PERRYMAN FINANCIAL ADVISORY INC /AD Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$681.5M

Holdings

170

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (170 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
427,120$79.7M11.69%
2
AAPLAPPLE INC
200,492$54.5M8.00%
3
MSFTMICROSOFT CORP
51,409$24.9M3.65%
4
AMZNAMAZON COM INC
96,222$22.2M3.26%
5
AVGOBROADCOM INC
59,555$20.6M3.02%
6
GOOGALPHABET INC
64,116$20.1M2.95%
7
BXBLACKSTONE INC
128,883$19.9M2.91%
8
JPMJPMORGAN CHASE & CO.
57,128$18.4M2.70%
9
VVISA INC
44,458$15.6M2.29%
10
MAMASTERCARD INCORPORATED
24,863$14.2M2.08%
11
GOOGLALPHABET INC
41,277$12.9M1.90%
12
WMWASTE MGMT INC DEL
58,781$12.9M1.89%
13
MARMARRIOTT INTL INC NEW
35,268$10.9M1.61%
14
FDLFIRST TR EXCHANGE-TRADED FD
237,314$10.5M1.54%
15
JNJJOHNSON & JOHNSON
46,913$9.7M1.42%
16
FXOFIRST TR EXCHANGE TRADED FD
155,359$9.4M1.38%
17
COSTCOSTCO WHSL CORP NEW
10,785$9.3M1.36%
18
PGPROCTER AND GAMBLE CO
64,623$9.3M1.36%
19
BACBANK AMERICA CORP
167,366$9.2M1.35%
20
RTXRTX CORPORATION
48,449$8.9M1.30%
21
FNXFIRST TR EXCHANGE-TRADED
70,159$8.8M1.30%
22
XOMEXXON MOBIL CORP
70,259$8.5M1.24%
23
IOOISHARES TR
65,600$8.3M1.22%
24
FXHFIRST TR EXCHANGE TRADED FD
72,715$8.3M1.21%
25
VIOOVANGUARD ADMIRAL FDS INC
73,185$8.1M1.19%
26
PEPPEPSICO INC
55,125$7.9M1.16%
27
DEDEERE & CO
16,732$7.8M1.14%
28
HDHOME DEPOT INC
22,509$7.7M1.14%
29
LNGCHENIERE ENERGY INC
33,458$6.5M0.95%
30
LMTLOCKHEED MARTIN CORP
13,410$6.5M0.95%
31
CATCATERPILLAR INC
10,612$6.1M0.89%
32
MRKMERCK & CO INC
56,068$5.9M0.87%
33
SCHDSCHWAB STRATEGIC TR
210,749$5.8M0.85%
34
DGRWWISDOMTREE TR
62,813$5.6M0.82%
35
EQLALPS ETF TR
120,860$5.6M0.82%
36
VIGVANGUARD SPECIALIZED FUNDS
23,550$5.2M0.76%
37
SBUXSTARBUCKS CORP
60,694$5.1M0.75%
38
COPCONOCOPHILLIPS
52,031$4.9M0.71%
39
EOGEOG RES INC
43,644$4.6M0.67%
40
VTVVANGUARD INDEX FDS
23,898$4.6M0.67%
41
NFLXNETFLIX INC
47,813$4.5M0.66%
42
METAMETA PLATFORMS INC
6,731$4.4M0.65%
43
AMTAMERICAN TOWER CORP NEW
24,550$4.3M0.63%
44
SPHQINVESCO EXCHANGE TRADED FD
56,816$4.3M0.63%
45
DIVOAMPLIFY ETF TR
95,597$4.3M0.62%
46
PLTRPALANTIR TECHNOLOGIES INC
22,975$4.1M0.60%
47
ORCLORACLE CORP
18,166$3.5M0.52%
48
LQDISHARES TR
31,418$3.5M0.51%
49
DGROISHARES TR
49,394$3.4M0.50%
50
OEFISHARES TR
