PARSONS CAPITAL MANAGEMENT INC/RI

$2.2B reported 13(f) long value · latest quarter 2026-06-30 · CIK 1018674 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $2.2B
ALL retained default holdings for this (filer, period), including NULL-value ones: 488
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 38
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 11

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:13215` · issuer key `iss:144` COM	ADD	+$31.0M	+163,134	$156M	$187M	574,417	737,551
position key `pos:11825` · issuer key `iss:1225` COM	ADD	+$11.1M	+69,828	$62.8M	$74.0M	129,947	199,775
position key `pos:10856` · issuer key `iss:1801` COM	ADD	−$7.2M	+2,265	$80.7M	$73.5M	503,927	506,192
position key `pos:18039` · issuer key `iss:1025` COM	ADD	+$28.1M	+108,918	$44.7M	$72.8M	138,644	247,562
position key `pos:11205` · issuer key `iss:255` CL B NEW	ADD	+$2.9M	+12,327	$65.2M	$68.0M	129,671	141,998
position key `pos:14175` · issuer key `iss:95` COM	ADD	+$8.4M	+64,207	$51.3M	$59.7M	222,255	286,462
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	ADD	+$10.1M	+47,806	$44.3M	$54.5M	141,635	189,441
position key `pos:15642` · issuer key `iss:1334` COM	ADD	+$23.0M	+141,269	$25.6M	$48.6M	137,525	278,794
position key `pos:14552` · issuer key `iss:711` COM	ADD	+$14.0M	+6,813	$31.4M	$45.4M	260,766	267,579
position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908` S&P 500 ETF SHS	ADD	+$8.1M	+16,091	$32.5M	$40.6M	51,860	67,951
position key `pos:10718` · issuer key `iss:1311` COM	ADD	+$24.9M	+256,683	$6.8M	$31.7M	84,391	341,074
position key `pos:15863` · issuer key `iss:1123` COM	ADD	+$1.5M	+5,744	$26.0M	$27.6M	24,234	29,978
position key `pos:13432` · issuer key `iss:411` COM	TRIM	+$4.7M	−756	$22.0M	$26.7M	38,411	37,655
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	ADD	+$9.3M	+37,361	$16.0M	$25.4M	51,096	88,457
position key `pos:10136` · issuer key `iss:990` COM	ADD	−$4.7M	+2,718	$29.5M	$24.8M	99,500	102,218
position key `pos:15499` · issuer key `iss:23` COM	ADD	+$4.3M	+24,096	$19.6M	$23.9M	85,891	109,987
position key `pos:13599` · issuer key `iss:1035` COM	ADD	+$4.1M	+1,986	$19.8M	$23.9M	95,758	97,744
position key `pos:15626` · issuer key `iss:1529` COM	ADD	+$14.6M	+73,314	$9.1M	$23.7M	49,388	122,702
position key `pos:11717` · issuer key `iss:440` COM	ADD	+$8.4M	+17,343	$13.4M	$21.7M	87,695	105,038
position key `pos:16185` · issuer key `iss:647` COM	ADD	+$17.2M	+131,750	$4.4M	$21.6M	33,396	165,146
position key `pos:10307` · issuer key `iss:1012` CORE S&P500 ETF	ADD	+$770K	+2,380	$16.9M	$17.7M	24,724	27,104
position key `pos:10715` · issuer key `iss:916` COM	ADD	+$1.8M	+7,600	$15.4M	$17.2M	44,827	52,427
position key `pos:12827` · issuer key `iss:323` COM	TRIM	−$4.9M	−8,602	$21.2M	$16.3M	61,350	52,748
position key `pos:13390` · issuer key `iss:656` COM UT LTD PTN	ADD	+$2.8M	+25,500	$13.5M	$16.2M	815,646	841,146
position key `pos:11237` · issuer key `iss:1601` GOLD SHS	TRIM	+$1.2M	−99	$14.6M	$15.8M	36,861	36,762
position key `pos:16072` · issuer key `iss:1370` COM	TRIM	−$5.7M	−3,524	$21.1M	$15.4M	108,124	104,600
position key `pos:11944` · issuer key `iss:454` COM	ADD	+$6.6M	+84,500	$8.7M	$15.3M	113,037	197,537
position key `pos:12848` · issuer key `iss:1921` COM CL A	ADD	+$1.6M	+11,621	$13.7M	$15.3M	39,075	50,696
position key `pos:14992` · issuer key `iss:1485` COM	ADD	+$821K	+4,974	$13.0M	$13.8M	90,445	95,419
position key `pos:15125` · issuer key `iss:1798` COM	ADD	+$1.2M	+6,297	$12.4M	$13.6M	21,386	27,683
position key `pos:13876` · issuer key `iss:917` COM	ADD	+$2.8M	+4,811	$10.8M	$13.6M	55,333	60,144
position key `sid:sec:prov:8cc6d731232d1ac429fb431a7ea6a184` · issuer key `cusip6:92189F` GOLD MINERS ETF	ADD	+$1.2M	+3,565	$12.1M	$13.3M	141,171	144,736
position key `pos:13340` · issuer key `iss:666` COM	ADD	+$2.1M	+1,763	$11.1M	$13.2M	346,080	347,843
position key `pos:17409` · issuer key `cusip6:921943` VAN FTSE DEV MKT	ADD	+$1.1M	+13,175	$11.7M	$12.8M	187,076	200,251
position key `sid:sec:prov:04f77a1db150000f4099ad9ffde1a13b` · issuer key `cusip6:92189F` IG FLOATING RATE	ADD	+$811K	+31,832	$12.0M	$12.8M	469,311	501,143
position key `sid:sec:prov:5a7fcb3dee6c4561333e06d370e28221` · issuer key `cusip6:46429B` FLTG RATE NT ETF	ADD	+$757K	+14,447	$11.7M	$12.4M	229,117	243,564
position key `sid:sec:prov:b109b7c8cad7049669c3adbdfaee4b50` · issuer key `cusip6:78468R` STATE STREET SPD	ADD	+$672K	+21,229	$11.6M	$12.2M	376,430	397,659
position key `pos:15622` · issuer key `iss:282` COM	ADD	−$3.8M	+2,263	$15.8M	$12.1M	102,766	105,029
position key `pos:17899` · issuer key `iss:1745` COM	ADD	+$3.6M	+20,561	$8.3M	$11.9M	53,852	74,413
position key `pos:17928` · issuer key `iss:1322` COM	ADD	+$10.4M	+15,020	$692K	$11.1M	1,214	16,234
position key `pos:13234` · issuer key `iss:230` COM	ADD	+$3.9M	+96,734	$6.9M	$10.8M	124,918	221,652
position key `pos:11991` · issuer key `iss:994` VAR RATE INVT	ADD	+$797K	+32,846	$10.0M	$10.7M	396,518	429,364
position key `pos:17751` · issuer key `iss:1214` COM	ADD	+$1.7M	+3,511	$8.8M	$10.5M	83,581	87,092
position key `pos:12030` · issuer key `iss:525` COM	ADD	+$1.4M	+89	$8.5M	$9.9M	9,814	9,903
position key `pos:15342` · issuer key `iss:1937` COM	ADD	+$8.3M	+71,097	$1.0M	$9.4M	9,865	80,962
position key `pos:11610` · issuer key `iss:287` COM	ADD	+$262K	+1,232	$9.1M	$9.4M	8,497	9,729
position key `pos:10493` · issuer key `iss:471` COM	ADD	+$7.6M	+98,523	$1.7M	$9.3M	23,762	122,285
position key `pos:11390` · issuer key `iss:720` CL A	ADD	+$1.3M	+3,953	$7.3M	$8.6M	11,129	15,082
position key `pos:12366` · issuer key `iss:22` COM	ADD	+$687K	+20,413	$7.8M	$8.5M	62,283	82,696
