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CIK: 0001801263
Total reported value
$1.8B
$1.8B
421 檔
22.6%
During the Q4 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 421 reported positions.
In Q4 2025, Parcion Private Wealth LLC displayed an active expansion posture, initiating 70 new positions and adding to 72 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 421 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 6.62% | -0.01% | +0.52% | |
| 2 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.53% | +0.14% | +0.12% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.53% | -2.75% | +1.08% | |
| 4 | AIRR | First Trust Rba American Ind | ETF-Other | 3.65% | +0.16% | -2.19% | |
| 5 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 3.43% | -0.82% | -0.52% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 3.31% | -0.45% | +2.09% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.26% | +0.33% | -4.16% | |
| 8 | COIN | Coinbase Global Inc -class A | Stock-Financials | 2.76% | -0.54% | -14.47% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.68% | +0.13% | -0.81% | |
| 10 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 2.66% | -0.29% | +1.30% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.65% | +0.09% | +1.04% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.48% | -0.14% | -2.35% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.18% | -0.11% | -0.79% | |
| 14 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 2.10% | +0.36% | -1.95% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.83% | +0.16% | -1.58% | |
| 16 | PCAR | Paccar Inc | Stock-Industrials | 1.81% | -0.13% | +1.02% | |
| 17 | IAU | Ishares Gold Trust | ETF-Commodities | 1.65% | -0.46% | -0.78% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.37% | +1.45% | +33715.31% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.22% | +0.08% | -4.16% | |
| 20 | QLTA | Ishares Aaa - A Rated Corpor | ETF-Other | 1.17% | -0.09% | +2.38% | |
| 21 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.16% | -0.04% | +1.21% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.13% | -0.10% | -2.91% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.09% | +0.10% | +5.80% | |
| 24 | LFST | Lifestance Health Group Inc | Stock-Other | 0.90% | -0.22% | -11.01% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | +0.01% | -0.54% | |
| 26 | KLAC | Kla CORP | Stock-Tech | 0.82% | +0.75% | -2.83% | |
| 27 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.82% | -0.10% | +0.10% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.72% | -0.04% | -5.21% | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 0.69% | +0.12% | -2.23% | |
| 30 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.68% | -0.09% | +2.58% | |
| 31 | ETN | Eaton Corporation plc | Stock-Industrials | 0.58% | +0.02% | -0.60% | |
| 32 | AMGN | Amgen Inc | Stock-Healthcare | 0.57% | -0.04% | -3.87% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.54% | -0.18% | -2.52% | |
| 34 | BLK | Blackrock Inc | Stock-Financials | 0.54% | -0.05% | -0.64% | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.53% | -0.08% | -2.18% | |
| 36 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.52% | -0.08% | +0.56% | |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.52% | -0.04% | +3.47% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.51% | -0.02% | -0.87% | |
| 39 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.50% | +0.01% | -4.39% | |
| 40 | LPX | Louisiana-pacific CORP | Stock-Industrials | 0.50% | -0.01% | +0.15% | |
| 41 | CMI | Cummins Inc | Stock-Industrials | 0.48% | +0.09% | -1.03% | |
| 42 | RMD | Resmed Inc | Stock-Healthcare | 0.47% | -0.10% | -2.72% | |
| 43 | ETHA | Ishares Ethereum Trust ETF | ETF-Other | 0.46% | +0.48% | — | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.46% | -0.05% | -5.33% | |
| 45 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.45% | -0.03% | +3.68% | |
| 46 | GRMN | Garmin Ltd. | Stock-Tech | 0.43% | -0.04% | -2.74% | |
