StockDriftsStockDriftsTop 50 Parcion Private Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | 9.9% | 1.76M | $159.6M | +73.63%(+747.78K) | $83.44(+16.42%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 5.74% | 2.68M | $92.5M | -2.58%(-70.78K) | $24.62(+64.10%) | 2026-03-31 | |
| GLDM | WORLD GOLD TR | 3.59% | 625.6K | $58.0M | -5.38%(-35.55K) | $47.05(+97.18%) | 2026-03-31 | |
| AIRR | FIRST TR EXCHANGE TRADED FD | 3.54% | 516.2K | $57.2M | -15.27%(-93.05K) | $73.40(+76.41%) | 2026-03-31 | |
| MUB | ISHARES TR | 3.46% | 525.4K | $55.8M | +3.53%(+17.93K) | $107.08(-0.41%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 3.15% | 460.6K | $50.9M | +15.08%(+60.35K) | $80.53(+46.29%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.98% | 83.4K | $48.1M | -4.26%(-3.71K) | $371.45(+92.41%) | 2026-03-31 | |
| DBMF | LITMAN GREGORY FDS TR | 2.86% | 1.53M | $46.2M | -1.66%(-25.82K) | $27.02(+15.16%) | 2026-03-31 | |
| XLRE | SELECT SECTOR SPDR TR | 2.66% | 1.05M | $42.9M | new | $40.60(+8.89%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.37% | 218.9K | $38.2M | -7.20%(-16.99K) | $42.52(+431.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.21% | +48.98% |
| Top 20 Holdings Unweighted | +16.64% | +58.69% |
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