Parcion Private Wealth LLC - Portfolio Stock Holdings
Parcion Private Wealth LLC disclosed 562 stock positions in a recent SEC 13F filing. $2,644,050,795 of stock holdings were filed, with the largest holdings including IVV, IEFA, and DFEM. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $2,951,714,286 and has 28 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
562Est. Stock Holding Value:
$2,644,050,795Top Stock Holdings By Sector
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Portfolio Stock Holdings - Parcion Private Wealth LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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