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Parallel Advisors, LLC

SEC CIK
0001690010
Latest filing
Aug 5, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 11, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
3,587
+82 vs. Q3 2025
Portfolio value
$5.46B
+$1.26M (0.0%) vs. Q3 2025
Filed
Feb 11, 2026
SEC
Holdings of Parallel Advisors, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF834,790$571.8M10.5%+16,248+2.0%Added–
iShares Tr464287150CORE S&P TTL STK2,353,884$350.0M6.4%−15,027−0.6%Reduced–
AAPLApple Inc.Stock988,070$268.6M4.9%+37,963+4.0%AddedHistory
NVDANVIDIA CorpStock1,106,002$206.3M3.8%−18,230−1.6%ReducedHistory
MSFTMicrosoft CorpStock304,917$147.5M2.7%+4,136+1.4%AddedHistory
CORTCorcept Therapeutics IncCOM3,879,141$135.0M2.5%+7,689+0.2%AddedHistory
BlackRock ETF Trust09290C103ISHARES US EQUIT2,028,325$123.3M2.3%+48,121+2.4%Added–
GOOGAlphabet Inc.Stock353,220$110.9M2.0%+1,382+0.4%AddedHistory
GOOGLAlphabet Inc.Stock325,852$102.0M1.9%+2,514+0.8%AddedHistory
AMZNAmazon Com IncStock400,771$92.5M1.7%+6,622+1.7%AddedHistory
CVBFCVB Financial CorpCOM3,821,019$71.1M1.3%−1,4380.0%ReducedHistory
Janus Detroit STR Tr47103U852HENDERSON MTG1,507,417$68.9M1.3%+77,711+5.4%Added–
Vanguard Morningstar Large-Cap ETF922908637ETF215,883$68.0M1.2%−2,360−1.1%Reduced–
American Centy ETF Tr025072703INTL EQT ETF757,051$62.3M1.1%+52,916+7.5%Added–
iShares Core MSCI Eafe ETF46432F842ETF653,305$58.4M1.1%+659+0.1%Added–
METAMeta Platforms, Inc.Stock76,699$50.6M0.9%+1,807+2.4%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF149,456$50.1M0.9%+259+0.2%Added–
JPMJPMorgan Chase & CoStock134,316$43.3M0.8%+610+0.5%AddedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF157,169$40.6M0.7%−930−0.6%Reduced–
COSTCostco Wholesale CorpStock45,522$39.3M0.7%−1,016−2.2%ReducedHistory
BRK.BBerkshire Hathaway IncStock78,067$39.2M0.7%+1,188+1.5%AddedHistory
TSLATesla, Inc.Stock82,912$37.3M0.7%+1,899+2.3%AddedHistory
AVGOBroadcom Inc.Stock106,853$37.0M0.7%+11,921+12.6%AddedHistory
PLTRPalantir Technologies Inc.Stock200,825$35.7M0.7%−5,485−2.7%ReducedHistory
iShares MSCI USA Quality Factor ETF46432F339ETF163,901$32.6M0.6%−4,458−2.6%Reduced–
Vanguard Ftse Developed Markets ETF921943858ETF515,743$32.2M0.6%+7,086+1.4%Added–
LLYEli Lilly & CoStock29,966$32.2M0.6%+749+2.6%AddedHistory
SPYSPDR S&P 500 ETF TrustETF46,617$31.8M0.6%+630+1.4%AddedHistory
iShares Flexible Income Active ETF092528603ETF592,874$31.3M0.6%+81,371+15.9%Added–
Invesco QQQ Trust Series I46090E103ETF49,960$30.7M0.6%−761−1.5%Reduced–
Vanguard S&P 500 ETF922908363ETF48,406$30.4M0.6%−71−0.1%Reduced–
iShares Tr464287291GLOBAL TECH ETF286,164$30.0M0.6%+3,990+1.4%Added–
VVisa Inc.Stock85,466$30.0M0.5%+1,481+1.8%AddedHistory
NFLXNetflix IncStock317,866$29.8M0.5%+18,166+6.1%AddedConverted for a 10-for-1 splitHistory
Vanguard Morningstar Value ETF922908744ETF143,189$27.3M0.5%−424−0.3%Reduced–
iShares Core U.S. Aggregate Bond ETF464287226ETF261,673$26.1M0.5%+6,223+2.4%Added–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF291,363$24.8M0.5%+19,049+7.0%Added–
MAMastercard IncStock41,311$23.6M0.4%+185+0.4%AddedHistory
ABBVAbbVie Inc.Stock102,585$23.4M0.4%−2,628−2.5%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW40,412$22.9M0.4%+70.0%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF338,484$22.8M0.4%+3,682+1.1%Added–
