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Portfolio (Quarterly) Guide ↗

Perissos Private Wealth Management, LLC

· CIK 0002023071
13F Portfolio $116M AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 72 New
Page 2 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ANGL VANECK ETF TRUST 61,740.0 $1.8M 1.56% NEW $29.36 -2.1%
22 V VISA INC Financial Services 5,130.0 $1.8M 1.55% NEW $350.71 -5.2%
23 TIP ISHARES TR 15,941.0 $1.8M 1.51% NEW $109.91 +0.2%
24 VWOB VANGUARD WHITEHALL FDS 24,747.0 $1.7M 1.44% NEW $67.43 -2.5%
25 VOO VANGUARD INDEX FDS 2,628.0 $1.6M 1.42% NEW $627.12 +7.6%
26 AMZN AMAZON COM INC Consumer Cyclical 6,956.0 $1.6M 1.39% NEW $230.82 +12.4%
27 ICVT ISHARES TR 15,168.0 $1.5M 1.29% NEW $98.50 +16.4%
28 IMCG ISHARES TR 18,148.0 $1.4M 1.25% NEW $79.84 +10.3%
29 GCOW PACER FDS TR 35,020.0 $1.4M 1.25% NEW $41.22 +13.1%
30 QQQ INVESCO QQQ TR Financial Services 2,266.0 $1.4M 1.20% NEW $614.39 +14.2%
31 PFFD GLOBAL X FDS 71,855.0 $1.4M 1.17% NEW $18.91 -1.1%
32 NVDA NVIDIA CORPORATION Technology 6,789.0 $1.3M 1.09% NEW $186.50 +19.2%
33 AIRR FIRST TR EXCHANGE TRADED FD 11,360.0 $1.1M 0.96% NEW $98.32 +24.6%
34 AMLP ALPS ETF TR 21,654.0 $1.0M 0.88% NEW $47.02 +16.6%
35 OKE ONEOK INC NEW Energy 12,000.0 $882K 0.76% NEW $73.50 +27.6%
36 WMT WALMART INC Consumer Defensive 7,873.0 $877K 0.76% NEW $111.41 +19.7%
37 XLK SELECT SECTOR SPDR TR 5,794.0 $834K 0.72% NEW $143.97 +20.3%
38 EPD ENTERPRISE PRODS PARTNERS L Energy 23,604.0 $757K 0.65% NEW $32.06 +23.1%
39 BERKSHIRE HATHAWAY INC DEL 1.0 $755K 0.65% NEW $754800.00
40 SCHD SCHWAB STRATEGIC TR 26,110.0 $716K 0.62% NEW $27.43 +17.0%
Page 2 of 4  ·  72 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
Financial Services 57.5%
Technology 13.0%
Communication Services 12.0%
Consumer Cyclical 5.3%
Energy 4.7%
Healthcare 3.9%
Consumer Defensive 3.7%