Parsonex Advisory Services, Inc.

ENGLEWOOD, CO · CIK 2107398 · 13F filing filed 2026-02-12

SEC-registered investment adviser since 2012 · corporation

Assets managed$271.3m
Staff24 · 2 in investment roles
Main clients (by assets)High net worth individuals 54%, Individuals 34%, Private funds 12%
Private funds1 · $30.4m gross assets
Websiteparsonexadvisory.com
Form ADV · 2026-06-10SEC adviser record

Kindwealth
Others nearbyEnglewood, CO, Tustin, CA, Orange, CA

As an employer

Offices in1 country
Private fundsother private 1

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Englewood, CO (main office)United States	United States
Orange, CAUnited States	United States	1
Tustin, CAUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$146.9m reported value +22.5% vs Q2 2025

100positions

40.1%in top 10

9 new 53 added 36 reduced 5 sold out vs Q2 2025

Holdings, Q3 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALPHABET INC CAP STK CL C GOOG	GOOG	35,355	$8.6m5.86%	5.86%	Added +7.9k	+7,948 29.0%
2	MICROSOFT CORP COM MSFT	MSFT	16,362	$8.5m5.77%	5.77%	Added +2.6k	+2,577 18.7%
3	DIREXION SHS ETF TR DIREXION HCM HCMT	HCMT	167,276	$6.3m4.27%	4.27%	Reduced -304	-304 -0.2%
4	BROADCOM INC COM AVGO	AVGO	18,654	$6.2m4.19%	4.19%	Reduced -365	-365 -1.9%
5	VISA INC COM CL A V	V	16,082	$5.5m3.74%	3.74%	Added +4.2k	+4,194 35.3%
6	APPLE INC COM AAPL	AAPL	21,164	$5.4m3.67%	3.67%	Added +3.3k	+3,273 18.3%
7	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	10,655	$5.2m3.56%	3.56%	Added +3.8k	+3,761 54.5%
8	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	150,981	$4.8m3.28%	3.28%	Added +513	+513 0.3%
9	NVIDIA CORPORATION COM NVDA	NVDA	23,722	$4.4m3.01%	3.01%	Added +5.2k	+5,214 28.2%
10	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	94,034	$4.1m2.81%	2.81%	Added +2.5k	+2,550 2.8%
11	RTX CORPORATION COM RTX	RTX	23,125	$3.9m2.63%	2.63%	Added +5.5k	+5,482 31.1%
12	UBER TECHNOLOGIES INC COM UBER	UBER	35,902	$3.5m2.39%	2.39%	Added +10.5k	+10,541 41.6%
13	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	7,522	$3.4m2.29%	2.29%	Added +2.3k	+2,331 44.9%
14	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	19,569	$3.3m2.24%	2.24%	Added +5.5k	+5,457 38.7%
15	ELI LILLY & CO COM LLY	LLY	4,174	$3.2m2.17%	2.17%	Added +1.1k	+1,067 34.3%
16	BANK AMERICA CORP COM BAC	BAC	59,707	$3.1m2.10%	2.10%	Added +10.4k	+10,367 21.0%
17	TAKE-TWO INTERACTIVE SOFTWAR COM TTWO	TTWO	11,047	$2.9m1.94%	1.94%	Added +1.8k	+1,767 19.0%
18	SALESFORCE INC COM CRM	CRM	11,974	$2.8m1.93%	1.93%	Added +3.4k	+3,350 38.9%
19	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	3,972	$2.8m1.89%	1.89%	Added +3.5k	+3,499 739.8%
20	UNITEDHEALTH GROUP INC COM UNH	UNH	7,956	$2.7m1.87%	1.87%	Added +6.1k	+6,112 331.4%
21	BOSTON SCIENTIFIC CORP COM BSX	BSX	26,256	$2.6m1.74%	1.74%	Added +6.0k	+6,012 29.7%
22	META PLATFORMS INC CL A META	META	3,405	$2.5m1.70%	1.70%	Reduced -38	-38 -1.1%
23	SCHWAB CHARLES CORP COM SCHW	SCHW	25,989	$2.5m1.69%	1.69%	Added +5.5k	+5,526 27.0%
24	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	37,972	$2.3m1.55%	1.55%	Added +277	+277 0.7%
25	EATON CORP PLC SHS ETN	ETN	5,537	$2.1m1.41%	1.41%	New
26	SPDR SER TR BBG CONV SEC ETF CWB	CWB	21,764	$2.0m1.34%	1.34%	Added +737	+737 3.5%
