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CIK: 0001801263
Total reported value
$1.8B
$1.8B
288 檔
17.3%
During the Q1 2025 filing period, Parcion Private Wealth LLC (CIK: 0001801263) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.8B across 288 reported positions.
In Q1 2025, Parcion Private Wealth LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 288 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 7.98% | -0.01% | -1.50% | |
| 2 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 6.23% | +0.14% | +4.53% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.39% | -0.14% | -9.71% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.40% | -2.75% | — | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.37% | +0.33% | -1.04% | |
| 6 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 3.30% | -0.82% | +86.22% | |
| 7 | COIN | Coinbase Global Inc -class A | Stock-Financials | 3.29% | -0.54% | -12.77% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.83% | +0.09% | +1.76% | |
| 9 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 2.73% | -0.03% | EXIT | |
| 10 | AIRR | First Trust Rba American Ind | ETF-Other | 2.36% | +0.16% | — | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.22% | -0.11% | +0.92% | |
| 12 | PCAR | Paccar Inc | Stock-Industrials | 2.13% | -0.13% | +0.10% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.96% | +0.13% | -1.99% | |
| 14 | PZA | Invesco National Amt-free Mu | ETF-Other | 1.85% | -0.01% | +13.85% | |
| 15 | IBTM | Ishares Ibnds Dec 2032 Tt | ETF-Other | 1.75% | -1.27% | EXIT | |
| 16 | IAU | Ishares Gold Trust | ETF-Commodities | 1.65% | -0.46% | -3.16% | |
| 17 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.54% | -0.04% | — | |
| 18 | WY | Weyerhaeuser Co | Stock-Real Estate | 1.35% | -0.10% | — | |
| 19 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.33% | — | -75.33% | |
| 20 | LFST | Lifestance Health Group Inc | Stock-Other | 1.28% | -0.22% | — | |
| 21 | QLTA | Ishares Aaa - A Rated Corpor | ETF-Other | 1.20% | -0.09% | +2.70% | |
| 22 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 1.12% | — | -28.80% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.04% | +0.10% | +3.84% | |
| 24 | XLI | Ss Industrial Select Sector | ETF-Other | 0.91% | — | — | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.86% | +0.08% | -33.15% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.83% | +0.16% | +2.65% | |
| 27 | KLAC | Kla CORP | Stock-Tech | 0.83% | +0.75% | +2.46% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | +0.01% | -0.10% | |
| 29 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.81% | -0.09% | -9.46% | |
| 30 | MDT | Medtronic plc | Stock-Healthcare | 0.78% | +0.01% | +5.17% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.77% | -0.18% | +6.38% | |
| 32 | LPX | Louisiana-pacific CORP | Stock-Industrials | 0.76% | -0.01% | — | |
| 33 | ABT | Abbott Laboratories | Stock-Healthcare | 0.76% | -0.08% | +3.38% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.74% | -0.04% | +3.06% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.73% | -0.05% | +4.96% | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.71% | -0.02% | +4.72% | |
| 37 | GRMN | Garmin Ltd. | Stock-Tech | 0.65% | -0.04% | +1.48% | |
| 38 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.64% | -0.04% | +2.75% | |
| 39 | LIN | Linde plc | Stock-Materials | 0.63% | -0.03% | +5.06% | |
| 40 | BLK | Blackrock Inc | Stock-Financials | 0.63% | -0.05% | +1.29% | |
| 41 | RMD | Resmed Inc | Stock-Healthcare | 0.61% | -0.10% | +3.24% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.57% | -0.09% | +5.10% | |
| 43 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.55% | -0.08% | +4.07% | |
| 44 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.55% | -0.05% | +6.34% | |
