Perissos Private Wealth Management, LLC: 13F holdings
CIK 20230712026Q2
| Positions | 79 |
|---|---|
| Reported value | $148.3m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| BIL SPDR SERIES TRUST | 137,821 | $12.6m | 8.5% |
| VWO VANGUARD INTL EQUITY INDEX F | 121,524 | $7.3m | 4.9% |
| AIRR FIRST TR EXCHANGE TRADED FD | 49,654 | $6.6m | 4.5% |
| TIP ISHARES TR | 58,305 | $6.4m | 4.3% |
| IWM ISHARES TR | 20,876 | $6.3m | 4.2% |
| JEPI J P MORGAN EXCHANGE TRADED F | 107,822 | $6.1m | 4.1% |
| QQQ INVESCO QQQ TR | 8,037 | $5.9m | 4.0% |
| SCHG SCHWAB STRATEGIC TR | 171,477 | $5.8m | 3.9% |
| IVV ISHARES TR | 7,698 | $5.8m | 3.9% |
| BXSL BLACKSTONE SECD LENDING FD | 236,287 | $5.6m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2023071")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.