Parcion Private Wealth LLC
Q3 2025 13F Holdings
- Locationbellevue, WA
- Num holdings
356
- Value ($000)
$1,602,872
- Date Filed 10/14/2025
- Form type13F-HR
- CIK 0001801263
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
V VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $106.07M | 7 % | 1,184,203 | ||
D DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $88.04M | 6 % | 2,745,347 | ||
I ISHARES TR | CORE MSCI EAFE | 46432F842 | $87.73M | 6 % | 1,004,765 | ||
C COINBASE GLOBAL INC | COM CL A | 19260Q107 | $79.08M | 5 % | 234,322 | ||
A FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | 33738R704 | $60.22M | 4 % | 622,862 | ||
N INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $54.58M | 3 % | 90,909 | ||
M ISHARES TR | NATIONAL MUN ETF | 464288414 | $52.94M | 3 % | 497,096 | ||
G WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | $50.81M | 3 % | 664,615 | ||
N NVIDIA CORPORATION | COM | 67066G104 | $44.37M | 3 % | 237,832 | ||
D LITMAN GREGORY FDS TR | IMGP DBI MANAGED | 53700T827 | $41.97M | 3 % | 1,536,734 |
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