Parcion Private Wealth LLC Portfolio Holdings
Parcion Private Wealth LLC
- $1.87 Billion
- Q2 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 415
- Current Value $1.87 Billion
- Prior Value $1.19 Billion
- Filing
- Period Q2 2025
- Filing Date July 30, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 47 stocks
- Additional Purchases 147 stocks
- Sold out of 0 stocks
- Reduced holdings in 75 stocks