iShares MSCI Eafe ETF464287465ETF226,647$21.8M0.4%+6,927+3.2%Added–
iShares Tr464288448INTL SEL DIV ETF549,287$21.7M0.4%+3,600+0.7%Added–
GLDSPDR Gold TrustETF54,573$21.6M0.4%+3,001+5.8%AddedHistory
UBERUber Technologies, IncStock261,838$21.4M0.4%+6,508+2.5%AddedHistory
TJXTJX Companies IncStock138,420$21.3M0.4%+1,492+1.1%AddedHistory
TMOThermo Fisher Scientific Inc.Stock35,894$20.8M0.4%+108+0.3%AddedHistory
SPDR Series Trust78464A805ST STR PR SP1500237,762$19.6M0.4%−5,101−2.1%Reduced–
INTUIntuit Inc.Stock26,425$17.5M0.3%+107+0.4%AddedHistory
WMTWalmart Inc.Stock156,033$17.4M0.3%+3,041+2.0%AddedHistory
CRMSalesforce, Inc.Stock65,463$17.4M0.3%−1,812−2.7%ReducedHistory
CVXChevron CorpStock111,664$17.0M0.3%+674+0.6%AddedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF306,488$16.5M0.3%+22,493+7.9%Added–
JNJJohnson & JohnsonStock79,440$16.4M0.3%+3,973+5.3%AddedHistory
ABTAbbott LaboratoriesStock131,090$16.4M0.3%+2,432+1.9%AddedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF55,104$16.0M0.3%−110.0%Reduced–
BKNGBooking Holdings Inc.Stock2,947$15.8M0.3%+33+1.1%AddedHistory
iShares Tr46434V878ULTRA SHORT DUR311,906$15.8M0.3%+85,558+37.8%Added–
iShares Tr464288646ISHS 1-5YR INVS286,184$15.2M0.3%+10,078+3.7%Added–
iShares Russell 1000 Growth ETF464287614ETF30,266$14.3M0.3%+1,131+3.9%Added–
ACNAccenture plcStock51,099$13.7M0.3%−1,931−3.6%ReducedHistory
PIMCO ETF Tr72201R577ULTR SH GO AC FD134,414$13.5M0.2%−65,388−32.7%Reduced–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD161,861$13.0M0.2%−844−0.5%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF196,209$13.0M0.2%+5,477+2.9%Added–
DCIDonaldson Co IncStock145,846$12.9M0.2%−1,699−1.2%ReducedHistory
iShares Tr464288513IBOXX HI YD ETF156,405$12.6M0.2%−1,005−0.6%Reduced–
ORCLOracle CorpStock63,241$12.3M0.2%−2,004−3.1%ReducedHistory
iShares S&P 500 Value ETF464287408ETF57,729$12.2M0.2%+786+1.4%Added–
Vanguard Dividend Appreciation ETF921908844ETF55,171$12.1M0.2%−1,090−1.9%Reduced–
Schwab US Dividend Equity ETF808524797ETF439,958$12.1M0.2%−53,237−10.8%Reduced–
TSMTaiwan Semiconductor Manufacturing Co LtdADR39,001$11.9M0.2%+178+0.5%AddedHistory
BLKBlackRock, Inc.Stock10,918$11.7M0.2%+70+0.6%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock24,332$11.4M0.2%+997+4.3%AddedHistory
PANWPalo Alto Networks IncStock61,940$11.4M0.2%+1,805+3.0%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF23,347$11.4M0.2%−785−3.3%Reduced–
iShares S&P 500 Growth ETF464287309ETF91,180$11.2M0.2%−3,173−3.4%Reduced–
NEENextera Energy IncStock135,417$10.9M0.2%−2,386−1.7%ReducedHistory
HDHome Depot, Inc.Stock30,996$10.7M0.2%+508+1.7%AddedHistory
iShares Tr46434V282U S EQUITY FACTR151,188$10.5M0.2%+5,226+3.6%Added–
ADBEAdobe Inc.Stock29,011$10.2M0.2%−3,190−9.9%ReducedHistory
HONHoneywell International IncCOM51,880$10.1M0.2%−940−1.8%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF84,051$10.1M0.2%−9,823−10.5%Reduced–
iShares Tr46434V456MSCI INTL QUALTY218,541$9.93M0.2%+180+0.1%Added–
MSMorgan StanleyStock55,790$9.90M0.2%+748+1.4%AddedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF45,957$9.73M0.2%−616−1.3%Reduced–
GILDGilead Sciences, Inc.Stock78,474$9.63M0.2%+4,004+5.4%AddedHistory
