Parcion Private Wealth LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.87 Billion distributed in 415 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $569M, Vanguard Whitehall Fds Intl Di with a value of $107M, Dimensional ETF Tr Emerging Mk with a value of $82.4M, Coinbase Global, Inc. with a value of $82.1M, and American Centy ETF Tr Avantis with a value of $56.6M.
Examining the 13F form we can see an increase of $682M in the current position value, from $1.19B to 1.87B.
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
$1.87 Billion
ETFs: $1.2 Billion
Technology: $287 Million
Industrials: $88.3 Million
Healthcare: $52.2 Million
Consumer Cyclical: $51.2 Million
Financial Services: $48.8 Million
Communication Services: $36.6 Million
Consumer Defensive: $31.9 Million
Other: $67.8 Million
Stock Holdings Table Market Cap. of $200 Billions or more
