Parcion Private Wealth
Latest statistics and disclosures from Parcion Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VIGI, DFEM, IEFA, AIRR, GLDM, and represent 24.70% of Parcion Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$21M), VOO (+$10M), ETHA (+$7.6M), IGV, GPZ, NFLX, Q, SDY, MUB, DFAE.
- Started 94 new stock positions in TER, BMRN, CFG, VRSK, BDX, AVY, ED, GAP, Amcor, AGG.
- Reduced shares in these 10 stocks: IBTM (-$21M), COIN (-$7.7M), SAP, OWL, QQQ, FETH, LFST, AIRR, CRH, AVUV.
- Sold out of its positions in ARES, ARW, AZO, OWL, CHTR, LNG, CNXC, DASH, DUOL, EBAY.
- Parcion Private Wealth was a net buyer of stock by $46M.
- Parcion Private Wealth has $1.6B in assets under management (AUM), dropping by 2.78%.
- Central Index Key (CIK): 0001801263
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Portfolio Holdings for Parcion Private Wealth
Parcion Private Wealth holds 421 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 6.6 | $109M | 1.2M | 91.45 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 5.5 | $91M | 2.7M | 33.08 |
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| Ishares Tr Core Msci Eafe (IEFA) | 5.5 | $91M | 1.0M | 89.46 |
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| First Tr Exchange Traded Rba Indl Etf (AIRR) | 3.6 | $60M | -2% | 609k | 98.32 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 3.4 | $56M | 661k | 85.37 |
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| Ishares Tr National Mun Etf (MUB) | 3.3 | $54M | +2% | 508k | 107.11 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.2 | $54M | -4% | 87k | 614.31 |
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| Coinbase Global Com Cl A (COIN) | 2.8 | $45M | -14% | 200k | 226.14 |
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| NVIDIA Corporation (NVDA) | 2.7 | $44M | 236k | 186.50 |
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| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 2.7 | $44M | 1.6M | 28.06 |
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| Apple (AAPL) | 2.6 | $44M | 160k | 271.86 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.5 | $41M | -2% | 400k | 101.98 |
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| Microsoft Corporation (MSFT) | 2.2 | $36M | 74k | 483.62 |
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| Blackrock Etf Trust Ishares A I Inno (BAI) | 2.1 | $35M | 1.0M | 33.30 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $30M | 96k | 313.00 |
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| Paccar (PCAR) | 1.8 | $30M | 272k | 109.51 |
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| Ishares Gold Tr Ishares New (IAU) | 1.6 | $27M | 334k | 81.17 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $21M | +33715% | 894k | 23.07 |
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| Broadcom (AVGO) | 1.2 | $20M | -4% | 58k | 346.10 |
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| Ishares Tr A Rate Cp Bd Etf (QLTA) | 1.2 | $19M | +2% | 398k | 48.09 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 1.2 | $19M | 187k | 102.39 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.1 | $19M | -2% | 97k | 191.56 |
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| Amazon (AMZN) | 1.1 | $18M | +5% | 78k | 230.82 |
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| Lifestance Health Group (LFST) | 0.9 | $15M | -11% | 2.1M | 7.04 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $14M | 42k | 322.22 |
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| Kla Corp Com New (KLAC) | 0.8 | $14M | -2% | 11k | 1215.06 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.8 | $13M | 567k | 23.69 |
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| Oracle Corporation (ORCL) | 0.7 | $12M | -5% | 60k | 194.91 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $12M | +724% | 19k | 627.13 |
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| Caterpillar (CAT) | 0.7 | $11M | -2% | 20k | 572.86 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.7 | $11M | +2% | 147k | 76.23 |
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| Eaton Corp SHS (ETN) | 0.6 | $9.5M | 30k | 318.51 |
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| Amgen (AMGN) | 0.6 | $9.3M | -3% | 28k | 327.31 |
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| Chevron Corporation (CVX) | 0.5 | $8.9M | -2% | 59k | 152.41 |
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| Blackrock (BLK) | 0.5 | $8.9M | 8.3k | 1070.29 |
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| Abbott Laboratories (ABT) | 0.5 | $8.7M | -2% | 69k | 125.29 |
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| TJX Companies (TJX) | 0.5 | $8.6M | 56k | 153.61 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.5 | $8.5M | +3% | 142k | 60.17 |
