Institutional Fund
Parker Financial LLC
Silverdale, WACIK 19656685 filings on record
Portfolio Value
$250.28M
Q1 2026
Holdings
37
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+1.5%
from $246.56M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Tax-Managed Fds20.4%
- Dimensional ETF Trust15.0%
- Vanguard Index Fds11.5%
- Vanguard Index Fds10.5%
- Vanguard Charlotte Fds7.4%
- Vanguard Intl Equity Index F7.0%
- Other28.3%
Portfolio Holdings
37 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 799.4K | $51.09M | 20.4% | −17.5K | Reduced |
| 2 | Dimensional ETF Trust | 969.8K | $37.53M | 15.0% | +24.7K | Added |
| 3 | Vanguard Index Fds | 65.8K | $28.70M | 11.5% | +1.4K | Added |
| 4 | Vanguard Index Fds | 134.3K | $26.29M | 10.5% | +222 | Added |
| 5 | Vanguard Charlotte Fds | 385.0K | $18.44M | 7.4% | +40.7K | Added |
| 6 | Vanguard Intl Equity Index F | 324.2K | $17.47M | 7.0% | −2.1K | Reduced |
| 7 | Vanguard Bd Index Fds | 152.2K | $11.91M | 4.8% | +12.2K | Added |
| 8 | Vanguard Bd Index Fds | 99.1K | $7.63M | 3.0% | +6.0K | Added |
| 9 | Dimensional ETF Trust | 174.6K | $7.36M | 2.9% | +15.5K | Added |
| 10 | Vanguard Bd Index Fds | 105.7K | $7.25M | 2.9% | +7.6K | Added |
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