Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Perennial Investment Advisors, LLC (CIK 1801523) reported $1.26B across 484 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($55.6M, 4.43%), QUS ($54.5M, 4.35%), SPHQ ($52.3M, 4.17%), SPYG ($49.0M, 3.91%), SPYV ($47.6M, 3.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $55.6M | 4.43% | 318,535 | Trimmed |
| 2 | QUS | SPDR SERIES TRUST | $54.5M | 4.35% | 317,764 | Added |
| 3 | SPHQ | INVESCO EXCHANGE TRADED FD T | $52.3M | 4.17% | 695,729 | Trimmed |
| 4 | SPYG | SPDR SERIES TRUST | $49.0M | 3.91% | 500,556 | Added |
| 5 | SPYV | SPDR SERIES TRUST | $47.6M | 3.80% | 841,900 | Trimmed |
| 6 | AAPL | APPLE INC | $42.5M | 3.39% | 167,527 | Added |
| 7 | IWY | ISHARES TR | $41.9M | 3.34% | 168,225 | Added |
| 8 | TSLA | TESLA INC | $35.9M | 2.86% | 96,600 | Trimmed |
| 9 | RDVY | FIRST TR EXCHANGE TRADED FD | $35.4M | 2.82% | 519,015 | Added |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $19.6M | 1.56% | 30,165 | Added |
| 11 | DYNF | BLACKROCK ETF TRUST | $19.1M | 1.52% | 327,584 | Trimmed |
| 12 | IYW | ISHARES TR | $18.1M | 1.44% | 99,543 | Trimmed |
| 13 | AMZN | AMAZON COM INC | $16.0M | 1.28% | 76,859 | Added |
| 14 | IVV | ISHARES TR | $15.8M | 1.26% | 24,137 | Added |
| 15 | SPLG | SPDR SERIES TRUST | $15.2M | 1.21% | 198,336 | Added |
| 16 | BAI | BLACKROCK ETF TRUST | $13.1M | 1.05% | 399,006 | Added |
| 17 | VTI | VANGUARD INDEX FDS | $12.5M | 1.00% | 39,023 | Added |
| 18 | MSFT | MICROSOFT CORP | $12.6M | 1.00% | 33,999 | Trimmed |
| 19 | QQQ | INVESCO QQQ TR | $11.7M | 0.93% | 20,253 | Trimmed |
| 20 | IEMG | ISHARES INC | $11.6M | 0.92% | 166,397 | Added |
| 21 | COWZ | PACER FDS TR | $11.4M | 0.91% | 182,459 | Added |
| 22 | VUG | VANGUARD INDEX FDS | $10.9M | 0.87% | 25,019 | Added |
| 23 | QUAL | ISHARES TR | $10.2M | 0.81% | 53,247 | Trimmed |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $9.9M | 0.79% | 20,579 | Added |
| 25 | VTV | VANGUARD INDEX FDS | $9.8M | 0.78% | 50,055 | Added |
Source: SEC Form 13F filings · as of 2026-03-31