Perennial Investment Advisors, LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$1.3B
Holdings
491
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (491 positions)
| Stock | Value |
|---|---|
SPDWSPDR INDEX SHS FDS | $2.4M |
ESGUISHARES TR | $2.4M |
VIGVANGUARD SPECIALIZED FUNDS | $2.3M |
LVHILEGG MASON ETF INVT | $2.3M |
JPSTJ P MORGAN EXCHANGE TRADED F | $2.2M |
CVXCHEVRON CORP NEW | $2.2M |
DBMFLITMAN GREGORY FDS TR | $2.1M |
MUMICRON TECHNOLOGY INC | $2.1M |
XLCSELECT SECTOR SPDR TR | $2.1M |
SHOPSHOPIFY INC | $2.1M |
LQDISHARES TR | $2.1M |
XSMOINVESCO EXCHANGE TRADED FD T | $2.1M |
LLYELI LILLY & CO | $2.0M |
GLDMWORLD GOLD TR | $2.0M |
XFEBFIRST TR EXCH TRADED FD III | $2.0M |
SGOVISHARES TR | $2.0M |
IVWISHARES TR | $2.0M |
CRWDCROWDSTRIKE HLDGS INC | $1.9M |
ISCVISHARES TR | $1.9M |
PTLCPACER FDS TR | $1.9M |
WMTWALMART INC | $1.9M |
CEGCONSTELLATION ENERGY CORP | $1.9M |
AQLTISHARES TR | $1.9M |
ORCLORACLE CORP | $1.9M |
KOCOCA COLA CO | $1.8M |
FVDFIRST TR EXCHANGE-TRADED FD | $1.8M |
ISCGISHARES TR | $1.8M |
VBVANGUARD INDEX FDS | $1.8M |
JMSTJ P MORGAN EXCHANGE TRADED F | $1.8M |
PANWPALO ALTO NETWORKS INC | $1.8M |
EUSBISHARES TR | $1.8M |
AMDADVANCED MICRO DEVICES INC | $1.7M |
HYGISHARES TR | $1.7M |
IVEISHARES TR | $1.7M |
DISDISNEY WALT CO | $1.6M |
IWMISHARES TR | $1.6M |
IWPISHARES TR | $1.6M |
KLMNINVESCO EXCH TRADED FD TR II | $1.6M |
IBMINTERNATIONAL BUSINESS MACHS | $1.6M |
XOMEXXON MOBIL CORP | $1.6M |
GEGE AEROSPACE | $1.6M |
IWDISHARES TR | $1.5M |
EMXCISHARES INC | $1.5M |
XLESELECT SECTOR SPDR TR | $1.5M |
CRMSALESFORCE INC | $1.5M |
PEPPEPSICO INC | $1.5M |
EFIVSPDR SERIES TRUST | $1.5M |
SMHVANECK ETF TRUST | $1.5M |
XLYSELECT SECTOR SPDR TR | $1.5M |
SIVRABRDN SILVER ETF TRUST | $1.4M |
BACBANK AMERICA CORP | $1.4M |
ISRGINTUITIVE SURGICAL INC | $1.4M |
BCCCGLOBAL X FDS | $1.4M |
GEVGE VERNOVA INC | $1.4M |
CGSDCAPITAL GRP FIXED INCM ETF T | $1.4M |
UNHUNITEDHEALTH GROUP INC | $1.4M |
IUSGISHARES TR | $1.4M |
MAMASTERCARD INCORPORATED | $1.4M |
CGHMCAPITAL GRP FIXED INCM ETF T | $1.4M |
ESGEISHARES INC | $1.3M |
GSUSGOLDMAN SACHS ETF TR | $1.3M |
USMVISHARES TR | $1.3M |
CMFISHARES TR | $1.3M |
BNDVANGUARD BD INDEX FDS | $1.3M |
LMBSFIRST TR EXCHANGE-TRADED FD | $1.3M |
ESGDISHARES TR | $1.3M |
KLACKLA CORP | $1.3M |
MOATVANECK ETF TRUST | $1.3M |
PZAINVESCO EXCH TRADED FD TR II | $1.3M |
CSCOCISCO SYS INC | $1.2M |
JNJJOHNSON & JOHNSON | $1.2M |
NBISNEBIUS GROUP N.V. | $1.2M |
QFLRINNOVATOR ETFS TRUST | $1.2M |
HDHOME DEPOT INC | $1.2M |
SYSBISHARES TR | $1.2M |
BIZDVANECK ETF TRUST | $1.2M |
SPTLSPDR SERIES TRUST | $1.2M |
QQMGINVESCO EXCH TRADED FD TR II | $1.2M |
UCONFIRST TR EXCHNG TRADED FD VI | $1.2M |
GSIEGOLDMAN SACHS ETF TR | $1.1M |
IBITISHARES BITCOIN TRUST ETF | $1.1M |
DFACDIMENSIONAL ETF TRUST | $1.1M |
WFCWELLS FARGO CO NEW | $1.1M |
CATCATERPILLAR INC | $1.1M |
AMGNAMGEN INC | $1.1M |
KRMAGLOBAL X FDS | $1.1M |
NLRVANECK ETF TRUST | $1.1M |
AGGISHARES TR | $1.1M |
BACVERIZON COMMUNICATIONS INC | $1.0M |
RSPINVESCO EXCHANGE TRADED FD T | $1.0M |
LRCXLAM RESEARCH CORP | $1.0M |
ASMLASML HOLDING N V | $1.0M |
APLTAPPLIED THERAPEUTICS INC | $1.0M |
ABBVABBVIE INC | $988K |
IWRISHARES TR | $984K |
FDNFIRST TR EXCHANGE-TRADED FD | $970K |
IUSVISHARES TR | $958K |
BCATBLACKROCK CAP ALLOCATION TER | $951K |
TMOTHERMO FISHER SCIENTIFIC INC | $939K |
CGCBCAPITAL GRP FIXED INCM ETF T | $934K |