Perennial Investment Advisors, LLC

Est. AUM

$1.24B

13F long equity, this entity only

Positions

501

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$55.6M	318535	4.47%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$54.5M	317764	4.39%	SOLE
3	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$52.3M	695729	4.21%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$49.0M	500556	3.95%	SOLE
5	SPDR SERIES TRUST	STATE STREET SPD	$47.6M	841900	3.84%	SOLE
6	APPLE INC	COM	$42.5M	167527	3.42%	SOLE
7	ISHARES TR	RUS TP200 GR ETF	$41.9M	168225	3.37%	SOLE
8	TESLA INC	COM	$35.8M	96300	2.88%	SOLE
9	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$35.4M	519015	2.85%	SOLE
10	STATE STR SPDR S&P 500 ETF T	TR UNIT	$19.6M	30165	1.58%	SOLE
11	BLACKROCK ETF TRUST	ISHARES US EQUIT	$19.1M	327584	1.53%	SOLE
12	ISHARES TR	U.S. TECH ETF	$18.1M	99543	1.46%	SOLE
13	AMAZON COM INC	COM	$16.0M	76859	1.29%	SOLE
14	ISHARES TR	CORE S&P500 ETF	$15.8M	24137	1.27%	SOLE
15	SPDR SERIES TRUST	STATE STREET SPD	$15.2M	198336	1.22%	SOLE
16	BLACKROCK ETF TRUST	ISHARES A I INNO	$13.1M	399006	1.06%	SOLE
17	MICROSOFT CORP	COM	$12.6M	33999	1.01%	SOLE
18	VANGUARD INDEX FDS	TOTAL STK MKT	$12.5M	39023	1.01%	SOLE
19	INVESCO QQQ TR	UNIT SER 1	$11.7M	20253	0.94%	SOLE
20	ISHARES INC	CORE MSCI EMKT	$11.6M	166397	0.93%	SOLE
21	PACER FDS TR	US CASH COWS 100	$11.4M	182459	0.92%	SOLE
22	VANGUARD INDEX FDS	GROWTH ETF	$10.9M	25019	0.88%	SOLE
23	ISHARES TR	MSCI USA QLT FCT	$10.2M	53247	0.82%	SOLE
24	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$9.9M	20579	0.79%	SOLE
25	VANGUARD INDEX FDS	VALUE ETF	$9.8M	50055	0.79%	SOLE
26	VANGUARD WORLD FD	INF TECH ETF	$9.8M	14024	0.79%	SOLE
27	GLOBAL X FDS	1-3 MONTH T-BILL	$9.0M	89675	0.72%	SOLE
28	ISHARES TR	20 YR TR BD ETF	$8.8M	101647	0.71%	SOLE
29	WISDOMTREE TR	US EFFICIENT COR	$8.4M	160605	0.67%	SOLE
30	VANECK MERK GOLD ETF	GOLD SHS	$8.2M	182616	0.66%	SOLE
31	ALPHABET INC	CAP STK CL A	$8.0M	27668	0.64%	SOLE
32	ALPHABET INC	CAP STK CL C	$7.5M	26174	0.60%	SOLE
33	INNOVATOR ETFS TRUST	QUITY MANAGD FLR	$7.2M	202013	0.58%	SOLE
34	ISHARES TR	MSCI USA MMENTM	$6.8M	28490	0.55%	SOLE
35	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$6.8M	105512	0.54%	SOLE
36	META PLATFORMS INC	CL A	$6.6M	11501	0.53%	SOLE
37	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$6.5M	152081	0.52%	SOLE
38	SPDR SERIES TRUST	STATE STREET SPD	$6.4M	43976	0.52%	SOLE
39	INVESCO EXCHANGE TRADED FD T	S&P 500 GARP ETF	$6.3M	58923	0.51%	SOLE
40	SELECT SECTOR SPDR TR	STATE STREET TEC	$6.2M	46777	0.50%	SOLE
41	BROADCOM INC	COM	$6.1M	19804	0.49%	SOLE
42	PALANTIR TECHNOLOGIES INC	CL A	$6.0M	41341	0.49%	SOLE
43	J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$6.0M	82970	0.48%	SOLE
44	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$5.9M	147271	0.48%	SOLE
45	GLOBAL X FDS	DEFENSE TECH ETF	$5.7M	80735	0.46%	SOLE
46	BLACKROCK ETF TRUST	ISHARES US THEMA	$5.5M	151751	0.44%	SOLE
47	CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$5.5M	164249	0.44%	SOLE
48	VANECK FDS	EMERGING MARKETS	$5.5M	109301	0.44%	SOLE
49	INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$5.5M	52891	0.44%	SOLE
50	ISHARES TR	CORE INTL AGGR	$5.3M	106124	0.43%	SOLE

1–50 of 501

1 / 11

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.