Parcion Private Wealth LLC
Annual return '25
+0.3%
SPY '25
+17.7%
Alpha
-17.4ptsvs SPY
Invested
$1.6B
Holdings
432
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IEFA
ISHARES TR
Held since at least Q1 2024
9.9%
02
$DFEM
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
5.7%
03
$GLDM
WORLD GOLD TR
Held since at least Q1 2024
3.6%
04
$AIRR
FIRST TR EXCHANGE TRADED FD
Held since at least Q1 2024
3.5%
05
$MUB
ISHARES TR
Held since at least Q1 2024
3.5%
06
$AVUV
AMERICAN CENTY ETF TR
Held since at least Q1 2024
3.2%
07
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
3.0%
08
$DBMF
LITMAN GREGORY FDS TR
Held since at least Q1 2024
2.9%
09
$XLRE
SELECT SECTOR SPDR TR
Held since at least Q1 2024
2.7%
10
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:26 UTC.