account_balance
Investment manager · 13F filer · SEC CIK 1801263
Parcion Private Wealth LLC
Reported value$1.85Bas of Sep 30, 2026
Positions560 90 new, 59 sold out
Top 10 weight34.7%IEFA alone is 7%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IEFAiShares Tr
7.1%
DFEMDimensional ETF Trust
5.5%
QQQInvesco QQQ Tr
3.2%
NVDANvidia Corporation
2.9%Added +4%
GLDMWorld Gold Tr
2.8%
AAPLApple Inc
2.8%
AIRRFirst Tr Exchange Traded Fd
2.8%
AVUVAmerican Centy ETF Tr
2.7%Trimmed −3%
DBMFIm Global Partner Funds
2.6%
XLRESelect Sector SPDR Tr
2.4%
MSFTMicrosoft Corp
2.3%Added +3%
COINCoinbase Global Inc
2.0%
IEFAiShares Tr
7.1%
DFEMDimensional ETF Trust
5.5%
QQQ3.2%
NVDA2.9%GLDM2.8%AAPL2.8%AIRR2.8%
AVUV2.7%
DBMF2.6%
XLRE2.4%
MSFT2.3%COIN2.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IEFA iShares Tr 7.1% Held
DFEM Dimensional ETF Trust 5.5% Held
QQQ Invesco QQQ Tr 3.2% Held
NVDA Nvidia Corporation 2.9% Added +4%GLDM World Gold Tr 2.8% HeldAAPL Apple Inc 2.8% HeldAIRR First Tr Exchange Traded Fd 2.8% Held
AVUV American Centy ETF Tr 2.7% Trimmed −3%
DBMF Im Global Partner Funds 2.6% Held
XLRE Select Sector SPDR Tr 2.4% Held
MSFT Microsoft Corp 2.3% Added +3%COIN Coinbase Global Inc 2.0% HeldWhat changed