Arkolith/Funds/Parcion Private Wealth LLC

Parcion Private Wealth LLC

CIK 1801263Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 27, 2026·~27-day 13F lag·13F-HR
Active Filer

Parcion Private Wealth LLC holds a diversified book of 529 reported positions worth $1.8B as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter they opened Ishares US Power Infrastruct and trimmed Ishares Core Msci Eafe ETF. Their largest long position is Ishares Core Msci Eafe ETF at 7% of the reported non-option book. Cloning the disclosed picks since 2024 would be +29% (+14.3%/yr). That is a simulation of the disclosed long book, not audited returns.

Parcion Private Wealth LLC is a wealth platform: this book aggregates client accounts across many advisers.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+28.7%
+14.3%/yr · since Oct '24
Their reported book
+25.4%
held from quarter-end
S&P 500
+34.9%
same window
$9K$10K$11K$12K$14KOct '24Mar '25Jul '25Dec '25Apr '26Sep '26
Parcion Private Wealth LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 3.2 points over this window.

Growth of $10,000 cloning Parcion Private Wealth LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~27 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
36%
Top 20 holdings
55%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

53% mapped to company sectors

ETFs / funds
47%
Information Technology
19%
Financials
12%
Consumer Discretionary
5%
Industrials
5%
Health Care
3%
Materials
3%
Utilities
2%

+5 sectors below the cut, 5% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Parcion Private Wealth LLC

Manager / fundShared namesTheir $ in those
Hoffman, Alan N Investment Management9 / 80$161.9M
Swiss Re Ltd37 / 80$1.0B
Uhlmann Price Securities, LLC30 / 80$2.4B
New World Advisors LLC34 / 80$525.8M
Outlook Capital Management, LLC12 / 80$274.5M
MKP Capital Management, L.L.C.9 / 80$3.2B
9823 Capital, L.P.9 / 80$126.5M
Emerald Advisors, LLC31 / 80$650.7M

Ranked by the share of each fund's own book sitting in the names it shares with Parcion Private Wealth LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

