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Portfolio (Quarterly) Guide ↗

Perissos Private Wealth Management, LLC

· CIK 0002023071
13F Portfolio $115M AUM 72 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 15 Added 23 Reduced 7 Exited
Page 4 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FTSL FIRST TR EXCHANGE-TRADED FD 5,601.0 $251K 0.22% $44.80 +0.6%
62 XOM EXXON MOBIL CORP Energy 1,393.0 $236K 0.20% NEW $169.69 -5.4%
63 SCHV SCHWAB STRATEGIC TR 7,676.0 $234K 0.20% $30.50 +6.7%
64 COWZ PACER FDS TR 3,739.0 $234K 0.20% -8K -68.4% $62.56 +1.2%
65 AFL AFLAC INC Financial Services 1,989.0 $218K 0.19% $109.71 +7.9%
66 HD HOME DEPOT INC Consumer Cyclical 661.0 $217K 0.19% $328.89 -8.8%
67 TMO THERMO FISHER SCIENTIFIC INC Healthcare 440.0 $216K 0.19% $491.53 -10.1%
68 QQEW FIRST TR EXCHANGE-TRADED FD 1,698.0 $216K 0.19% $126.97 +13.8%
69 BX BLACKSTONE INC Financial Services 1,793.0 $206K 0.18% +20.0 +1.1% $115.01 -0.7%
70 AOA ISHARES TR 2,277.0 $201K 0.17% -143.0 -5.9% $88.49 +7.6%
71 NOBL PROSHARES TR 1,900.0 $201K 0.17% NEW $106.01 +0.4%
Page 4 of 4  ·  71 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 49.8%
Technology 14.0%
Communication Services 13.6%
Energy 7.0%
Consumer Cyclical 6.2%
Consumer Defensive 5.1%
Healthcare 4.4%