Persium Advisors, LLC Portfolio Holdings

Persium Advisors, LLC

  • $135 Billion
  • Q3 2025

Persium Advisors, LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $135 Billion distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Intl Eqty with a value of $31.6B, Schwab Strategic Tr Us Large C with a value of $25.1B, Schwab Strategic Tr Us Large C with a value of $23.9B, Ishares Barclays 20+ Year Trea with a value of $11.3B, and Home Depot, Inc. with a value of $2.58B.

Examining the 13F form we can see an increase of $14B in the current position value, from $121B to 135B.

Persium Advisors, LLC is based out at Atlanta, GA

Below you can find more details about Persium Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $135 Billion
ETFs: $97.5 Billion
Technology: $8.57 Billion
Consumer Cyclical: $6.68 Billion
Communication Services: $4.49 Billion
Healthcare: $3.89 Billion
Financial Services: $3.42 Billion
Energy: $3.1 Billion
Industrials: $2.53 Billion
Other: $3.71 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $135 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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