Parallel Advisors, LLC

Top holdings

3,930 positions as of Q2 2026

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#	Stock	Value	Shares	% Portfolio	Change
1	E ETHA ISHARES S&P 500 INDEX	$809.3M	1.08M	12.34%	Added(+1.1%)
2	C CORT CORCEPT THERAPEUTICS INC COM	$344.5M	3.96M	5.25%	Trimmed(-0.4%)
3	A AAPL APPLE INC	$290.4M	1.00M	4.43%	Unchanged
4	N NVDA NVIDIA CORP	$230.9M	1.15M	3.52%	Added(+3.3%)
5	E ETHA ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	$181.8M	1.11M	2.77%	Trimmed(-3.0%)
6	E ETHA ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF	$150.8M	2.22M	2.30%	Added(+3.9%)
7	G GOOGN ALPHABET INC CAP STK CL C	$123.8M	350.4K	1.89%	Trimmed(-0.9%)
8	G GOOGN GOOGLE INC	$120.8M	338.2K	1.84%	Added(+1.8%)
9	M MSFT MICROSOFT	$113.9M	305.3K	1.74%	Trimmed(-0.3%)
10	A AMZN AMAZON.COM INC	$98.8M	414.7K	1.51%	Added(+1.3%)
11	? N/A AVANTIS INTERNATIONAL EQUITY ETF	$93.3M	1.05M	1.42%	Added(+13.1%)
12	V VCTR VICTORYSHARES FREE CASH FLOW ETF	$79.7M	1.74M	1.21%	Added(+13.2%)
13	C CVBF CVB FINL CORP COM	$79.6M	3.53M	1.21%	Trimmed(-3.5%)
14	? N/A AVANTIS EMERGING MARKETS EQUITY ETF	$78.6M	814.7K	1.20%	Added(+7.2%)
15	V VGES VANGUARD LARGE CAP	$77.7M	225.9K	1.18%	Added(+6.8%)
16	E ETHA ISHARES CORE MSCI EAFE ETF	$61.8M	639.6K	0.94%	Trimmed(-3.9%)
17	V VGES VANGUARD TOTAL STK MKT	$56.3M	152.2K	0.86%	Trimmed(-1.1%)
18	V VGES VANGUARD SMALL CAP ETF	$48.6M	160.4K	0.74%	Trimmed(-0.4%)
19	J JPM-PM JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND	$47.8M	988.9K	0.73%	Added(+12.0%)
20	M META META PLATFORMS INC CL A	$46.6M	82.7K	0.71%	Added(+4.9%)

E

1.ETHA

ISHARES S&P 500 INDEX

+1.1%

Value

$809.3M

Shares

1.08M

% Port

12.34%

C

2.CORT

CORCEPT THERAPEUTICS INC COM

-0.4%

Value

$344.5M

Shares

3.96M

% Port

5.25%

A

3.AAPL

APPLE INC

Unchanged

Value

$290.4M

Shares

1.00M

% Port

4.43%

N

4.NVDA

NVIDIA CORP

+3.3%

Value

$230.9M

Shares

1.15M

% Port

3.52%

E

5.ETHA

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

-3.0%

Value

$181.8M

Shares

1.11M

% Port

2.77%

E

6.ETHA

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

+3.9%

Value

$150.8M

Shares

2.22M

% Port

2.30%

G

7.GOOGN

ALPHABET INC CAP STK CL C

-0.9%

Value

$123.8M

Shares

350.4K

% Port

1.89%

G

8.GOOGN

GOOGLE INC

+1.8%

Value

$120.8M

Shares

338.2K

% Port

1.84%

M

9.MSFT

MICROSOFT

-0.3%

Value

$113.9M

Shares

305.3K

% Port

1.74%

A

10.AMZN

AMAZON.COM INC

+1.3%

Value

$98.8M

Shares

414.7K

% Port

1.51%

?

11.N/A

AVANTIS INTERNATIONAL EQUITY ETF

+13.1%

Value

$93.3M

Shares

1.05M

% Port

1.42%

V

12.VCTR

VICTORYSHARES FREE CASH FLOW ETF

+13.2%

Value

$79.7M

Shares

1.74M

% Port

1.21%

C

13.CVBF

CVB FINL CORP COM

-3.5%

Value

$79.6M

Shares

3.53M

% Port

1.21%

?

14.N/A

AVANTIS EMERGING MARKETS EQUITY ETF

+7.2%

Value

$78.6M

Shares

814.7K

% Port

1.20%

V

15.VGES

VANGUARD LARGE CAP

+6.8%

Value

$77.7M

Shares

225.9K

% Port

1.18%

E

16.ETHA

ISHARES CORE MSCI EAFE ETF

-3.9%

Value

$61.8M

Shares

639.6K

% Port

0.94%

V

17.VGES

VANGUARD TOTAL STK MKT

-1.1%

Value

$56.3M

Shares

152.2K

% Port

0.86%

V

18.VGES

VANGUARD SMALL CAP ETF

-0.4%

Value

$48.6M

Shares

160.4K

% Port

0.74%

J

19.JPM-PM

JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND

+12.0%

Value

$47.8M

Shares

988.9K

% Port

0.73%

M

20.META

META PLATFORMS INC CL A

+4.9%

Value

$46.6M

Shares

82.7K

% Port

0.71%

View full portfolio (3,930 holdings) →