Parcion Private Wealth LLC
Top Portfolio Positions
354 positions ·
$894,707,586 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLDM |
World Gold Trust
|
625,603 | $57,987,142 | 6.48% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
83,410 | $48,142,583 | 5.38% | |
| NVDA |
Nvidia Corp
Technology
|
218,914 | $38,178,601 | 4.27% | |
| AAPL |
Apple Inc.
Technology
|
149,998 | $38,067,992 | 4.25% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
200,508 | $35,010,701 | 3.91% | |
| IAU |
Ishares Gold Trust
|
328,795 | $28,986,567 | 3.24% | |
| MSFT |
Microsoft Corp
Technology
|
76,498 | $28,317,264 | 3.16% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
93,127 | $26,779,600 | 2.99% | |
| PCAR |
Paccar Inc
Industrials
|
228,351 | $26,374,540 | 2.95% | |
| AVGO |
Broadcom Inc.
Technology
|
57,769 | $17,880,083 | 2.00% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PCAR
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,374,540 | 228,351 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $29,747,296 | 271,640 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $26,438,837 | 268,906 | Shares | Other | 2025-10-14 | |
| 2025-06-30 | $25,472,182 | 267,959 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $26,180,553 | 268,877 | Shares | Other | 2025-05-02 | |
| 2024-12-31 | $27,941,539 | 268,617 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $26,259,240 | 266,105 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $27,492,905 | 267,077 | Shares | Other | 2024-08-06 | |
| 2024-03-31 | $33,707,123 | 272,073 | Shares | Other | 2024-04-24 | |
| 2023-12-31 | $25,417,611 | 260,293 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $21,926,827 | 257,902 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $21,578,186 | 257,958 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $18,882,524 | 257,958 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $11,402,266 | 172,814 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $9,512,255 | 170,491 | Shares | Other | 2022-10-14 | |
| 2022-06-30 | $9,355,958 | 170,439 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $12,738,202 | 216,956 | Shares | Other | 2022-05-06 | |
| 2021-12-31 | $12,967,805 | 220,391 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $9,141,560 | 173,750 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $10,519,421 | 176,797 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $13,069,824 | 210,985 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $12,135,857 | 210,985 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $11,841,689 | 208,285 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $11,382,389 | 228,104 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $9,353,452 | 229,514 | Shares | Sole | 2020-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||