Perennial Investment Advisors, LLC 13F Holdings
CIK 0001801523 · LOS ANGELES, CA
As of Sep 30, 2025, Perennial Investment Advisors, LLC reported 482 positions worth
CIK 0001801523 · LOS ANGELES, CA
As of Sep 30, 2025, Perennial Investment Advisors, LLC reported 482 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| NVIDIA CORP | NVDA | Technology | 343,567 | $64.1M | 5.81% |
| TESLA INC | TSLA | Consumer Cyclical | 120,869 | $53.8M | 4.87% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 512,373 | $53.5M | 4.85% |
| INVESCO S&P 500 QUALITY ETF | SPHQ | — | 710,416 | $52.1M | 4.72% |
| STATE STREET(R) SPDR(R) MSCI USA STRATEGICFACTORS(SM) ETF | QUS | — | 264,000 | $45.2M | 4.10% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 801,338 | $44.3M | 4.02% |
| APPLE INC | AAPL | Technology | 164,241 | $41.8M | 3.79% |
| ISHARES RUSSELL TOP 200 GROWTH ETF | IWY | — | 121,002 | $33.1M | 3.00% |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | RDVY | — | 416,847 | $28.0M | 2.54% |
| ISHARES US TECHNOLOGY ETF | IYW | — | 119,809 | $23.5M | 2.13% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 381,293 | $22.6M | 2.05% |
| SPDR S&P 500 ETF TRUST | SPY | — | 27,722 | 8.5M | 1.67% |
| MICROSOFT CORP | MSFT | Technology | 33,576 | 7.4M | 1.58% |
| AMAZON.COM INC | AMZN | Equity | 73,073 | 6.0M | 1.45% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 40,276 | 3.2M | 1.20% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 19,773 | 1.9M | 1.08% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 146,355 | 1.5M | 1.04% |
| ISHARES 20+ YEAR TREASURY BOND ETF | TLT | — | 124,349 | 1.1M | 1.01% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 22,886 | 1.0M | 0.99% |
| GLOBAL X 1-3 MONTH T-BILL ETF | CLIP | — | 109,202 | 1.0M | 0.99% |
| PACER US CASH COWS 100 ETF | COWZ | — | 184,644 | 0.6M | 0.96% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 13,861 | 0.4M | 0.94% |
| INVESCO S&P 500 GARP ETF | SPGP | — | 90,676 | 0.3M | 0.93% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 52,524 | 0.2M | 0.93% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 20,178 | 0.1M | 0.92% |