Long-term investor
Parcion Private Wealth LLC @parcionprivatewealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001801263).
Record
- Tracked since 2025-06-30 (434 days), 69 trades recorded
- Returns: week n/a · month n/a · 90 days +7.4% · 6 months +7.4% · 1 year +15.6% · all +15.6%
- Max drawdown -0.1% · Sharpe 1.10 · win rate 11% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IEFA · 7.2% · long · since 2025-06-30
- DFEM · 5.9% · long · since 2025-06-30
- AIRR · 3.7% · long · since 2025-06-30
- 46090E103 · 3.3% · long · since 2025-06-30
- MUB · 3.0% · long · since 2025-06-30
- AVUV · 3.0% · long · since 2025-06-30
- GLDM · 2.8% · long · since 2025-06-30
- XLRE · 2.6% · long · since 2026-03-31
- DBMF · 2.6% · long · since 2025-09-30
- NVDA · 2.5% · long · since 2025-06-30
- AAPL · 2.5% · long · since 2025-06-30
- POWR · 2.3% · long · since 2026-06-30