Perissos Private Wealth Management, LLC Q2 2025 Filing

Filed July 31, 2025

Portfolio Value

$126.5B

Holdings

71

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (71 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
18,915$11.7B9.28%
2
NDQINVESCO QQQ TR
19,038$10.5B8.30%
3
BXSLBLACKSTONE SECD LENDING FD
320,942$9.9B7.80%
4
JEPIJ P MORGAN EXCHANGE TRADED F
109,059$6.2B4.90%
5
JPSTJ P MORGAN EXCHANGE TRADED F
99,976$5.1B4.01%
6
SPDWSPDR INDEX SHS FDS
117,221$4.7B3.75%
7
SCHGSCHWAB STRATEGIC TR
154,054$4.5B3.56%
8
VWOVANGUARD INTL EQUITY INDEX F
75,768$3.7B2.96%
9
VYMIVANGUARD WHITEHALL FDS
43,718$3.5B2.77%
10
GQ9SPDR GOLD TR
10,886$3.3B2.62%
11
FTCSFIRST TR EXCHANGE-TRADED FD
33,778$3.1B2.43%
12
MSFTMICROSOFT CORP
5,392$2.7B2.12%
13
XLESELECT SECTOR SPDR TR
31,331$2.7B2.10%
14
SRLNSSGA ACTIVE ETF TR
61,683$2.6B2.03%
15
PDBAINVESCO ACTVELY MNGD ETC FD
70,493$2.5B1.94%
16
QYLDGLOBAL X FDS
131,450$2.2B1.74%
17
BUFRFIRST TR EXCHNG TRADED FD VI
65,996$2.1B1.66%
18
JEPQJ P MORGAN EXCHANGE TRADED F
38,074$2.1B1.64%
19
BRK/BBERKSHIRE HATHAWAY INC DEL
4,138$2.0B1.59%
20
RDVYFIRST TR EXCHANGE TRADED FD
31,529$2.0B1.56%
21
VVISA INC
5,524$2.0B1.55%
22
COWZPACER FDS TR
35,112$1.9B1.53%
23
VUGVANGUARD INDEX FDS
4,326$1.9B1.50%
24
ANGLVANECK ETF TRUST
62,095$1.8B1.44%
25
TIPISHARES TR
15,941$1.8B1.39%
26
AMZNAMAZON COM INC
7,576$1.7B1.31%
27
VWOBVANGUARD WHITEHALL FDS
24,757$1.6B1.28%
28
GCOWPACER FDS TR
40,447$1.5B1.21%
29
IMCGISHARES TR
18,488$1.5B1.17%
30
ICVTISHARES TR
15,755$1.4B1.12%
31
PFFDGLOBAL X FDS
72,192$1.4B1.07%
32
NVDANVIDIA CORPORATION
8,574$1.4B1.07%
33
GOOGALPHABET INC
7,261$1.3B1.02%
34
GOOGLALPHABET INC
7,000$1.2B0.98%
35
AMLPALPS ETF TR
22,576$1.1B0.87%
36
METAMETA PLATFORMS INC
1,377$1.0B0.80%
37
OKEONEOK INC NEW
12,204$996.2M0.79%
38
EPDENTERPRISE PRODS PARTNERS L
30,448$944.2M0.75%
39
AIRRFIRST TR EXCHANGE TRADED FD
9,993$813.5M0.64%
40
FIWFIRST TR EXCHANGE-TRADED FD
7,526$812.7M0.64%
41
WMTWALMART INC
7,858$768.4M0.61%
42
VOOVANGUARD INDEX FDS
1,284$729.1M0.58%
43
BRK-BBERKSHIRE HATHAWAY INC DEL
1$728.8M0.58%
44
SCHDSCHWAB STRATEGIC TR
25,945$687.5M0.54%
45
MTUMISHARES TR
2,726$655.1M0.52%
46
FVDFIRST TR EXCHANGE-TRADED FD
13,046$583.2M0.46%
47
ISRGINTUITIVE SURGICAL INC
916$497.8M0.39%
48
SCHMSCHWAB STRATEGIC TR
16,854$472.8M0.37%
49
AAPLAPPLE INC
2,285$468.7M0.37%
50
COSTCOSTCO WHSL CORP NEW
451$446.8M0.35%
51
JPMJPMORGAN CHASE & CO
1,305$378.3M0.30%
52
RSPHINVESCO EXCHANGE TRADED FD T
12,477$364.1M0.29%
53
CALFPACER FDS TR
8,693$346.1M0.27%
54
EDRENDEAVOUR SILVER CORP
68,445$336.7M0.27%
55
SCHASCHWAB STRATEGIC TR
13,064$330.5M0.26%
56
VNQVANGUARD INDEX FDS
3,481$310.0M0.25%
57
VTVVANGUARD INDEX FDS
1,523$269.2M0.21%
58
BXBLACKSTONE INC
1,746$261.2M0.21%
59
USMVISHARES TR
2,765$259.6M0.21%
60
NFLXNETFLIX INC
192$257.1M0.20%
61
AVGOBROADCOM INC
908$250.2M0.20%
62
FTSLFIRST TR EXCHANGE-TRADED FD
5,396$247.6M0.20%
63
HDHOME DEPOT INC
661$242.3M0.19%
64
XLUSELECT SECTOR SPDR TR
2,955$241.3M0.19%
65
QQEWFIRST TR EXCHANGE-TRADED FD
1,698$231.8M0.18%
66
LLYELI LILLY & CO
288$224.9M0.18%
67
SCHHSCHWAB STRATEGIC TR
10,445$221.0M0.17%
68
SCHVSCHWAB STRATEGIC TR
7,602$210.3M0.17%
69
AFLAFLAC INC
1,989$209.8M0.17%
70
AWCAMERICAN WTR WKS CO INC NEW
1,500$208.7M0.16%
71
MGFMFS GOVT MKTS INCOME TR
22,400$69.9M0.06%