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Portfolio (Quarterly) Guide ↗

PERRYMAN FINANCIAL ADVISORY INC /AD

· CIK 0000934040
13F Portfolio $667.0B AUM 175 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 85 Added 47 Reduced 4 Exited
Page 6 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VO VANGUARD INDEX FDS 2,738.0 $786K 0.12% +42.0 +1.6% $287.18 -73.4%
102 QUAL ISHARES TR 4,070.0 $781K 0.12% +42.0 +1.0% $191.82 +9.7%
103 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,199.0 $780K 0.12% +25.0 +2.1% $650.23 +13.7%
104 SCHX SCHWAB STRATEGIC TR 29,215.0 $749K 0.11% $25.64 +13.3%
105 RSPF INVESCO EXCHANGE TRADED FD T 10,414.0 $743K 0.11% +144.0 +1.4% $71.39 +4.8%
106 SCHF SCHWAB STRATEGIC TR 29,408.0 $728K 0.11% +5K +22.7% $24.75 +7.9%
107 BERKSHIRE HATHAWAY INC DEL 1.0 $718K 0.11% $718140.00
108 TSLA TESLA INC Consumer Cyclical 1,901.0 $707K 0.11% +654.0 +52.5% $371.75 +19.2%
109 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 11,669.0 $689K 0.10% +228.0 +2.0% $59.03 +20.1%
110 FTSL FIRST TR EXCHANGE-TRADED FD 15,075.0 $675K 0.10% -4K -18.9% $44.80 +0.8%
111 SCHB SCHWAB STRATEGIC TR 26,851.0 $674K 0.10% $25.10 +13.2%
112 LGLV SPDR SERIES TRUST 3,765.0 $671K 0.10% +68.0 +1.8% $178.11 -1.0%
113 T AT&T INC Communication Services 23,101.0 $670K 0.10% $28.99 -14.9%
114 DGT SPDR SERIES TRUST 3,847.0 $652K 0.10% +860.0 +28.8% $169.53 +7.5%
115 FS SPECIALTY LENDING FD 52,055.0 $651K 0.10% -65K -55.6% $12.51
116 UBER UBER TECHNOLOGIES INC Technology 9,028.0 $649K 0.10% +526.0 +6.2% $71.93 +3.8%
117 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 2,098.0 $638K 0.10% $304.01 +4.1%
118 SPYV SPDR SERIES TRUST 10,744.0 $608K 0.09% +214.0 +2.0% $56.58 +5.8%
119 XLI SELECT SECTOR SPDR TR 3,597.0 $582K 0.09% +96.0 +2.7% $161.73 +6.0%
120 SPYG SPDR SERIES TRUST 5,772.0 $565K 0.09% +82.0 +1.4% $97.91 +20.9%
Page 6 of 9  ·  175 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.5%
Financial Services 15.1%
Industrials 10.5%
Consumer Cyclical 10.1%
Communication Services 8.1%
Energy 7.6%
Consumer Defensive 6.9%
Healthcare 4.8%
Real Estate 1.1%
Basic Materials 0.4%