Perennial Investment Advisors, LLC
499 holdingsFiling period: 2026-03-31Current AUM: $1.40Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 318.5K | $55.6M | $63.9M | 4.57% | -16,437 | 2026-03-31 |
| 2 | QUS | SPDR SERIES TRUST | 317.8K | $54.5M | $60.2M | 4.30% | +19.4K | 2026-03-31 |
| 3 | SPHQ | INVESCO EXCHANGE TRADED FD T | 695.7K | $52.3M | $58.9M | 4.21% | -10,644 | 2026-03-31 |
| 4 | SPYG | SPDR SERIES TRUST | 500.6K | $49.0M | $58.6M | 4.19% | +577 | 2026-03-31 |
| 5 | SPYV | SPDR SERIES TRUST | 841.9K | $47.6M | $52.2M | 3.74% | -10,299 | 2026-03-31 |
| 6 | AAPL | APPLE INC | 167.5K | $42.5M | $51.7M | 3.70% | +3.7K | 2026-03-31 |
| 7 | IWY | ISHARES TR | 168.2K | $41.9M | $46.5M | 3.33% | +29.1K | 2026-03-31 |
| 8 | TSLA | TESLA INC | 96.6K | $35.9M | $30.1M | 2.15% | -3,637 | 2026-03-31 |
| 9 | RDVY | FIRST TR EXCHANGE TRADED FD | 519.0K | $35.4M | $42.1M | 3.01% | +73.4K | 2026-03-31 |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 30.2K | $19.6M | $22.5M | 1.61% | +529 | 2026-03-31 |
| 11 | DYNF | BLACKROCK ETF TRUST | 327.6K | $19.1M | $22.1M | 1.58% | -55,940 | 2026-03-31 |
| 12 | IYW | ISHARES TR | 99.5K | $18.1M | $23.7M | 1.70% | -995 | 2026-03-31 |
| 13 | AMZN | AMAZON COM INC | 76.9K | $16.0M | $20.9M | 1.49% | +3.6K | 2026-03-31 |
| 14 | IVV | ISHARES TR | 24.1K | $15.8M | $18.1M | 1.30% | +10.6K | 2026-03-31 |
| 15 | SPYM | SPDR SERIES TRUST | 198.3K | $15.2M | $17.4M | 1.25% | +52.6K | 2026-03-31 |
| 16 | BAI | BLACKROCK ETF TRUST | 399.0K | $13.1M | $16.5M | 1.18% | +54.4K | 2026-03-31 |
| 17 | MSFT | MICROSOFT CORP | 34.0K | $12.6M | $15.8M | 1.13% | -179 | 2026-03-31 |
| 18 | VTI | VANGUARD INDEX FDS | 39.0K | $12.5M | $14.4M | 1.03% | +340 | 2026-03-31 |
| 19 | QQQ | INVESCO QQQ TR | 20.3K | $11.7M | $13.9M | 1.00% | -36 | 2026-03-31 |
| 20 | IEMG | ISHARES INC | 166.4K | $11.6M | $12.9M | 0.92% | +9.6K | 2026-03-31 |
| 21 | COWZ | PACER FDS TR | 182.5K | $11.4M | $12.2M | 0.87% | +2.8K | 2026-03-31 |
| 22 | VUG | VANGUARD INDEX FDS | 25.0K | $10.9M | $12.8M | 0.91% | +1.8K | 2026-03-31 |
| 23 | QUAL | ISHARES TR | 53.2K | $10.2M | $11.7M | 0.84% | -1,095 | 2026-03-31 |
| 24 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 20.6K | $9.9M | $9.9M | 0.71% | +1.4K | 2026-03-31 |
| 25 | VTV | VANGUARD INDEX FDS | 50.1K | $9.8M | $11.0M | 0.79% | +905 | 2026-03-31 |
← Scroll →
Page 1 of 20