Persium Advisors, LLC

Est. AUM

$127.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB INTERNATIONAL EQUITY ETF	ETF	$34.0M	1374068	26.77%	SOLE
2	SCHWAB US LARGE CAP VALUE ETF	ETF	$25.3M	828626	19.90%	SOLE
3	SCHWAB US LARGE CAP GROWTH ETF	ETF	$23.6M	811239	18.60%	SOLE
4	HOME DEPOT	COM	$2.0M	6212	1.61%	SOLE
5	APPLE INC	COM	$1.6M	6174	1.23%	SOLE
6	DELL TECHNOLOGIES INC CL C	COM	$1.3M	7746	1.00%	SOLE
7	EXXON MOBIL CORP COM	COM	$1.2M	7228	0.97%	SOLE
8	AT&T INC COM	COM	$1.2M	42046	0.96%	SOLE
9	MICROSOFT	COM	$1.2M	3212	0.94%	SOLE
10	TOTALENERGIES SE ACT	COM	$1.2M	12673	0.91%	SOLE
11	BHP BILLITON LIMITED SPONSORED ADS	ADR	$1.1M	15489	0.89%	SOLE
12	JPMORGAN CHASE & CO COM	COM	$1.0M	3537	0.82%	SOLE
13	VERIZON COMMUNICATIONS	COM	$1.0M	20540	0.81%	SOLE
14	WALMART INC COM	COM	$1.0M	8162	0.80%	SOLE
15	CISCO SYS INC	COM	$997K	12854	0.78%	SOLE
16	AMAZON COM INC	COM	$972K	4667	0.77%	SOLE
17	DUKE ENERGY CORP NEW COM NEW	COM	$960K	7332	0.76%	SOLE
18	PFIZER INC COM	COM	$951K	33877	0.75%	SOLE
19	INTL BUSINESS MACHINES	COM	$912K	3763	0.72%	SOLE
20	RTX CORPORATION COM	COM	$907K	4702	0.71%	SOLE
21	NETFLIX INC COM	COM	$903K	9395	0.71%	SOLE
22	HONEYWELL INTL INC	COM	$887K	3926	0.70%	SOLE
23	UNITEDHEALTH GROUP	COM	$858K	3171	0.68%	SOLE
24	APPLIED MATLS INC COM	COM	$840K	2458	0.66%	SOLE
25	GOOGLE INC	COM	$830K	2886	0.65%	SOLE
26	METLIFE INC COM	COM	$826K	11674	0.65%	SOLE
27	LAM RESEARCH CORP	COM	$813K	3806	0.64%	SOLE
28	MEDTRONIC PLC SHS	COM	$812K	9366	0.64%	SOLE
29	GENERAL DYNAMICS CORP COM	COM	$808K	2354	0.64%	SOLE
30	ABBOTT LABORATORIES COM	COM	$808K	7872	0.64%	SOLE
31	BROADCOM INC COM	COM	$801K	2588	0.63%	SOLE
32	UNION PAC CORP COM	COM	$758K	3126	0.60%	SOLE
33	ANHEUSER BUSCH INBEV SA NV SPONSORED ADR	ADR	$755K	10890	0.59%	SOLE
34	CONOCOPHILLIPS COM	COM	$752K	5698	0.59%	SOLE
35	BERKSHIRE HATHAWAY INC DEL CL B NEW	COM	$751K	1567	0.59%	SOLE
36	PALO ALTO NETWORKS INC COM	COM	$749K	4669	0.59%	SOLE
37	META PLATFORMS INC CL A	COM	$747K	1305	0.59%	SOLE
38	HONDA MOTOR CO LTD ADR ECH CNV IN 3	ADR	$743K	30546	0.58%	SOLE
39	MCDONALDS CORP COM	COM	$725K	2334	0.57%	SOLE
40	BOOKING HOLDINGS INC COM	COM	$712K	169	0.56%	SOLE
41	MARSH & MCLENNAN COS INC COM	COM	$702K	4047	0.55%	SOLE
42	VISA INC	COM	$700K	2315	0.55%	SOLE
43	SALESFORCE COM	COM	$690K	3694	0.54%	SOLE
44	CVS HEALTH CORP COM	COM	$683K	9514	0.54%	SOLE
45	ISHARES RUSSELL 1000 GROWTH ETF	ETF	$672K	1576	0.53%	SOLE
46	LOWES COS INC COM	COM	$669K	2832	0.53%	SOLE
47	SYSCO CORP COM	COM	$652K	9143	0.51%	SOLE
48	PHILLIPS 66	COM	$529K	2902	0.42%	SOLE
49	VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$388K	6057	0.31%	SOLE
50	ALPHABET INC CAP STK CL C	COM	$373K	1301	0.29%	SOLE

1–50 of 60

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