Parcion Private Wealth LLC
Top Portfolio Positions
354 positions ·
$894,333,001 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 | 4.26% | |
| 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 | 3.17% | |
| 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 PIPR
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $428,067 | 5,592 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $116,520 | 1,372 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $118,410 | 1,365 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $94,638 | 1,362 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $84,204 | 1,360 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $101,983 | 1,360 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $96,495 | 1,360 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $78,257 | 1,360 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $67,486 | 1,360 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $59,936 | 1,371 | Shares | Sole | 2024-01-23 | |
| 2021-12-31 | $60,738 | 1,361 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $47,111 | 1,361 | Shares | Sole | 2021-11-15 | |
| No 13F history on record for this holder in this stock. | ||||||