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Perennial Investment Advisors

Latest statistics and disclosures from Perennial Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, SPYG, QUS, SPHQ, IWY, and represent 18.90% of Perennial Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: SPYM (+$19M), VUG (+$14M), VGT (+$12M), IALT (+$10M), SPTI (+$6.7M), PZA (+$5.3M), BLCR, VO, RDVY, IWF.
Started 79 new stock positions in CORO, FIX, NOW, PWR, AVUV, ALAI, FEZ, PBFR, OKE, AEE.
Reduced shares in these 10 stocks: SPHQ (-$9.4M), TLT (-$5.9M), QUS, IVV, IEMG, SPGP, EMBX, IYW, SLV, THRO.
Sold out of its positions in CME, Carnival Corporation, DECK, FAST, Honeywell International, ICE, EIS, IEI, KGRN, NDAQ. FSSL, PDI, XHB, SYM, OIH, ZOOZ.
Perennial Investment Advisors was a net buyer of stock by $105M.
Perennial Investment Advisors has $1.5B in assets under management (AUM), dropping by 19.93%.
Central Index Key (CIK): 0001801523

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Portfolio Holdings for Perennial Investment Advisors

Perennial Investment Advisors holds 561 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Perennial Investment Advisors has 561 total positions. Only the first 250 positions are shown.

