Funds › Parsonex Advisory Services, Inc.
Parsonex Advisory Services, Inc.
13F for Q3 2026, filed Nov 13, 2026. 54 positions worth $134.0M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | CRWD CrowdStrike Holdings, Inc. | 52,678 | $13.9M | 10.4% | +1.9% | 13F ↗ |
| 2 | GOOG Alphabet Inc. Class C | 34,222 | $11.7M | 8.7% | +6.4% | 13F ↗ |
| 3 | MSFT Microsoft Corporation | 14,510 | $7.4M | 5.6% | +6.3% | 13F ↗ |
| 4 | AAPL Apple Inc. | 21,199 | $7.1M | 5.3% | +5.8% | 13F ↗ |
| 5 | Capital Group Growth ETF Units | 139,519 | $6.6M | 4.9% | +19.4% | 13F ↗ |
| 6 | V Visa Inc. | 16,865 | $6.1M | 4.5% | +7.3% | 13F ↗ |
| 7 | NVDA NVIDIA Corporation | 25,894 | $5.9M | 4.4% | +9.2% | 13F ↗ |
| 8 | LLY Eli Lilly and Company | 4,628 | $5.4M | 4.0% | +6.7% | 13F ↗ |
| 9 | RTX RTX Corporation | 26,510 | $4.9M | 3.7% | +5.7% | 13F ↗ |
| 10 | Schwab Strategic Tr Us Lcap Gr Etf | 124,207 | $4.5M | 3.3% | +13.6% | 13F ↗ |
| 11 | BAC Bank of America Corporation | 72,288 | $3.9M | 2.9% | +3.2% | 13F ↗ |
| 12 | ICE Intercontinental Exchange Inc. | 25,565 | $3.9M | 2.9% | +2.6% | 13F ↗ |
| 13 | AMZN Amazon.com, Inc. | 14,674 | $3.7M | 2.7% | +18.7% | 13F ↗ |
| 14 | UNH UnitedHealth Group Incorporated | 9,810 | $3.6M | 2.7% | +6.4% | 13F ↗ |
| 15 | ISRG Intuitive Surgical, Inc. | 8,828 | $3.6M | 2.7% | -6.0% | 13F ↗ |
| 16 | AVGO Broadcom Inc. | 9,985 | $3.5M | 2.6% | +38.9% | 13F ↗ |
| 17 | ETN Eaton Corporation, PLC | 7,665 | $3.3M | 2.5% | +2.9% | 13F ↗ |
| 18 | SCHW Charles Schwab Corporation | 33,279 | $3.3M | 2.4% | +5.1% | 13F ↗ |
| 19 | UBER Uber Technologies, Inc. | 46,680 | $3.2M | 2.4% | +8.3% | 13F ↗ |
| 20 | TTWO Take-Two Interactive Software, Inc. | 13,727 | $2.8M | 2.1% | +4.1% | 13F ↗ |
| 21 | CRM Salesforce, Inc. | 12,090 | $2.8M | 2.1% | +5.0% | 13F ↗ |
| 22 | Capital Group Dividend Value Units | 56,564 | $2.8M | 2.1% | +36.9% | 13F ↗ |
| 23 | Vanguard Tax-Managed Fds | 35,112 | $2.5M | 1.9% | +11.8% | 13F ↗ |
| 24 | SPOT Spotify Technology S.A. | 5,014 | $2.4M | 1.8% | +4.3% | 13F ↗ |
| 25 | Vanguard Index Fds Mrngstr Val Etf | 9,259 | $2.0M | 1.5% | +52.3% | 13F ↗ |
| 26 | META Meta Platforms, Inc. | 2,469 | $1.8M | 1.3% | +27.7% | 13F ↗ |
| 27 | Vanguard Index Fds S&P 500 Etf Shs | 1,194 | $836.8K | 0.6% | New | 13F ↗ |
| 28 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 1,771 | $807.9K | 0.6% | +5.6% | 13F ↗ |
| 29 | Schwab Strategic Tr Emrg Mkteq Etf | 22,151 | $807.4K | 0.6% | +7.3% | 13F ↗ |
| 30 | GE GE Aerospace | 1,761 | $549.9K | 0.4% | +56.8% | 13F ↗ |
| 31 | MU Micron Technology, Inc. | 496 | $528.3K | 0.4% | New | 13F ↗ |
| 32 | Vanguard Index Fds Mrngstr Sml Cap | 1,818 | $517.2K | 0.4% | +5.1% | 13F ↗ |