position key `pos:15152` · issuer key `iss:1000` S&P500 EQL WGT	ADD	+$1.7M	+8,714	$6.8M	$8.4M	35,265	43,979
position key `pos:11393` · issuer key `iss:545` COM	TRIM	+$337K	−175	$8.0M	$8.3M	15,622	15,447
position key `pos:10929` · issuer key `iss:676` COM	ADD	+$750K	+36,387	$7.5M	$8.2M	533,778	570,165
position key `pos:11077` · issuer key `iss:1690` COM SHS	ADD	−$1.7M	+170	$9.9M	$8.2M	125,042	125,212
position key `pos:18043` · issuer key `cusip6:46434V` CORE DIV GRWTH	ADD	+$1.3M	+16,982	$6.9M	$8.2M	99,445	116,427
position key `sid:sec:prov:6ae77b2275b70f22276189d31e60d3d2` · issuer key `cusip6:87283Q` CAP APPRECIATION	TRIM	−$4.5M	−102,372	$12.6M	$8.1M	329,503	227,131
position key `pos:17839` · issuer key `iss:2093` SHS	ADD	+$3.6M	+8,676	$4.4M	$8.0M	13,707	22,383
position key `pos:11671` · issuer key `iss:122` COM	ADD	+$953K	+1,216	$7.0M	$8.0M	21,394	22,610
position key `sid:sec:prov:3a69ff5ca4f41bbce8dbd9c569fbb075` · issuer key `cusip6:92206C` SHRT TRM CORP BD	ADD	+$713K	+9,509	$7.1M	$7.9M	89,544	99,053
position key `pos:15144` · issuer key `iss:556` COM	ADD	+$1.8M	+15,043	$5.9M	$7.8M	25,903	40,946
position key `sid:sec:prov:48b5bad00a4e6a86ec35d5bccb3517f2` · issuer key `cusip6:85207K` PHYSICAL SILVER	TRIM	+$176K	−2,500	$7.6M	$7.8M	320,618	318,118
position key `pos:15690` · issuer key `iss:610` COM NEW	ADD	+$6.6M	+49,397	$988K	$7.6M	8,428	57,825
position key `pos:10474` · issuer key `iss:627` COM	ADD	+$4.1M	+40,075	$3.4M	$7.6M	30,650	70,725
position key `pos:14924` · issuer key `iss:1013` MSCI ACWI EX US	ADD	+$4.4M	+63,132	$3.0M	$7.4M	45,205	108,337
position key `sid:sec:prov:4ee13837c201cea05a3fc8a370f61521` · issuer key `cusip6:81369Y` STATE STREET ENE	ADD	+$2.1M	+2,163	$5.3M	$7.4M	118,286	120,449
position key `pos:14055` · issuer key `cusip6:922908` MID CAP ETF	ADD	−$14.5K	+215	$7.3M	$7.3M	25,136	25,351
position key `pos:11938` · issuer key `iss:834` COM	ADD	+$643K	+1,052	$6.6M	$7.2M	7,494	8,546
position key `pos:10128` · issuer key `iss:1413` COM	ADD	+$410K	+318	$6.8M	$7.2M	7,694	8,012
position key `pos:10892` · issuer key `cusip6:81369Y` STATE STREET TEC	ADD	−$519K	+480	$7.6M	$7.1M	52,662	53,142
position key `pos:13833` · issuer key `iss:1435` COM	ADD	+$1.2M	+4,991	$5.8M	$7.0M	40,142	45,133
position key `pos:10790` · issuer key `iss:1444` COM	ADD	+$3.4M	+106,825	$3.4M	$6.8M	136,241	243,066
position key `pos:11609` · issuer key `iss:1447` COM	ADD	+$3.4M	+11,354	$3.4M	$6.8M	25,970	37,324
position key `pos:11572` · issuer key `iss:1968` COM	TRIM	+$692K	−15	$6.0M	$6.7M	51,474	51,459
position key `pos:10193` · issuer key `iss:1574` COM	ADD	+$2.2M	+8,922	$4.5M	$6.7M	10,106	19,028
position key `pos:13667` · issuer key `iss:1602` STATE STREET SPD	ADD	+$497K	+17,378	$6.0M	$6.5M	199,232	216,610
position key `pos:13699` · issuer key `iss:841` COM	TRIM	+$191K	−150	$6.2M	$6.4M	75,942	75,792
position key `pos:14206` · issuer key `iss:1193` CL A	ADD	−$326K	+1,017	$6.7M	$6.4M	11,714	12,731
position key `sid:sec:prov:dd676697d130da0e1356866e9897d09a` · issuer key `cusip6:92189F` JUNIOR GOLD MINE	ADD	+$345K	+300	$5.6M	$6.0M	49,393	49,693
position key `pos:15035` · issuer key `iss:505` COM	ADD	+$1.9M	+2,025	$3.9M	$5.8M	41,981	44,006
position key `pos:17250` · issuer key `iss:54` COM	TRIM	+$869K	−500	$4.9M	$5.8M	29,010	28,510
position key `pos:11834` · issuer key `iss:1012` CORE S&P US GWT	ADD	−$175K	+1,810	$6.0M	$5.8M	35,497	37,307
position key `pos:14039` · issuer key `iss:112` COM	TRIM	−$148K	−296	$5.7M	$5.5M	32,322	32,026
position key `sid:sec:prov:2727b63284f6235da134480881be8949` · issuer key `cusip6:922042` FTSE EMR MKT ETF	ADD	+$196K	+3,094	$5.3M	$5.5M	98,693	101,787
position key `pos:12412` · issuer key `cusip6:921946` HIGH DIV YLD	ADD	+$401K	+1,639	$5.0M	$5.4M	34,652	36,291
position key `pos:13490` · issuer key `iss:1939` COM	ADD	+$806K	+2,373	$4.4M	$5.2M	39,739	42,112
position key `pos:13994` · issuer key `cusip6:922042` ALLWRLD EX US	ADD	+$1.2M	+15,351	$4.0M	$5.2M	54,117	69,468
position key `pos:16172` · issuer key `iss:1141` COM	ADD	+$1.0M	+4,756	$4.1M	$5.1M	16,968	21,724
position key `pos:16096` · issuer key `iss:1206` COM	ADD	+$413K	+1,072	$4.7M	$5.1M	15,439	16,511
position key `pos:14231` · issuer key `iss:1013` ISHS 1-5YR INVS	ADD	+$659K	+13,051	$4.4M	$5.1M	83,409	96,460
position key `pos:11683` · issuer key `iss:1491` COM	TRIM	−$802K	−218	$5.9M	$5.1M	25,740	25,522
position key `sid:sec:prov:7f126b4ca55fda968bf1d5c8745daafd` · issuer key `cusip6:78468R` STATE STREET SPD	ADD	+$211K	+1,636	$4.8M	$5.0M	27,624	29,260
position key `pos:15433` · issuer key `iss:1290` COM	ADD	+$3.1M	+31,795	$1.9M	$5.0M	19,885	51,680
position key `pos:16249` · issuer key `cusip6:921908` DIV APP ETF	ADD	+$260K	+1,680	$4.7M	$5.0M	21,416	23,096
position key `pos:17173` · issuer key `iss:1138` COM	ADD	+$1.5M	+1,138	$3.4M	$4.9M	7,021	8,159
position key `pos:15818` · issuer key `iss:1742` COM	TRIM	−$174K	−168	$5.1M	$4.9M	68,547	68,379
position key `sid:sec:prov:b1f20aed1f08e0012682f026a23ca80d` · issuer key `cusip6:03463K` OAK ULTRASHORT	TRIM	−$87.7K	−1,509	$5.0M	$4.9M	97,033	95,524
position key `pos:15008` · issuer key `iss:318` COM	ADD	+$907K	+6,828	$4.0M	$4.9M	73,457	80,285
position key `pos:17467` · issuer key `iss:1751` SPONSORED ADS	ADD	+$558K	+239	$4.3M	$4.8M	14,004	14,243
position key `pos:17637` · issuer key `cusip6:381430` EQUAL WEIGHT US	ADD	+$1.6M	+19,195	$3.2M	$4.8M	37,259	56,454
position key `pos:14060` · issuer key `iss:47` COM	ADD	+$716K	+4,508	$4.0M	$4.7M	18,773	23,281
position key `sid:sec:prov:bcf113cbf36fa77b6db16ba061366c9e` · issuer key `cusip6:032108` AMPLIFY JUNIOR S	ADD	+$352K	+1,206	$4.3M	$4.6M	154,363	155,569

