PARR McKnight Wealth Management Group, LLC has filed its latest 13F-HR report with the SEC, revealing a total of $844.9 million in assets under management as of September 30, 2026. This filing is significant as it showcases the firm’s investment strategy and highlights its current holdings in major companies.

The report details a diverse portfolio, including substantial investments in well-known corporations such as Apple Inc., Microsoft Corp., and Amazon.com Inc. This reflects PARR McKnight's strategic focus on large-cap stocks, which are often considered stable investments.

Background

PARR McKnight Wealth Management Group, LLC is a wealth management firm based in Minneapolis, Minnesota. The company is classified under the SEC's other entity type and has been actively managing assets for its clients. The firm recently filed its 13F-HR on October 30, 2026, which is a quarterly report that provides insight into the investment decisions of institutional investment managers.

What the Filing Says

The 13F-HR filing indicates that PARR McKnight holds a total of 222 positions across various equities, with a total reported value of $844,938,038. The filing is signed by Roseann Higgins, the Chief Compliance Officer, emphasizing the firm’s commitment to regulatory compliance and transparency in its investment practices.

Impact

This update may have implications for the clients of PARR McKnight as it reflects the firm’s investment strategy and asset allocation. Additionally, the report may influence how other wealth management firms approach their investment strategies in a competitive landscape. The filing indicates a strong focus on major tech companies, which could signal trends in investor sentiment towards these sectors.

What's Next

The filing does not specify what actions will follow this report, but it is expected that PARR McKnight will continue to adjust its portfolio in response to market conditions and client needs.