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| Coca-Cola Company (KO) | 0.5 | $8.4M | 121k | 69.91 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.5 | $8.3M | -4% | 151k | 54.71 |
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| Louisiana-Pacific Corporation (LPX) | 0.5 | $8.3M | 102k | 80.76 |
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| Cummins (CMI) | 0.5 | $7.9M | 16k | 510.45 |
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| ResMed (RMD) | 0.5 | $7.7M | -2% | 32k | 240.87 |
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| Ishares Ethereum Tr SHS (ETHA) | 0.5 | $7.6M | NEW | 339k | 22.43 |
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| Procter & Gamble Company (PG) | 0.5 | $7.5M | -5% | 52k | 143.31 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.4 | $7.4M | +3% | 160k | 46.04 |
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| Garmin SHS (GRMN) | 0.4 | $7.1M | -2% | 35k | 202.85 |
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| Nexstar Media Group Common Stock (NXST) | 0.4 | $7.1M | 35k | 203.05 |
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| Linde SHS (LIN) | 0.4 | $7.1M | -3% | 17k | 426.40 |
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| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.4 | $6.9M | 152k | 45.40 |
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| McDonald's Corporation (MCD) | 0.4 | $6.8M | 22k | 305.64 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $6.7M | +4% | 21k | 313.80 |
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| CRH Ord (CRH) | 0.4 | $6.7M | -13% | 54k | 124.80 |
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| American Centy Etf Tr Us Quality Grow (QGRO) | 0.4 | $6.3M | 55k | 114.52 |
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| Ss&c Technologies Holding (SSNC) | 0.4 | $6.2M | 71k | 87.42 |
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| Home Depot (HD) | 0.4 | $5.9M | -2% | 17k | 344.10 |
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| Oshkosh Corporation (OSK) | 0.3 | $5.7M | 45k | 125.63 |
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| Allison Transmission Hldngs I (ALSN) | 0.3 | $5.7M | -3% | 58k | 97.90 |
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| Marathon Petroleum Corp (MPC) | 0.3 | $5.5M | 34k | 162.63 |
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| Kroger (KR) | 0.3 | $5.5M | 88k | 62.48 |
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| Wells Fargo & Company (WFC) | 0.3 | $5.4M | 58k | 93.20 |
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| Marsh & McLennan Companies | 0.3 | $5.3M | 29k | 185.52 |
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| Republic Services (RSG) | 0.3 | $5.2M | 25k | 211.93 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.3 | $5.1M | -2% | 62k | 83.00 |
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| Equinix (EQIX) | 0.3 | $5.0M | -4% | 6.5k | 766.16 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.3 | $5.0M | 62k | 80.22 |
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| Freeport-mcmoran CL B (FCX) | 0.3 | $4.9M | +5% | 97k | 50.79 |
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| Bank of America Corporation (BAC) | 0.3 | $4.6M | 84k | 55.00 |
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| Costco Wholesale Corporation (COST) | 0.3 | $4.4M | 5.2k | 862.40 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $4.4M | -6% | 6.5k | 681.87 |
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| Monolithic Power Systems (MPWR) | 0.3 | $4.4M | -3% | 4.8k | 906.45 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.3 | $4.3M | 129k | 33.45 |
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| Tesla Motors (TSLA) | 0.3 | $4.3M | +3% | 9.6k | 449.72 |
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| Sempra Energy (SRE) | 0.3 | $4.3M | 48k | 88.29 |
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| Spdr Series Trust State Street Spd (SPSB) | 0.3 | $4.2M | 139k | 30.20 |
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| Ishares Tr Expanded Tech (IGV) | 0.3 | $4.1M | NEW | 39k | 105.69 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $3.9M | +13% | 7.8k | 502.65 |
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| Abbvie (ABBV) | 0.2 | $3.8M | 17k | 228.49 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $3.7M | +5% | 9.5k | 396.31 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $3.7M | -3% | 21k | 177.75 |
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| Bandwidth Com Cl A (BAND) | 0.2 | $3.7M | 237k | 15.45 |
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| Deere & Company (DE) | 0.2 | $3.3M | 7.1k | 465.57 |
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| Vaneck Etf Trust Alternative Asse (GPZ) | 0.2 | $3.3M | NEW | 122k | 27.15 |
