0001801263-24-000004.txt : 20240806 0001801263-24-000004.hdr.sgml : 20240806 20240806134325 ACCESSION NUMBER: 0001801263-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240806 DATE AS OF CHANGE: 20240806 EFFECTIVENESS DATE: 20240806 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: 241178362 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 06-30-2024 06-30-2024 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 08-06-2024 2 286 1094040971 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 PPW13F06302024.xml 3M CO COM 88579Y101 715 7 SH OTR 1 7 0 0 3M CO COM 88579Y101 558366 5464 SH SOLE 5464 0 0 AAON INC COM PAR $0.004 000360206 1495904 17147 SH SOLE 17147 0 0 ABBOTT LABS COM 002824100 21302 205 SH OTR 1 205 0 0 ABBOTT LABS COM 002824100 6247607 60125 SH SOLE 60125 0 0 ABBVIE INC COM 00287Y109 35333 206 SH OTR 1 206 0 0 ABBVIE INC COM 00287Y109 1989289 11598 SH SOLE 11598 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 4788634 15783 SH SOLE 15783 0 0 ADOBE INC COM 00724F101 3333 6 SH OTR 1 6 0 0 ADOBE INC 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