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 $1.61B across 432 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IEFA ($159.6M, 9.90%), DFEM ($92.5M, 5.73%), GLDM ($58.0M, 3.59%), AIRR ($57.2M, 3.54%), MUB ($55.8M, 3.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | $159.6M | 9.90% | 1.8M | Added |
| 2 | DFEM | DIMENSIONAL ETF TRUST | $92.5M | 5.73% | 2.7M | Trimmed |
| 3 | GLDM | WORLD GOLD TR | $58.0M | 3.59% | 625,603 | Trimmed |
| 4 | AIRR | FIRST TR EXCHANGE TRADED FD | $57.2M | 3.54% | 516,187 | Trimmed |
| 5 | MUB | ISHARES TR | $55.8M | 3.46% | 525,436 | Added |
| 6 | AVUV | AMERICAN CENTY ETF TR | $50.9M | 3.15% | 460,638 | Added |
| 7 | QQQ | INVESCO QQQ TR | $48.1M | 2.98% | 83,410 | Trimmed |
| 8 | DBMF | LITMAN GREGORY FDS TR | $46.2M | 2.86% | 1.5M | Trimmed |
| 9 | XLRE | SELECT SECTOR SPDR TR | $42.9M | 2.66% | 1.1M | New |
| 10 | NVDA | NVIDIA CORPORATION | $38.2M | 2.37% | 218,914 | Trimmed |
| 11 | AAPL | APPLE INC | $38.1M | 2.36% | 149,998 | Trimmed |
| 12 | COIN | COINBASE GLOBAL INC | $35.0M | 2.17% | 200,508 | Added |
| 13 | IAU | ISHARES GOLD TR | $29.0M | 1.80% | 328,795 | Trimmed |
| 14 | MSFT | MICROSOFT CORP | $28.3M | 1.76% | 76,498 | Added |
| 15 | GOOGL | ALPHABET INC | $26.8M | 1.66% | 93,127 | Trimmed |
| 16 | PCAR | PACCAR INC | $26.4M | 1.63% | 228,351 | Trimmed |
| 17 | RSP | INVESCO EXCHANGE TRADED FD T | $26.3M | 1.63% | 137,221 | Added |
| 18 | BAI | BLACKROCK ETF TRUST | $23.5M | 1.46% | 714,233 | Trimmed |
| 19 | IBTM | ISHARES TR | $20.5M | 1.27% | 893,909 | New |
| 20 | STIP | ISHARES TR | $19.7M | 1.22% | 190,109 | Added |
| 21 | QLTA | ISHARES TR | $19.5M | 1.21% | 410,753 | Added |
| 22 | AVGO | BROADCOM INC | $17.9M | 1.11% | 57,769 | Trimmed |
| 23 | KLAC | KLA CORP | $15.7M | 0.98% | 10,689 | Trimmed |
| 24 | AMZN | AMAZON COM INC | $15.3M | 0.95% | 73,631 | Trimmed |
| 25 | WY | WEYERHAEUSER CO | $13.9M | 0.86% | 568,674 | Added |
Source: SEC Form 13F filings · as of 2026-03-31