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| Meta Platforms Cl A (META) | 0.2 | $3.2M | -6% | 4.8k | 660.08 |
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| Merck & Co (MRK) | 0.2 | $3.2M | +13% | 30k | 105.26 |
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| Us Bancorp Del Com New (USB) | 0.2 | $3.1M | +7% | 58k | 53.36 |
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| Ross Stores (ROST) | 0.2 | $3.0M | +4% | 17k | 180.14 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $3.0M | 70k | 42.87 |
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| Intel Corporation (INTC) | 0.2 | $2.8M | -3% | 77k | 36.90 |
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| Union Pacific Corporation (UNP) | 0.2 | $2.7M | 12k | 231.31 |
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| International Business Machines (IBM) | 0.2 | $2.6M | 8.9k | 296.20 |
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| Eli Lilly & Co. (LLY) | 0.2 | $2.6M | +24% | 2.4k | 1074.64 |
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| Ishares Tr Faln Angls Usd (FALN) | 0.1 | $2.4M | +2% | 89k | 27.30 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $2.3M | +5% | 35k | 67.22 |
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| SYNNEX Corporation (SNX) | 0.1 | $2.3M | 15k | 150.23 |
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| Boeing Company (BA) | 0.1 | $2.3M | +2% | 11k | 217.12 |
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| Johnson & Johnson (JNJ) | 0.1 | $2.1M | 10k | 206.95 |
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| Pinnacle West Capital Corporation (PNW) | 0.1 | $2.1M | 24k | 88.70 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $2.0M | +44% | 4.1k | 483.65 |
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| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.1 | $2.0M | 27k | 74.88 |
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| Corteva (CTVA) | 0.1 | $2.0M | +4% | 30k | 67.03 |
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| Williams Companies (WMB) | 0.1 | $1.9M | 32k | 60.11 |
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| Spdr Series Trust State Street Spd (SDY) | 0.1 | $1.9M | +148% | 14k | 139.16 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.9M | 11k | 177.54 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $1.7M | 15k | 117.21 |
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| Netflix (NFLX) | 0.1 | $1.7M | +862% | 18k | 93.76 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.7M | 11k | 154.14 |
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| Phillips 66 (PSX) | 0.1 | $1.7M | +14% | 13k | 129.04 |
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| Proshares Tr Russ 2000 Divd (SMDV) | 0.1 | $1.6M | 25k | 66.08 |
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| Palo Alto Networks (PANW) | 0.1 | $1.6M | +17% | 8.7k | 184.21 |
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| General Dynamics Corporation (GD) | 0.1 | $1.6M | +28% | 4.8k | 336.66 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.6M | +2% | 5.2k | 308.03 |
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| Spdr Series Trust State Street Spd (XBI) | 0.1 | $1.6M | -31% | 13k | 121.93 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.6M | +72% | 14k | 111.41 |
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| salesforce (CRM) | 0.1 | $1.5M | +2% | 5.7k | 264.90 |
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| Dow (DOW) | 0.1 | $1.5M | -3% | 63k | 23.38 |
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| Arista Networks Com Shs (ANET) | 0.1 | $1.5M | +22% | 11k | 131.03 |
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| Bristol Myers Squibb (BMY) | 0.1 | $1.4M | +249% | 27k | 53.94 |
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| Centene Corporation (CNC) | 0.1 | $1.4M | +251% | 33k | 41.15 |
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| Chubb (CB) | 0.1 | $1.4M | +233% | 4.3k | 312.13 |
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| Cme (CME) | 0.1 | $1.3M | +3% | 4.9k | 273.08 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $1.3M | 12k | 111.78 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.3M | +12% | 11k | 120.34 |
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| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.1 | $1.3M | 18k | 70.99 |
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| ConocoPhillips (COP) | 0.1 | $1.3M | +8% | 14k | 93.61 |
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| Dupont De Nemours (DD) | 0.1 | $1.3M | 31k | 40.20 |
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| PG&E Corporation (PCG) | 0.1 | $1.2M | +108% | 78k | 16.07 |
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| Oneok (OKE) | 0.1 | $1.2M | 17k | 73.50 |
