Parcion Private Wealth
$1.6B Assets Reported
487 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IEFA | ISHARES TR | 1,763,387 | $160M | 9.9% |
| DFEM | DIMENSIONAL ETF TRUST | 2,677,850 | $93M | 5.7% |
| GLDM | WORLD GOLD TR | 625,603 | $58M | 3.6% |
| AIRR | FIRST TR EXCHANGE TRADED FD | 516,187 | $57M | 3.5% |
| MUB | ISHARES TR | 525,436 | $56M | 3.5% |
| AVUV | AMERICAN CENTY ETF TR | 460,638 | $51M | 3.2% |
| QQQ | INVESCO QQQ TR | 83,410 | $48M | 3.0% |
| DBMF | LITMAN GREGORY FDS TR | 1,530,814 | $46M | 2.9% |
| XLRE | SELECT SECTOR SPDR TR | 1,050,724 | $43M | 2.7% |
| NVDA | NVIDIA CORPORATION | 218,914 | $38M | 2.4% |
Track Parcion Private Wealth's 13F portfolio: $1.6B in reported holdings, 487 positions. Top holdings, AUM, and quarterly changes on SentiSense.