Parcion Private Wealth LLC
All 13F Filings
- Location
- Bellevue, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,801,039
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 529 | 1,801,039 | 13F-HR | Parcion Private Wealth LLC |
| Q1 2026 | 4/22/2026 | 435 | 1,613,286 | 13F-HR | Parcion Private Wealth LLC |
| Q4 2025 | 1/26/2026 | 421 | 1,643,356 | 13F-HR | Parcion Private Wealth LLC |
| Q3 2025 | 10/14/2025 | 356 | 1,602,872 | 13F-HR | Parcion Private Wealth LLC |
| Q2 2025 | 7/30/2025 | 299 | 1,400,413 | 13F-HR | Parcion Private Wealth LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 889 K | 49.4% | 68.39 K | 0 | 68.39 K |
| ETFs | 911.5 K | 50.6% | 139.4 K | 0 | 139.4 K |
| Debt | 249 | 0.0% | 0 | 20.25 K | -20.25 K |
| Other | 227 | 0.0% | 227 | 0 | 227 |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
1,801,039
Holdings
529
QoQ value change ($000)
187,753
(11.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.