27	DISNEY WALT CO COM DIS	DIS	17,069	$2.0m1.33%	1.33%	Added +2.0k	+1,982 13.1%
28	VANGUARD INDEX FDS VALUE ETF VTV	VTV	10,181	$1.9m1.29%	1.29%	Added +100	+100 1.0%
29	AMAZON COM INC COM AMZN	AMZN	7,439	$1.6m1.11%	1.11%	Added +421	+421 6.0%
30	GE AEROSPACE COM NEW GE	GE	5,334	$1.6m1.09%	1.09%	Added +102	+102 1.9%
31	PROSHARES TR PSHS ULTRA QQQ QLD	QLD	10,147	$1.4m0.95%	0.95%	Reduced -401	-401 -3.8%
32	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	32,600	$1.4m0.93%	0.93%	Reduced -49	-49 -0.1%
33	JPMORGAN CHASE & CO COM JPM	JPM	3,993	$1.3m0.86%	0.86%	Reduced -2	-2 -0.1%
34	CONSTELLATION ENERGY CORP COM CEG	CEG	3,603	$1.2m0.81%	0.81%	Reduced -146	-146 -3.9%
35	NORTHERN LTS FD TR III HCM DEFND 100 QQH	QQH	15,231	$1.2m0.79%	0.79%	Reduced -931	-931 -5.8%
36	NORTHERN LTS FD TR III HCM DEFEN 500 LGH	LGH	17,115	$1.0m0.70%	0.70%	Reduced -389	-389 -2.2%
37	PHILIP MORRIS INTL INC COM PM	PM	6,128	$994.0k0.68%	0.68%	Added +873	+873 16.6%
38	CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM CGCP	CGCP	43,259	$982.8k0.67%	0.67%	Reduced -527	-527 -1.2%
39	MARSH & MCLENNAN COS INC COM MRSH	MRSH	4,874	$982.3k0.67%	0.67%	Added +39	+39 0.8%
40	WILLDAN GROUP INC COM WLDN	WLDN	10,000	$966.9k0.66%	0.66%	Unchanged
41	ISHARES TR RUSSELL 2000 ETF IWM	IWM	3,893	$942.0k0.64%	0.64%	New
42	ROYAL CARIBBEAN GROUP COM RCL	RCL	2,800	$906.0k0.62%	0.62%	Reduced -29	-29 -1.0%
43	CAPITAL GRP FIXED INCM ETF T SHORT DURATION CGSD	CGSD	31,936	$829.7k0.56%	0.56%	Reduced -989	-989 -3.0%
44	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	2,960	$826.7k0.56%	0.56%	Reduced -21	-21 -0.7%
45	LINDE PLC SHS LIN	LIN	1,686	$800.9k0.55%	0.55%	Reduced -39	-39 -2.3%
46	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	22,741	$758.9k0.52%	0.52%	Added +107	+107 0.5%
47	TESLA INC COM TSLA	TSLA	1,690	$751.6k0.51%	0.51%	Reduced -12	-12 -0.7%
48	KLA CORP COM NEW KLAC	KLAC	674	$727.0k0.49%	0.49%	Added +55	+55 8.9%
49	GE VERNOVA INC COM GEV	GEV	1,068	$656.7k0.45%	0.45%	Reduced -218	-218 -16.9%
50	ABBOTT LABS COM ABT	ABT	4,746	$635.7k0.43%	0.43%	Reduced -9	-9 -0.2%
51	TRANSDIGM GROUP INC COM TDG	TDG	418	$550.9k0.37%	0.37%	Added +168	+168 67.2%
52	NORTHROP GRUMMAN CORP COM NOC	NOC	899	$547.8k0.37%	0.37%	Added +1	+1 0.1%
53	VANGUARD INDEX FDS SMALL CP ETF VB	VB	1,942	$493.9k0.34%	0.34%	Added +10	+10 0.5%
54	WASTE CONNECTIONS INC COM WCN	WCN	2,674	$470.1k0.32%	0.32%	Reduced -5	-5 -0.2%
55	MICRON TECHNOLOGY INC COM MU	MU	2,803	$469.0k0.32%	0.32%	Added +122	+122 4.5%
56	MONDELEZ INTL INC CL A MDLZ	MDLZ	7,201	$449.8k0.31%	0.31%	Added +83	+83 1.2%
57	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	2,853	$424.0k0.29%	0.29%	Reduced -5	-5 -0.2%
58	HOME DEPOT INC COM HD	HD	1,041	$421.8k0.29%	0.29%	Reduced -6	-6 -0.6%
59	NETFLIX INC COM NFLX	NFLX	338	$405.2k0.28%	0.28%	Reduced -1	-1 -0.3%
60	AMGEN INC COM AMGN	AMGN	1,430	$403.5k0.27%	0.27%	Added +11	+11 0.8%
61	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	1,018	$398.7k0.27%	0.27%	Added +218	+218 27.2%
62	WELLTOWER INC COM WELL	WELL	2,221	$395.6k0.27%	0.27%	Unchanged
63	SERVICENOW INC COM NOW	NOW	429	$394.8k0.27%	0.27%	Reduced -1	-1 -0.2%
64	PROSHARES TR ULTRAPRO QQQ TQQQ	TQQQ	3,760	$388.8k0.26%	0.26%	New
65	DANAHER CORPORATION COM DHR	DHR	1,912	$379.1k0.26%	0.26%	Reduced -158	-158 -7.6%