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 70

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:11020` · issuer key `iss:255` CL A	NO CHANGE	−$1.3M	$27.2M	$25.9M	36	36
position key `pos:15250` · issuer key `iss:1602` STATE STREET SPD	NO CHANGE	−$332K	$4.1M	$3.8M	14,705	14,705
position key `sid:sec:prov:ef912dff846ec8e01a7c18bd575e3523` · issuer key `cusip6:46641Q` ULTRA SHT MUNCPL	NO CHANGE	+$2.4K	$3.1M	$3.1M	60,435	60,435
position key `pos:16854` · issuer key `iss:1767` COM	NO CHANGE	+$368K	$2.0M	$2.4M	3,904	3,904
position key `pos:10331` · issuer key `iss:1807` COM	NO CHANGE	+$353K	$1.9M	$2.2M	24,000	24,000
position key `pos:11625` · issuer key `iss:2284` N Y REGISTRY SHS	NO CHANGE	+$401K	$1.7M	$2.1M	1,599	1,599
position key `pos:13275` · issuer key `iss:1000` WATER RES ETF	NO CHANGE	−$96.8K	$1.9M	$1.8M	27,259	27,259
position key `sid:sec:prov:87152e1e3942492bea1ed397892df787` · issuer key `cusip6:37954Y` GLOBAL X SILVER	NO CHANGE	+$125K	$1.6M	$1.7M	19,000	19,000
position key `pos:12367` · issuer key `iss:1627` COM STK	NO CHANGE	+$420K	$1.2M	$1.7M	32,314	32,314
position key `pos:12546` · issuer key `iss:1013` US HOME CONS ETF	NO CHANGE	−$101K	$1.7M	$1.6M	17,544	17,544
position key `pos:10601` · issuer key `iss:1013` MRGSTR MD CP ETF	NO CHANGE	+$12.0K	$1.4M	$1.4M	17,198	17,198
position key `sid:sec:prov:b26ae58d14ccf4d7e6ea3cbd9be9909d` · issuer key `cusip6:46429B` CORE HIGH DV ETF	NO CHANGE	+$129K	$1.1M	$1.2M	9,110	9,110
position key `sid:sec:prov:62eb42e14503968141857c62d67e1607` · issuer key `cusip6:81369Y` STATE STREET MAT	NO CHANGE	+$106K	$1.0M	$1.1M	22,916	22,916
position key `sid:sec:prov:5044747672ba7720c881622ba56684c7` · issuer key `cusip6:46138E` KBW BK ETF	NO CHANGE	−$72.6K	$1.2M	$1.1M	14,041	14,041
position key `pos:17758` · issuer key `iss:1605` UTSER1 S&PDCRP	NO CHANGE	+$23.8K	$1.1M	$1.1M	1,768	1,768
position key `sid:sec:prov:89cc3441e94df1e6ade34b90004054c1` · issuer key `cusip6:92204A` ENERGY ETF	NO CHANGE	+$268K	$717K	$986K	5,698	5,698
position key `sid:sec:prov:29dd99021c89cf0c0d42cb1607029d4d` · issuer key `cusip6:64134X` COM	NO CHANGE	+$334K	$530K	$864K	116,726	116,726
position key `sid:sec:prov:e7f7056bad4cc0deabb1b750ba053f7f` · issuer key `cusip6:33939L` QUALT DIVD IDX	NO CHANGE	−$16.9K	$793K	$776K	9,817	9,817
position key `pos:15318` · issuer key `iss:392` COM	NO CHANGE	+$18.9K	$670K	$689K	3,261	3,261
position key `sid:sec:prov:fbb4790acdf12d5c861113a0d192051f` · issuer key `cusip6:85512C` UNIT LTD PARTNR	NO CHANGE	+$23.2K	$625K	$648K	52,806	52,806
position key `sid:sec:prov:039e3c20fd79cd6f8ad94d3b744b2e06` · issuer key `cusip6:92206C` VNG RUS3000IDX	NO CHANGE	−$24.2K	$570K	$546K	1,899	1,899
position key `pos:15560` · issuer key `iss:1973` COM	NO CHANGE	+$93.2K	$442K	$535K	7,355	7,355
position key `pos:14349` · issuer key `iss:1013` ESG MSCI KLD 400	NO CHANGE	−$33.0K	$557K	$524K	4,327	4,327
position key `pos:14318` · issuer key `iss:1382` COM	NO CHANGE	−$66.5K	$566K	$499K	6,475	6,475
position key `sid:sec:prov:a549b22b31d274b0a27750825363c80a` · issuer key `cusip6:53803X` COM	NO CHANGE	−$18.6K	$500K	$481K	14,550	14,550
position key `sid:sec:prov:51994f8a46b3655c3591e043fc86d92e` · issuer key `cusip6:85208R` PHYSICAL GOLD AN	NO CHANGE	+$19.2K	$458K	$477K	10,000	10,000
position key `sid:sec:prov:0fa665eec33a5b07cbd5ba9199bb0b25` · issuer key `cusip6:47804J` MULTI INTL ETF	NO CHANGE	+$8.8K	$437K	$446K	10,516	10,516
position key `pos:12865` · issuer key `iss:1559` SPONSORED ADR	NO CHANGE	+$61.3K	$370K	$431K	4,625	4,625
position key `pos:13985` · issuer key `iss:597` COM	NO CHANGE	−$18.8K	$439K	$420K	4,950	4,950
position key `pos:14715` · issuer key `iss:1729` COM	NO CHANGE	+$1.1K	$416K	$417K	6,667	6,667
position key `pos:13807` · issuer key `iss:1013` MRGSTR SM CP ETF	NO CHANGE	+$477	$402K	$402K	6,180	6,180
position key `pos:16286` · issuer key `iss:1862` COM	NO CHANGE	−$41.2K	$413K	$372K	510	510
position key `pos:10904` · issuer key `iss:1569` COM	NO CHANGE	−$30.9K	$398K	$367K	1,022	1,022
position key `pos:11969` · issuer key `iss:268` COM	NO CHANGE	−$44.9K	$403K	$358K	6,852	6,852