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| Qnity Electronics Common Stock (Q) | 0.1 | $1.2M | NEW | 15k | 81.65 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $1.2M | 3.1k | 386.85 |
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| Invesco Exchange Traded Fd T Intl Divi Achi (PID) | 0.1 | $1.2M | -13% | 54k | 22.00 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.2M | +12% | 6.5k | 183.40 |
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| Visa Com Cl A (V) | 0.1 | $1.2M | +35% | 3.3k | 350.71 |
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| Atlassian Corporation Cl A (TEAM) | 0.1 | $1.2M | +447% | 7.1k | 162.14 |
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| 3M Company (MMM) | 0.1 | $1.1M | +5% | 7.2k | 160.10 |
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| Pepsi (PEP) | 0.1 | $1.1M | +29% | 8.0k | 143.52 |
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| Capital One Financial (COF) | 0.1 | $1.1M | +60% | 4.7k | 242.36 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.1M | +67% | 4.1k | 268.29 |
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| Spdr Series Trust State Street Spd (MDYG) | 0.1 | $1.1M | 12k | 92.43 |
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| McKesson Corporation (MCK) | 0.1 | $1.1M | +10% | 1.3k | 820.29 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $1.1M | NEW | 33k | 32.57 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $1.1M | +3% | 6.5k | 162.01 |
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| Comfort Systems USA (FIX) | 0.1 | $1.1M | +64% | 1.1k | 933.29 |
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| Expedia Group Com New (EXPE) | 0.1 | $1.1M | +31% | 3.7k | 283.31 |
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| Edison International (EIX) | 0.1 | $1.1M | +117% | 18k | 60.02 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.1M | -9% | 13k | 84.21 |
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| Metropcs Communications (TMUS) | 0.1 | $1.0M | -8% | 5.1k | 203.04 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $1.0M | +100% | 23k | 44.71 |
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| Ge Vernova (GEV) | 0.1 | $1.0M | +27% | 1.6k | 653.57 |
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| Zoom Communications Cl A (ZM) | 0.1 | $1.0M | +189% | 12k | 86.29 |
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| Micron Technology (MU) | 0.1 | $1.0M | +46% | 3.5k | 285.41 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $980k | NEW | 10k | 95.09 |
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| Draftkings Com Cl A (DKNG) | 0.1 | $957k | +67% | 28k | 34.46 |
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| Fortinet (FTNT) | 0.1 | $940k | +42% | 12k | 79.41 |
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| Citigroup Com New (C) | 0.1 | $936k | +26% | 8.0k | 116.69 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $931k | +3% | 2.0k | 468.76 |
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| Applied Materials (AMAT) | 0.1 | $918k | +2% | 3.6k | 256.99 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $913k | +139% | 1.2k | 771.87 |
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| PNC Financial Services (PNC) | 0.1 | $879k | +23% | 4.2k | 208.73 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $874k | +126% | 6.4k | 135.72 |
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| Verisign (VRSN) | 0.1 | $869k | +44% | 3.6k | 242.95 |
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| American Electric Power Company (AEP) | 0.1 | $868k | 7.5k | 115.31 |
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| Flex Ord (FLEX) | 0.1 | $856k | 14k | 60.42 |
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| Roblox Corp Cl A (RBLX) | 0.1 | $855k | +25% | 11k | 81.03 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $852k | +2% | 1.3k | 673.82 |
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| Verizon Communications (VZ) | 0.1 | $848k | 21k | 40.73 |
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| General Motors Company (GM) | 0.1 | $838k | 10k | 81.32 |
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| Amphenol Corp Cl A (APH) | 0.1 | $836k | 6.2k | 135.14 |
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| SLB Com Stk (SLB) | 0.1 | $833k | +22% | 22k | 38.38 |
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| Aaon Com Par $0.004 (AAON) | 0.0 | $821k | -6% | 11k | 76.25 |
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| Illumina (ILMN) | 0.0 | $802k | +33% | 6.1k | 131.16 |
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| Philip Morris International (PM) | 0.0 | $798k | +7% | 5.0k | 160.40 |
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| Ventas (VTR) | 0.0 | $794k | +28% | 10k | 77.38 |
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| FedEx Corporation (FDX) | 0.0 | $788k | +13% | 2.7k | 288.86 |
