Parallel Advisors, LLC
•CIK: 1690010•Filing: Q4 2025
Parallel Advisors, LLC, managed by the seasoned team of Jonathan Lavine and Jonathan Macey, maintains a concentrated portfolio with a focus on high-conviction tech and consumer discretionary stocks, currently holding 3,612 positions. Recently, the fund has notably increased its exposure to Robinhood (HOOD) by 325% and Veuve Clicquot (VEU) by 103%, while reducing its stake in Kiniksa Pharmaceuticals (KYN) by 82%, reflecting a strategic pivot towards growth-oriented and consumer-focused investments.
Total AUM
$5.5B
+ $10.8M in options
QoQ Performance
+0.0%
Positions
3,580
+ 32 options
Top 10 Concentration
45.8%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
ITOT
IVV10.5%
ITOT6.4%
AAPL4.9%
NVDA3.8%
MSFT2.7%
HTD2.5%
DYNF2.3%
GOOG2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other48.8%
Technology22.1%
ETF13.8%
Consumer5.4%
Financial4.1%
Healthcare3.0%
Communication0.8%
Industrial0.6%
🚪 Exited Positionssold since Q3 2025
+3339 more exited positions
Changes from Q3 2025
↑116 increased
↓81 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023