position key `pos:10141` · issuer key `iss:1602` STATE STREET SPD	NO CHANGE	+$16.0K	$336K	$352K	2,755	2,755
position key `pos:17452` · issuer key `iss:1604` UT SER 1	NO CHANGE	−$13.0K	$359K	$346K	748	748
position key `pos:11062` · issuer key `iss:895` COM	NO CHANGE	−$10.2K	$351K	$340K	18,270	18,270
position key `pos:18187` · issuer key `iss:1040` COM NEW	NO CHANGE	+$57.9K	$273K	$331K	225	225
position key `sid:sec:prov:0ae5bcd0e444522ea4393d660bd28246` · issuer key `cusip6:316092` MSCI INFO TECH I	NO CHANGE	−$25.9K	$350K	$325K	1,560	1,560
position key `pos:15686` · issuer key `iss:478` COM	NO CHANGE	+$72.4K	$249K	$322K	1,350	1,350
position key `pos:14171` · issuer key `iss:1813` COM	NO CHANGE	−$47.0K	$366K	$319K	275	275
position key `pos:15065` · issuer key `iss:1764` COM	NO CHANGE	+$38.5K	$279K	$318K	5,075	5,075
position key `sid:sec:prov:11dffc33c80c14a94cfc7691071c9bc1` · issuer key `cusip6:46138G` S&P 500 REVENUE	NO CHANGE	+$1.1K	$316K	$317K	2,760	2,760
position key `pos:13801` · issuer key `iss:1188` CL A	NO CHANGE	+$16.0K	$295K	$311K	950	950
position key `pos:17394` · issuer key `iss:2271` ORD	NO CHANGE	−$91.0K	$395K	$304K	2,131	2,131
position key `pos:14097` · issuer key `iss:1158` COM UNIT REP LTD	NO CHANGE	+$19.7K	$284K	$304K	5,327	5,327
position key `sid:sec:prov:6456a8a739b1b376bb8de72f440b1279` · issuer key `cusip6:03237H` COM	NO CHANGE	+$39.4K	$261K	$301K	21,645	21,645
position key `pos:11640` · issuer key `iss:1012` CORE S&P US VLU	NO CHANGE	−$843	$298K	$297K	2,909	2,909
position key `sid:sec:prov:8927a826248da2375efea47456a25507` · issuer key `cusip6:46138G` S&P SMALLCAP 600	NO CHANGE	+$10.3K	$285K	$295K	5,850	5,850
position key `pos:14456` · issuer key `iss:1794` COM	NO CHANGE	+$1.3K	$288K	$289K	3,300	3,300
position key `sid:sec:prov:0e87799667b06d0382ba9b6155cc423d` · issuer key `cusip6:46138G` S&P MDCP 400 REV	NO CHANGE	+$3.9K	$275K	$279K	2,175	2,175
position key `sid:sec:prov:49a45377778bd6d152e29c0a0468d04f` · issuer key `cusip6:92204A` INDUSTRIAL ETF	NO CHANGE	+$12.3K	$265K	$277K	887	887
position key `sid:sec:prov:ead4136001e20c053d7f45b14bcdc536` · issuer key `cusip6:46429B` MSCI USA MIN VOL	NO CHANGE	−$4.0K	$264K	$260K	2,807	2,807
position key `pos:16398` · issuer key `iss:1439` COM	NO CHANGE	−$27.0K	$286K	$259K	2,955	2,955
position key `pos:11213` · issuer key `iss:1227` COM	NO CHANGE	+$3.5K	$254K	$257K	3,982	3,982
position key `sid:sec:prov:e1fd18a8d58c43ad5ed9af37714bdfaa` · issuer key `cusip6:922908` SML CP GRW ETF	NO CHANGE	+$118	$254K	$254K	842	842
position key `sid:sec:prov:d4d4a6309ea2d69df7af81759b736378` · issuer key `cusip6:921078` GOLD SHS	NO CHANGE	+$19.6K	$228K	$248K	5,500	5,500
position key `pos:18239` · issuer key `iss:2262` NAMEN AKT A	NO CHANGE	−$90.2K	$336K	$246K	7,238	7,238
position key `pos:12141` · issuer key `iss:1933` COM	NO CHANGE	−$11.6K	$257K	$245K	900	900
position key `pos:10330` · issuer key `iss:1250` COM	NO CHANGE	−$13.5K	$247K	$233K	3,218	3,218
position key `pos:12281` · issuer key `iss:1321` COM	NO CHANGE	+$5.0K	$228K	$233K	1,667	1,667
position key `sid:sec:prov:2addcbdc18de1c85939cf1c0e36dc5b2` · issuer key `cusip6:92852X` COMMON STOCK	NO CHANGE	−$13.8K	$241K	$227K	12,500	12,500
position key `pos:18016` · issuer key `iss:1012` RUS MD CP GR ETF	NO CHANGE	−$15.2K	$236K	$221K	1,724	1,724
position key `pos:18151` · issuer key `iss:594` COM	NO CHANGE	−$24.8K	$226K	$201K	1,838	1,838
position key `pos:12891` · issuer key `iss:1146` CL A COM	NO CHANGE	−$91.2K	$291K	$200K	15,025	15,025
position key `sid:sec:prov:f5fd1203cf31841753f52b79935ddcc0` · issuer key `cusip6:185634` COM NEW	NO CHANGE	−$35.0K	$219K	$184K	37,243	37,243
position key `sid:sec:prov:2bd92eef7a3fe39b445b98fa88a78283` · issuer key `cusip6:67073B` COM	NO CHANGE	−$8.1K	$115K	$107K	14,193	14,193
position key `pos:16770` · issuer key `iss:1326` COM NEW	NO CHANGE	−$3.5K	$96.5K	$92.9K	10,350	10,350
position key `pos:14850` · issuer key `iss:781` CLASS A COM	NO CHANGE	−$46.7K	$135K	$88.8K	11,058	11,058
position key `sid:sec:prov:47b4f2c1c2adf7beca68621069085b25` · issuer key `cusip6:36254L` COM	NO CHANGE	−$4.1K	$8.6K	$4.4K	10,900	10,900

