Universe · entity

Parcion Private Wealth LLC

Institutional manager (13F) · CIK 1801263
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.2B
#IssuerValueShares
1ISHARES TR$160M1,763,387
2DIMENSIONAL ETF TRUST$93M2,677,850
3WORLD GOLD TR$58M625,603
4FIRST TR EXCHANGE TRADED FD$57M516,187
5ISHARES TR$56M525,436
6AMERICAN CENTY ETF TR$51M460,638
7INVESCO QQQ TR$48M83,410
8LITMAN GREGORY FDS TR$46M1,530,814
9SELECT SECTOR SPDR TR$43M1,050,724
10NVIDIA CORPORATION$38M218,914
11APPLE INC$38M149,998
12COINBASE GLOBAL INC$35M200,508
13ISHARES GOLD TR$29M328,795
14MICROSOFT CORP$28M76,498
15ALPHABET INC$27M93,127
16PACCAR INC$26M228,351
17INVESCO EXCHANGE TRADED FD T$26M137,221
18BLACKROCK ETF TRUST$24M714,233
19ISHARES TR$20M893,909
20ISHARES TR$20M190,109
21ISHARES TR$20M410,753
22BROADCOM INC$18M57,769
23KLA CORP$16M10,689
24AMAZON COM INC$15M73,631
25WEYERHAEUSER CO$14M568,674
26CHEVRON CORPORATION$12M59,108
27JPMORGAN CHASE & CO$12M41,508
28AMGEN INC$10M27,963
29EATON CORP PLC$9M26,379
30PACER FDS TR$9M147,321
31COCA COLA CO$9M118,544
32FIDELITY WISE ORIGIN BITCOIN$9M150,243
33TJX COS INC NEW$9M55,176
34ORACLE CORP$9M59,592
35ISHARES TR$8M149,130
36LINDE PLC$8M16,760
37CUMMINS INC$8M14,992
38MARATHON PETE CORP$8M32,871
39BLACKROCK INC$8M8,327
40GARMIN LTD$8M34,329
41PROCTER & GAMBLE CO$8M54,376
42FIDELITY MERRIMACK STR TR$7M163,828
43LOUISIANA PAC CORP$7M102,148
44RESMED INC$7M31,297
45ABBOTT LABORATORIES$7M67,417
46MCDONALDS CORP$7M21,937
47ALPHABET INC$7M23,404
48ALLISON TRANSMISSION HLDGS I$7M56,361
49EQUINIX INC$7M6,652
50OSHKOSH CORP$7M44,288
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.