ECLEcolab Inc.Stock36,228$9.51M0.2%−972−2.6%ReducedHistory
Vanguard Real Estate ETF922908553ETF106,868$9.46M0.2%+2,207+2.1%Added–
IBMInternational Business Machines CorpStock31,598$9.36M0.2%+2,115+7.2%AddedHistory
XOMExxonMobil Holdings CorpCOM77,456$9.32M0.2%+7,145+10.2%AddedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT48,214$9.24M0.2%+926+2.0%Added–
SHWSherwin Williams CoCOM28,402$9.21M0.2%−756−2.6%ReducedHistory
Vanguard Information Technology ETF92204A702ETF12,074$9.10M0.2%−152−1.2%Reduced–
CSCOCisco Systems, Inc.Stock113,809$8.77M0.2%00.0%UnchangedHistory
CPNGCoupang, Inc.CL A370,143$8.73M0.2%−9,678−2.5%ReducedHistory
UNHUnitedHealth Group IncStock26,422$8.73M0.2%−909−3.3%ReducedHistory
Vanguard Star FDS921909768VG TL INTL STK F113,358$8.55M0.2%−408−0.4%Reduced–
PGProcter & Gamble CoStock59,649$8.55M0.2%−895−1.5%ReducedHistory
Schwab International Equity ETF808524805ETF342,102$8.22M0.2%−13,777−3.9%Reduced–
iShares Tr464288257MSCI ACWI ETF57,357$8.12M0.1%−230.0%Reduced–

Options (32)

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 Q4 2025
SecurityClassPutsCalls
Robinhood MKTS Inc Put Opt 01/27 100.0 Put7717569AYOptions$2.34M–
Robinhood MKTS Inc Put Opt 03/27 95.0 Put8172399NLOptions$2.34M–
NVIDIA Corporation Put Opt 09/26 145.0 Put7454649OMOptions$1.83M–
Microsoft Corp Sep 18 26 $400 (100 Shs)7891139HDOptions$1.02M–
NVIDIA Corporation Put Opt 03/26 75.0 Put7659919TTOptions$634.1K–
Applied Matls Inc Put Opt 09/26 180.0 Put7919119LJOptions$436.9K–
Amazon Com Inc Put Opt 09/26 170.0 Put7919149KEOptions$369.3K–
Meta Platforms Inc Put Opt 09/26 580.0 Put7920939SQOptions$330.0K–
CrowdStrike Hldgs Inc Put Opt 03/26 300.0 Put7658679VROptions$328.1K–
Apple Inc Put Opt 09/26 210.0 Put7879869CCOptions$271.9K–
Alphabet Inc Put Opt 09/26 205.0 Put7920289DXOptions$219.7K–
Amazon Com Inc CLL Opt 01/27 170.0 Cal7418029PNOptions–$69.2K
CALL (META) META PLATFORMS INC DEC 18 26 Usd470 (100 SHS)7116569FBOptions–$66.0K
Meta Platforms Inc CLL Opt 12/26 500.0 Cal7116569BXOptions–$66.0K
Deckers Outdoor Corp Jan 16 26 $200 (100 Shs)7476419SOOptions–$59.2K
NVIDIA Corporation CLL Opt 06/27 105.0 Cal7806989HDOptions–$56.0K
Corcept Therapeutics Inc CLL Opt 05/26 35.0 Cal8387779MIOptions–$52.2K
CrowdStrike Hldgs Inc CLL Opt 01/27 430.0 Cal7442389WQOptions–$46.9K
Astera Labs Inc CLL Opt 01/28 175.0 Cal8133819IGOptions–$33.3K
iShares Silver Tr Put Opt 03/26 60.0 Put7741499ICOptions$32.2K–
International Bus Jan 15 27 $260 (100 Shs)7419779GEOptions–$20.7K
Oracle Corp CLL Opt 06/27 200.0 Cal7863939RROptions–$19.5K
NVIDIA Corporation CLL Opt 06/27 100.0 Cal7806989NJOptions–$18.6K
Palo Alto Networks Inc CLL Opt 12/27 160.0 Cal7774579GAOptions–$18.4K
Palo Alto Networks Inc CLL Opt 12/27 155.0 Cal7774579ICOptions–$18.4K
Marvell Technology Jan 15 27 $70 (100 Shs)7420399PLOptions–$17.0K
Astera Labs Inc CLL Opt 01/27 70.0 Cal7437029GAOptions–$16.6K
Astera Labs Inc CLL Opt 01/27 57.5 Cal7441799RPOptions–$16.6K
Astera Labs Inc CLL Opt 01/27 62.5 Cal7451519KEOptions–$16.6K
Astera Labs Inc CLL Opt 01/27 72.5 Cal7491089USOptions–$16.6K
Grindr Inc CLL Opt 01/26 16.0 Cal7932439JFOptions–$13.5K
Marvell Technology Jun 18 26 $65 (100 Shs)7324179NLOptions–$8.50K

Sold out since Q3 2025 (184)

Positions held at the end of Q3 2025 that are gone from this filing.