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 371 issuers · $2.2B disclosed value over 488 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$187M

737,551

8.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL

2 positions · 2 reported rows

Rows PARSONS CAPITAL MANAGEMENT INC/RI reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$68.0M	141,998
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$25.9M	36

$93.9M

142,034

4.3%

ALPHABET INC

2 positions · 2 reported rows

Rows PARSONS CAPITAL MANAGEMENT INC/RI reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$54.5M	189,441
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$25.4M	88,457

$79.9M

277,898

3.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$74.0M

199,775

3.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

3M CO · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$73.5M

506,192

3.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$72.8M

247,562

3.3%

—

VANGUARD INDEX FDS

12 positions · 12 reported rows

Rows PARSONS CAPITAL MANAGEMENT INC/RI reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$40.6M	67,951
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$7.3M	25,351
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$4.3M	9,788
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$4.0M	20,560
VANGUARD INDEX FDS · LARGE CAP ETF CUSIP — src ↗	$3.4M	11,374
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$2.7M	12,240
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$2.7M	10,123
VANGUARD INDEX FDS · MCAP VL IDXVIP CUSIP 922908512 src ↗	$1.6M	8,727
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$1.6M	17,482
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$1.3M	3,919
VANGUARD INDEX FDS · MCAP GR IDXVIP CUSIP 922908538 src ↗	$301K	1,169
VANGUARD INDEX FDS · SML CP GRW ETF CUSIP 922908595 src ↗	$254K	842

ticker not yet mapped

$69.9M

189,526

3.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$59.7M

286,462

2.7%

—

ISHARES TR

23 positions · 23 reported rows

Rows PARSONS CAPITAL MANAGEMENT INC/RI reported for ISHARES TR, as it reported them
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$17.7M	27,104
ISHARES TR · CORE S&P US GWT CUSIP — src ↗	$5.8M	37,307
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$4.6M	12,945
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$4.4M	65,342
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$4.0M	31,943
ISHARES TR · U.S. TECH ETF CUSIP — src ↗	$3.1M	17,279
ISHARES TR · S&P 100 ETF CUSIP — src ↗	$2.7M	8,586
ISHARES TR · ISHARES BIOTECH CUSIP — src ↗	$2.5M	14,616
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$2.4M	42,061
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$1.9M	19,609
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$1.7M	17,818
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$1.4M	5,458
ISHARES TR · EXPANDED TECH CUSIP — src ↗	$985K	12,300
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$960K	2,252
ISHARES TR · CORE S&P TTL STK CUSIP — src ↗	$855K	6,000
ISHARES TR · LATN AMER 40 ETF CUSIP — src ↗	$718K	20,227
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$568K	2,659
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$449K	2,967
ISHARES TR · CORE S&P US VLU CUSIP — src ↗	$297K	2,909
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$277K	2,448
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$236K	1,120
ISHARES TR · IBOXX INV CP ETF CUSIP — src ↗	$221K	2,030
ISHARES TR · RUS MD CP GR ETF CUSIP — src ↗	$221K	1,724

