Parcion Private Wealth LLC: 13F holdings
CIK 18012632026Q2
| Positions | 529 |
|---|---|
| Reported value | $2.6bn |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 1,164,982 | $872.4m | 33.0% |
| IEFA ISHARES TR | 1,333,656 | $128.8m | 4.9% |
| DFEM DIMENSIONAL ETF TRUST | 2,602,795 | $105.8m | 4.0% |
| AIRR FIRST TR EXCHANGE TRADED FD | 499,778 | $66.6m | 2.5% |
| QQQ INVESCO QQQ TR | 81,057 | $59.7m | 2.3% |
| MUB ISHARES TR | 503,579 | $54.2m | 2.0% |
| AVUV AMERICAN CENTY ETF TR | 434,292 | $54.2m | 2.0% |
| GLDM WORLD GOLD TR | 628,609 | $49.9m | 1.9% |
| XLRE SELECT SECTOR SPDR TR | 1,057,053 | $46.5m | 1.8% |
| LITMAN GREGORY FDS TR | 1,511,668 | $46.3m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1801263")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.