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| UnitedHealth (UNH) | 0.0 | $786k | -2% | 2.4k | 330.10 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $786k | 8.2k | 96.03 |
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| DTE Energy Company (DTE) | 0.0 | $780k | -4% | 6.1k | 128.98 |
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| Dominion Resources (D) | 0.0 | $772k | 13k | 58.59 |
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| Medpace Hldgs (MEDP) | 0.0 | $769k | +79% | 1.4k | 561.65 |
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| Entergy Corporation (ETR) | 0.0 | $762k | 8.2k | 92.43 |
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| Columbia Etf Tr I Us Equity Income (EQIN) | 0.0 | $749k | 16k | 47.49 |
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| Kinder Morgan (KMI) | 0.0 | $748k | -4% | 27k | 27.49 |
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| Talen Energy Corp (TLN) | 0.0 | $745k | 2.0k | 374.84 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $742k | -6% | 11k | 66.00 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $737k | 1.3k | 570.86 |
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| Snowflake Com Shs (SNOW) | 0.0 | $721k | +12% | 3.3k | 219.36 |
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| Altria (MO) | 0.0 | $719k | +3% | 13k | 57.66 |
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| Newmont Mining Corporation (NEM) | 0.0 | $718k | +141% | 7.2k | 99.85 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $716k | -15% | 2.0k | 349.99 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.0 | $703k | 8.3k | 84.22 |
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| J.B. Hunt Transport Services (JBHT) | 0.0 | $695k | +112% | 3.6k | 194.34 |
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| Ameriprise Financial (AMP) | 0.0 | $693k | +115% | 1.4k | 490.34 |
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| Booking Holdings (BKNG) | 0.0 | $691k | +63% | 129.00 | 5355.33 |
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| Paypal Holdings (PYPL) | 0.0 | $685k | +90% | 12k | 58.38 |
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| Spdr Series Trust State Street Spd (SHM) | 0.0 | $673k | NEW | 14k | 47.99 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $667k | NEW | 18k | 37.00 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $664k | +10% | 9.6k | 69.40 |
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| United Parcel Service CL B (UPS) | 0.0 | $653k | NEW | 6.6k | 99.19 |
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| Natera (NTRA) | 0.0 | $646k | +48% | 2.8k | 229.09 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $638k | +5% | 1.1k | 566.35 |
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| AmerisourceBergen (COR) | 0.0 | $634k | 1.9k | 337.75 |
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| Danaher Corporation (DHR) | 0.0 | $616k | +107% | 2.7k | 228.92 |
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| Lyft Cl A Com (LYFT) | 0.0 | $607k | +27% | 31k | 19.37 |
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| Technipfmc (FTI) | 0.0 | $606k | +45% | 14k | 44.56 |
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| Intuit (INTU) | 0.0 | $606k | -7% | 915.00 | 662.42 |
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| MarketAxess Holdings (MKTX) | 0.0 | $604k | NEW | 3.3k | 181.25 |
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| Dollar General (DG) | 0.0 | $591k | +108% | 4.5k | 132.77 |
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| Las Vegas Sands (LVS) | 0.0 | $591k | NEW | 9.1k | 65.09 |
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| Best Buy (BBY) | 0.0 | $566k | +65% | 8.5k | 66.93 |
|
| Uber Technologies (UBER) | 0.0 | $560k | -23% | 6.8k | 81.71 |
|
| Cisco Systems (CSCO) | 0.0 | $558k | +4% | 7.2k | 77.03 |
|
| Exelixis (EXEL) | 0.0 | $557k | +80% | 13k | 43.83 |
|
| Incyte Corporation (INCY) | 0.0 | $555k | +27% | 5.6k | 98.77 |
|
| Honeywell International (HON) | 0.0 | $553k | +40% | 2.8k | 195.09 |
|
| Elastic N V Ord Shs (ESTC) | 0.0 | $549k | +132% | 7.3k | 75.44 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $547k | 1.4k | 383.32 |
|
|
| Nextera Energy (NEE) | 0.0 | $544k | +10% | 6.8k | 80.28 |
|
| Pinnacle Financial Partners | 0.0 | $544k | +80% | 5.7k | 95.41 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.0 | $540k | NEW | 12k | 45.69 |
|
| Servicenow (NOW) | 0.0 | $539k | NEW | 3.5k | 153.19 |
|
| Neurocrine Biosciences (NBIX) | 0.0 | $536k | +55% | 3.8k | 141.83 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $535k | 5.4k | 99.91 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $524k | 904.00 | 579.46 |
|
|
