Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Parcion Private Wealth LLC (CIK 1801263) reported $1.80B across 529 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IEFA ($128.8M, 7.15%), DFEM ($105.8M, 5.87%), AIRR ($66.6M, 3.70%), QQQ ($59.7M, 3.31%), MUB ($54.2M, 3.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | $128.8M | 7.15% | 1.3M | Trimmed |
| 2 | DFEM | DIMENSIONAL ETF TRUST | $105.8M | 5.87% | 2.6M | Trimmed |
| 3 | AIRR | FIRST TR EXCHANGE TRADED FD | $66.6M | 3.70% | 499,778 | Trimmed |
| 4 | QQQ | INVESCO QQQ TR | $59.7M | 3.31% | 81,057 | Trimmed |
| 5 | MUB | ISHARES TR | $54.2M | 3.01% | 503,579 | Trimmed |
| 6 | AVUV | AMERICAN CENTY ETF TR | $54.2M | 3.01% | 434,292 | Trimmed |
| 7 | GLDM | WORLD GOLD TR | $49.9M | 2.77% | 628,609 | Added |
| 8 | XLRE | SELECT SECTOR SPDR TR | $46.5M | 2.58% | 1.1M | Added |
| 9 | DBMF | LITMAN GREGORY FDS TR | $46.3M | 2.57% | 1.5M | Trimmed |
| 10 | NVDA | NVIDIA CORPORATION | $45.0M | 2.50% | 224,945 | Added |
| 11 | AAPL | APPLE INC | $44.2M | 2.45% | 152,759 | Added |
| 12 | FILL | ISHARES INC | $42.2M | 2.34% | 1.5M | New |
| 13 | BAI | BLACKROCK ETF TRUST | $32.8M | 1.82% | 622,079 | Trimmed |
| 14 | GOOGL | ALPHABET INC | $32.9M | 1.82% | 91,923 | Trimmed |
| 15 | KLAC | KLA CORP | $31.1M | 1.73% | 103,076 | Added |
| 16 | MSFT | MICROSOFT CORP | $29.6M | 1.65% | 79,439 | Added |
| 17 | COIN | COINBASE GLOBAL INC | $29.3M | 1.63% | 200,585 | Added |
| 18 | IVV | ISHARES TR | $28.1M | 1.56% | 1.2M | Added |
| 19 | RSP | INVESCO EXCHANGE TRADED FD T | $27.6M | 1.53% | 129,862 | Trimmed |
| 20 | PCAR | PACCAR INC | $26.9M | 1.50% | 224,242 | Trimmed |
| 21 | IAU | ISHARES GOLD TR | $24.1M | 1.34% | 318,583 | Trimmed |
| 22 | AVGO | BROADCOM INC | $21.5M | 1.19% | 56,832 | Trimmed |
| 23 | STIP | ISHARES TR | $21.3M | 1.18% | 208,243 | Added |
| 24 | QLTA | ISHARES TR | $20.2M | 1.12% | 425,835 | Added |
| 25 | AMZN | AMAZON COM INC | $18.9M | 1.05% | 79,418 | Added |
Source: SEC Form 13F filings · as of 2026-06-30