Parcion Private Wealth LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing reports that the firm manages a portfolio of 615 distinct equity securities.
The report lists a wide variety of companies across multiple sectors. Major technology holdings include Apple Inc., Amazon.com Inc., Microsoft Corporation, and Alphabet Inc. The portfolio also includes substantial positions in financial services, such as JPMorgan Chase & Co. and Bank of America Corp. Additionally, the filing details holdings in energy companies like Chevron Corporation and Exxon Mobil Corp., as well as healthcare firms such as Eli Lilly & Co. and Amgen Inc.
The filing provides a comprehensive list of the firm's equity positions, detailing the number of shares held for each security. The document was signed by Sam King, Chief Compliance Officer, on October 28, 2026.
