Parcion Private Wealth LLC
Q4 2024 13F Holdings
- Locationbellevue, WA
- Num holdings
240
- Value ($000)
$1,309,145
- Date Filed02/03/2025
- Form type13F-HR
- CIK0001801263
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VIGI VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $95.91M | 7 % | 1,198,981 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $72.42M | 6 % | 2,765,275 | ||
MDYG SPDR SER TR | S&P 400 MDCP GRW | 78464A821 | $72.34M | 6 % | 832,560 | ||
COIN COINBASE GLOBAL INC | COM CL A | 19260Q107 | $66.64M | 5 % | 268,385 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $66.08M | 5 % | 684,532 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $45.56M | 4 % | 89,121 | ||
AAPL APPLE INC | COM | 037833100 | $38.41M | 3 % | 153,400 | ||
JIRE J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 46641Q134 | $37.18M | 3 % | 635,514 | ||
DBMF LITMAN GREGORY FDS TR | IMGP DBI MANAGED | 53700T827 | $31.82M | 2 % | 1,216,261 | ||
JMBS JANUS DETROIT STR TR | HENDERSON MTG | 47103U852 | $31.44M | 2 % | 711,556 |
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