Parker Financial LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 3, 2026, for the 2025 Q4 period, Parker Financial LLC held in its portfolio 34 assets valued at $246,560,291 (i.e. $246.56M).
The most valuable assets in the portfolio included: VANGUARD TAX-MANAGED FDS ($51.03M), DIMENSIONAL ETF TRUST ($37.42M), and VANGUARD INDEX FDS ($31.44M).
The chart below shows the top 10 valuable assets, and the table below shows the top 34 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Parker Financial LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | 816906 | 51033217 | VAN FTSE DEV MKT |
| DIMENSIONAL ETF TRUST | 945085 | 37416031 | US CORE EQUITY 2 |
| VANGUARD INDEX FDS | 64453 | 31444462 | GROWTH ETF |
| VANGUARD INDEX FDS | 134090 | 25610622 | VALUE ETF |
| VANGUARD INTL EQUITY INDEX F | 326263 | 17539568 | FTSE EMR MKT ETF |
| VANGUARD CHARLOTTE FDS | 344302 | 16623881 | TOTAL INT BD ETF |
| VANGUARD BD INDEX FDS | 139999 | 11031699 | SHORT TRM BOND |
| VANGUARD BD INDEX FDS | 93123 | 7252317 | INTERMED TERM |
| VANGUARD BD INDEX FDS | 98105 | 6820000 | LONG TERM BOND |
| DIMENSIONAL ETF TRUST | 159127 | 6772068 | CORE FIXED INCOM |
| DIMENSIONAL ETF TRUST | 138629 | 6646469 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 90469 | 6303178 | US SMALL CAP ETF |
| VANGUARD SCOTTSDALE FDS | 124824 | 5876787 | MTG-BKD SECS ETF |
| VANGUARD INDEX FDS | 10828 | 2793200 | SMALL CP ETF |
| MICROSOFT CORP | 2940 | 1424336 | COM |
| ISHARES TR | 4682 | 1152480 | RUSSELL 2000 ETF |
| ISHARES TR | 1622 | 1111078 | CORE S&P500 ETF |
| APPLE INC | 3911 | 1065764 | COM |
| AMAZON COM INC | 4343 | 1002452 | COM |
| ISHARES TR | 8104 | 967214 | 3 7 YR TREAS BD |
| ISHARES TR | 1982 | 938083 | RUS 1000 GRW ETF |
| VANGUARD INTL EQUITY INDEX F | 9286 | 683077 | ALLWRLD EX US |
| VANGUARD WHITEHALL FDS | 7047 | 644447 | INTL DVD ETF |
| BROADCOM INC | 1535 | 531264 | COM |
| SPDR S&P 500 ETF TR | 721 | 491664 | TR UNIT |
| ISHARES TR | 4337 | 476680 | TIPS BD ETF |
| NORTHROP GRUMMAN CORP | 827 | 471564 | COM |
| INVESCO QQQ TR | 750 | 460733 | UNIT SER 1 |
| INVESCO EXCHANGE TRADED FD T | 6328 | 420938 | LARGE CAP VALUE |
| QUALCOMM INC | 2185 | 373769 | COM |
| STARBUCKS CORP | 4215 | 357593 | COM |
| VANGUARD INDEX FDS | 3664 | 324228 | REAL ESTATE ETF |
| UNION PAC CORP | 1160 | 272495 | COM |
| INNOVATOR ETFS TRUST | 5247 | 226933 | US EQTY PWR BF |
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