Parker Financial LLC - Portfolio overview

Parker Financial LLC has 40 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Real Estate and Technology.

Largest reported holdings by portfolio allocation

1. VEA - VANGUARD TAX-MANAGED FDS, 20.35%
2. DFAC - DIMENSIONAL ETF TRUST, 14.95%
3. VUG - VANGUARD INDEX FDS, 11.43%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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