529 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE MSCI EAFE
$128.8M1.33M
7.2%
−24%
Reduced · −430K sh
2Dimensional ETF Trust
EMERGING MKTS CO
$105.8M2.60M
5.9%
−2.8%
Reduced · −75K sh
3First TR Exchange Traded FD
RBA INDL ETF
$66.6M499.8K
3.7%
−3.2%
Reduced · −16K sh
4Invesco QQQ TR
UNIT SER 1
$59.7M81.1K
3.3%
−2.8%
Reduced · −2K sh
5Ishares TR
NATIONAL MUN ETF
$54.2M503.6K
3.0%
−4.2%
Reduced · −22K sh
6American Centy ETF TR
US SML CP VALU
$54.2M434.3K
3.0%
−5.7%
Reduced · −26K sh
7World Gold TR
SPDR GLD MINIS
$49.9M628.6K
2.8%
+0.5%
Added · +3K sh
8Select Sector SPDR TR
ST STR REAL ETF
$46.5M1.06M
2.6%
+0.6%
Added · +6K sh
9Litman Gregory FDS TR
IMGP DBI MAN ETF
$46.3M1.51M
2.6%
−1.3%
Reduced · −19K sh
10Nvidia Corporation
COM
$45.0M224.9K
2.5%
+2.8%
Added · +6K sh
11Apple Inc
COM
$44.2M152.8K
2.5%
+1.8%
Added · +3K sh
12Ishares Inc
US PWR INFRA ETF
$42.2M1.51M
2.3%
New
New position
13Alphabet Inc
CAP STK CL A
$32.9M91.9K
1.8%
−1.3%
Reduced · −1K sh
14BlackRock ETF Trust
ISHA I IN TE ETF
$32.8M622.1K
1.8%
−13%
Reduced · −92K sh
15Kla Corp
COM NEW
$31.1M103.1K
1.7%
+864%
Added · +92K sh
16Microsoft Corp
COM
$29.6M79.4K
1.6%
+3.8%
Added · +3K sh
17Coinbase Global Inc
COM CL A
$29.3M200.6K
1.6%
~0%
Added · +77 sh
18Ishares TR
CORE S&P500 ETF
$28.1M1.16M
1.6%
411×
Added · +1.2M sh
19Invesco Exchange Traded FD T
S&P500 EQL WGT
$27.6M129.9K
1.5%
−5.4%
Reduced · −7K sh
20Paccar Inc
COM
$26.9M224.2K
1.5%
−1.8%
Reduced · −4K sh
21Ishares Gold TR
ISHARES NEW
$24.1M318.6K
1.3%
−3.1%
Reduced · −10K sh
22Broadcom Inc
COM
$21.5M56.8K
1.2%
−1.6%
Reduced · −937 sh
23Ishares TR
0-5 YR TIPS ETF
$21.3M208.2K
1.2%
+9.5%
Added · +18K sh
24Ishares TR
A RATE CP BD ETF
$20.2M425.8K
1.1%
+3.7%
Added · +15K sh
25Amazon Com Inc
COM
$18.9M79.4K
1.1%
+7.8%
Added · +6K sh
26JPMorgan Chase & Co
COM
$13.9M42.3K
0.8%
+2.0%
Added · +814 sh
27Weyerhaeuser Co
COM NEW
$13.7M571.3K
0.8%
+0.5%
Added · +3K sh
28Bandwidth Inc
COM CL A
$11.9M188.2K
0.7%
−23%
Reduced · −56K sh
29Eaton Corp PLC
SHS
$10.9M25.5K
0.6%
−3.5%
Reduced · −912 sh
30Cummins Inc
COM
$10.7M14.9K
0.6%
−0.3%
Reduced · −51 sh
31Chevron Corporation
COM
$10.4M62.7K
0.6%
+6.0%
Added · +4K sh
32Amgen Inc
COM
$10.3M28.5K
0.6%
+1.9%
Added · +534 sh
33Coca Cola Co
COM
$9.6M118.6K
0.5%
~0%
Added · +39 sh
34Ishares TR
MSCI EMG MKT ETF
$9.6M139.7K
0.5%
−6.3%
Reduced · −9K sh
35Pacer FDS TR
US CASH COWS 100
$9.6M153.6K
0.5%
+4.2%
Added · +6K sh
36Oracle Corp
COM
$8.9M61.0K
0.5%
+2.4%
Added · +1K sh
37Caterpillar Inc
COM
$8.9M8.3K
0.5%
−0.3%
Reduced · −27 sh
38Ishares Ethereum TR
SHS
$8.8M739.6K
0.5%
60×
Added · +727K sh
39Alphabet Inc
CAP STK CL C
$8.8M24.9K
0.5%
+6.3%
Added · +1K sh
40Linde PLC
SHS
$8.8M16.9K
0.5%
+0.8%
Added · +142 sh
41TJX Cos Inc New
COM
$8.5M55.9K
0.5%
+1.3%
Added · +744 sh
42Fidelity Wise Origin Bitcoin
SHS
$8.3M163.3K
0.5%
+8.7%
Added · +13K sh
43Unitedhealth Group Inc
COM
$8.3M19.9K
0.5%
+693%
Added · +17K sh
44Garmin Ltd
SHS
$8.1M34.1K
0.4%
−0.7%
Reduced · −250 sh
45Louisiana Pac Corp
COM
$8.1M102.5K
0.4%
+0.4%
Added · +386 sh
46BlackRock Inc
COM
$8.1M8.4K
0.4%
+0.7%
Added · +55 sh
47Procter & Gamble Co
COM
$7.9M53.9K
0.4%
−0.8%
Reduced · −431 sh
48Fidelity Merrimack STR TR
TOTAL BD ETF
$7.7M169.2K
0.4%
+3.3%
Added · +5K sh
49Equinix Inc
COM
$7.1M6.8K
0.4%
+1.9%
Added · +128 sh
50American Centy ETF TR
US QUALITY GROW
$6.9M58.5K
0.4%
+3.1%
Added · +2K sh
Showing 50 of 529 positions
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Filing history

As-of date vs the date the SEC received each filing

$1.8B · Q2 2026Q3 2024 · $1.2BQ2 2026 · $1.8B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 27, 202627d584$1.8B13F-HR
Q1 2026Mar 31, 2026Apr 22, 202622d493$1.6B13F-HR
Q4 2025Dec 31, 2025Jan 26, 202626d483$1.6B13F-HR
Q3 2025Sep 30, 2025Oct 14, 202514d486$1.6B13F-HR
Q2 2025Jun 30, 2025Jul 30, 202530d415$1.4B13F-HR
Q1 2025Mar 31, 2025May 2, 202532d393$1.2B13F-HR
Q4 2024Dec 31, 2024Feb 3, 202534d337$1.3B13F-HR
Q3 2024Sep 30, 2024Oct 23, 202423d335$1.2B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.