Perissos Private Wealth Management, LLC Portfolio Holdings

Perissos Private Wealth Management, LLC

  • $126 Billion
  • Q2 2025

Perissos Private Wealth Management, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $126 Billion distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $11.7B, Invesco Qqq Trust, Series 1 with a value of $10.5B, Blackstone Secured Lending Fund with a value of $9.87B, J P Morgan Exchange Traded Fd with a value of $6.2B, and Jp Morgan ETF Tr Ultra Short I with a value of $5.07B.

Examining the 13F form we can see an increase of $16.8B in the current position value, from $110B to 126B.

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 $126 Billion
ETFs: $93.7 Billion
Financial Services: $15.5 Billion
Technology: $4.76 Billion
Communication Services: $3.8 Billion
Energy: $1.94 Billion
Consumer Cyclical: $1.9 Billion
Consumer Defensive: $1.22 Billion
Healthcare: $723 Million
Other: $545 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.15B
$9.87 Billion 7.8% of portfolio
320,942
Q2 2025 Added 6.6%

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $126 Billion
  • Prior Value $110 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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