9,938$3.4M0.50%
51
PANWPALO ALTO NETWORKS INC
18,182$3.3M0.49%
52
ULTAULTA BEAUTY INC
5,520$3.3M0.49%
53
SPGPINVESCO EXCHANGE TRADED FD
28,988$3.3M0.48%
54
USMVISHARES TR
33,646$3.2M0.46%
55
UPSUNITED PARCEL SERVICE INC
30,789$3.1M0.45%
56
JQUAJ P MORGAN EXCHANGE TRADED
48,317$3.1M0.45%
57
WMTWALMART INC
27,174$3.0M0.44%
58
RSPINVESCO EXCHANGE TRADED FD
15,736$3.0M0.44%
59
MGVVANGUARD WORLD FD
21,161$3.0M0.44%
60
JLLJONES LANG LASALLE INC
7,215$2.4M0.36%
61
VEEVVEEVA SYS INC
10,461$2.3M0.34%
62
SPLVINVESCO EXCH TRADED FD TR
31,980$2.3M0.34%
63
NDQINVESCO QQQ TR
3,617$2.2M0.33%
64
XLGINVESCO EXCHANGE TRADED FD
35,868$2.1M0.31%
65
LLYELI LILLY & CO
1,930$2.1M0.30%
66
FCXFREEPORT-MCMORAN INC
37,276$1.9M0.28%
67
AQLTISHARES TR
13,244$1.9M0.27%
68
JEPIJ P MORGAN EXCHANGE TRADED
32,665$1.9M0.27%
69
VUGVANGUARD INDEX FDS
3,826$1.9M0.27%
70
RSPTINVESCO EXCHANGE TRADED FD
38,563$1.8M0.26%
71
TXNTEXAS INSTRS INC
9,970$1.7M0.25%
72
VTEBVANGUARD MUN BD FDS
33,374$1.7M0.25%
73
SCHWSCHWAB CHARLES CORP
16,751$1.7M0.25%
74
FSSLFS SPECIALTY LENDING FD
117,351$1.7M0.24%
75
VTIVANGUARD INDEX FDS
4,812$1.6M0.24%
76
BRK/BBERKSHIRE HATHAWAY INC DEL
3,094$1.6M0.23%
77
GSGOLDMAN SACHS GROUP INC
1,680$1.5M0.22%
78
FVDFIRST TR EXCHANGE-TRADED FD
31,614$1.5M0.21%
79
CRWDCROWDSTRIKE HLDGS INC
3,084$1.4M0.21%
80
MGKVANGUARD WORLD FD
3,452$1.4M0.21%
81
FNDXSCHWAB STRATEGIC TR
48,113$1.3M0.19%
82
VFMFVANGUARD WELLINGTON FD
8,302$1.3M0.18%
83
DLNWISDOMTREE TR
13,346$1.2M0.17%
84
CSCOCISCO SYS INC
15,045$1.2M0.17%
85
XLKSELECT SECTOR SPDR TR
7,945$1.1M0.17%
86
FSCOFS CREDIT OPPORTUNITIES
180,485$1.1M0.17%
87
IXNISHARES TR
10,246$1.1M0.16%
88
KOCOCA COLA CO
15,050$1.1M0.15%
89
VTVANGUARD INTL EQUITY INDEX
7,221$1.0M0.15%
90
VYMVANGUARD WHITEHALL FDS
6,715$963K0.14%
91
COWZPACER FDS TR
15,810$951K0.14%
92
AOKISHARES TR
23,232$932K0.14%
93
MLB1MERCADOLIBRE INC
462$930K0.14%
94
PSXPHILLIPS 66
7,190$927K0.14%
95
EQWLINVESCO EXCHANGE TRADED FD
7,784$919K0.13%
96
VOOVANGUARD INDEX FDS
1,444$905K0.13%
97
CVXCHEVRON CORP NEW
5,840$890K0.13%
98
ASMLASML HOLDING N V
829$887K0.13%
99
FBTCFIDELITY WISE ORIGIN
11,441$872K0.13%
100
FTSLFIRST TR EXCHANGE-TRADED FD
18,579$852K0.13%
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