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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 1 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 13,671.0 $9.4M 8.08% NEW $684.94 +7.6%
2 GLD SPDR GOLD TR Financial Services 20,012.0 $7.9M 6.84% NEW $396.31 +5.6%
3 BXSL BLACKSTONE SECD LENDING FD Financial Services 299,118.0 $7.9M 6.80% NEW $26.33 -10.6%
4 JEPI J P MORGAN EXCHANGE TRADED F 107,550.0 $6.2M 5.31% NEW $57.24 -2.0%
5 SCHG SCHWAB STRATEGIC TR 170,953.0 $5.6M 4.81% NEW $32.62 +3.9%
6 J P MORGAN EXCHANGE TRADED F 100,847.0 $5.1M 4.40% NEW $50.59
7 VYMI VANGUARD WHITEHALL FDS 43,453.0 $3.9M 3.38% NEW $90.00 +9.6%
8 VWO VANGUARD INTL EQUITY INDEX F 71,403.0 $3.8M 3.31% NEW $53.76 +7.6%
9 IWM ISHARES TR 15,256.0 $3.8M 3.24% NEW $246.16 +10.9%
10 JEPQ J P MORGAN EXCHANGE TRADED F 46,811.0 $2.7M 2.35% NEW $58.12 +2.5%
11 FTCS FIRST TR EXCHANGE-TRADED FD 29,085.0 $2.7M 2.32% NEW $92.51 +1.2%
12 BUFR FIRST TR EXCHNG TRADED FD VI 76,456.0 $2.6M 2.26% NEW $34.26 +5.1%
13 SRLN SSGA ACTIVE ETF TR 61,197.0 $2.5M 2.18% NEW $41.27 -1.9%
14 MSFT MICROSOFT CORP Technology 4,950.0 $2.4M 2.07% NEW $483.64 -12.4%
15 PDBA INVESCO ACTVELY MNGD ETC FD 69,827.0 $2.4M 2.05% NEW $34.00 +10.8%
16 QYLD GLOBAL X FDS 124,371.0 $2.2M 1.90% NEW $17.67 -0.1%
17 GOOG ALPHABET INC Communication Services 6,890.0 $2.2M 1.87% NEW $313.79 +25.3%
18 RDVY FIRST TR EXCHANGE TRADED FD 30,605.0 $2.1M 1.83% NEW $69.47 +5.5%
19 GOOGL ALPHABET INC Communication Services 6,329.0 $2.0M 1.71% NEW $313.02 +26.8%
20 BERKSHIRE HATHAWAY INC DEL 3,738.0 $1.9M 1.62% NEW $502.65
Page 1 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%