0001801263-24-000002.txt : 20240123 0001801263-24-000002.hdr.sgml : 20240123 20240123151634 ACCESSION NUMBER: 0001801263-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240123 DATE AS OF CHANGE: 20240123 EFFECTIVENESS DATE: 20240123 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Parcion Private Wealth LLC CENTRAL INDEX KEY: 0001801263 ORGANIZATION NAME: IRS NUMBER: 843490759 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19956 FILM NUMBER: 24552250 BUSINESS ADDRESS: STREET 1: 11980 NE 24TH STREET STREET 2: SUITE 210 CITY: BELLEVUE STATE: WA ZIP: 98005 BUSINESS PHONE: 425 278-9555 MAIL ADDRESS: STREET 1: 11980 NE 24TH STREET STREET 2: SUITE 210 CITY: BELLEVUE STATE: WA ZIP: 98005 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001801263 XXXXXXXX 12-31-2023 12-31-2023 Parcion Private Wealth LLC

11980 NE 24TH STREET SUITE 210 BELLEVUE WA 98005

13F COMBINATION REPORT 028-19956 000305115 801-117477 0000932859 028-04558 000114310 801-60485 PARAMETRIC PORTFOLIO ASSOCIATES LLC 0001528214 028-14643 000153577 801-71501 Richard Bernstein Advisors LLC N Brendan Sullivan 425-278-4889 Brendan Sullivan Bellevue WA 01-23-2024 2 277 1092739501 false 1 0000932859 028-04558 000114310 801-60485 PARAMETRIC PORTFOLIO ASSOCIATES LLC 2 0001528214 028-14643 000153577 801-71501 Richard Bernstein Advisors LLC INFORMATION TABLE 2 PPW13F12312023.xml ACCENTURE PLC IRELANDSHS CLASS AG1151C1015253123 14970 SH SOLE 14970 0 0 CRH PLCORDG255081059672026 139850 SH SOLE 139850 0 0 LINDE PLCSHSG549501036263564 15251 SH SOLE 15251 0 0 MEDTRONIC PLCSHSG5960L1037241643 87905 SH SOLE 87905 0 0 GARMIN LTDSHSH2906T1095162681 40164 SH SOLE 40164 0 0 ASML HOLDING N VN Y REGISTRY SHSN07059210414052 547 SH SOLE 547 0 0 AAON INCCOM PAR $0.0040003602061367777 18516 SH SOLE 18516 0 0 AT&T INCCOM00206R102311571 18568 SH SOLE 18568 0 0 ABBOTT LABSCOM0028241006474620 58823 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