Sign up to view all of the Perennial Investment Advisors June 30, 2026 positions
Download the Perennial Investment Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	4.3	$65M		324k	200.09	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	3.9	$59M		496k	119.00	View chart
Spdr Series Trust St Str Msci Usaq (QUS)	3.7	$56M	-5%	301k	186.87	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	3.5	$53M	-14%	592k	90.10	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	3.4	$51M	+4%	176k	290.76	View chart
Spdr Series Trust St Str P500val (SPYV)	3.3	$49M	-3%	813k	60.79	View chart
Apple (AAPL)	3.3	$49M		169k	289.36	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	3.0	$45M	+6%	554k	81.06	View chart
Tesla Motors (TSLA)	2.6	$40M	-2%	94k	420.60	View chart
Spdr Series Trust St Str P500etf (SPYM)	2.4	$37M	+110%	417k	87.88	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.5	$23M	-8%	91k	252.45	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.5	$23M	+2%	335k	68.01	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.5	$22M	-2%	30k	746.76	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	1.4	$21M		398k	52.72	View chart
Amazon (AMZN)	1.3	$20M	+7%	83k	238.34	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$16M	+626%	182k	86.14	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$15M		21k	736.40	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$15M	-17%	20k	748.92	View chart
Microsoft Corporation (MSFT)	0.9	$14M	+11%	38k	373.04	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$14M	-4%	37k	370.04	View chart
Vanguard World Inf Tech Etf (VGT)	0.9	$14M	+712%	114k	119.52	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$13M	+18%	59k	217.92	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$11M	-2%	52k	219.46	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$11M	+14%	32k	357.37	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.7	$11M		181k	62.20	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$11M	-19%	133k	82.84	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.7	$10M	NEW	362k	28.05	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$10M	-2%	20k	500.41	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.6	$9.7M	+28%	196k	49.28	View chart
Wisdomtree Tr Us Effic Core Fd (NTSX)	0.6	$9.5M		162k	59.05	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$9.4M	+2%	27k	353.33	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.6	$9.0M		47k	190.53	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.6	$8.9M	+148%	378k	23.52	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.6	$8.7M	+25%	185k	47.20	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.6	$8.7M	-10%	25k	343.11	View chart
Global X Fds 1 3 Mo T Bi Et (CLIP)	0.6	$8.5M	-5%	85k	100.34	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.5	$8.0M	+3%	209k	38.58	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$8.0M	+6%	112k	71.25	View chart
Broadcom (AVGO)	0.5	$7.7M	+2%	20k	377.83	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.5	$7.6M	+810%	266k	28.39	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.5	$7.4M	+10%	49k	152.18	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.5	$7.3M	+3%	188k	38.59	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.5	$7.1M	+2%	168k	42.33	View chart
Meta Platforms Cl A (META)	0.4	$6.7M	+3%	12k	563.55	View chart
Advanced Micro Devices Call Option (AMD)	0.4	$6.5M	+45%	11k	580.91	View chart
Global X Fds Artificial Etf (AIQ)	0.4	$6.4M		97k	65.61	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.4	$6.1M	+2%	54k	112.97	View chart
Global X Fds Defense Tech Etf (SHLD)	0.4	$5.9M	+22%	99k	59.72	View chart
Micron Technology (MU)	0.4	$5.8M	-10%	5.0k	1154.15	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$5.7M	+9%	92k	61.46	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.4	$5.5M	+5%	125k	44.48	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.4	$5.5M	+2%	109k	50.60	View chart
Palantir Technologies Cl A (PLTR)	0.4	$5.5M	+13%	47k	116.67	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.4	$5.4M	-17%	68k	79.41	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.4	$5.4M		42k	127.76	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.4	$5.3M	-11%	29k	185.22	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$5.1M	+2%	11k	477.52	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.3	$4.8M	+15%	212k	22.78	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.3	$4.8M	NEW	95k	50.38	View chart
Harbor Etf Trust Comm All Wea Etf (HGER)	0.3	$4.8M		163k	29.34	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$4.7M	+398%	58k	80.57	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.3	$4.6M		51k	90.79	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.3	$4.6M		79k	57.67	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.3	$4.5M	-6%	49k	91.64	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.3	$4.5M	-31%	105k	43.12	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.3	$4.5M	-37%	37k	122.29	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$4.4M	+60%	59k	75.79	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.3	$4.4M	+5%	83k	53.09	View chart
Owl Rock Capital Corporation (OBDC)	0.3	$4.4M		403k	10.87	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$4.4M	+9%	6.4k	686.47	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$4.3M		29k	148.31	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.3	$4.2M	+7%	178k	23.85	View chart
Nebius Group Shs Class A (NBIS)	0.3	$4.2M	-4%	15k	276.17	View chart
Eli Lilly & Co. (LLY)	0.3	$3.9M	+71%	3.3k	1199.26	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.3	$3.8M		56k	67.57	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$3.7M	+296%	30k	124.17	View chart
Costco Wholesale Corporation (COST)	0.2	$3.7M	+7%	4.0k	935.74	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.2	$3.7M		31k	119.15	View chart
Cornerstone Strategic Value (CLM)	0.2	$3.7M		485k	7.56	View chart
Capital Group New Geography SHS (CGNG)	0.2	$3.6M	+4%	97k	37.46	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$3.6M	-7%	35k	103.89	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$3.6M		37k	98.59	View chart
