Parcion Private Wealth LLC

Q1 2025 13F Holdings

  • Location
    bellevue, WA
  • Num holdings

    288

  • Value ($000)

    $1,226,741

  • Date Filed
    05/02/2025
  • Form type
    13F-HR
  • CIK
    0001801263
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VIGI
VIGI

VANGUARD WHITEHALL FDS

INTL DVD ETF
$97.95 M
8 %

1,180,947

DFEM
DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
$76.49 M
6 %

2,890,675

AVUV
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
$53.88 M
4 %

618,057

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
$41.70 M
3 %

551,208

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$41.35 M
3 %

88,192

GLDM
GLDM

WORLD GOLD TR

SPDR GLD MINIS
$40.54 M
3 %

655,042

COIN
COIN

COINBASE GLOBAL INC

COM CL A
$40.32 M
3 %

234,105

AAPL
AAPL

APPLE INC

COM
$34.68 M
3 %

156,104

JMBS
JMBS

JANUS DETROIT STR TR

HENDERSON MTG
$33.48 M
3 %

740,716

AIRR
AIRR

FIRST TR EXCHANGE TRADED FD

RBA INDL ETF
$28.99 M
2 %

424,996

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