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Parr Mcknight Wealth Management Group, LLC
Parr McKnight Wealth Management Group, LLC is a federally registered investment advisory firm headquartered in Minneapolis, Minnesota, United States. Specializing in personalized wealth management for individuals, families, and institutional clients, the firm is registered under the Investment Advisers Act of 1940. It offers comprehensive financial planning and portfolio management services utilizing evidence-based strategies. Founded in the past decade, the firm serves a diverse clientele seeking customized financial solutions and fiduciary oversight. The employee count is not publicly disclosed, but typical RIA firms of similar size have a small to midsize team.
Investment Strategy
Parr McKnight Wealth Management Group employs a diversified and evidence-based investment strategy, focusing on building portfolios using both passive and active investment vehicles. The firm's approach emphasizes broad market exposure through ETFs and mutual funds, with significant allocations to large-cap equities such as iShares Core S&P 500 ETF, Apple, and Microsoft, as well as diversified bond funds like Vanguard Total Bond Market ETF and iShares Core Total USD Bond Market ETF. Portfolio changes are driven by tactical asset allocation and client-specific objectives, with ongoing adjustments aimed at risk management and long-term growth.
Latest 13F Filing Activity
Parr Mcknight Wealth Management Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 227 equity positions with a total 13F market value of $729M. The fund increased holdings in Microsoft Corp., Meta Platforms Inc., Broadcom Inc. among other positions. Parr Mcknight Wealth Management Group, LLC reduced exposure to Apple Inc., Unitedhealth Group Inc., Parker-hannifin Corp. among others.
Top Holdings
Equity Positions (227)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 4.64% | $33.8M | 54,396 | $588.68 | $620.90 | +$2.9M |
M MSFT | MICROSOFT CORP | 4.57% | $33.3M | 66,899 | $421.50 | $497.41 | +$5.9M |
A AAPL | APPLE INC | 3.53% | $25.7M | 125,355 | $250.42 | $205.17 | -$4.0M |
B BND | VANGUARD BD INDEX FDS | 2.82% | $20.5M | 278,629 | $71.91 | $73.63 | -$1.3M |
I IUSB | ISHARES TR | 2.29% | $16.7M | 360,569 | $45.20 | $46.23 | -$1.8M |
Industry Allocation
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