account_balance
Investment manager · 13F filer · SEC CIK 1801263
Parcion Private Wealth LLC
Reported value$1.85Bas of Sep 30, 2026
Positions560 90 new, 59 sold out
Top 10 weight35%IEFA alone is 7%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IEFA
Ishares Tr
7.1%
DFEM
Dimensional Etf Trust
5.5%
QQQ
Invesco QQQ Tr
3.2%
NVDA
Nvidia Corporation
2.9%Added
GLDM
World Gold Tr
2.8%
AAPL
Apple Inc
2.8%
AIRR
First Tr Exchange Traded Fd
2.8%
AVUV
American Centy Etf Tr
2.7%Trimmed
DBMF
Im Global Partner Funds
2.6%
XLRE
Select Sector SPDR Tr
2.4%
550 others
65.3%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed