Perissos Private Wealth Management, LLC — 13F holdings
Perissos Private Wealth Management, LLC reported 79 holdings worth $148M in its 13F filing for Q2 2026, filed August 14, 2026.
Largest positions
- BIL SPDR SERIES TRUST — $12.6M (8.5%)
- VWO VANGUARD INTL EQUITY INDEX F — $7.25M (4.9%)
- AIRR FIRST TR EXCHANGE TRADED FD — $6.62M (4.5%)
- TIP ISHARES TR — $6.38M (4.3%)
- IWM ISHARES TR — $6.27M (4.2%)
- JEPI J P MORGAN EXCHANGE TRADED F — $6.09M (4.1%)
- QQQ Invesco Qqq Tr — $5.92M (4.0%)
- SCHG SCHWAB STRATEGIC TR — $5.80M (3.9%)
- IVV ISHARES TR — $5.76M (3.9%)
- BXSL BLACKSTONE SECD LENDING FD — $5.60M (3.8%)