13F
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Parcion Private Wealth LLC

13F equity value
$1.6B
Positions
434
Top 10 concentration
40.3%
Quarters / total new picks
24 / 370
13F equity value over time
$0M$822M$2B20192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 24 quarters, returned +2.3% per quarter — versus +3.9% per quarter from simply owning every 13F stock. It beat that baseline in only 41.7% of quarters (excess t = 0.06, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+0.1%
t-stat
0.06
Quarterly win rate
42%
Annualized excess
-7.7%
$1 → follow vs universe
$1.51 vs $2.29
Cumulative return: $1 invested in new picks vs universe
1.00 20200331: universe 1.20620200630: universe 1.33220200930: universe 1.63320201231: universe 1.70820210331: universe 1.72320210630: universe 1.86120210930: universe 1.67020211231: universe 1.42120220331: universe 1.52620220630: universe 1.41420220930: universe 1.51920221231: universe 1.41120230331: universe 1.48620230630: universe 1.43320230930: universe 1.62620231231: universe 1.69920240331: universe 1.73820240630: universe 1.89520240930: universe 1.87920241231: universe 1.75420250331: universe 1.91220250630: universe 1.97220250930: universe 2.21720251231: universe 2.294 20200331: follow 1.22720200630: follow 1.36420200930: follow 1.58620201231: follow 1.66320210331: follow 1.98220210630: follow 1.77420210930: follow 1.51620211231: follow 1.22620220331: follow 1.17720220630: follow 1.03420220930: follow 1.00120221231: follow 0.96520230331: follow 0.98120230630: follow 1.02020230930: follow 1.12320231231: follow 1.30520240331: follow 1.26020240630: follow 1.31320240930: follow 1.30020241231: follow 1.15420250331: follow 1.20520250630: follow 1.25320250930: follow 1.45920251231: follow 1.510 0.89 1.68 2.48 202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 434 · 2026 Q1

Ticker Value Weight QoQ
IEFA $160M
9.9%
ADD
DFEM $93M
5.7%
TRIM
GLDM $58M
3.6%
TRIM
AIRR $57M
3.5%
TRIM
MUB $56M
3.5%
ADD
AVUV $51M
3.1%
ADD
QQQ $48M
3.0%
TRIM
DBMF $46M
2.9%
HOLD
XLRE $43M
2.7%
NEW
NVDA $38M
2.4%
TRIM
AAPL $38M
2.4%
TRIM
COIN $35M
2.2%
HOLD
IAU $29M
1.8%
HOLD
MSFT $28M
1.8%
ADD
GOOGL $27M
1.7%
TRIM
PCAR $26M
1.6%
TRIM
RSP $26M
1.6%
ADD
BAI $24M
1.5%
TRIM
IBTM $20M
1.3%
NEW
STIP $20M
1.2%
HOLD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

AKAMALITAPAATIBBWIBOXXBURLBYNDCCCCIENCMCSACPRTCQPDARDECKDINODOVEBAYEFXENSEXEFETHFISFLOFLSFWONKHLTIBTMIRMITT

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.