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 $127.0M across 60 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHF ($34.0M, 26.77%), SCHV ($25.3M, 19.90%), SCHG ($23.6M, 18.60%), HD ($2.0M, 1.61%), AAPL ($1.6M, 1.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $34.0M | 26.77% | 1.4M | Trimmed |
| 2 | SCHV | SCHWAB US LARGE CAP VALUE ETF | $25.3M | 19.90% | 828,626 | Trimmed |
| 3 | SCHG | SCHWAB US LARGE CAP GROWTH ETF | $23.6M | 18.60% | 811,239 | Added |
| 4 | HD | HOME DEPOT | $2.0M | 1.61% | 6,212 | Trimmed |
| 5 | AAPL | APPLE INC | $1.6M | 1.23% | 6,174 | Trimmed |
| 6 | DELL | DELL TECHNOLOGIES INC CL C | $1.3M | 1.00% | 7,746 | Added |
| 7 | XOM | EXXON MOBIL CORP COM | $1.2M | 0.97% | 7,228 | Trimmed |
| 8 | T | AT&T INC COM | $1.2M | 0.96% | 42,046 | Added |
| 9 | MSFT | MICROSOFT | $1.2M | 0.94% | 3,212 | Added |
| 10 | TTFNF | TOTALENERGIES SE ACT | $1.2M | 0.91% | 12,673 | New |
| 11 | BHP | BHP BILLITON LIMITED SPONSORED ADS | $1.1M | 0.89% | 15,489 | Added |
| 12 | JPM | JPMORGAN CHASE & CO COM | $1.0M | 0.82% | 3,537 | Added |
| 13 | VZ | VERIZON COMMUNICATIONS | $1.0M | 0.81% | 20,540 | Trimmed |
| 14 | WMT | WALMART INC COM | $1.0M | 0.80% | 8,162 | Trimmed |
| 15 | CSCO | CISCO SYS INC | $997,342 | 0.79% | 12,854 | Added |
| 16 | AMZN | AMAZON COM INC | $971,996 | 0.77% | 4,667 | Added |
| 17 | DUK | DUKE ENERGY CORP NEW COM NEW | $960,052 | 0.76% | 7,332 | Added |
| 18 | PFE | PFIZER INC COM | $951,266 | 0.75% | 33,877 | Added |
| 19 | IBM | INTL BUSINESS MACHINES | $912,114 | 0.72% | 3,763 | Added |
| 20 | RTX | RTX CORPORATION COM | $907,016 | 0.71% | 4,702 | Trimmed |
| 21 | NFLX | NETFLIX INC COM | $903,329 | 0.71% | 9,395 | New |
| 22 | HON | HONEYWELL INTL INC | $887,394 | 0.70% | 3,926 | Trimmed |
| 23 | UNH | UNITEDHEALTH GROUP | $858,041 | 0.68% | 3,171 | Added |
| 24 | AMAT | APPLIED MATLS INC COM | $840,120 | 0.66% | 2,458 | Trimmed |
| 25 | GOOGL | GOOGLE INC | $829,898 | 0.65% | 2,886 | Added |
Source: SEC Form 13F filings · as of 2026-03-31