| 33 | JPM JPMorgan Chase & Co. | 1,461 | $483.3K | 0.4% | +37.7% | 13F ↗ |
| 34 | PM Philip Morris International Inc | 2,462 | $469.8K | 0.4% | +44.8% | 13F ↗ |
| 35 | Capital Group Dividend Growe Shs Etf | 12,578 | $465.8K | 0.3% | -2.1% | 13F ↗ |
| 36 | KLAC KLA Corporation | 2,247 | $438.0K | 0.3% | +51.3% | 13F ↗ |
| 37 | ASML ASML Holding N.V. · Equities | 239 | $433.0K | 0.3% | +9.6% | 13F ↗ |
| 38 | TSLA Tesla, Inc. | 1,180 | $418.7K | 0.3% | +8.4% | 13F ↗ |
| 39 | Capital Group Core Balanced | 10,449 | $384.0K | 0.3% | -2.2% | 13F ↗ |
| 40 | INTC Intel Corporation | 3,042 | $365.7K | 0.3% | +81.1% | 13F ↗ |
| 41 | iShares Tr Trust Ishare 0-1 | 3,298 | $363.8K | 0.3% | New | 13F ↗ |
| 42 | RCL Royal Caribbean Cruises Ltd. | 1,330 | $353.6K | 0.3% | +24.1% | 13F ↗ |
| 43 | Vanguard Charlotte Fds Total Int Bd Etf | 6,862 | $321.6K | 0.2% | +8.8% | 13F ↗ |
| 44 | GOOGL Alphabet Inc. Class A | 894 | $307.6K | 0.2% | New | 13F ↗ |
| 45 | MA Mastercard Incorporated | 555 | $306.1K | 0.2% | +7.4% | 13F ↗ |
| 46 | iShares Tr Core 1 5 Yr Usd | 6,318 | $298.5K | 0.2% | +8.9% | 13F ↗ |
| 47 | Capital Group Core Equity Et Units | 6,469 | $287.9K | 0.2% | New | 13F ↗ |
| 48 | VRTX Vertex Pharmaceuticals Incorporated | 549 | $287.0K | 0.2% | New | 13F ↗ |
| 49 | NDAQ Nasdaq, Inc. | 3,000 | $276.0K | 0.2% | Unchanged | 13F ↗ |
| 50 | RY Royal Bank of Canada | 1,378 | $270.9K | 0.2% | Unchanged | 13F ↗ |
Changes since Q2 2026
8 new, 40 added to, 4 trimmed, 4 exited, 2 unchanged. By estimated dollars.
New positions (8)
| Vanguard Index Fds S&P 500 Etf Shs | 1,194 | New | $836.8K |
| MU Micron Technology, Inc. | 496 | New | $528.3K |
| iShares Tr Trust Ishare 0-1 | 3,298 | New | $363.8K |
| GOOGL Alphabet Inc. Class A | 894 | New | $307.6K |
| Capital Group Core Equity Et Units | 6,469 | New | $287.9K |
| VRTX Vertex Pharmaceuticals Incorporated | 549 | New | $287.0K |
| WELL Welltower Inc. | 1,151 | New | $265.0K |
| CEG Constellation Energy Corporation | 793 | New | $201.4K |
Added to (40)
| Capital Group Growth ETF Units | 139,519 | +19.4% | $1.1M |
| AVGO Broadcom Inc. | 9,985 | +38.9% | $981.2K |
| Capital Group Dividend Value Units | 56,564 | +36.9% | $745.4K |
| GOOG Alphabet Inc. Class C | 34,222 | +6.4% | $702.9K |
| Vanguard Index Fds Mrngstr Val Etf | 9,259 | +52.3% | $686.7K |
| AMZN Amazon.com, Inc. | 14,674 | +18.7% | $575.5K |
| Schwab Strategic Tr Us Lcap Gr Etf | 124,207 | +13.6% | $533.9K |
| NVDA NVIDIA Corporation | 25,894 | +9.2% | $498.8K |
| MSFT Microsoft Corporation | 14,510 | +6.3% | $443.7K |
| V Visa Inc. | 16,865 | +7.3% | $411.4K |
Trimmed (4)
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer