Parcion Private Wealth LLC
Top Portfolio Positions
353 positions ·
$890,995,703 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| GLDM |
World Gold Trust
|
625,603 | $57,987,142 | 6.51% |
| QQQ |
Invesco Qqq Trust, Series 1
|
83,410 | $48,142,583 | 5.40% |
| NVDA |
Nvidia Corp
Technology
|
218,914 | $38,178,601 | 4.28% |
| AAPL |
Apple Inc.
Technology
|
149,998 | $38,067,992 | 4.27% |
| COIN |
Coinbase Global, Inc.
Financial Services
|
200,508 | $35,010,701 | 3.93% |
| IAU |
Ishares Gold Trust
|
328,795 | $28,986,567 | 3.25% |
| MSFT |
Microsoft Corp
Technology
|
76,498 | $28,317,264 | 3.18% |
| GOOGL |
Alphabet Inc.
Communication Services
|
93,127 | $26,779,600 | 3.01% |
| PCAR |
Paccar Inc
Industrials
|
228,351 | $26,374,540 | 2.96% |
| AVGO |
Broadcom Inc.
Technology
|
57,769 | $17,880,083 | 2.01% |
Portfolio Trend
Holdings in FTI
Shares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,022,432 | 14,790 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $606,194 | 13,604 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $369,488 | 9,366 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $201,026 | 5,837 | Shares | Sole | 2025-07-30 | |
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