Parcion Private Wealth LLC
Q2 2026 13F Holdings
- Locationbellevue, WA
- Num holdings
529
- Value ($000)
$1,801,039
- Date Filed 07/27/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE MSCI EAFE | 46432F842 | $128.8M | 7 % | 1,333,656 | ||
DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $105.78M | 6 % | 2,602,795 | ||
FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | 33738R704 | $66.6M | 4 % | 499,778 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $59.69M | 3 % | 81,057 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | $54.2M | 3 % | 503,579 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $54.18M | 3 % | 434,292 | ||
WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | $49.92M | 3 % | 628,609 | ||
SELECT SECTOR SPDR TR | ST STR REAL ETF | 81369Y860 | $46.54M | 3 % | 1,057,053 | ||
LITMAN GREGORY FDS TR | IMGP DBI MAN ETF | 53700T827 | $46.27M | 3 % | 1,511,668 | ||
NVIDIA CORPORATION | COM | 67066G104 | $45.01M | 3 % | 224,945 |
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