| Kkr & Co (KKR) | 0.0 | $523k | +3% | 4.1k | 127.48 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.0 | $518k | 3.7k | 138.47 |
|
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $511k | +311% | 21k | 24.04 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $506k | -28% | 3.6k | 141.05 |
|
| Keurig Dr Pepper (KDP) | 0.0 | $505k | NEW | 18k | 28.01 |
|
| Advanced Micro Devices (AMD) | 0.0 | $497k | +34% | 2.3k | 214.16 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $495k | 4.4k | 113.11 |
|
|
| Enbridge (ENB) | 0.0 | $494k | 10k | 47.83 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $490k | -5% | 1.3k | 389.20 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $489k | 810.00 | 603.28 |
|
|
| Prologis (PLD) | 0.0 | $484k | +30% | 3.8k | 127.66 |
|
| EXACT Sciences Corporation (EXAS) | 0.0 | $483k | NEW | 4.8k | 101.56 |
|
| Nike CL B (NKE) | 0.0 | $480k | +3% | 7.5k | 63.71 |
|
| Pfizer (PFE) | 0.0 | $475k | +14% | 19k | 24.90 |
|
| United Therapeutics Corporation (UTHR) | 0.0 | $475k | NEW | 974.00 | 487.25 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $474k | NEW | 7.6k | 62.47 |
|
| Sandisk Corp (SNDK) | 0.0 | $472k | +11% | 2.0k | 237.38 |
|
| American Tower Reit (AMT) | 0.0 | $471k | NEW | 2.7k | 175.57 |
|
| Target Corporation (TGT) | 0.0 | $471k | NEW | 4.8k | 97.75 |
|
| Ishares Tr Msci Euro Fl Etf (EUFN) | 0.0 | $469k | 13k | 37.09 |
|
|
| Alliant Energy Corporation (LNT) | 0.0 | $468k | +3% | 7.2k | 65.01 |
|
| Dell Technologies CL C (DELL) | 0.0 | $468k | 3.7k | 125.88 |
|
|
| Piper Jaffray Companies (PIPR) | 0.0 | $466k | 1.4k | 339.71 |
|
|
| Axis Cap Hldgs SHS (AXS) | 0.0 | $466k | +100% | 4.4k | 107.09 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $465k | 23k | 20.23 |
|
|
| Huntington Ingalls Inds (HII) | 0.0 | $461k | NEW | 1.4k | 340.07 |
|
| Textron (TXT) | 0.0 | $455k | NEW | 5.2k | 87.17 |
|
| Adt (ADT) | 0.0 | $455k | +37% | 56k | 8.07 |
|
| Proshares Tr Pshs Ultra Tech (ROM) | 0.0 | $453k | 4.8k | 94.30 |
|
|
| Prosperity Bancshares (PB) | 0.0 | $452k | NEW | 6.5k | 69.11 |
|
| Iqvia Holdings (IQV) | 0.0 | $448k | NEW | 2.0k | 225.41 |
|
| Qualcomm (QCOM) | 0.0 | $448k | +5% | 2.6k | 171.04 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $444k | 5.4k | 82.32 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $441k | NEW | 4.6k | 96.27 |
|
| Tapestry (TPR) | 0.0 | $427k | 3.3k | 127.77 |
|
|
| Mueller Industries (MLI) | 0.0 | $425k | NEW | 3.7k | 114.80 |
|
| Dimensional Etf Trust Emerging Markets (DFSE) | 0.0 | $425k | 10k | 41.48 |
|
|
| Take-Two Interactive Software (TTWO) | 0.0 | $424k | +14% | 1.7k | 256.03 |
|
| Spdr Series Trust State Street Spd (SPSM) | 0.0 | $421k | 9.0k | 46.86 |
|
|
| BioMarin Pharmaceutical (BMRN) | 0.0 | $421k | NEW | 7.1k | 59.43 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $415k | +19% | 2.4k | 171.18 |
|
| Arch Cap Group Ord (ACGL) | 0.0 | $414k | NEW | 4.3k | 95.92 |
|
| Middlesex Water Company (MSEX) | 0.0 | $413k | 8.2k | 50.42 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $410k | -37% | 4.2k | 96.88 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $409k | 865.00 | 473.30 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $401k | 3.4k | 119.75 |
|
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $398k | +26% | 1.0k | 397.65 |
|
| BorgWarner (BWA) | 0.0 | $397k | +31% | 8.8k | 45.06 |
|
| Western Digital (WDC) | 0.0 | $397k | NEW | 2.3k | 172.27 |
|
| Eversource Energy (ES) | 0.0 | $396k | -8% | 5.9k | 67.33 |
|
| Lowe's Companies (LOW) | 0.0 | $394k | +12% | 1.6k | 241.16 |
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.0 | $388k | 4.0k | 97.80 |
|
|
| Tenet Healthcare Corp Com New (THC) | 0.0 | $387k | +72% | 1.9k | 198.72 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $386k | 3.2k | 120.96 |
|
|
| Essex Property Trust (ESS) | 0.0 | $384k | 1.5k | 261.68 |
|
|
| Lincoln Electric Holdings (LECO) | 0.0 | $380k | +13% | 1.6k | 239.64 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $380k | -16% | 1.5k | 252.92 |
|
| Royal Gold (RGLD) | 0.0 | $378k | +2% | 1.7k | 222.29 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $377k | +14% | 3.2k | 116.09 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $375k | 2.8k | 136.08 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $375k | 2.3k | 162.79 |
|
|
| Everest Re Group (EG) | 0.0 | $375k | -23% | 1.1k | 339.35 |
|
| Medtronic SHS (MDT) | 0.0 | $371k | +6% | 3.9k | 96.05 |
|
| Biogen Idec (BIIB) | 0.0 | $369k | +29% | 2.1k | 175.99 |
|
| Tyson Foods Cl A (TSN) | 0.0 | $367k | NEW | 6.3k | 58.62 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $367k | 6.2k | 59.28 |
|
|
| Stifel Financial (SF) | 0.0 | $358k | NEW | 2.9k | 125.22 |
|
| Zscaler Incorporated (ZS) | 0.0 | $357k | 1.6k | 224.92 |
|
|
| Roper Industries (ROP) | 0.0 | $356k | NEW | 800.00 | 445.13 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $355k | -2% | 1.2k | 303.89 |