Cornerstone Total Rtrn Fd In (CRF)	0.2	$3.6M	+3%	501k	7.18	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.2	$3.6M		98k	36.53	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.2	$3.5M	-17%	52k	68.54	View chart
JPMorgan Chase & Co. (JPM)	0.2	$3.5M	+19%	11k	327.32	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$3.5M		45k	77.11	View chart
Netflix (NFLX)	0.2	$3.5M	-4%	49k	71.40	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$3.4M	+51%	36k	96.58	View chart
Vaneck Fds Emer Mark Bd Etf (EMBX)	0.2	$3.3M	-40%	65k	51.31	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$3.3M	-4%	148k	22.29	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.2	$3.3M		30k	109.14	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$3.2M	+12%	4.9k	655.94	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$3.2M	+18%	14k	236.63	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.2	$3.2M	-11%	118k	27.33	View chart
Palo Alto Networks Call Option (PANW)	0.2	$3.2M	+17%	9.4k	341.02	View chart
Asml Hldg Nv N Y Registry Shs Call Option (ASML)	0.2	$3.1M	+38%	1.6k	1989.44	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.2	$3.1M	+29%	58k	53.61	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.2	$3.1M	+9%	19k	158.69	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$3.0M	-3%	32k	93.92	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$3.0M	+6%	40k	75.51	View chart
Intel Corporation (INTC)	0.2	$3.0M	+11%	21k	139.62	View chart
Visa Com Cl A (V)	0.2	$2.9M		8.6k	343.07	View chart
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD)	0.2	$2.9M	-10%	99k	29.72	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$2.9M	-2%	7.9k	368.36	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$2.9M	+4%	3.8k	763.20	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$2.8M	-67%	33k	86.44	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.2	$2.8M	+9%	56k	50.39	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$2.8M	+7%	27k	102.31	View chart
Enovix Corp (ENVX)	0.2	$2.8M		462k	6.07	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.2	$2.8M	+2%	30k	93.63	View chart
Chevron Corporation (CVX)	0.2	$2.8M	+2%	17k	165.77	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$2.8M	+5%	17k	163.67	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.2	$2.7M	-11%	67k	40.59	View chart
Lam Research Corp Com New Call Option (LRCX)	0.2	$2.6M	+3%	5.9k	433.33	View chart
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF)	0.2	$2.5M	-7%	82k	30.61	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$2.5M	-27%	26k	96.51	View chart
Aim Etf Products Trust Allianzim Us Eqt (APRW)	0.2	$2.5M	NEW	67k	37.14	View chart
Caterpillar (CAT)	0.2	$2.5M	+15%	2.3k	1065.19	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$2.4M		18k	137.53	View chart
Kla Corp Com New (KLAC)	0.2	$2.4M	+442%	7.9k	301.75	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.2	$2.4M	+5%	23k	100.67	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$2.3M		15k	161.53	View chart
Wal-Mart Stores (WMT)	0.2	$2.3M	+15%	21k	113.26	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.2	$2.3M	+36%	40k	57.64	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$2.3M	-9%	45k	50.57	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.2	$2.3M	+4%	29k	78.32	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.1	$2.3M	-10%	69k	32.47	View chart
Invesco Exch Traded Fd Tr Ii Esg Nasdaq 100 (QQMG)	0.1	$2.2M	-39%	44k	51.24	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.1	$2.2M	+5%	34k	65.54	View chart
Coca-Cola Company (KO)	0.1	$2.2M		27k	81.28	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$2.2M	+7%	20k	109.07	View chart
Sandisk Corp Call Option (SNDK)	0.1	$2.1M	-14%	942.00	2273.73	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$2.1M	+31%	11k	188.06	View chart
Invesco Exchange Traded Fd T S&p 500 Vlu Momn (SPVM)	0.1	$2.1M	+230%	29k	74.42	View chart
Western Digital (WDC)	0.1	$2.1M		3.3k	638.68	View chart
Pgim Rock Etf Tr Ladde S&p 20 Etf (PBFR)	0.1	$2.0M	NEW	67k	30.64	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$2.0M	+6%	113k	17.88	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$2.0M		6.7k	303.20	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$2.0M	+3%	8.2k	242.37	View chart
Mastercard Incorporated Cl A Call Option (MA)	0.1	$2.0M	+55%	3.8k	513.60	View chart
Cisco Systems (CSCO)	0.1	$2.0M	+4%	17k	117.45	View chart
Blackrock Etf Trust Ii Ish Hig Mun Etf (HIMU)	0.1	$1.9M	-2%	39k	49.80	View chart
Ge Vernova (GEV)	0.1	$1.9M	-7%	1.6k	1175.53	View chart
Spdr Series Trust Spdr S&p 500 Esg (EFIV)	0.1	$1.9M	-13%	27k	72.93	View chart
Sofi Technologies (SOFI)	0.1	$1.9M		107k	17.93	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$1.9M	+17%	24k	79.97	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.9M	+4%	14k	136.73	View chart
Blackrock Capital Allocation Trust (BCAT)	0.1	$1.8M	+21%	115k	15.93	View chart
Applied Materials (AMAT)	0.1	$1.8M	+56%	2.5k	723.02	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$1.8M		7.8k	227.07	View chart
Capital Grp Fixed Incm Etf T Mun High Etf (CGHM)	0.1	$1.8M	+14%	68k	25.85	View chart
Tema Etf Trust Electrification (VOLT)	0.1	$1.8M	+76%	42k	41.89	View chart
Ge Aerospace Com New (GE)	0.1	$1.7M	-8%	4.7k	373.69	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.7M	+7%	8.2k	212.77	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$1.7M	+2%	32k	53.11	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$1.7M		33k	51.00	View chart
Johnson & Johnson (JNJ)	0.1	$1.7M	+9%	6.5k	254.09	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.6M	-4%	11k	146.39	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$1.6M	-14%	28k	58.26	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$1.6M	+17%	14k	117.28	View chart
Oracle Corporation (ORCL)	0.1	$1.6M	+9%	11k	146.56	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$1.6M	+6%	1.7k	964.87	View chart
International Business Machines (IBM)	0.1	$1.6M	+4%	5.7k	281.24	View chart