ticker not yet mapped

$58.0M

356,704

2.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$48.6M

278,794

2.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$45.4M

267,579

2.1%

—

VANECK ETF TRUST

3 positions · 3 reported rows

Rows PARSONS CAPITAL MANAGEMENT INC/RI reported for VANECK ETF TRUST, as it reported them
VANECK ETF TRUST · GOLD MINERS ETF CUSIP 92189F106 src ↗	$13.3M	144,736
VANECK ETF TRUST · IG FLOATING RATE CUSIP 92189F486 src ↗	$12.8M	501,143
VANECK ETF TRUST · JUNIOR GOLD MINE CUSIP 92189F791 src ↗	$6.0M	49,693

ticker not yet mapped

$32.0M

695,572

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEXTERA ENERGY INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$31.7M

341,074

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$27.6M

29,978

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$26.7M

37,655

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$24.8M

102,218

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$23.9M

109,987

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$23.9M

97,744

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$23.7M

122,702

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$21.7M

105,038

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EMERSON ELEC CO · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$21.6M

165,146

1.0%

—

ISHARES TR

10 positions · 10 reported rows

Rows PARSONS CAPITAL MANAGEMENT INC/RI reported for ISHARES TR, as it reported them
ISHARES TR · MSCI ACWI EX US CUSIP — src ↗	$7.4M	108,337
ISHARES TR · ISHS 1-5YR INVS CUSIP — src ↗	$5.1M	96,460
ISHARES TR · ISHS 5-10YR INVT CUSIP — src ↗	$2.8M	51,965
ISHARES TR · US HOME CONS ETF CUSIP — src ↗	$1.6M	17,544
ISHARES TR · MRGSTR MD CP ETF CUSIP — src ↗	$1.4M	17,198
ISHARES TR · MSCI ACWI ETF CUSIP — src ↗	$819K	5,920
ISHARES TR · ESG OPTIMIZED CUSIP — src ↗	$692K	5,241
ISHARES TR · ESG MSCI KLD 400 CUSIP — src ↗	$524K	4,327
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$455K	4,284
ISHARES TR · MRGSTR SM CP ETF CUSIP — src ↗	$402K	6,180

ticker not yet mapped

$21.2M

317,456

1.0%

—

SELECT SECTOR SPDR TR

8 positions · 8 reported rows

Rows PARSONS CAPITAL MANAGEMENT INC/RI reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$7.4M	120,449
SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — src ↗	$7.1M	53,142
SELECT SECTOR SPDR TR · STATE STREET IND CUSIP 81369Y704 src ↗	$1.8M	11,423
SELECT SECTOR SPDR TR · STATE STREET MAT CUSIP 81369Y100 src ↗	$1.1M	22,916
SELECT SECTOR SPDR TR · STATE STREET UTI CUSIP — src ↗	$832K	18,132
SELECT SECTOR SPDR TR · STATE STREET HEA CUSIP 81369Y209 src ↗	$315K	2,150
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP 81369Y407 src ↗	$215K	1,971
SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 src ↗	$211K	4,266

ticker not yet mapped

$19.0M

234,449

0.9%

—

SPDR SERIES TRUST

4 positions · 4 reported rows

Rows PARSONS CAPITAL MANAGEMENT INC/RI reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R200 src ↗	$12.2M	397,659
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R812 src ↗	$5.0M	29,260
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R523 src ↗	$1.4M	14,219
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R663 src ↗	$234K	2,555

ticker not yet mapped

$18.9M

443,693

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$17.2M

52,427

0.8%

—

SPDR SERIES TRUST

10 positions · 10 reported rows

Rows PARSONS CAPITAL MANAGEMENT INC/RI reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$6.5M	216,610
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$3.8M	14,705
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$2.6M	76,923
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$1.7M	17,595
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$618K	5,718
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$502K	8,477
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$352K	2,755
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$266K	1,825
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$229K	2,995
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$215K	7,500

ticker not yet mapped

$16.8M

355,103

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$16.3M

52,748

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ENERGY TRANSFER L P · COM UT LTD PTN CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$16.2M

841,146

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPDR GOLD TR · GOLD SHS CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$15.8M

36,762

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$15.4M

104,600

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$15.3M

197,537

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$15.3M

50,696

0.7%

—

VANGUARD SCOTTSDALE FDS

5 positions · 5 reported rows

Rows PARSONS CAPITAL MANAGEMENT INC/RI reported for VANGUARD SCOTTSDALE FDS, as it reported them
VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD CUSIP 92206C409 src ↗	$7.9M	99,053
VANGUARD SCOTTSDALE FDS · INT-TERM CORP CUSIP — src ↗	$4.1M	49,668
VANGUARD SCOTTSDALE FDS · INTER TERM TREAS CUSIP 92206C706 src ↗	$1.6M	26,326
VANGUARD SCOTTSDALE FDS · VNG RUS1000IDX CUSIP 92206C730 src ↗	$1.2M	4,200
VANGUARD SCOTTSDALE FDS · VNG RUS3000IDX CUSIP 92206C599 src ↗	$546K	1,899

ticker not yet mapped

$15.3M

181,146

0.7%

—

ISHARES TR

3 positions · 3 reported rows

Rows PARSONS CAPITAL MANAGEMENT INC/RI reported for ISHARES TR, as it reported them
ISHARES TR · FLTG RATE NT ETF CUSIP 46429B655 src ↗	$12.4M	243,564
ISHARES TR · CORE HIGH DV ETF CUSIP 46429B663 src ↗	$1.2M	9,110
ISHARES TR · MSCI USA MIN VOL CUSIP 46429B697 src ↗	$260K	2,807

ticker not yet mapped

$13.9M

255,481

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$13.8M

95,419

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THERMO FISHER SCIENTIFIC INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$13.6M