|
| Match Group (MTCH) | 0.0 | $352k | +39% | 11k | 32.29 |
|
| Quanta Services (PWR) | 0.0 | $350k | -5% | 829.00 | 422.06 |
|
| Goldman Sachs (GS) | 0.0 | $348k | +3% | 396.00 | 879.00 |
|
| Autodesk (ADSK) | 0.0 | $345k | +19% | 1.2k | 296.01 |
|
| Dt Midstream Common Stock (DTM) | 0.0 | $344k | 2.9k | 119.68 |
|
|
| Alcoa (AA) | 0.0 | $339k | NEW | 6.4k | 53.14 |
|
| Crane Company Common Stock (CR) | 0.0 | $337k | +18% | 1.8k | 184.43 |
|
| Avista Corporation (AVA) | 0.0 | $337k | +7% | 8.7k | 38.54 |
|
| Jefferies Finl Group (JEF) | 0.0 | $335k | NEW | 5.4k | 61.97 |
|
| Halliburton Company (HAL) | 0.0 | $331k | NEW | 12k | 28.26 |
|
| Avery Dennison Corporation (AVY) | 0.0 | $331k | NEW | 1.8k | 181.88 |
|
| At&t (T) | 0.0 | $331k | -11% | 13k | 24.84 |
|
| Hp (HPQ) | 0.0 | $330k | NEW | 15k | 22.28 |
|
| Analog Devices (ADI) | 0.0 | $328k | +28% | 1.2k | 271.20 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $327k | 1.9k | 168.77 |
|
|
| Super Micro Computer Com New (SMCI) | 0.0 | $326k | -5% | 11k | 29.27 |
|
| New York Times Cl A (NYT) | 0.0 | $326k | NEW | 4.7k | 69.42 |
|
| Ishares Msci Eurzone Etf (EZU) | 0.0 | $324k | 5.1k | 64.09 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $324k | 4.1k | 79.36 |
|
|
| Travelers Companies (TRV) | 0.0 | $323k | +7% | 1.1k | 290.06 |
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $322k | +10% | 1.4k | 223.23 |
|
| Fidelity National Financial Com Shs (FNF) | 0.0 | $321k | NEW | 5.9k | 54.59 |
|
| Confluent Class A Com (CFLT) | 0.0 | $319k | NEW | 11k | 30.24 |
|
| Manhattan Associates (MANH) | 0.0 | $317k | +30% | 1.8k | 173.31 |
|
| Allegion Ord Shs (ALLE) | 0.0 | $315k | 2.0k | 159.22 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $314k | NEW | 1.6k | 194.07 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $314k | 519.00 | 605.01 |
|
|
| Citizens Financial (CFG) | 0.0 | $306k | NEW | 5.2k | 58.41 |
|
| Five Below (FIVE) | 0.0 | $305k | NEW | 1.6k | 188.36 |
|
| Toll Brothers (TOL) | 0.0 | $305k | +4% | 2.3k | 135.22 |
|
| Pinterest Cl A (PINS) | 0.0 | $303k | NEW | 12k | 25.89 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $300k | -5% | 3.4k | 87.35 |
|
| NetApp (NTAP) | 0.0 | $298k | 2.8k | 107.09 |
|
|
| Devon Energy Corporation (DVN) | 0.0 | $298k | +9% | 8.1k | 36.63 |
|
| Emcor (EME) | 0.0 | $298k | +28% | 487.00 | 611.79 |
|
| Nutanix Cl A (NTNX) | 0.0 | $293k | +8% | 5.7k | 51.69 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $291k | NEW | 2.9k | 99.89 |
|
| Mongodb Cl A (MDB) | 0.0 | $288k | NEW | 686.00 | 419.69 |
|
| Verisk Analytics (VRSK) | 0.0 | $287k | NEW | 1.3k | 223.69 |
|
| Evercore Class A (EVR) | 0.0 | $285k | +4% | 837.00 | 340.25 |
|
| Old Republic International Corporation (ORI) | 0.0 | $283k | +21% | 6.2k | 45.64 |
|
| Texas Roadhouse (TXRH) | 0.0 | $283k | NEW | 1.7k | 166.00 |
|
| Reinsurance Grp Of America I Com New (RGA) | 0.0 | $281k | NEW | 1.4k | 203.46 |
|
| Roku Com Cl A (ROKU) | 0.0 | $279k | NEW | 2.6k | 108.49 |
|
| Ralph Lauren Corp Cl A (RL) | 0.0 | $278k | NEW | 787.00 | 353.61 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $276k | -5% | 5.6k | 49.21 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $275k | +100% | 1.9k | 143.97 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $274k | 996.00 | 275.39 |
|
|
| Cigna Corp (CI) | 0.0 | $274k | NEW | 994.00 | 275.23 |
|
| Janus Henderson Group Ord Shs (JHG) | 0.0 | $274k | NEW | 5.8k | 47.57 |
|
| Jones Lang LaSalle Incorporated (JLL) | 0.0 | $273k | NEW | 811.00 | 336.47 |
|
| Teradyne (TER) | 0.0 | $273k | NEW | 1.4k | 193.56 |
|
| Genpact SHS (G) | 0.0 | $271k | NEW | 5.8k | 46.78 |
|
| Teleflex Incorporated (TFX) | 0.0 | $269k | -4% | 2.2k | 122.04 |
|
| Curtiss-Wright (CW) | 0.0 | $269k | NEW | 487.00 | 551.27 |
|
| Consolidated Edison (ED) | 0.0 | $268k | NEW | 2.7k | 99.32 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $267k | +11% | 2.0k | 135.99 |
|
| Bright Horizons Fam Sol In D (BFAM) | 0.0 | $266k | NEW | 2.6k | 101.40 |
|
| PPG Industries (PPG) | 0.0 | $265k | 2.6k | 102.46 |
|
|
| Martin Marietta Materials (MLM) | 0.0 | $265k | +8% | 425.00 | 622.67 |
|
| FactSet Research Systems (FDS) | 0.0 | $262k | NEW | 904.00 | 290.19 |
|
| Chewy Cl A (CHWY) | 0.0 | $261k | +4% | 7.9k | 33.05 |
|
| Corning Incorporated (GLW) | 0.0 | $261k | 3.0k | 87.56 |
|
|
| Anthem (ELV) | 0.0 | $258k | NEW | 737.00 | 350.55 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $258k | +13% | 11k | 24.02 |
|
| Alaska Air (ALK) | 0.0 | $258k | -3% | 5.1k | 50.30 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $257k | NEW | 2.6k | 99.78 |
|
| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $257k | NEW | 3.5k | 72.63 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $256k | -42% | 1.5k | 173.49 |
|
| Steris Shs Usd (STE) | 0.0 | $254k | +14% | 1.0k | 253.52 |
|
