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.
Persium Advisors, LLC (CIK 2033683) reported $153.3M across 69 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHF ($38.5M, 25.12%), SCHV ($27.9M, 18.21%), SCHG ($26.8M, 17.46%), DELL ($3.0M, 1.99%), AAPL ($2.5M, 1.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $38.5M | 25.12% | 1.4M | Added |
| 2 | SCHV | SCHWAB US LARGE CAP VALUE ETF | $27.9M | 18.21% | 801,823 | Trimmed |
| 3 | SCHG | SCHWAB US LARGE CAP GROWTH ETF | $26.8M | 17.46% | 791,112 | Trimmed |
| 4 | DELL | DELL TECHNOLOGIES INC CL C | $3.0M | 1.99% | 7,058 | Trimmed |
| 5 | AAPL | APPLE INC | $2.5M | 1.60% | 8,479 | Added |
| 6 | HD | HOME DEPOT | $2.2M | 1.43% | 6,212 | Hold |
| 7 | AMAT | APPLIED MATLS INC COM | $1.8M | 1.15% | 2,443 | Trimmed |
| 8 | LRCX | LAM RESEARCH CORP | $1.7M | 1.12% | 3,945 | Added |
| 9 | PANW | PALO ALTO NETWORKS INC COM | $1.7M | 1.09% | 4,890 | Added |
| 10 | HECA | HEDGEYE CAPITAL ALLOCATION ETF | $1.6M | 1.03% | 57,600 | New |
| 11 | CSCO | CISCO SYS INC | $1.6M | 1.02% | 13,251 | Added |
| 12 | TAIL | CAMBRIA TAIL RISK ETF | $1.5M | 1.00% | 144,900 | New |
| 13 | BHP | BHP BILLITON LIMITED SPONSORED ADS | $1.4M | 0.90% | 16,575 | Added |
| 14 | JPM | JPMORGAN CHASE & CO COM | $1.3M | 0.82% | 3,857 | Added |
| 15 | IBM | INTL BUSINESS MACHINES | $1.2M | 0.81% | 4,418 | Added |
| 16 | AMZN | AMAZON COM INC | $1.2M | 0.78% | 5,018 | Added |
| 17 | MSFT | MICROSOFT | $1.2M | 0.77% | 3,182 | Trimmed |
| 18 | UNH | UNITEDHEALTH GROUP | $1.2M | 0.76% | 2,810 | Trimmed |
| 19 | CVS | CVS HEALTH CORP COM | $1.1M | 0.71% | 10,547 | Added |
| 20 | GOOGL | GOOGLE INC | $1.1M | 0.71% | 3,064 | Added |
| 21 | MET | METLIFE INC COM | $1.1M | 0.70% | 12,750 | Added |
| 22 | XOM | EXXON MOBIL CORP COM | $1.1M | 0.70% | 7,836 | Added |
| 23 | AVGO | BROADCOM INC COM | $1.0M | 0.67% | 2,733 | Added |
| 24 | DUK | DUKE ENERGY CORP NEW COM NEW | $1.0M | 0.67% | 8,174 | Added |
| 25 | RTX | RTX CORPORATION COM | $1.0M | 0.67% | 5,432 | Added |
Source: SEC Form 13F filings · as of 2026-06-30