66	MASTERCARD INCORPORATED CL A MA	MA	660	$375.4k0.26%	0.26%	Added +46	+46 7.5%
67	KKR & CO INC COM KKR	KKR	2,759	$358.5k0.24%	0.24%	Reduced -5	-5 -0.2%
68	ABBVIE INC COM ABBV	ABBV	1,542	$357.0k0.24%	0.24%	Reduced -183	-183 -10.6%
69	ASTRAZENECA PLC SPONSORED ADR SPONSORED ADR		4,629	$355.1k0.24%	0.24%	Reduced -51	-51 -1.1%
70	CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR CGMS	CGMS	12,785	$354.8k0.24%	0.24%	New
71	CONOCOPHILLIPS COM COP	COP	3,743	$354.1k0.24%	0.24%	Added +2	+2 0.1%
72	UNITED RENTALS INC COM URI	URI	359	$342.7k0.23%	0.23%	New
73	PNC FINL SVCS GROUP INC COM PNC	PNC	1,631	$327.7k0.22%	0.22%	Added +5	+5 0.3%
74	GALLAGHER ARTHUR J & CO COM AJG	AJG	1,029	$318.7k0.22%	0.22%	Added +5	+5 0.5%
75	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	328	$317.5k0.22%	0.22%	Reduced -2	-2 -0.6%
76	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	6,325	$312.8k0.21%	0.21%	Added +603	+603 10.5%
77	ISHARES TR CORE 1 5 YR USD ISTB	ISTB	6,091	$297.5k0.20%	0.20%	Added +538	+538 9.7%
78	CAPITAL GROUP DIVIDEND GROWE SHS ETF CGDG	CGDG	8,578	$297.2k0.20%	0.20%	Added +261	+261 3.1%
79	COSTCO WHSL CORP NEW COM COST	COST	318	$294.4k0.20%	0.20%	Reduced -4	-4 -1.2%
80	SEMPRA COM SRE	SRE	3,245	$292.0k0.20%	0.20%	Added +10	+10 0.3%
81	ATMOS ENERGY CORP COM ATO	ATO	1,700	$290.3k0.20%	0.20%	Added +9	+9 0.5%
82	HILTON WORLDWIDE HLDGS INC COM HLT	HLT	1,086	$281.8k0.19%	0.19%	Reduced -431	-431 -28.4%
83	CHIPOTLE MEXICAN GRILL INC COM CMG	CMG	7,089	$277.8k0.19%	0.19%	Reduced -925	-925 -11.5%
84	TRACTOR SUPPLY CO COM TSCO	TSCO	4,880	$277.5k0.19%	0.19%	Added +62	+62 1.3%
85	CARRIER GLOBAL CORPORATION COM CARR	CARR	4,644	$277.2k0.19%	0.19%	Added +15	+15 0.3%
86	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	10,986	$255.8k0.17%	0.17%	Reduced -51	-51 -0.5%
87	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	8,367	$243.6k0.17%	0.17%	Reduced -25	-25 -0.3%
88	PAYCHEX INC COM PAYX	PAYX	1,908	$241.9k0.16%	0.16%	Reduced -54	-54 -2.8%
89	TRUIST FINL CORP COM TFC	TFC	5,171	$236.4k0.16%	0.16%	Added +379	+379 7.9%
90	ROBLOX CORP CL A RBLX	RBLX	1,700	$235.5k0.16%	0.16%	New
91	ARAMARK COM ARMK	ARMK	6,130	$235.4k0.16%	0.16%	Added +39	+39 0.6%
92	PROGRESSIVE CORP COM PGR	PGR	945	$233.4k0.16%	0.16%	Added +24	+24 2.6%
93	CAPITAL ONE FINL CORP COM COF	COF	1,053	$223.8k0.15%	0.15%	New
94	ATI INC COM ATI	ATI	2,664	$216.7k0.15%	0.15%	Added +13	+13 0.5%
95	S&P GLOBAL INC COM SPGI	SPGI	435	$211.7k0.14%	0.14%	Reduced -15	-15 -3.3%
96	FIDELITY NATIONAL FINANCIAL FNF GROUP COM FNF	FNF	3,432	$207.6k0.14%	0.14%	New
97	INGERSOLL RAND INC COM IR	IR	2,484	$205.2k0.14%	0.14%	Added +9	+9 0.4%
98	ROYAL BK CDA COM RY	RY	1,378	$203.0k0.14%	0.14%	New
99	PAYPAL HLDGS INC COM PYPL	PYPL	3,017	$202.3k0.14%	0.14%	Reduced -22.4k	-22,378 -88.1%
100	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	813	$200.5k0.14%	0.14%	Reduced -5.8k	-5,762 -87.6%

Sold out since Q2 2025

Security	Ticker	Shares held before	Value then
ADOBE INC ADBE	ADBE	4,287	$1.7m4.3k shares
PROSHARES TR UWM	UWM	20,819	$784.3k20.8k shares
ELEVANCE HEALTH INC ELV	ELV	603	$234.5k603 shares
TEXAS INSTRS INC TXN	TXN	1,115	$231.5k1.1k shares
CHARTER COMMUNICATIONS INC N CHTR	CHTR	541	$221.2k541 shares