| Crown Holdings (CCK) | 0.0 | $253k | NEW | 2.5k | 102.97 |
|
| Packaging Corporation of America (PKG) | 0.0 | $250k | -24% | 1.2k | 206.23 |
|
| American Intl Group Com New (AIG) | 0.0 | $250k | -8% | 2.9k | 85.55 |
|
| Axalta Coating Sys (AXTA) | 0.0 | $250k | NEW | 7.7k | 32.31 |
|
| Gartner (IT) | 0.0 | $249k | NEW | 986.00 | 252.28 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $248k | 3.2k | 77.02 |
|
|
| Align Technology (ALGN) | 0.0 | $247k | NEW | 1.6k | 156.15 |
|
| Omni (OMC) | 0.0 | $247k | NEW | 3.1k | 80.75 |
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $245k | NEW | 2.4k | 100.80 |
|
| D.R. Horton (DHI) | 0.0 | $245k | +23% | 1.7k | 144.03 |
|
| Fifth Third Ban (FITB) | 0.0 | $241k | NEW | 5.1k | 46.81 |
|
| Gap (GAP) | 0.0 | $241k | NEW | 9.4k | 25.60 |
|
| Msci (MSCI) | 0.0 | $238k | -21% | 414.00 | 573.73 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $237k | 1.5k | 160.97 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $237k | 2.0k | 120.18 |
|
|
| Aramark Hldgs (ARMK) | 0.0 | $231k | NEW | 6.3k | 36.86 |
|
| Waste Management (WM) | 0.0 | $229k | NEW | 1.0k | 219.71 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $229k | +3% | 884.00 | 258.79 |
|
| Carrier Global Corporation (CARR) | 0.0 | $228k | +12% | 4.3k | 52.84 |
|
| Key (KEY) | 0.0 | $226k | NEW | 11k | 20.64 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $225k | NEW | 395.00 | 570.21 |
|
| National Retail Properties (NNN) | 0.0 | $225k | NEW | 5.7k | 39.63 |
|
| Ford Motor Company (F) | 0.0 | $224k | +29% | 17k | 13.12 |
|
| Popular Com New (BPOP) | 0.0 | $224k | -15% | 1.8k | 124.52 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $224k | +16% | 13k | 17.35 |
|
| Ishares Em Mkt Sm-cp Etf (EEMS) | 0.0 | $223k | 3.3k | 67.48 |
|
|
| Rocket Lab Corp (RKLB) | 0.0 | $222k | NEW | 3.2k | 69.76 |
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.0 | $222k | 9.6k | 23.19 |
|
|
| Tradeweb Mkts Cl A (TW) | 0.0 | $220k | NEW | 2.0k | 107.54 |
|
| MGM Resorts International. (MGM) | 0.0 | $219k | -20% | 6.0k | 36.49 |
|
| Black Hills Corporation (BKH) | 0.0 | $217k | NEW | 3.1k | 69.42 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $216k | 1.8k | 121.75 |
|
|
| Invitation Homes (INVH) | 0.0 | $215k | NEW | 7.7k | 27.79 |
|
| Etsy (ETSY) | 0.0 | $214k | NEW | 3.9k | 55.44 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $214k | -5% | 960.00 | 222.63 |
|
| Marvell Technology (MRVL) | 0.0 | $209k | NEW | 2.5k | 84.98 |
|
| Synovus Finl Corp Com New (SNV) | 0.0 | $209k | -4% | 4.2k | 50.05 |
|
| MGIC Investment (MTG) | 0.0 | $208k | NEW | 7.1k | 29.22 |
|
| Invesco SHS (IVZ) | 0.0 | $207k | NEW | 7.9k | 26.27 |
|
| Gilead Sciences (GILD) | 0.0 | $206k | -37% | 1.7k | 122.74 |
|
| Hubbell (HUBB) | 0.0 | $206k | 463.00 | 444.11 |
|
|
| Viking Holdings Ord Shs (VIK) | 0.0 | $206k | NEW | 2.9k | 71.41 |
|
| Hasbro (HAS) | 0.0 | $204k | NEW | 2.5k | 82.00 |
|
| Hubspot (HUBS) | 0.0 | $203k | NEW | 506.00 | 401.30 |
|
| Portland Gen Elec Com New (POR) | 0.0 | $200k | NEW | 4.2k | 47.99 |
|
| Host Hotels & Resorts (HST) | 0.0 | $179k | NEW | 10k | 17.73 |
|
| Liberty Global Com Cl A (LBTYA) | 0.0 | $176k | NEW | 16k | 11.14 |
|
| Sentinelone Cl A (S) | 0.0 | $169k | NEW | 11k | 15.00 |
|
| Cnh Indl N V SHS (CNH) | 0.0 | $142k | NEW | 15k | 9.22 |
|
| Dentsply Sirona (XRAY) | 0.0 | $121k | -36% | 11k | 11.43 |
|
| Medical Properties Trust (MPT) | 0.0 | $121k | +54% | 24k | 5.00 |
|
| Zoominfo Technologies Common Stock (GTM) | 0.0 | $104k | -16% | 10k | 10.17 |
|
| Amcor Ord | 0.0 | $102k | NEW | 12k | 8.34 |
|
| Neuberger Berman Real Estate Sec (NRO) | 0.0 | $101k | 33k | 3.04 |
|
|
| Funko Com Cl A (FNKO) | 0.0 | $48k | -2% | 14k | 3.40 |
|
| Uwm Holdings Corporation Com Cl A (UWMC) | 0.0 | $47k | NEW | 11k | 4.38 |
|
| Fate Therapeutics (FATE) | 0.0 | $14k | -2% | 14k | 0.98 |
|
| Agilon Health (AGL) | 0.0 | $12k | NEW | 17k | 0.69 |
|
Past Filings by Parcion Private Wealth
SEC 13F filings are viewable for Parcion Private Wealth going back to 2019
- Parcion Private Wealth 2025 Q4 filed Jan. 26, 2026
- Parcion Private Wealth 2025 Q3 filed Oct. 14, 2025
- Parcion Private Wealth 2025 Q2 filed July 30, 2025
- Parcion Private Wealth 2025 Q1 filed May 2, 2025
- Parcion Private Wealth 2024 Q4 filed Feb. 3, 2025
- Parcion Private Wealth 2024 Q3 filed Oct. 23, 2024
- Parcion Private Wealth 2024 Q2 filed Aug. 6, 2024
- Parcion Private Wealth 2024 Q1 filed April 24, 2024
- Parcion Private Wealth 2023 Q4 filed Jan. 23, 2024
- Parcion Private Wealth 2023 Q3 filed Oct. 27, 2023
- Parcion Private Wealth 2023 Q2 filed Aug. 2, 2023
- Parcion Private Wealth 2023 Q1 filed May 11, 2023
- Parcion Private Wealth 2022 Q4 filed Feb. 10, 2023
- Parcion Private Wealth 2022 Q3 filed Oct. 14, 2022
- Parcion Private Wealth 2022 Q2 filed Aug. 12, 2022
- Parcion Private Wealth 2022 Q1 filed May 6, 2022