| 45 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.54% | -0.03% | +6.02% | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.54% | +0.12% | +1.43% | |
| 47 | NXST | Nexstar Media Group Inc | Stock-Comm Services | 0.51% | -0.05% | +8.70% | |
| 48 | RSG | Republic Services Inc | Stock-Industrials | 0.49% | — | +1.85% | |
| 49 | ACN | Accenture plc | Stock-Tech | 0.49% | +0.01% | +5.00% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | +0.01% | +0.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VIGI | Vanguard Int Div App Indx Fd | — | NEW | New buy |
| 2 | DFEM | Dimensional Emrg Mrkt Core | — | NEW | New buy |
| 3 | AVUV | Avantis US Small Cap Value | — | NEW | New buy |
| 4 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 5 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 6 | GLDM | Spdr Gold Minishares Trust | — | NEW | New buy |
| 7 | COIN | Coinbase Global Inc -class A | — | NEW | New buy |
| 8 | AAPL | Apple Inc | — | NEW | New buy |
| 9 | JMBS | Janus Henderson Mortg Backed | — | NEW | New buy |
| 10 | AIRR | First Trust Rba American Ind | — | NEW | New buy |
| 11 | MSFT | Microsoft CORP | — | NEW | New buy |
| 12 | PCAR | Paccar Inc | — | NEW | New buy |
| 13 | NVDA | Nvidia CORP | — | NEW | New buy |
| 14 | PZA | Invesco National Amt-free Mu | — | NEW | New buy |
| 15 | IBTM | Ishares Ibnds Dec 2032 Tt | — | NEW | New buy |
| 16 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 17 | STIP | Ishares 0-5 Year Tips Bond E | — | NEW | New buy |
| 18 | WY | Weyerhaeuser Co | — | NEW | New buy |
| 19 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | — | NEW | New buy |
| 20 | LFST | Lifestance Health Group Inc | — | NEW | New buy |
| 21 | QLTA | Ishares Aaa - A Rated Corpor | — | NEW | New buy |
| 22 | FSMD | Fidelity Small-mid Multifact | — | NEW | New buy |
| 23 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 24 | XLI | Ss Industrial Select Sector | — | NEW | New buy |
| 25 | AVGO | Broadcom Inc | — | NEW | New buy |
| 26 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 27 | KLAC | Kla CORP | — | NEW | New buy |
| 28 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 29 | FBTC | Fidelity Wise Origin Bitcoin | — | NEW | New buy |
| 30 | MDT | Medtronic plc | — | NEW | New buy |
| 31 | CVX | Chevron CORP | — | NEW | New buy |
| 32 | LPX | Louisiana-pacific CORP | — | NEW | New buy |
| 33 | ABT | Abbott Laboratories | — | NEW | New buy |
| 34 | ORCL | Oracle CORP | — | NEW | New buy |
| 35 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 36 | KO | Coca-cola Co/the | — | NEW | New buy |
| 37 | GRMN | Garmin Ltd. | — | NEW | New buy |
| 38 | COWZ | Pacer US Cash Cows 100 ETF | — | NEW | New buy |
| 39 | LIN | Linde plc | — | NEW | New buy |
| 40 | BLK | Blackrock Inc | — | NEW | New buy |
| 41 | RMD | Resmed Inc | — | NEW | New buy |
| 42 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 43 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 44 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 45 | FBND | Fidelity Total Bond ETF | — | NEW | New buy |
| 46 | CAT | Caterpillar Inc | — | NEW | New buy |
| 47 | NXST | Nexstar Media Group Inc | — | NEW | New buy |
| 48 | RSG | Republic Services Inc | — | NEW | New buy |
| 49 | ACN | Accenture plc | — | NEW | New buy |
| 50 | HD | Home Depot Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Parcion Private Wealth LLC reported a total U.S. public equity portfolio value of $1.8B across 288 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VIGI, DFEM, AVUV) accounted for 17.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
VIGI
市值: $97.9M
During Q1 2025, Parcion Private Wealth LLC's top holdings by market value included VIGI (8.0%)、DFEM (6.2%)、AVUV (4.4%). The largest single position, VIGI, represented 8.0% of total portfolio value.
In Q1 2025, Parcion Private Wealth LLC made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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