Aim Etf Products Trust Allia Us Jan Etf (JANW)	0.1	$1.6M		41k	38.67	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.1	$1.6M	+11%	43k	36.48	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$1.6M	-19%	29k	54.68	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$1.6M		15k	107.13	View chart
Abbvie (ABBV)	0.1	$1.6M	+44%	6.2k	251.64	View chart
Pepsi (PEP)	0.1	$1.5M	+7%	11k	135.39	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.5M	+9%	21k	73.41	View chart
Vaneck Etf Trust Urani Nucle Etf (NLR)	0.1	$1.5M	+24%	13k	115.99	View chart
Ishares Tr Esg Advan Etf (EUSB)	0.1	$1.5M	-16%	34k	43.45	View chart
Bank of America Corporation (BAC)	0.1	$1.5M	+3%	26k	56.98	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$1.5M	+16%	30k	49.78	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.5M		4.9k	300.62	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$1.4M	+8%	18k	79.42	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.1	$1.4M	-3%	55k	25.73	View chart
Blue Owl Technology Fin Corp Common Stock (OTF)	0.1	$1.4M	+29%	136k	10.35	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$1.4M	+17%	14k	98.97	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$1.4M	+2%	14k	96.47	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$1.4M	+3%	12k	114.17	View chart
Constellation Energy (CEG)	0.1	$1.4M		5.5k	248.38	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.3M	+17%	12k	110.32	View chart
Walt Disney Company (DIS)	0.1	$1.3M		14k	96.24	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$1.3M	+9%	12k	110.15	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$1.3M	-8%	27k	48.18	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$1.3M	+19%	50k	26.18	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$1.3M	-18%	22k	58.92	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.1	$1.3M	-4%	13k	103.10	View chart
Corning Incorporated (GLW)	0.1	$1.3M	NEW	4.9k	255.43	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.1	$1.2M	+28%	31k	40.02	View chart
Home Depot (HD)	0.1	$1.2M	+8%	3.5k	352.43	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$1.2M	+141%	4.0k	303.01	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$1.2M	+6%	13k	90.61	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.2M	-9%	18k	68.41	View chart
salesforce (CRM)	0.1	$1.2M	+34%	7.7k	156.63	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.1	$1.2M	+9%	93k	12.66	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$1.2M	-3%	11k	103.96	View chart
Sitime Corp Call Option (SITM)	0.1	$1.2M	+14%	1.6k	745.56	View chart
Analog Devices (ADI)	0.1	$1.1M	+2%	2.9k	397.07	View chart
UnitedHealth (UNH)	0.1	$1.1M	+7%	2.7k	415.67	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$1.1M	+30%	24k	46.15	View chart
Amgen (AMGN)	0.1	$1.1M		3.1k	362.12	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$1.1M		25k	44.36	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.1M	+16%	3.6k	298.03	View chart
Verizon Communications (VZ)	0.1	$1.1M	-3%	26k	42.34	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$1.1M	-65%	20k	53.47	View chart
Goldman Sachs (GS)	0.1	$1.1M	+2%	1.1k	1011.28	View chart
Blackrock Etf Trust Ii Isha Sh Term Etf (CALI)	0.1	$1.1M	+6%	21k	50.53	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$1.0M	NEW	6.1k	170.88	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$1.0M	+12%	21k	50.58	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.0M	+48%	6.6k	158.04	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.0M	+3%	2.6k	397.52	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$1.0M	NEW	8.6k	117.02	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.0M	+12%	5.3k	189.75	View chart
Wells Fargo & Company (WFC)	0.1	$998k	+3%	12k	82.63	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$976k	-23%	11k	88.76	View chart
Sterling Construction Company (STRL)	0.1	$974k	-20%	1.2k	839.36	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.1	$971k	NEW	18k	53.35	View chart
Ishares Tr Morningstar Valu (ILCV)	0.1	$955k	+29%	9.4k	101.24	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$955k		3.6k	264.72	View chart
Boeing Company (BA)	0.1	$949k		4.4k	216.39	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$945k	+133%	17k	56.48	View chart
Ssga Active Etf Tr St Str Total Etf (TOTL)	0.1	$940k		24k	39.47	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$939k	-21%	21k	45.70	View chart
Arm Holdings Sponsored Ads Call Option (ARM)	0.1	$930k	NEW	2.6k	354.57	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$924k	+7%	2.5k	365.60	View chart
Aercap Holdings Nv SHS (AER)	0.1	$916k		6.3k	145.78	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$915k		12k	74.90	View chart
Global X Fds Global X Uranium (URA)	0.1	$896k	+3%	21k	43.70	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.1	$894k	-4%	6.2k	144.28	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$891k	-24%	13k	69.47	View chart
J P Morgan Exchange Traded F California Tax F	0.1	$889k	NEW	18k	50.33	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.1	$885k	-3%	9.9k	89.19	View chart
Rocket Lab Corp (RKLB)	0.1	$878k	+24%	8.6k	101.65	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$871k	+3%	9.2k	94.51	View chart
Thermo Fisher Scientific (TMO)	0.1	$863k	+7%	1.7k	501.69	View chart
Nxp Semiconductors N V (NXPI)	0.1	$845k		3.0k	281.30	View chart
American Express Company (AXP)	0.1	$841k		2.5k	338.39	View chart
Global X Fds Global X Silver (SIL)	0.1	$828k	+91%	11k	77.46	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$820k	+2%	2.0k	409.55	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$820k	+340%	15k	56.16	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$819k	-10%	16k	51.78	View chart
Ssga Active Tr Sst Bridgewater (ALLW)	0.1	$811k	+3%	28k	29.27	View chart
Thornburg Etf Tr Intl Equity Etf (TXUE)	0.1	$808k	NEW	23k	34.52	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$795k	-3%	15k	54.03	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$794k	+71%	42k	18.87	View chart
Mitek Sys Com New (MITK)	0.1	$792k		39k	20.13	View chart
Tema Etf Trust Oncology Etf (CANC)	0.1	$791k	+159%	19k	41.24	View chart

