Parcion Private Wealth LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.19 Billion distributed in 393 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Whitehall Fds Intl Di with a value of $97.9M, Dimensional ETF Tr Emerging Mk with a value of $76.5M, American Centy ETF Tr Avantis with a value of $53.9M, Ishares Tr with a value of $41.7M, and Invesco Qqq Trust, Series 1 with a value of $41.4M.
Examining the 13F form we can see an decrease of $87.4M in the current position value, from $1.27B to 1.19B.
Parcion Private Wealth LLC is based out at Bellevue, WA
Below you can find more details about Parcion Private Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.19 Billion
ETFs: $611 Million
Technology: $200 Million
Industrials: $71.2 Million
Healthcare: $57.1 Million
Consumer Cyclical: $47.5 Million
Financial Services: $46.8 Million
Consumer Defensive: $31.2 Million
Communication Services: $27.5 Million
Other: $72.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
