PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

All 13F Filings

Location
Minneapolis, MN
Most recent 13F
Q2 2026
Holdings value ($000)
844,132
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/5/2026 219 844,132 13F-HR PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
Q1 2026 5/4/2026 214 762,905 13F-HR PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
Q4 2025 2/10/2026 224 762,642 13F-HR PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
Q3 2025 11/10/2025 225 762,168 13F-HR PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
Q2 2025 8/11/2025 227 728,661 13F-HR PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 522.9 K 61.9% 48.44 K 0 48.44 K
ETFs 308.3 K 36.5% 32.03 K 0 32.03 K
Debt 12.93 K 1.5% 755 0 755
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Fund Snapshot

Q2 2026
Latest filed
8/5/2026
Total value ($000)
844,132
Holdings
219
QoQ value change ($000)
81,227 (10.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.