13F Insight
DOSSIER · 13F-HR · Q1 2026

Parcion Private Wealth LLC

$1.6B in tracked AUM across 493 positions as of Q1 2026.

PP
CIK 0001801263 · last filed Mar 31, 2026
Total AUM
$1.6B
as of Q1 2026
Holdings
493
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Parcion Private Wealth LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IEFA
ISHARES TR
$160M1.8M9.9%02
DFEM
DIMENSIONAL ETF TRUST
$93M2.7M5.7%03
GLDM
WORLD GOLD TR
$58M626K3.6%04
AIRR
FIRST TR EXCHANGE TRADED FD
$57M516K3.5%05
MUB
ISHARES TR
$56M525K3.5%06
AVUV
AMERICAN CENTY ETF TR
$51M461K3.2%07
QQQ
INVESCO QQQ TR
$48M83K3.0%08
DBMF
LITMAN GREGORY FDS TR
$46M1.5M2.9%09
XLRE
SELECT SECTOR SPDR TR
$43M1.1M2.7%10
NVDA
NVIDIA CORPORATION
$38M219K2.4%

Filing history

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 positionsLocked2023Q2Jun 30
$991M▲ 3.5%
262 positionsLocked
Showing 12 of 26