Parcion Private Wealth LLC

Est. AUM

$1.61B

13F long equity, this entity only

Positions

493

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE MSCI EAFE	$159.6M	1763387	9.90%	SOLE
2	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$92.5M	2677850	5.73%	SOLE
3	WORLD GOLD TR	SPDR GLD MINIS	$58.0M	625603	3.59%	SOLE
4	FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$57.2M	516187	3.54%	SOLE
5	ISHARES TR	NATIONAL MUN ETF	$55.8M	525436	3.46%	SOLE
6	AMERICAN CENTY ETF TR	US SML CP VALU	$50.9M	460638	3.15%	SOLE
7	INVESCO QQQ TR	UNIT SER 1	$48.1M	83410	2.98%	SOLE
8	LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$46.2M	1530814	2.86%	SOLE
9	SELECT SECTOR SPDR TR	STATE STREET REA	$42.9M	1050724	2.66%	SOLE
10	NVIDIA CORPORATION	COM	$38.2M	218914	2.37%	SOLE
11	APPLE INC	COM	$38.1M	149998	2.36%	SOLE
12	COINBASE GLOBAL INC	COM CL A	$35.0M	200508	2.17%	SOLE
13	ISHARES GOLD TR	ISHARES NEW	$29.0M	328795	1.80%	SOLE
14	MICROSOFT CORP	COM	$28.3M	76498	1.76%	SOLE
15	ALPHABET INC	CAP STK CL A	$26.8M	93127	1.66%	SOLE
16	PACCAR INC	COM	$26.4M	228351	1.63%	SOLE
17	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$26.3M	137221	1.63%	SOLE
18	BLACKROCK ETF TRUST	ISHARES A I INNO	$23.5M	714233	1.46%	SOLE
19	ISHARES TR	IBONDS DEC 2032	$20.5M	893909	1.27%	SOLE
20	ISHARES TR	0-5 YR TIPS ETF	$19.7M	190109	1.22%	SOLE
21	ISHARES TR	A RATE CP BD ETF	$19.5M	410753	1.21%	SOLE
22	BROADCOM INC	COM	$17.9M	57769	1.11%	SOLE
23	KLA CORP	COM NEW	$15.7M	10689	0.98%	SOLE
24	AMAZON COM INC	COM	$15.3M	73631	0.95%	SOLE
25	WEYERHAEUSER CO	COM NEW	$13.9M	568674	0.86%	SOLE
26	CHEVRON CORPORATION	COM	$12.2M	59108	0.76%	SOLE
27	JPMORGAN CHASE & CO	COM	$12.2M	41508	0.76%	SOLE
28	AMGEN INC	COM	$9.8M	27963	0.61%	SOLE
29	EATON CORP PLC	SHS	$9.4M	26379	0.58%	SOLE
30	PACER FDS TR	US CASH COWS 100	$9.2M	147321	0.57%	SOLE
31	COCA COLA CO	COM	$9.0M	118544	0.56%	SOLE
32	FIDELITY WISE ORIGIN BITCOIN	SHS	$8.9M	150243	0.55%	SOLE
33	TJX COS INC NEW	COM	$8.8M	55176	0.55%	SOLE
34	ORACLE CORP	COM	$8.8M	59592	0.54%	SOLE
35	ISHARES TR	MSCI EMG MKT ETF	$8.5M	149130	0.52%	SOLE
36	LINDE PLC	SHS	$8.3M	16760	0.52%	SOLE
37	CUMMINS INC	COM	$8.1M	14992	0.50%	SOLE
38	MARATHON PETE CORP	COM	$8.0M	32871	0.50%	SOLE
39	BLACKROCK INC	COM	$8.0M	8327	0.50%	SOLE
40	GARMIN LTD	SHS	$8.0M	34329	0.49%	SOLE
41	PROCTER & GAMBLE CO	COM	$7.9M	54376	0.49%	SOLE
42	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$7.5M	163828	0.46%	SOLE
43	LOUISIANA PAC CORP	COM	$7.4M	102148	0.46%	SOLE
44	RESMED INC	COM	$7.0M	31297	0.44%	SOLE
45	ABBOTT LABORATORIES	COM	$6.9M	67417	0.43%	SOLE
46	MCDONALDS CORP	COM	$6.8M	21937	0.42%	SOLE
47	ALPHABET INC	CAP STK CL C	$6.7M	23404	0.42%	SOLE
48	ALLISON TRANSMISSION HLDGS I	COM	$6.6M	56361	0.41%	SOLE
49	OSHKOSH CORP	COM	$6.5M	44288	0.40%	SOLE
50	EQUINIX INC	COM	$6.5M	6652	0.40%	SOLE

1–50 of 435

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.