Parcion Private Wealth LLC Q2 2025 Filing

Filed July 30, 2025

Portfolio Value

$1.4T

Holdings

299

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (299 positions)

#StockSharesValue% PortfolioType
1
VIGIVANGUARD WHITEHALL FDS
1,183,161$106.6B7.61%
2
DFEMDIMENSIONAL ETF TRUST
2,776,880$82.4B5.89%
3
COINCOINBASE GLOBAL INC
234,233$82.1B5.86%
4
AVUVAMERICAN CENTY ETF TR
621,071$56.6B4.04%
5
NDQINVESCO QQQ TR
99,162$54.7B3.91%
6
AIRRFIRST TR EXCHANGE TRADED FD
653,750$53.2B3.80%
7
AQLTISHARES TR
563,275$47.0B3.36%
8
GLDMWORLD GOLD TR
662,568$43.4B3.10%
9
MSFTMICROSOFT CORP
72,759$36.2B2.58%
10
NVDANVIDIA CORPORATION
224,515$35.5B2.53%
11
JMBSJANUS DETROIT STR TR
732,374$33.0B2.36%
12
AAPLAPPLE INC
157,606$32.3B2.31%
13
BAIBLACKROCK ETF TRUST
1,063,208$30.7B2.19%
14
PCARPACCAR INC
267,959$25.5B1.82%
15
IVVISHARES TR
917,058$22.5B1.61%
16
MUBISHARES TR
213,027$22.3B1.59%
17
IAU*ISHARES GOLD TR
340,284$21.2B1.52%
18
STIPISHARES TR
184,187$19.0B1.35%
19
GOOGLALPHABET INC
96,486$17.0B1.21%
20
AVGOBROADCOM INC
61,604$17.0B1.21%
21
QLTAISHARES TR
323,255$15.5B1.10%
22
AMZNAMAZON COM INC
68,347$15.0B1.07%
23
WYWEYERHAEUSER CO MTN BE
566,496$14.6B1.04%
24
ORCLORACLE CORP
65,584$14.3B1.02%
25
FBTCFIDELITY WISE ORIGIN BITCOIN
143,260$13.5B0.96%
26
LFSTLIFESTANCE HEALTH GROUP INC
2,352,921$12.2B0.87%
27
JPMJPMORGAN CHASE & CO.
41,223$12.0B0.85%
28
ETNEATON CORP PLC
29,629$10.6B0.76%
29
KLACKLA CORP
11,550$10.3B0.74%
30
ABTABBOTT LABS
71,626$9.7B0.70%
31
AMGNAMGEN INC
31,804$8.9B0.63%
32
LPXLOUISIANA PAC CORP
102,169$8.8B0.63%
33
KOCOCA COLA CO
123,186$8.7B0.62%
34
BLKBLACKROCK INC
8,282$8.7B0.62%
35
PGPROCTER AND GAMBLE CO
54,483$8.7B0.62%
36
RMERESMED INC
33,521$8.6B0.62%
37
EEMISHARES TR
178,742$8.6B0.62%
38
CVXCHEVRON CORP NEW
59,687$8.5B0.61%
39
COWZPACER FDS TR
149,619$8.2B0.59%
40
LINLINDE PLC
17,037$8.0B0.57%
41
CATCATERPILLAR INC
20,150$7.8B0.56%
42
GRMNGARMIN LTD
36,369$7.6B0.54%
43
FBNDFIDELITY MERRIMACK STR TR
152,622$7.0B0.50%
44
TJXTJX COS INC NEW
55,033$6.8B0.49%
45
MCDMCDONALDS CORP
22,633$6.6B0.47%
46
BIPCBROOKFIELD INFRASTRUCTURE CO
157,759$6.6B0.47%
47
KRKROGER CO
88,830$6.4B0.45%
48
HDHOME DEPOT INC
16,996$6.2B0.44%
49
