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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 4 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FTSL FIRST TR EXCHANGE-TRADED FD 5,600.0 $257K 0.22% NEW $45.88 -1.7%
62 TMO THERMO FISHER SCIENTIFIC INC Healthcare 440.0 $255K 0.22% NEW $579.45 -23.7%
63 QQEW FIRST TR EXCHANGE-TRADED FD 1,698.0 $241K 0.21% NEW $142.13 +1.7%
64 XLU SELECT SECTOR SPDR TR 5,530.0 $236K 0.20% NEW $42.69 +3.9%
65 SPDW SPDR INDEX SHS FDS 5,245.0 $233K 0.20% NEW $44.41 +10.5%
66 CALF PACER FDS TR 5,154.0 $229K 0.20% NEW $44.37 +6.1%
67 HD HOME DEPOT INC Consumer Cyclical 661.0 $227K 0.20% NEW $344.10 -12.9%
68 SCHV SCHWAB STRATEGIC TR 7,653.0 $227K 0.20% NEW $29.61 +9.9%
69 AAPL APPLE INC Technology 829.0 $225K 0.20% NEW $271.96 +9.9%
70 AFL AFLAC INC Financial Services 1,989.0 $219K 0.19% NEW $110.27 +7.4%
71 AOA ISHARES TR 2,420.0 $217K 0.19% NEW $89.56 +6.3%
72 RYLD GLOBAL X FDS 10,476.0 $160K 0.14% NEW $15.30 +0.1%
Page 4 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%