Parcion Private Wealth
$1.8B 13F equity value
566 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Parcion Private Wealth covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IEFA | ISHARES TR | 1,333,656 | $129M | 7.2% |
| DFEM | DIMENSIONAL ETF TRUST | 2,602,795 | $106M | 5.9% |
| AIRR | FIRST TR EXCHANGE TRADED FD | 499,778 | $67M | 3.7% |
| QQQ | INVESCO QQQ TR | 81,057 | $60M | 3.3% |
| MUB | ISHARES TR | 503,579 | $54M | 3.0% |
| AVUV | AMERICAN CENTY ETF TR | 434,292 | $54M | 3.0% |
| GLDM | WORLD GOLD TR | 628,609 | $50M | 2.8% |
| XLRE | SELECT SECTOR SPDR TR | 1,057,053 | $47M | 2.6% |
| DBMF | LITMAN GREGORY FDS TR | 1,511,668 | $46M | 2.6% |
| NVDA | NVIDIA CORPORATION | 224,945 | $45M | 2.5% |
Track Parcion Private Wealth's 13F portfolio: $1.8B in reported holdings, 566 positions. Top holdings and quarterly changes on SentiSense.
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