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Home > Institutional Investor > Parcion Private Wealth Llc > Profile

Instuitional Investor - Parcion Private Wealth Llc

Fund Profile
Filing Period:
Fund Name: Parcion Private Wealth Llc
Portfolio Value $1,848,865,800
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 HYG 1,346,698 $130,468,079 7.06%
2.
Dimensional Etf Trust
 DFAC 2,569,334 $102,053,939 5.52%
3.
Invesco Qqq Tr
 80,752 $59,737,973 3.23%
4.
Nvidia Corp
 NVDA 233,293 $53,279,515 2.88%
5.
World Gold Tr
 630,588 $51,821,722 2.8%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.