Persium Advisors, LLC: 13F holdings
CIK 20336832026Q2
| Positions | 69 |
|---|---|
| Reported value | $153.3m |
| Filed | 2026-08-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHF SCHWAB INTERNATIONAL EQUITY ETF | 1,390,488 | $38.5m | 25.1% |
| SCHV SCHWAB US LARGE CAP VALUE ETF | 801,823 | $27.9m | 18.2% |
| SCHG SCHWAB US LARGE CAP GROWTH ETF | 791,112 | $26.8m | 17.5% |
| DELL DELL TECHNOLOGIES INC CL C | 7,058 | $3.0m | 2.0% |
| AAPL APPLE INC | 8,479 | $2.5m | 1.6% |
| HD HOME DEPOT | 6,212 | $2.2m | 1.4% |
| AMAT APPLIED MATLS INC COM | 2,443 | $1.8m | 1.2% |
| LRCX LAM RESEARCH CORP | 3,945 | $1.7m | 1.1% |
| PANW PALO ALTO NETWORKS INC COM | 4,890 | $1.7m | 1.1% |
| HEDGEYE CAPITAL ALLOCATION ETF | 57,600 | $1.6m | 1.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2033683")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.