13F Insight
DOSSIER · 13F-HR · Q2 2026

Parcion Private Wealth LLC

$1.8B in tracked AUM across 584 positions as of Q2 2026.

PP
CIK 0001801263 · last filed Jun 30, 2026
Total AUM
$1.8B
as of Q2 2026
Holdings
584
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Parcion Private Wealth LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IEFA
ISHARES TR
$129M1.3M7.2%02
DFEM
DIMENSIONAL ETF TRUST
$106M2.6M5.9%03
AIRR
FIRST TR EXCHANGE TRADED FD
$67M500K3.7%04
QQQ
INVESCO QQQ TR
$60M81K3.3%05
MUB
ISHARES TR
$54M504K3.0%06
AVUV
AMERICAN CENTY ETF TR
$54M434K3.0%07
GLDM
WORLD GOLD TR
$50M629K2.8%08
XLRE
SELECT SECTOR SPDR TR
$47M1.1M2.6%09
DBMF
LITMAN GREGORY FDS TR
$46M1.5M2.6%10
NVDA
NVIDIA CORPORATION
$45M225K2.5%

Filing history

2026Q2Jun 30
$1.8B▲ 11.6%
584 positionsView →2026Q1Mar 31
$1.6B▼ 1.8%
493 positionsView →2025Q4Dec 31
$1.6B▲ 2.5%
483 positionsView →2025Q3Sep 30
$1.6B▲ 14.5%
486 positionsView →2025Q2Jun 30
$1.4B▲ 14.2%
415 positionsLocked2025Q1Mar 31
$1.2B▼ 6.3%
393 positionsLocked2024Q4Dec 31
$1.3B▲ 8.9%
337 positionsLocked2024Q3Sep 30
$1.2B▲ 9.9%
335 positionsLocked2024Q2Jun 30
$1.1B▼ 3.7%
286 positionsLocked2024Q1Mar 31
$1.1B▲ 4.0%
278 positionsLocked2023Q4Dec 31
$1.1B▲ 13.4%
277 positionsLocked2023Q3Sep 30
$964M▼ 2.7%
270 positionsLocked
Showing 12 of 27