Perissos Private Wealth Management, LLC
Perissos Private Wealth Management, LLC reported 79 positions worth $148.3M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: BIL (8.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BIL | SH | $12.6M | 8.52% | 137,821 | — | — | |
| ▸ 2 | VWO | SH | $7.3M | 4.89% | 121,524 | — | — | |
| ▸ 3 | AIRR | SH | $6.6M | 4.46% | 49,654 | — | — | |
| ▸ 4 | TIP | SH | $6.4M | 4.30% | 58,305 | — | — | |
| ▸ 5 | IWM | SH | $6.3M | 4.23% | 20,876 | — | — | |
| ▸ 6 | JEPI | SH | $6.1M | 4.11% | 107,822 | — | — | |
| ▸ 7 | QQQ | SH | $5.9M | 3.99% | 8,037 | — | — | |
| ▸ 8 | SCHG | SH | $5.8M | 3.91% | 171,477 | — | — | |
| ▸ 9 | IVV | SH | $5.8M | 3.89% | 7,698 | — | — | |
| ▸ 10 | BXSL | SH | $5.6M | 3.78% | 236,287 | — | — |
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Frequently Asked Questions
What stocks does Perissos Private Wealth Management, LLC hold as of Q2 2026?
Perissos Private Wealth Management, LLC reported 79 positions worth $148.3M in its Q2 2026 13F filing. Largest positions: BIL (8.5%), VWO (4.9%), AIRR (4.5%), TIP (4.3%) and IWM (4.2%).
What did Perissos Private Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Perissos Private Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.