Perennial Investment Advisors, LLC
Q2 2026 13F filing
Updated 27 days ago585 disclosed positions worth $1.5B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORPORATION | $64.7M | 323.6K | 4.30% | — |
| 2 | S STT-PG SPDR SERIES TRUST | $59M | 496.1K | 3.92% | — |
| 3 | S STT-PG SPDR SERIES TRUST | $56.2M | 301.0K | 3.74% | — |
| 4 | E ETHA INVESCO EXCHANGE TRADED FD T | $53.3M | 591.8K | 3.54% | — |
| 5 | E ETHA ISHARES TR | $51.1M | 175.7K | 3.39% | — |
| 6 | S STT-PG SPDR SERIES TRUST | $49.4M | 813.2K | 3.28% | — |
| 7 | A AAPL APPLE INC | $49M | 169.3K | 3.25% | — |
| 8 | F FPF FIRST TR EXCHANGE TRADED FD | $44.9M | 554.4K | 2.99% | — |
| 9 | T TSLA TESLA INC | $39.5M | 93.8K | 2.62% | — |
| 10 | S STT-PG SPDR SERIES TRUST | $36.6M | 416.9K | 2.43% | — |
| 11 | E ETHA ISHARES TR | $23M | 91.2K | 1.53% | — |
| 12 | E ETHA BLACKROCK ETF TRUST | $22.8M | 334.5K | 1.51% | — |
| 13 | S SPY STATE STR SPDR S&P 500 ETF T | $22.1M | 29.5K | 1.47% | — |
| 14 | E ETHA BLACKROCK ETF TRUST | $21M | 397.8K | 1.39% | — |
| 15 | A AMZN AMAZON COM INC | $19.7M | 82.5K | 1.31% | — |
| 16 | V VGES VANGUARD INDEX FDS | $15.7M | 181.8K | 1.04% | — |
| 17 | Q QQQ INVESCO QQQ TR | $15.1M | 20.6K | 1.01% | — |
| 18 | E ETHA ISHARES TR | $15M | 20.0K | 1.00% | — |
| 19 | M MSFT MICROSOFT CORP | $13.9M | 37.2K | 0.92% | — |
| 20 | V VGES VANGUARD INDEX FDS | $13.8M | 37.2K | 0.92% | — |
| 21 | V VGES VANGUARD WORLD FD | $13.6M | 114.0K | 0.91% | — |
| 22 | V VGES VANGUARD INDEX FDS | $12.9M | 59.3K | 0.86% | — |
| 23 | E ETHA ISHARES TR | $11.4M | 52.1K | 0.76% | — |
| 24 | G GOOGN ALPHABET INC | $11.4M | 31.8K | 0.75% | — |
| 25 | Q QCOM PACER FDS TR | $11.3M | 181.3K | 0.75% | — |
| 26 | E ETHA ISHARES INC | $11M | 133.1K | 0.73% | — |
| 27 | E ETHA BLACKROCK ETF TRUST | $10.1M | 361.7K | 0.67% | — |
| 28 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $10M | 20.1K | 0.67% | — |
| 29 | C COF-PN CAPITAL GROUP DIVIDEND VALUE | $9.7M | 196.1K | 0.64% | — |
| 30 | B BTCW WISDOMTREE TR | $9.5M | 161.5K | 0.63% | — |
| 31 | G GOOGN ALPHABET INC | $9.4M | 26.7K | 0.63% | — |
| 32 | S STT-PG SELECT SECTOR SPDR TR | $9M | 47.1K | 0.60% | — |
| 33 | I IVZ INVESCO EXCH TRADED FD TR II | $8.9M | 377.5K | 0.59% | — |
| 34 | C COF-PN CAPITAL GROUP GROWTH ETF | $8.7M | 185.1K | 0.58% | — |
| 35 | E ETHA ISHARES TR | $8.7M | 25.4K | 0.58% | — |
| 36 | A AGX GLOBAL X FDS | $8.5M | 84.7K | 0.56% | — |
| 37 | ? N/A INNOVATOR ETFS TRUST | $8M | 208.6K | 0.53% | — |
| 38 | V VGES VANGUARD TAX-MANAGED FDS | $8M | 112.3K | 0.53% | — |
| 39 | A AVGO BROADCOM INC | $7.7M | 20.3K | 0.51% | — |
| 40 | S STT-PG SPDR SERIES TRUST | $7.6M | 266.2K | 0.50% | — |
| 41 | S STT-PG SPDR SERIES TRUST | $7.4M | 48.5K | 0.49% | — |
| 42 | O OUNZ VANECK MERK GOLD ETF | $7.3M | 188.4K | 0.48% | — |
| 43 | C COF-PN CAPITAL GROUP GBL GROWTH EQT | $7.1M | 168.3K | 0.47% | — |
| 44 | M META META PLATFORMS INC | $6.7M | 11.9K | 0.45% | — |
| 45 | F FRBP GLOBAL X FDS | $6.4M | 96.9K | 0.42% | — |
| 46 | I IVZ INVESCO EXCHANGE TRADED FD T | $6.1M | 54.1K | 0.41% | — |
| 47 | G GOOGN GLOBAL X FDS | $5.9M | 98.7K | 0.39% | — |
| 48 | A AMD ADVANCED MICRO DEVICES INC | $5.7M | 9.8K | 0.38% | — |
| 49 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $5.7M | 92.2K | 0.38% | — |
| 50 | C COF-PN CAPITAL GROUP CORE EQUITY ET | $5.5M | 124.7K | 0.37% | — |