The largest 100 of 184 by value last quarter.

Positions of Parallel Advisors, LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF199,005$5.01M0.1%–
ULUnilever PLCSPON ADR NEW25,463$1.51M<0.1%History
AZNAstraZeneca PLCSPONSORED ADR14,870$1.14M<0.1%History
iShares Ibonds 2025 Term High Yield & Income ETF46435U168ETF32,795$761.5K<0.1%–
PBMPsyence Biomedical Ltd.COM151,250$686.7K<0.1%History
CEROCero Therapeutics Holdings, Inc.COM121,000$615.9K<0.1%History
iShares Tr46435U432IBONDS DEC 2517,903$479.6K<0.1%–
KKellanovaStock4,507$369.7K<0.1%History
Flexshares Tr33939L654US QT LW VLTY3,000$215.8K<0.1%–
PNFPPinnacle Financial Partners, Inc.COM1,858$174.3K<0.1%History
IPGInterpublic Group of Companies, Inc.COM5,115$142.8K<0.1%History
FOXFFox Factory Holding CorpCOM4,750$115.4K<0.1%History
PSNLPersonalis, Inc.COM16,522$107.7K<0.1%History
AMCRAmcor plcORD12,112$99.1K<0.1%History
ODPODP CorpCOM2,785$77.6K<0.1%History
COOPMaverick Merger Sub 2, LLCCOM333$70.2K<0.1%History
PINCPremier, Inc.CL A2,503$69.6K<0.1%History
LNWOLight & Wonder, Inc.COM806$67.7K<0.1%History
Invesco Exch TRD SLF Idx FD46138J817BULSHS 2025 HY2,757$63.6K<0.1%–
ALEAllete IncCOM NEW938$62.3K<0.1%History
AKROAkero Therapeutics, Inc.COM1,166$55.4K<0.1%History
SPRSpirit AeroSystems Holdings, Inc.COM CL A1,425$55.0K<0.1%History
Series Portfolios Tr81752T528ELDRIDGE BBB B2,021$54.2K<0.1%–
CALCaleres IncCOM4,057$52.9K<0.1%History
Copel-ADR20441B605ADR5,190$50.9K<0.1%–
BCATBlackRock Capital Allocation Term TrustCOM3,200$47.3K<0.1%History
Metals Acquisition CorpG60409110ORD SHS3,588$43.8K<0.1%–
PDXPIMCO Dynamic Income Strategy FundCOM SHS BEN INT1,724$43.0K<0.1%History
NVGNuveen AMT-Free Municipal Credit Income FundCEF3,000$36.9K<0.1%History
ProShares Tr74347G192ULTRAPRO SHT QQQ1,992$30.3K<0.1%–
REALTheRealReal, Inc.COM2,700$28.7K<0.1%History
VTLEVital Energy, Inc.COM1,675$28.3K<0.1%History
Exchange Traded Concepts Tru301505624BITWISE CRYPTO1,119$28.1K<0.1%–
PCNPIMCO Corporate & Income Strategy FundCOM2,000$26.8K<0.1%History
PGREParamount Group, Inc.COM3,546$23.2K<0.1%History
ProShares Ultrapro Short S&P50074349Y845ETF1,695$22.9K<0.1%–
PRTSCarParts.com, Inc.COM31,000$22.0K<0.1%History
MPAAMotorcar Parts of America IncCOM1,329$22.0K<0.1%History
EODAllspring Global Dividend Opportunity FundCOM3,629$20.7K<0.1%History
KELYAKelly Services IncCL A1,565$20.5K<0.1%History
MHMcGraw Hill, Inc.COM1,450$18.2K<0.1%History
BlackRock ETF Trust II092528108SHOR DURA HI ETF799$17.9K<0.1%–
HONEHarborOne Bancorp, Inc.COM NEW1,264$17.2K<0.1%History
ProShares Ultrashort S&P 50074347G416ETF1,170$16.9K<0.1%–
RBB FD Inc74933W635MOTLEY FOOL GBL557$16.7K<0.1%–
HQLabrdn Life Sciences InvestorsSH BEN INT1,001$15.5K<0.1%History
SCSSteelcase IncCL A872$15.0K<0.1%History
AODabrdn Total Dynamic Dividend FundCOM SH BEN INT1,583$15.0K<0.1%History
BLWBlackRock Ltd Duration Income TrustCOM SHS1,000$14.0K<0.1%History
