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Portfolio (Quarterly) Guide ↗

Perissos Private Wealth Management, LLC

· CIK 0002023071
13F Portfolio $148M AUM 79 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 33 Added 17 Reduced 6 Exited
Page 3 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SRLN SSGA ACTIVE ETF TR 20,998.0 $846K 0.57% -1K -6.5% $40.29 +1.2%
42 EPD ENTERPRISE PRODS PARTNERS L 22,698.0 $834K 0.56% +2K +8.8% $36.76
43 PYLD PIMCO ETF TR 30,790.0 $817K 0.55% +9K +42.4% $26.52 -1.4%
44 IWL ISHARES TR 4,280.0 $792K 0.53% +202.0 +5.0% $184.97 +3.1%
45 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.51% $748850.00
46 SCHM SCHWAB STRATEGIC TR 17,113.0 $631K 0.43% +211.0 +1.2% $36.87 -3.5%
47 FVD FIRST TR EXCHANGE-TRADED FD 10,096.0 $486K 0.33% -325.0 -3.1% $48.18 +4.8%
48 FIW FIRST TR EXCHANGE-TRADED FD 4,435.0 $486K 0.33% $109.51 +0.9%
49 AAPL APPLE INC Technology 1,604.0 $464K 0.31% -57.0 -3.4% $289.34 +10.5%
50 COWZ PACER FDS TR 7,114.0 $442K 0.30% +3K +90.3% $62.20 +16.4%
51 SCHO SCHWAB STRATEGIC TR 18,220.0 $440K 0.30% +2K +15.2% $24.14 -0.3%
52 VOO VANGUARD INDEX FDS 635.0 $436K 0.29% $686.83 +3.0%
53 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 453.0 $423K 0.29% $934.87 +1.1%
54 JPM JPMORGAN CHASE & CO Financial Services 1,220.0 $399K 0.27% -85.0 -6.5% $327.27 +9.3%
55 LLY ELI LILLY & CO Healthcare 324.0 $389K 0.26% +35.0 +12.1% $1199.21 -2.2%
56 AVGO BROADCOM INC Technology 1,013.0 $383K 0.26% +102.0 +11.2% $377.61 -2.3%
57 QQEW FIRST TR EXCHANGE-TRADED FD 2,333.0 $372K 0.25% +635.0 +37.4% $159.60 +3.7%
58 ISRG INTUITIVE SURGICAL INC Healthcare 916.0 $364K 0.25% $397.68 -6.3%
59 RSPH INVESCO EXCHANGE TRADED FD T 10,488.0 $348K 0.23% $33.19 +12.8%
60 SCHA SCHWAB STRATEGIC TR 9,551.0 $345K 0.23% $36.13 -5.2%
Page 3 of 4  ·  79 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 52.0%
Technology 19.8%
Communication Services 8.3%
Consumer Cyclical 6.4%
Healthcare 5.4%
Consumer Defensive 4.8%
Energy 3.3%