Parallel Advisors, LLC
Annual return '25
+15.4%
SPY '25
+17.7%
Alpha
-2.4ptsvs SPY
Invested
$5.6B
Holdings
3,787
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES S&P 500 INDEX
Q1 2026: New position (67.8k shares)
12.6%
02
$AAPL
APPLE INC
Q1 2026: New position (131.6k shares)
4.6%
03
$NVDA
NVIDIA CORP
Q1 2026: New position (95.9k shares)
3.5%
04
$ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
Q1 2026: New position (2.6k shares)
2.9%
05
$CORT
CORCEPT THERAPEUTICS INC COM
Held since at least Q1 2024
2.9%
06
$DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
Q1 2026: New position (831.0k shares)
2.2%
07
$MSFT
MICROSOFT
Q1 2026: New position (40.4k shares)
2.0%
08
$GOOG
ALPHABET INC CAP STK CL C
Q1 2026: New position (60.4k shares)
1.8%
09
$GOOGL
GOOGLE INC
Q1 2026: New position (32.3k shares)
1.7%
10
$AMZN
AMAZON.COM INC
Q1 2026: New position (83.3k shares)
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:29 UTC.