Parcion Private Wealth LLC
All 13F Filings
- Location
- Bellevue, WA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,643,356
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 1.208 M | 73.5% | 27.44 K | 0 | 27.44 K |
| ETFs | 432.5 K | 26.3% | 33.92 K | 0 | 33.92 K |
| Debt | 0 | 0.0% | 0 | 20.87 K | -20.87 K |
| Other | 2.694 K | 0.2% | 53 | 0 | 53 |
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Fund Snapshot
Q4 2025
Latest filed
1/26/2026
Total value ($000)
1,643,356
Holdings
421
QoQ value change ($000)
40,484
(2.5%)
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.