Perissos Private Wealth Management, LLC Portfolio Holdings

Perissos Private Wealth Management, LLC

  • $137 Billion
  • Q3 2025

Perissos Private Wealth Management, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $137 Billion distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $11B, Ishares Core S&P 500 ETF with a value of $9.35B, Blackstone Secured Lending Fund with a value of $8.33B, Vanguard Ftse Emerging Mkts Et with a value of $7.79B, and Ishares Russell 2000 ETF with a value of $6.45B.

Examining the 13F form we can see an increase of $10.8B in the current position value, from $126B to 137B.

Perissos Private Wealth Management, LLC is based out at Bethany, OK

Below you can find more details about Perissos Private Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $137 Billion
ETFs: $103 Billion
Financial Services: $14.1 Billion
Technology: $5.09 Billion
Communication Services: $3.65 Billion
Energy: $1.82 Billion
Consumer Cyclical: $1.8 Billion
Consumer Defensive: $1.23 Billion
Healthcare: $1.07 Billion
Other: $538 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.41B
$8.33 Billion 6.06% of portfolio
319,469
Q3 2025 Reduced 0.46%
$8.47B
$203 Million 0.15% of portfolio
1,400
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $137 Billion
  • Prior Value $126 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 14 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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