Parallel Advisors, LLC
All 13F Filings
- Location
- San Francisco, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 5,466,590
- Description
- San Francisco California based planning integrated investment advisor with a limited liability advisory organization and a pragmatic and allocation disciplined investment mandate. The approach emphasizes planning integrated mandate design, valuation discipline and downside awareness, and fundamental research depth for planning centered advisory portfolios. Implementation focuses on stability, transparency, and repeatable investment decision routines through allocation integrity standards and exposure consistency.
- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 2/11/2026 | 3,619 | 5,466,590 | 13F-HR | Parallel Advisors, LLC |
| Q3 2025 | 11/13/2025 | 3,547 | 5,461,307 | 13F-HR | Parallel Advisors, LLC |
| Q2 2025 | 7/8/2025 | 3,536 | 5,004,011 | 13F-HR | Parallel Advisors, LLC |
| Q1 2025 | 4/8/2025 | 3,520 | 4,434,574 | 13F-HR | Parallel Advisors, LLC |
| Q4 2024 | 2/10/2025 | 3,525 | 4,446,060 | 13F-HR | Parallel Advisors, LLC |
| Q3 2024 | 11/13/2024 | 3,417 | 4,253,665 | 13F-HR | Parallel Advisors, LLC |
| Q2 2024 | 8/8/2024 | 3,328 | 3,903,394 | 13F-HR | Parallel Advisors, LLC |
| Q1 2024 | 5/6/2024 | 3,302 | 3,690,173 | 13F-HR | Parallel Advisors, LLC |
| Q4 2023 | 2/12/2024 | 3,328 | 3,370,786 | 13F-HR | Parallel Advisors, LLC |
| Q3 2023 | 5/20/2024 | 3,384 | 3,002,037 | 13F-HR/A - RESTATEMENT | Parallel Advisors, LLC |
| Q3 2023 | 11/14/2023 | 3,384 | 3,002,037 | 13F-HR | Parallel Advisors, LLC |
| Q2 2023 | 5/20/2024 | 3,366 | 3,105,809 | 13F-HR/A - RESTATEMENT | Parallel Advisors, LLC |
| Q2 2023 | 8/4/2023 | 3,366 | 3,105,809 | 13F-HR | Parallel Advisors, LLC |
| Q1 2023 | 5/20/2024 | 3,437 | 2,965,839 | 13F-HR/A - RESTATEMENT | Parallel Advisors, LLC |
| Q1 2023 | 4/25/2023 | 3,437 | 2,965,839 | 13F-HR | Parallel Advisors, LLC |
| Q4 2022 | 2/6/2023 | 3,381 | 2,306,081 | 13F-HR | Parallel Advisors, LLC |
| Q3 2022 | 11/10/2022 | 3,479 | 2,172,515 | 13F-HR | Parallel Advisors, LLC |
| Q2 2022 | 8/1/2022 | 3,330 | 2,178,910 | 13F-HR | Parallel Advisors, LLC |
| Q1 2022 | 4/28/2022 | 3,197 | 2,520,229 | 13F-HR | Parallel Advisors, LLC |
| Q4 2021 | 1/20/2022 | 3,275 | 2,693,543 | 13F-HR | Parallel Advisors, LLC |
| Q3 2021 | 11/2/2021 | 3,240 | 2,479,804 | 13F-HR/A - RESTATEMENT | Parallel Advisors, LLC |
| Q3 2021 | 10/22/2021 | 3,060 | 2,361,145 | 13F-HR | Parallel Advisors, LLC |
| Q2 2021 | 8/6/2021 | 3,060 | 2,361,145 | 13F-HR | Parallel Advisors, LLC |
| Q1 2021 | 4/23/2021 | 2,928 | 2,119,415 | 13F-HR | Parallel Advisors, LLC |
| Q4 2020 | 2/2/2021 | 2,672 | 1,842,209 | 13F-HR | Parallel Advisors, LLC |
| Q3 2020 | 10/27/2020 | 2,658 | 1,616,052 | 13F-HR | Parallel Advisors, LLC |
| Q2 2020 | 7/16/2020 | 2,610 | 1,532,166 | 13F-HR | Parallel Advisors, LLC |
| Q1 2020 | 4/27/2020 | 2,622 | 1,235,036 | 13F-HR | Parallel Advisors, LLC |
| Q4 2019 | 1/30/2020 | 2,458 | 1,333,142 | 13F-HR | Parallel Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
10.8 K
(0.2% of total reported value)
· QoQ Δ:
+4.02 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.824 M | 51.8% | 0 | 92.59 K | -92.59 K |
| ETFs | 2.632 M | 48.2% | 93.87 K | 0 | 93.87 K |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
5,466,590
Holdings
3619
QoQ value change ($000)
5,283
(0.1%)
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.