27,683

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HONEYWELL INTL INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$13.6M

60,144

0.6%

—

INVESCO ACTIVELY MANAGED EXC

2 positions · 2 reported rows

Rows PARSONS CAPITAL MANAGEMENT INC/RI reported for INVESCO ACTIVELY MANAGED EXC, as it reported them
INVESCO ACTIVELY MANAGED EXC · VAR RATE INVT CUSIP — src ↗	$10.7M	429,364
INVESCO ACTIVELY MANAGED EXC · ULTRA SHRT DUR CUSIP — src ↗	$2.4M	48,373

ticker not yet mapped

$13.2M

477,737

0.6%

verified against the SEC company list on 2026-09-11 — a reviewed mapping row for this filed issuer name and class (never inferred)

ENTERPRISE PRODS PARTNERS L · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$13.2M

347,843

0.6%

—

VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

ticker not yet mapped

$12.8M

200,251

0.6%

—

INVESCO EXCHANGE TRADED FD T

3 positions · 3 reported rows

Rows PARSONS CAPITAL MANAGEMENT INC/RI reported for INVESCO EXCHANGE TRADED FD T, as it reported them
INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP — src ↗	$8.4M	43,979
INVESCO EXCHANGE TRADED FD T · S&P500 QUALITY CUSIP — src ↗	$2.5M	32,668
INVESCO EXCHANGE TRADED FD T · WATER RES ETF CUSIP — src ↗	$1.8M	27,259

ticker not yet mapped

$12.7M

103,906

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKSTONE INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$12.1M

105,029

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$11.9M

74,413

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NORTHROP GRUMMAN CORP · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$11.1M

16,234

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$10.8M

221,652

0.5%

—

VANGUARD INTL EQUITY INDEX F

2 positions · 2 reported rows

Rows PARSONS CAPITAL MANAGEMENT INC/RI reported for VANGUARD INTL EQUITY INDEX F, as it reported them
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$5.5M	101,787
VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — src ↗	$5.2M	69,468

ticker not yet mapped

$10.7M

171,255

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$10.5M

87,092

0.5%

—

ISHARES TR

4 positions · 4 reported rows

Rows PARSONS CAPITAL MANAGEMENT INC/RI reported for ISHARES TR, as it reported them
ISHARES TR · CORE DIV GRWTH CUSIP — src ↗	$8.2M	116,427
ISHARES TR · US SML CAP EQT CUSIP 46434V290 src ↗	$866K	11,466
ISHARES TR · INTL EQTY FACTOR CUSIP 46434V274 src ↗	$644K	16,531
ISHARES TR · ULTRA SHORT DUR CUSIP 46434V878 src ↗	$260K	5,133

ticker not yet mapped

$9.9M

149,557

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$9.9M

9,903

0.5%

—

GOLDMAN SACHS ETF TR

3 positions · 3 reported rows

Rows PARSONS CAPITAL MANAGEMENT INC/RI reported for GOLDMAN SACHS ETF TR, as it reported them
GOLDMAN SACHS ETF TR · EQUAL WEIGHT US CUSIP — src ↗	$4.8M	56,454
GOLDMAN SACHS ETF TR · ACTIVEBETA US LG CUSIP 381430503 src ↗	$4.4M	35,121
GOLDMAN SACHS ETF TR · ACTIVEBETA INT CUSIP 381430107 src ↗	$234K	5,420

ticker not yet mapped

$9.4M

96,995

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WEC ENERGY GROUP INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$9.4M

80,962

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKROCK INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$9.4M

9,729

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$9.3M

122,285

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$8.6M

15,082

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBOTT LABORATORIES · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$8.5M

82,696

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CUMMINS INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$8.3M

15,447

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EQUINOX GOLD CORP · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$8.2M

570,165

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SOLVENTUM CORP · COM SHS CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$8.2M

125,212

0.4%

—

J P MORGAN EXCHANGE TRADED F

3 positions · 3 reported rows

Rows PARSONS CAPITAL MANAGEMENT INC/RI reported for J P MORGAN EXCHANGE TRADED F, as it reported them
J P MORGAN EXCHANGE TRADED F · EQUITY PREMIUM CUSIP — src ↗	$3.7M	65,567
J P MORGAN EXCHANGE TRADED F · ULTRA SHT MUNCPL CUSIP 46641Q654 src ↗	$3.1M	60,435
J P MORGAN EXCHANGE TRADED F · ULTRA SHRT ETF CUSIP 46641Q837 src ↗	$1.3M	25,882

ticker not yet mapped

$8.1M

151,884

0.4%

—

T ROWE PRICE ETF INC · CAP APPRECIATION CUSIP 87283Q867
2026-03-31 filed 2026-04-15 +15d

src ↗

ticker not yet mapped

$8.1M

227,131

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EATON CORP PLC · SHS CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$8.0M

22,383

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$8.0M

22,610

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DANAHER CORP DEL · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$7.8M

40,946

0.4%

—

SPROTT ASSET MANAGEMENT LP · PHYSICAL SILVER CUSIP 85207K107
2026-03-31 filed 2026-04-15 +15d

src ↗

ticker not yet mapped

$7.8M

318,118

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DUKE ENERGY CORP NEW · COM NEW CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$7.6M

57,825

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EAST WEST BANCORP INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$7.6M

70,725

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GOLDMAN SACHS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$7.2M

8,546

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PARKER-HANNIFIN CORP · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$7.2M

