Universe · entity
Parcion Private Wealth LLC
Institutional manager (13F) · CIK 1801263
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.2B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $160M | 1,763,387 |
| 2 | DIMENSIONAL ETF TRUST | $93M | 2,677,850 |
| 3 | WORLD GOLD TR | $58M | 625,603 |
| 4 | FIRST TR EXCHANGE TRADED FD | $57M | 516,187 |
| 5 | ISHARES TR | $56M | 525,436 |
| 6 | AMERICAN CENTY ETF TR | $51M | 460,638 |
| 7 | INVESCO QQQ TR | $48M | 83,410 |
| 8 | LITMAN GREGORY FDS TR | $46M | 1,530,814 |
| 9 | SELECT SECTOR SPDR TR | $43M | 1,050,724 |
| 10 | NVIDIA CORPORATION | $38M | 218,914 |
| 11 | APPLE INC | $38M | 149,998 |
| 12 | COINBASE GLOBAL INC | $35M | 200,508 |
| 13 | ISHARES GOLD TR | $29M | 328,795 |
| 14 | MICROSOFT CORP | $28M | 76,498 |
| 15 | ALPHABET INC | $27M | 93,127 |
| 16 | PACCAR INC | $26M | 228,351 |
| 17 | INVESCO EXCHANGE TRADED FD T | $26M | 137,221 |
| 18 | BLACKROCK ETF TRUST | $24M | 714,233 |
| 19 | ISHARES TR | $20M | 893,909 |
| 20 | ISHARES TR | $20M | 190,109 |
| 21 | ISHARES TR | $20M | 410,753 |
| 22 | BROADCOM INC | $18M | 57,769 |
| 23 | KLA CORP | $16M | 10,689 |
| 24 | AMAZON COM INC | $15M | 73,631 |
| 25 | WEYERHAEUSER CO | $14M | 568,674 |
| 26 | CHEVRON CORPORATION | $12M | 59,108 |
| 27 | JPMORGAN CHASE & CO | $12M | 41,508 |
| 28 | AMGEN INC | $10M | 27,963 |
| 29 | EATON CORP PLC | $9M | 26,379 |
| 30 | PACER FDS TR | $9M | 147,321 |
| 31 | COCA COLA CO | $9M | 118,544 |
| 32 | FIDELITY WISE ORIGIN BITCOIN | $9M | 150,243 |
| 33 | TJX COS INC NEW | $9M | 55,176 |
| 34 | ORACLE CORP | $9M | 59,592 |
| 35 | ISHARES TR | $8M | 149,130 |
| 36 | LINDE PLC | $8M | 16,760 |
| 37 | CUMMINS INC | $8M | 14,992 |
| 38 | MARATHON PETE CORP | $8M | 32,871 |
| 39 | BLACKROCK INC | $8M | 8,327 |
| 40 | GARMIN LTD | $8M | 34,329 |
| 41 | PROCTER & GAMBLE CO | $8M | 54,376 |
| 42 | FIDELITY MERRIMACK STR TR | $7M | 163,828 |
| 43 | LOUISIANA PAC CORP | $7M | 102,148 |
| 44 | RESMED INC | $7M | 31,297 |
| 45 | ABBOTT LABORATORIES | $7M | 67,417 |
| 46 | MCDONALDS CORP | $7M | 21,937 |
| 47 | ALPHABET INC | $7M | 23,404 |
| 48 | ALLISON TRANSMISSION HLDGS I | $7M | 56,361 |
| 49 | EQUINIX INC | $7M | 6,652 |
| 50 | OSHKOSH CORP | $7M | 44,288 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.