$21.0K<0.1%History
TWC Tech Hldgs II Corp90117G204UNIT 09/10/20252,000$21.0K<0.1%–
Soaring Eagle Acquisition CoG8354H100UNIT 02/23/20262,000$21.0K<0.1%–
TDFTempleton Dragon Fund IncCOM844$20.0K<0.1%History
Fidelity MSCI Health Care Index ETF316092600ETF300$19.0K<0.1%–
iShares Inc464286772MSCI STH KOR ETF200$19.0K<0.1%–
Dragoneer Growth Opportun CoG28302126UNIT 08/18/20271,836$19.0K<0.1%–
First Tr Exch Traded FD III33739E108PFD SECS INC ETF890$18.0K<0.1%–
IBPInstalled Building Products, Inc.COM150$18.0K<0.1%History
GRAW R Grace & CoCOM231$16.0K<0.1%History
NFENew Fortress Energy Inc.COM CL A400$15.0K<0.1%History
LESLLeslie's, Inc.COM541$15.0K<0.1%History
TCSContainer Store Group, Inc.COM1,071$14.0K<0.1%History
OneG7000X105COM CL A1,386$14.0K<0.1%–
DJPBarclays Bank PLCDJUBS CMDT ETN36475$13.0K<0.1%History
SPRYARS Pharmaceuticals, Inc.COM415$13.0K<0.1%History
SEERSeer, Inc.COM CL A338$11.0K<0.1%History
OneG7000X113UNIT 99/99/99991,000$11.0K<0.1%–
Atlas Crest Invt Corp049284201UNIT 99/99/99991,000$10.0K<0.1%–
Capitol Investment Corp V14064F209UNIT 99/99/99991,000$10.0K<0.1%–
CLSDClearside Biomedical, Inc.COM2,000$10.0K<0.1%History
Lightspeed Pos Inc53227R106SUB VTG SHS125$10.0K<0.1%–
Star Peak Corp II855179206UNIT 99/99/99991,000$10.0K<0.1%–
Fidelity Covington Trust316092303CONSMR STAPLES216$9.00K<0.1%–
SPDR Index Shs FDS78463X400SP CHINA ETF65$9.00K<0.1%–
CXMSprinklr, Inc.CL A430$9.00K<0.1%History
GNLGlobal Net Lease, Inc.COM NEW425$8.00K<0.1%History
JOEST JOE CoCOM162$7.00K<0.1%History
AppHarvest, Inc.03783T111*W EXP 01/30/2021,192$7.00K<0.1%–
Swedish Expt CR Corp870297603ROG AGRI ETN22860$7.00K<0.1%–
Tuscan Hldgs Corp90069K104COM530$7.00K<0.1%–
WRIWeingarten Realty InvestorsSH BEN INT210$7.00K<0.1%History
Global X FDS37954Y392VDEO GAM ESPRT200$6.00K<0.1%–
HTBHomeTrust Bancshares, Inc.COM205$6.00K<0.1%History
FRSTPrimis Financial Corp.COM402$6.00K<0.1%History
KNLKnoll IncCOM NEW232$6.00K<0.1%History
MCWMister Car Wash, Inc.COM300$6.00K<0.1%History
iShares Tr46435G102CONV BD ETF50$5.00K<0.1%–
iShares Tr464288208MRGSTR MD CP ETF76$5.00K<0.1%–
INTTIntest CorpCOM325$5.00K<0.1%History
Soaring Eagle Acquisition CoG8354H126CL A SHS500$5.00K<0.1%–
ASTEAstec Industries IncCOM68$4.00K<0.1%History
PLBYPlayboy, Inc.COM100$4.00K<0.1%History
REKRRekor Systems, Inc.COM400$4.00K<0.1%History
SPOKSpok Holdings, IncCOM415$4.00K<0.1%History
AFCGAdvanced Flower Capital Inc.COM200$4.00K<0.1%History
TLNDTalend S.A.ADS57$4.00K<0.1%History
Arrival GroupL0423Q108SHS250$4.00K<0.1%–
First Trust Cloud Computing ETF33734X192ETF26$3.00K<0.1%–
SRTAStrata Critical Medical, Inc.CL A COM250$3.00K<0.1%History
VMOInvesco Municipal Opportunity TrustCOM184$3.00K<0.1%History
Churchill Capital Corp IV171439102CL A111$3.00K<0.1%–
TRVGtrivago N.V.SPON ADS A SHS1,000$3.00K<0.1%History
Bridgetown Holdings LtdG1355U113COM CL A300$3.00K<0.1%–
Sarissa Capital Acquisitn CoG7823W102CL A300$3.00K<0.1%–
NEUENeueHealth, Inc.COM200$3.00K<0.1%History
RDNRadian Group IncCOM79$2.00K<0.1%History
AGFirst Majestic Silver CorpCOM115$2.00K<0.1%History
GERNGeron CorpCOM1,100$2.00K<0.1%History
Ssga Active ETF Tr78467V848ST STR TOTAL ETF44$2.00K<0.1%–
First Tr Exchange-Traded FD33733E807NAT GAS ETF112$2.00K<0.1%–
ACRSAclaris Therapeutics, Inc.COM100$2.00K<0.1%History
APIAgora, Inc.ADS50$2.00K<0.1%History
ASMBAssembly Biosciences, Inc.COM482$2.00K<0.1%History
ATHXAthersys, IncCOM1,107$2.00K<0.1%History
INVXInnovex International, Inc.COM65$2.00K<0.1%History
XELAExela Technologies, Inc.COM NEW975$2.00K<0.1%History