8,012

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$7.0M

45,133

0.3%

—

VANGUARD WORLD FD

5 positions · 5 reported rows

Rows PARSONS CAPITAL MANAGEMENT INC/RI reported for VANGUARD WORLD FD, as it reported them
VANGUARD WORLD FD · MATERIALS ETF CUSIP 92204A801 src ↗	$3.2M	14,043
VANGUARD WORLD FD · HEALTH CAR ETF CUSIP 92204A504 src ↗	$1.5M	5,489
VANGUARD WORLD FD · ENERGY ETF CUSIP 92204A306 src ↗	$986K	5,698
VANGUARD WORLD FD · INF TECH ETF CUSIP 92204A702 src ↗	$918K	1,316
VANGUARD WORLD FD · INDUSTRIAL ETF CUSIP 92204A603 src ↗	$277K	887

ticker not yet mapped

$6.8M

27,433

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PFIZER INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$6.8M

243,066

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILLIPS 66 · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$6.8M

37,324

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WHEATON PRECIOUS METALS CORP · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$6.7M

51,459

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ROPER TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$6.7M

19,028

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GRACO INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$6.4M

75,792

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$6.4M

12,731

0.3%

—

ISHARES TR

4 positions · 4 reported rows

Rows PARSONS CAPITAL MANAGEMENT INC/RI reported for ISHARES TR, as it reported them
ISHARES TR · CORE MSCI EAFE CUSIP 46432F842 src ↗	$3.4M	37,126
ISHARES TR · MSCI USA QLT FCT CUSIP 46432F339 src ↗	$1.3M	6,730
ISHARES TR · CORE MSCI TOTAL CUSIP 46432F834 src ↗	$1.1M	12,366
ISHARES TR · MSCI USA MMENTM CUSIP 46432F396 src ↗	$384K	1,601

ticker not yet mapped

$6.1M

57,823

0.3%

—

JOHN HANCOCK EXCHANGE TRADED

3 positions · 3 reported rows

Rows PARSONS CAPITAL MANAGEMENT INC/RI reported for JOHN HANCOCK EXCHANGE TRADED, as it reported them
JOHN HANCOCK EXCHANGE TRADED · MLTFCTR LRG CAP CUSIP 47804J107 src ↗	$3.5M	45,322
JOHN HANCOCK EXCHANGE TRADED · MULTIFACTOR MI CUSIP 47804J206 src ↗	$2.1M	31,153
JOHN HANCOCK EXCHANGE TRADED · MULTI INTL ETF CUSIP 47804J859 src ↗	$446K	10,516

ticker not yet mapped

$6.1M

86,991

0.3%

—

VANGUARD WHITEHALL FDS

2 positions · 2 reported rows

Rows PARSONS CAPITAL MANAGEMENT INC/RI reported for VANGUARD WHITEHALL FDS, as it reported them
VANGUARD WHITEHALL FDS · HIGH DIV YLD CUSIP — src ↗	$5.4M	36,291
VANGUARD WHITEHALL FDS · INTL HIGH ETF CUSIP — src ↗	$492K	5,217

ticker not yet mapped

$5.9M

41,508

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CONOCOPHILLIPS · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$5.8M

44,006

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AGNICO EAGLE MINES LTD · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$5.8M

28,510

0.3%

—

WISDOMTREE TR

3 positions · 3 reported rows

Rows PARSONS CAPITAL MANAGEMENT INC/RI reported for WISDOMTREE TR, as it reported them
WISDOMTREE TR · JAPN HEDGE EQT CUSIP — src ↗	$4.3M	26,817
WISDOMTREE TR · WISDOMTREE US VA CUSIP — src ↗	$903K	9,534
WISDOMTREE TR · US LARGECAP FUND CUSIP — src ↗	$610K	8,958

ticker not yet mapped

$5.8M

45,309

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN TOWER CORP · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$5.5M

32,026

0.3%

—

PIMCO ETF TR

2 positions · 2 reported rows

Rows PARSONS CAPITAL MANAGEMENT INC/RI reported for PIMCO ETF TR, as it reported them
PIMCO ETF TR · ENHAN SHRT MA AC CUSIP — src ↗	$4.2M	41,779
PIMCO ETF TR · MULTISECTOR BD CUSIP 72201R585 src ↗	$1.3M	47,744

ticker not yet mapped

$5.5M

89,523

0.2%

—

SCHWAB STRATEGIC TR

6 positions · 6 reported rows

Rows PARSONS CAPITAL MANAGEMENT INC/RI reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · US LRG CAP ETF CUSIP — src ↗	$2.8M	107,355
SCHWAB STRATEGIC TR · US SML CAP ETF CUSIP — src ↗	$979K	33,661
SCHWAB STRATEGIC TR · INT-TRM U.S TRES CUSIP — src ↗	$523K	21,000
SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP — src ↗	$459K	14,950
SCHWAB STRATEGIC TR · US MID-CAP ETF CUSIP — src ↗	$383K	12,364
SCHWAB STRATEGIC TR · FUNDAMENTAL EMER CUSIP — src ↗	$346K	9,041

ticker not yet mapped

$5.4M

198,371

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$5.2M

42,112

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOWES COS INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$5.1M

21,724

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$5.1M

16,511

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROGRESSIVE CORP · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$5.1M

25,522

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$5.0M

51,680

0.2%

—

VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

ticker not yet mapped

$5.0M

23,096

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOCKHEED MARTIN CORP · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$4.9M

8,159

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SYSCO CORP · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$4.9M

68,379

0.2%

—

ANGEL OAK FUNDS TRUST · OAK ULTRASHORT CUSIP 03463K752
2026-03-31 filed 2026-04-15 +15d

src ↗

ticker not yet mapped

$4.9M

95,524

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BRISTOL-MYERS SQUIBB CO · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$4.9M

80,285

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$4.8M

14,243

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADVANCED MICRO DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$4.7M

23,281

0.2%

—

AMPLIFY ETF TR · AMPLIFY JUNIOR S CUSIP 032108649
2026-03-31 filed 2026-04-15 +15d

src ↗

ticker not yet mapped

$4.6M

155,569

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CARRIER GLOBAL CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$4.6M

81,527

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TRANE TECHNOLOGIES PLC · SHS CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$4.5M

10,843

0.2%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 48.8%below median 80.0%
Concentration index: 174 bpsbelow median 446 bps
Positions with value: 488 / 488median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 48.8% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 174 · QoQ moves: 499

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open PARSONS CAPITAL MANAGEMENT INC/RI's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).