Past Filings by Perennial Investment Advisors

SEC 13F filings are viewable for Perennial Investment Advisors going back to 2019

Perennial Investment Advisors 2026 Q2 filed Aug. 14, 2026
Perennial Investment Advisors 2026 Q1 filed May 15, 2026
Perennial Investment Advisors 2025 Q4 filed Feb. 17, 2026
Perennial Investment Advisors 2025 Q3 filed Nov. 12, 2025
Perennial Investment Advisors 2025 Q2 filed Aug. 11, 2025
Perennial Investment Advisors 2025 Q1 filed May 15, 2025
Perennial Investment Advisors 2024 Q4 filed Feb. 13, 2025
Perennial Investment Advisors 2024 Q3 filed Nov. 14, 2024
Perennial Investment Advisors 2024 Q2 filed Aug. 9, 2024
Perennial Investment Advisors 2024 Q1 filed May 14, 2024
Perennial Investment Advisors 2023 Q3 filed Nov. 14, 2023
Perennial Investment Advisors 2023 Q2 filed Aug. 14, 2023
Perennial Investment Advisors 2023 Q1 filed May 12, 2023
Perennial Investment Advisors 2022 Q4 filed Feb. 10, 2023
Perennial Investment Advisors 2022 Q3 filed Nov. 9, 2022
Perennial Investment Advisors 2022 Q2 filed Aug. 10, 2022

View all past filings

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