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Parcion Private Wealth LLC

Q2 2026 13F filing

Updated 45 days ago

584 disclosed positions worth $1.8B

Portfolio value
$1.8B
Total holdings
584
New positions
133
Closed positions
38
Increased
231
Decreased
138
Turnover
29.3%
Filed
2026-07-27

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

-24.4%
Value
$128.8M
Shares
1.33M
% Port
7.15%
?
2.N/A

DIMENSIONAL ETF TRUST

-2.8%
Value
$105.8M
Shares
2.60M
% Port
5.87%
F
3.FPF

FIRST TR EXCHANGE TRADED FD

-3.2%
Value
$66.6M
Shares
499.8K
% Port
3.70%
Q
4.QQQ

INVESCO QQQ TR

-2.8%
Value
$59.7M
Shares
81.1K
% Port
3.31%
E

ISHARES TR

-4.2%
Value
$54.2M
Shares
503.6K
% Port
3.01%
?
6.N/A

AMERICAN CENTY ETF TR

-5.7%
Value
$54.2M
Shares
434.3K
% Port
3.01%
G
7.GLD

WORLD GOLD TR

+0.5%
Value
$49.9M
Shares
628.6K
% Port
2.77%
S

SELECT SECTOR SPDR TR

+0.6%
Value
$46.5M
Shares
1.06M
% Port
2.58%
?
9.N/A

LITMAN GREGORY FDS TR

-1.3%
Value
$46.3M
Shares
1.51M
% Port
2.57%
N
10.NVDA

NVIDIA CORPORATION

+2.8%
Value
$45M
Shares
224.9K
% Port
2.50%
A
11.AAPL

APPLE INC

+1.8%
Value
$44.2M
Shares
152.8K
% Port
2.45%
E
12.ETHA

ISHARES INC

Value
$42.2M
Shares
1.51M
% Port
2.34%
G

ALPHABET INC

-1.3%
Value
$32.9M
Shares
91.9K
% Port
1.82%
?
14.N/A

BLACKROCK ETF TRUST

-12.9%
Value
$32.8M
Shares
622.1K
% Port
1.82%
K
15.KLAC

KLA CORP

+864.3%
Value
$31.1M
Shares
103.1K
% Port
1.73%
M
16.MSFT

MICROSOFT CORP

+3.8%
Value
$29.6M
Shares
79.4K
% Port
1.65%
C
17.COIN

COINBASE GLOBAL INC

+0.0%
Value
$29.3M
Shares
200.6K
% Port
1.63%
I
18.IVZ

INVESCO EXCHANGE TRADED FD T

-5.4%
Value
$27.6M
Shares
129.9K
% Port
1.53%
P
19.PCAR

PACCAR INC

-1.8%
Value
$26.9M
Shares
224.2K
% Port
1.50%
E
20.ETHA

ISHARES TR

+40926.4%
Value
$26.4M
Shares
1.16M
% Port
1.47%
I
21.IAU

ISHARES GOLD TR

-3.1%
Value
$24.1M
Shares
318.6K
% Port
1.34%
A
22.AVGO

BROADCOM INC

-1.6%
Value
$21.5M
Shares
56.8K
% Port
1.19%
E
23.ETHA

ISHARES TR

+9.5%
Value
$21.3M
Shares
208.2K
% Port
1.18%
E
24.ETHA

ISHARES TR

+3.7%
Value
$20.2M
Shares
425.8K
% Port
1.12%
A
25.AMZN

AMAZON COM INC

+7.9%
Value
$18.9M
Shares
79.4K
% Port
1.05%
J

JPMORGAN CHASE & CO

+2.0%
Value
$13.9M
Shares
42.3K
% Port
0.77%
W
27.WY

WEYERHAEUSER CO

+0.5%
Value
$13.7M
Shares
571.3K
% Port
0.76%
B
28.BAND

BANDWIDTH INC

-23.0%
Value
$11.9M
Shares
188.2K
% Port
0.66%
E
29.ETN

EATON CORP PLC

-3.5%
Value
$10.9M
Shares
25.5K
% Port
0.60%
C
30.CMI

CUMMINS INC

-0.3%
Value
$10.7M
Shares
14.9K
% Port
0.59%
C
31.CVX

CHEVRON CORPORATION

+6.0%
Value
$10.4M
Shares
62.7K
% Port
0.58%
A
32.AMGN

AMGEN INC

+1.9%
Value
$10.3M
Shares
28.5K
% Port
0.57%
K
33.KO

COCA COLA CO

+0.0%
Value
$9.6M
Shares
118.6K
% Port
0.54%
E
34.ETHA

ISHARES TR

-6.3%
Value
$9.6M
Shares
139.7K
% Port
0.53%
?
35.N/A

PACER FDS TR

+4.2%
Value
$9.6M
Shares
153.6K
% Port
0.53%
O

ORACLE CORP

+2.4%
Value
$8.9M
Shares
61.0K
% Port
0.50%
C
37.CAT

CATERPILLAR INC

-0.3%
Value
$8.9M
Shares
8.3K
% Port
0.49%
E
38.ETHA

ISHARES ETHEREUM TR

+5875.7%
Value
$8.8M
Shares
739.6K
% Port
0.49%
G

ALPHABET INC

+6.3%
Value
$8.8M
Shares
24.9K
% Port
0.49%
L
40.LIN

LINDE PLC

+0.8%
Value
$8.8M
Shares
16.9K
% Port
0.49%
T
41.TJX

TJX COS INC NEW

+1.4%
Value
$8.5M
Shares
55.9K
% Port
0.47%
F
42.FBTC

FIDELITY WISE ORIGIN BITCOIN

+8.7%
Value
$8.3M
Shares
163.3K
% Port
0.46%
U
43.UNH

UNITEDHEALTH GROUP INC

+707.2%
Value
$8.2M
Shares
19.8K
% Port
0.46%
G
44.GRMN

GARMIN LTD

-0.7%
Value
$8.1M
Shares
34.1K
% Port
0.45%
L
45.LPX

LOUISIANA PAC CORP

+0.4%
Value
$8.1M
Shares
102.5K
% Port
0.45%
B
46.BSTZ

BLACKROCK INC

+0.7%
Value
$8.1M
Shares
8.4K
% Port
0.45%
P
47.PG

PROCTER & GAMBLE CO

-0.8%
Value
$7.9M
Shares
53.9K
% Port
0.44%
?
48.N/A

FIDELITY MERRIMACK STR TR

+3.3%
Value
$7.7M
Shares
169.2K
% Port
0.43%
E
49.EQIX

EQUINIX INC

+1.9%
Value
$7.1M
Shares
6.8K
% Port
0.39%
?
50.N/A

AMERICAN CENTY ETF TR

+3.1%
Value
$6.9M
Shares
58.5K
% Port
0.38%