account_balance
Investment manager · 13F filer · SEC CIK 1801523
Perennial Investment Advisors, LLC
Reported value$1.5Bas of Jun 30, 2026
Positions561 79 new, 16 sold out
Top 10 weight33.6%NVDA alone is 4%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANvidia Corporation
4.3%
SPYGSPDR Series Trust
3.9%
QUSSPDR Series Trust
3.8%Trimmed −5%
SPHQInvesco Exchange Traded Fd T
3.6%Trimmed −15%
IWYiShares Tr
3.4%Added +4%
SPYVSPDR Series Trust
3.3%Trimmed −3%
AAPLApple Inc
3.3%
RDVYFirst Tr Exchange Traded Fd
3.0%Added +7%
TSLATesla Inc
2.6%Trimmed −3%
SPYMSPDR Series Trust
2.4%Added +110%
IYWiShares Tr
1.5%Trimmed −8%
DYNFBlackRock ETF Trust
1.5%Added +2%
NVDA4.3%AAPL3.3%
SPYG3.9%
QUS3.8%
SPHQInvesco Exchange Traded Fd T
3.6%Trimmed −15%
IWYiShares Tr
3.4%Added +4%
SPYVSPDR Series Trust
3.3%Trimmed −3%
RDVY3.0%
TSLA2.6%SPYM2.4%
IYW1.5%
DYNF1.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA Nvidia Corporation 4.3% Held
SPYG SPDR Series Trust 3.9% Held
QUS SPDR Series Trust 3.8% Trimmed −5%
SPHQ Invesco Exchange Traded Fd T 3.6% Trimmed −15%
IWY iShares Tr 3.4% Added +4%
SPYV SPDR Series Trust 3.3% Trimmed −3%
AAPL Apple Inc 3.3% HeldRDVY First Tr Exchange Traded Fd 3.0% Added +7%
TSLA Tesla Inc 2.6% Trimmed −3%SPYM SPDR Series Trust 2.4% Added +110%
IYW iShares Tr 1.5% Trimmed −8%
DYNF BlackRock ETF Trust 1.5% Added +2%
What changed