Parcion Private Wealth LLC

Q1 2026 13F Holdings

  • Location
    bellevue, WA
  • Num holdings

    435

  • Value ($000)

    $1,613,286

  • Date Filed
    04/22/2026
  • Form type
    13F-HR
  • CIK
    0001801263
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IEFA

ISHARES TR

CORE MSCI EAFE
$159.64M
10 %

1,763,387

DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
$92.52M
6 %

2,677,850

GLDM

WORLD GOLD TR

SPDR GLD MINIS
$57.99M
4 %

625,603

AIRR

FIRST TR EXCHANGE TRADED FD

RBA INDL ETF
$57.18M
4 %

516,187

MUB

ISHARES TR

NATIONAL MUN ETF
$55.78M
4 %

525,436

AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
$50.89M
3 %

460,638

NDQ

INVESCO QQQ TR

UNIT SER 1
$48.14M
3 %

83,410

DBMF

LITMAN GREGORY FDS TR

IMGP DBI MANAGED
$46.15M
3 %

1,530,814

XLRE

SELECT SECTOR SPDR TR

STATE STREET REA
$42.9M
3 %

1,050,724

NVDA

NVIDIA CORPORATION

COM
$38.18M
2 %

218,914

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