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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Parcion Private Wealth LLC
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| CRD # | 305115 |
| SEC # | 801-117477 |
| CIK # | 0001801263 |
| AUM | $2.5 B (2025-04-30) |
| Employees | 25 (60% Investors, 0% Brokers) |
| Phone | 425-278-9555 |
| Address | 11980 NE 24th St Bellevue, WA 98005 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Coinbase Global Inc | 82.1 | ||
| World Currency Gold Trust | 43.4 | ||
| Microsoft Corp | 36.2 | ||
| Nvidia Corp | 35.5 | ||
| Apple Inc | 32.3 | ||
| Paccar Inc | 25.5 | ||
| iShares Comex Gold Trust | 21.2 | ||
| Alphabet Inc | 17.0 | ||
| Broadcom Inc | 17.0 | ||
| Amazon Com Inc | 15.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 0.0 |
| (b) Individuals (high net worth individuals) | 125 | 2.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,610 | 2.5 |
| By Discretionary | ||
| Discretionary | 1,556 | 2.5 |
| Non-Discretionary | 54 | 0.0 |
| Total | 1,610 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 1,610 | 2.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001801263] |
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|
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