NXSTNEXSTAR MEDIA GROUP INC
35,946$6.2B0.44%
50
RSGREPUBLIC SVCS INC
24,882$6.1B0.44%
51
SAPSAP SE
20,171$6.1B0.44%
52
MRSHMARSH & MCLENNAN COS INC
27,892$6.1B0.44%
53
ACNACCENTURE PLC IRELAND
20,166$6.0B0.43%
54
ALSNALLISON TRANSMISSION HLDGS I
63,036$6.0B0.43%
55
SPYMSPDR SERIES TRUST
81,521$5.9B0.42%
56
SSNCSS&C TECHNOLOGIES HLDGS INC
71,297$5.9B0.42%
57
MPCMARATHON PETE CORP
34,403$5.7B0.41%
58
QGROAMERICAN CENTY ETF TR
52,122$5.7B0.41%
59
RHCRH PLC
61,570$5.7B0.40%
60
EQIXEQUINIX INC
7,054$5.6B0.40%
61
SPYSPDR S&P 500 ETF TR
8,682$5.4B0.38%
62
COSTCOSTCO WHSL CORP NEW
5,393$5.3B0.38%
63
OSKOSHKOSH CORP
45,811$5.2B0.37%
64
CMICUMMINS INC
15,700$5.1B0.37%
65
OWLBLUE OWL CAPITAL INC
249,114$4.8B0.34%
66
WFCWELLS FARGO CO NEW
57,047$4.6B0.33%
67
SPSBSPDR SERIES TRUST
140,310$4.2B0.30%
68
DESWISDOMTREE TR
129,375$4.1B0.29%
69
FCXFREEPORT-MCMORAN INC
90,359$3.9B0.28%
70
BANDBANDWIDTH INC
236,956$3.8B0.27%
71
BACBANK AMERICA CORP
79,480$3.8B0.27%
72
MPWRMONOLITHIC PWR SYS INC
5,053$3.7B0.26%
73
SRESEMPRA
47,884$3.6B0.26%
74
DEDEERE & CO
7,127$3.6B0.26%
75
GOOGALPHABET INC
18,352$3.3B0.23%
76
METAMETA PLATFORMS INC
4,125$3.0B0.22%
77
ABBVABBVIE INC
15,647$2.9B0.21%
78
GQ9SPDR GOLD TR
9,087$2.8B0.20%
79
BRK/BBERKSHIRE HATHAWAY INC DEL
5,664$2.8B0.20%
80
PLTRPALANTIR TECHNOLOGIES INC
19,498$2.7B0.19%
81
UNPUNION PAC CORP
11,423$2.6B0.19%
82
IBMINTERNATIONAL BUSINESS MACHS
8,502$2.5B0.18%
83
USBUS BANCORP DEL
53,194$2.4B0.17%
84
NFLXNETFLIX INC
1,767$2.4B0.17%
85
TSLATESLA INC
7,414$2.4B0.17%
86
BABOEING CO
10,256$2.1B0.15%
87
CTVACORTEVA INC
28,240$2.1B0.15%
88
DDDUPONT DE NEMOURS INC
30,661$2.1B0.15%
89
ROSTROSS STORES INC
16,345$2.1B0.15%
90
FALNISHARES TR
76,478$2.1B0.15%
91
PNWPINNACLE WEST CAP CORP
22,967$2.1B0.15%
92
SUXTD SYNNEX CORPORATION
15,121$2.1B0.15%
93
WMBWILLIAMS COS INC
32,313$2.0B0.14%
94
JIREJ P MORGAN EXCHANGE TRADED F
26,473$1.9B0.13%
95
IEMGISHARES INC
30,582$1.8B0.13%
96
XBISPDR SERIES TRUST
21,895$1.8B0.13%
97
DUKDUKE ENERGY CORP NEW
14,757$1.7B0.12%
98
MRKMERCK & CO INC
21,997$1.7B0.12%
99
PZAINVESCO EXCH TRADED FD TR II
76,130$1.7B0.12%
100
INTCINTEL CORP
75,936$1.7B0.12%
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