Persium Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Persium Advisors, LLC held in its portfolio 62 assets valued at $138,588,030 (i.e. $138.59M).
The most valuable assets in the portfolio included: SCHWAB INTERNATIONAL EQUITY ETF ($33.50M), SCHWAB US LARGE CAP GROWTH ETF ($25.66M), and SCHWAB US LARGE CAP VALUE ETF ($25.03M).
The chart below shows the top 10 valuable assets, and the table below shows the top 62 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Persium Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB INTERNATIONAL EQUITY ETF | 1393328 | 33495605 | ETF |
| SCHWAB US LARGE CAP GROWTH ETF | 786524 | 25656413 | ETF |
| SCHWAB US LARGE CAP VALUE ETF | 845184 | 25025898 | ETF |
| ISHARES 20 YEAR TREASURY BOND ETF | 133248 | 11613908 | ETF |
| HOME DEPOT | 6342 | 2182288 | COM |
| APPLE INC | 6327 | 1720058 | COM |
| POWERSHARES QQQ TR | 2600 | 1597206 | COM |
| MICROSOFT | 2487 | 1202763 | COM |
| JPMORGAN CHASE & CO. COM | 3492 | 1125192 | COM |
| LAM RESEARCH CORP | 6566 | 1123968 | COM |
| APPLIED MATLS INC COM | 3933 | 1010742 | COM |
| AT&T INC COM | 39947 | 992283 | COM |
| INTL BUSINESS MACHINES | 3346 | 991119 | COM |
| AMAZON.COM INC | 4251 | 981216 | COM |
| WALMART INC COM | 8806 | 981076 | COM |
| CISCO SYS INC | 12208 | 940382 | COM |
| DELL TECHNOLOGIES INC CL C | 7463 | 939442 | COM |
| BHP GROUP LTD SPONSORED ADS | 15293 | 923238 | ADR |
| RTX CORPORATION COM | 5019 | 920485 | COM |
| EXXON MOBIL CORP COM | 7604 | 915065 | COM |
| GOOGLE INC | 2806 | 878278 | COM |
| ABBOTT LABS COM | 6799 | 851847 | COM |
| MEDTRONIC PLC SHS | 8828 | 848018 | COM |
| ISHARES RUSSELL 1000 GROWTH ETF | 1774 | 839634 | ETF |
| VERIZON COMMUNICATIONS | 20571 | 837857 | COM |
| METLIFE INC COM | 10508 | 829502 | COM |
| DUKE ENERGY CORP NEW COM NEW | 6989 | 819181 | COM |
| BROADCOM INC COM | 2359 | 816450 | COM |
| PFIZER INC COM | 31683 | 788907 | COM |
| META PLATFORMS INC CL A | 1188 | 784187 | COM |
| HONDA MOTOR LTD ADR ECH CNV IN 3 | 26478 | 780571 | ADR |
| HONEYWELL INTL INC | 3936 | 767874 | COM |
| GENERAL DYNAMICS CORP COM | 2269 | 763882 | COM |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 1492 | 749954 | COM |
| BOOKING HOLDINGS INC COM | 134 | 717614 | COM |
| CVS HEALTH CORP COM | 9021 | 715907 | COM |
| SALESFORCE COM | 2679 | 709694 | COM |
| VISA INC | 1981 | 694757 | COM |
| UNION PAC CORP COM | 2983 | 690028 | COM |
| ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR | 10738 | 687662 | ADR |
| LOWES COS INC COM | 2846 | 686341 | COM |
| MARSH & MCLENNAN COS INC COM | 3697 | 685867 | COM |
| MCDONALDS CORP COM | 2203 | 673303 | COM |
| PALO ALTO NETWORKS INC COM | 3586 | 660541 | COM |
| SYSCO CORP COM | 8665 | 638524 | COM |
| CONOCOPHILLIPS COM | 5698 | 533390 | COM |
| ALPHABET INC CAP STK CL C | 1301 | 408254 | COM |
| UNITEDHEALTH GROUP | 1196 | 394812 | COM |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 6057 | 378381 | ETF |
| PHILLIPS 66 | 2917 | 376410 | COM |
| ELI LILLY & CO COM | 340 | 365391 | COM |
| VANGUARD TOTAL BOND MARKET ETF | 4499 | 333241 | ETF |
| REV GROUP INC COM | 4695 | 285503 | COM |
| ISHARES RUSSELL 2000 ETF | 1133 | 278899 | ETF |
| NVIDIA CORPORATION COM | 1446 | 269679 | COM |
| STATE STREET SPDR S&P 400 MID CAP VALUE ETF | 3175 | 268764 | ETF |
| ISHARES RUSSELL 1000 VALUE ETF | 1269 | 266921 | ETF |
| VANGUARD TOTAL STOCK MARKET ETF | 738 | 247429 | ETF |
| CARMAX INC | 6220 | 240341 | COM |
| TESLA INC COM | 517 | 232505 | COM |
| ISHARES RUSSELL TOP 200 GROWTH ETF | 837 | 231799 | ETF |
| COCA COLA CO COM | 3170 | 221584 | COM |
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