ARDTArdent Health, Inc.COM954$12.6K<0.1%History
NZFNuveen Municipal Credit Income FundCOM SH BEN INT1,000$12.6K<0.1%History
INFAInformatica Inc.COM CL A472$11.7K<0.1%History
VanEck ETF Trust92189H607OIL SERVICES ETF41$10.7K<0.1%–
The Alger ETF Trust015564404CONCENTRATED EQT301$10.6K<0.1%–
QGENQiagen N.V.COMMON STOCK229$10.2K<0.1%History
ELVNEnliven Therapeutics, Inc.COM491$10.1K<0.1%History
UTGReaves Utility Income FundCOM SH BEN INT253$10.1K<0.1%History
AGLagilon health, inc.COM7,805$8.04K<0.1%History
MTSRMetsera, Inc.COM153$8.01K<0.1%History
Direxion Shs ETF Tr25460G773WORK FROM HOME100$7.12K<0.1%–
RBB FD Inc74933W601MOTLEY FOL ETF100$7.05K<0.1%–
PXLWPixelworks, IncCOM595$6.52K<0.1%History
Graniteshares ETF Tr38747R603XOUT US LRG CP100$6.52K<0.1%–
PROPROS Holdings, Inc.COM279$6.39K<0.1%History
HTDJohn Hancock Tax-Advantaged Dividend Income FundCOM253$6.29K<0.1%History
EVTEaton Vance Tax-Advantaged Dividend Income FundCOM256$6.28K<0.1%History
HSIIHeidrick & Struggles International IncCOM121$6.02K<0.1%History
ProShares Tr74347R404PSHS ULT MCAP40084$5.80K<0.1%–
Direxion Shs ETF Tr25490K331DAILY MSCI INDIA100$5.40K<0.1%–
UNITUniti Group Inc.COM SHS850$5.20K<0.1%History
BlackRock ETF Trust09290C848ISHARES INTL DIV184$5.15K<0.1%–
BKKTBakkt, Inc.COM CL A NEW150$5.05K<0.1%History
DFHDream Finders Homes, Inc.COM CL A191$4.95K<0.1%History
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT150$4.93K<0.1%History
ECATBlackRock ESG Capital Allocation Term TrustSHS BEN INT300$4.92K<0.1%History
NXPNuveen Select Tax Free Income PortfolioSH BEN INT334$4.83K<0.1%History
WNSWNS (Holdings) LtdCOM SHS63$4.80K<0.1%History
ITGRInteger Holdings CorpCOM45$4.65K<0.1%History
OOMAOoma IncCOM383$4.59K<0.1%History
VMEOVimeo, Inc.COMMON STOCK592$4.59K<0.1%History
KCKingsoft Cloud Holdings LtdADS300$4.48K<0.1%History
NTSKNetskope IncCL A188$4.27K<0.1%History
Fidelity Covington Trust316092113ENHANCED LARGE110$4.11K<0.1%–
XRXXerox Holdings CorpCOM NEW1,050$3.95K<0.1%History
iShares Tr46435G250HIGH YLD SYSTM B79$3.78K<0.1%–
EVMEaton Vance California Municipal Bond FundCOM360$3.42K<0.1%History
Pacer US Cash Cows 100 ETF69374H881ETF59$3.39K<0.1%–
Manager Directed Portfolios56170L612SWP GROWTH & INC122$3.38K<0.1%–
Invesco Exchange Traded FD T46137V720LEISU ENTMT ETF54$3.27K<0.1%–
MFAMfa Financial, Inc.COM339$3.12K<0.1%History
Kraneshares Tr500767827ELEC VEH FUTUR92$2.80K<0.1%–
AGIGAbundia Global Impact Group, Inc.COM SHS440$2.74K<0.1%History
VIRVir Biotechnology, Inc.COM468$2.67K<0.1%History
Dole PLC Ord Shs256603101Stock194$2.61K<0.1%–
ICFIICF International, Inc.Stock28$2.60K<0.1%History
YEXTYext, Inc.COM295$2.51K<0.1%History
UPBDUpbound Group, Inc.COM102$2.41K<0.1%History
Tidal ETF Tr88634T824II YIELDMAX COIN OP300$2.06K<0.1%–
CRDFCardiff Oncology, Inc.COM1,000$2.06K<0.1%History
GERNGeron CorpCOM1,493$2.04K<0.1%History