| 47 | NXST | Nexstar Media Group Inc | Stock-Comm Services | 0.43% | -0.05% | -1.25% | |
| 48 | LIN | Linde plc | Stock-Materials | 0.43% | -0.03% | -3.24% | |
| 49 | BIPC | Brookfield Infrastructure-a | Stock-Utilities | 0.42% | -0.06% | -1.10% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.42% | -0.09% | -0.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.3% | +33715.31% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.58% | Trim |
| 3 | GLDM | Spdr Gold Minishares Trust | +0.3% | -0.52% | Trim |
| 4 | VOO | Vanguard S&p 500 ETF | +0.3% | +724.54% | Add |
| 5 | PCAR | Paccar Inc | +0.2% | +1.02% | Add |
| 6 | AAPL | Apple Inc | +0.1% | +1.04% | Add |
| 7 | IAU | Ishares Gold Trust | +0.1% | -0.78% | Trim |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | +4.50% | Add |
| 9 | LFST | Lifestance Health Group Inc | +0.1% | -11.01% | Trim |
| 10 | CAT | Caterpillar Inc | +0.1% | -2.23% | Trim |
| 11 | AMZN | Amazon.com Inc | +0.1% | +5.80% | Add |
| 12 | FCX | Freeport-mcmoran Inc | +0.1% | +5.14% | Add |
| 13 | CMI | Cummins Inc | +0.1% | -1.03% | Trim |
| 14 | SDY | Ss Spdr S&p Dividend ETF | +0.1% | +148.54% | Add |
| 15 | LLY | Eli Lilly & Co | +0.1% | +24.64% | Add |
| 16 | BMY | Bristol-myers Squibb Co | +0.1% | +249.20% | Add |
| 17 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +1.08% | Add |
| 18 | CNC | Centene CORP | +0.1% | +251.50% | Add |
| 19 | CB | Chubb Limited | +0.1% | +233.21% | Add |
| 20 | TEAM | Atlassian Corp-cl A | +0.1% | +447.15% | Add |
| 21 | KLAC | Kla CORP | +0.1% | -2.83% | Trim |
| 22 | AMGN | Amgen Inc | +0.1% | -3.87% | Trim |
| 23 | MRK | Merck & Co. Inc. | +0.1% | +13.11% | Add |
| 24 | CTSH | Cognizant Tech Solutions-a | +0.1% | -2.24% | Trim |
| 25 | WMT | Walmart Inc | +0.1% | +72.97% | Add |
| 26 | DFEM | Dimensional Emrg Mrkt Core | 0% | +0.12% | Add |
| 27 | DBMF | Imgp Dbi Managed Futures Str | 0% | +1.30% | Add |
| 28 | PCG | P G & E CORP | 0% | +108.75% | Add |
| 29 | ZM | Zoom Communications Inc | 0% | +189.81% | Add |
| 30 | REGN | Regeneron Pharmaceuticals | 0% | +139.47% | Add |
| 31 | COWZ | Pacer US Cash Cows 100 ETF | 0% | +3.47% | Add |
| 32 | MU | Micron Technology Inc | 0% | +46.84% | Add |
| 33 | EIX | Edison International | 0% | +117.39% | Add |
| 34 | ROST | Ross Stores Inc | 0% | +4.82% | Add |
| 35 | WFC | Wells Fargo & Co | 0% | +0.69% | Add |
| 36 | LMT | Lockheed Martin CORP | 0% | +44.68% | Add |
| 37 | GLD | Spdr Gold Shares | 0% | +5.33% | Add |
| 38 | ABNB | Airbnb Inc-class A | 0% | +126.61% | Add |
| 39 | COF | Capital One Financial CORP | 0% | +60.92% | Add |
| 40 | ACN | Accenture plc | 0% | +67.64% | Add |
| 41 | USB | US Bancorp | 0% | +7.93% | Add |
| 42 | JBHT | Hunt (jb) Transprt Svcs Inc | 0% | +112.49% | Add |
| 43 | SCHC | Schwab Intl Small-cap Equity | 0% | +311.87% | Add |
| 44 | MEDP | Medpace Holdings Inc | 0% | +79.42% | Add |
| 45 | DG | Dollar General CORP | 0% | +108.77% | Add |
| 46 | ALSN | Allison Transmission Holding | 0% | -3.05% | Trim |
| 47 | BIPC | Brookfield Infrastructure-a | 0% | -1.10% | Trim |
| 48 | TJX | Tjx Companies Inc | 0% | +0.56% | Add |
| 49 | FIX | Comfort Systems USA Inc | 0% | +64.87% | Add |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +13.63% | Add |
According to official SEC Form 13F filings, Parcion Private Wealth LLC reported a total U.S. public equity portfolio value of $1.8B across 421 disclosed positions in Q4 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, IEFA) accounted for 22.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
ETHA
市值: $7.6M
Top Position Liquidated / Trimmed
IBTM
前期市值: $20.9M
During Q4 2025, Parcion Private Wealth LLC's top holdings by market value included VIGI (6.6%)、DFEM (5.5%)、IEFA (5.5%). The largest single position, VIGI, represented 6.6% of total portfolio value.
In Q4 2025, Parcion Private Wealth LLC made 200 total portfolio adjustments, initiating 70 new buys, adding to 72 positions, trimming 42 holdings, and fully liquidating 16 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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