Perennial Investment Advisors
$1.2B Assets Reported
529 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 318,535 | $56M | 4.5% |
| QUS | SPDR SERIES TRUST | 317,764 | $55M | 4.4% |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 695,729 | $52M | 4.2% |
| SPYG | SPDR SERIES TRUST | 500,556 | $49M | 3.9% |
| SPYV | SPDR SERIES TRUST | 841,900 | $48M | 3.8% |
| AAPL | APPLE INC | 167,527 | $43M | 3.4% |
| IWY | ISHARES TR | 168,225 | $42M | 3.4% |
| TSLA | TESLA INC | 96,600 | $36M | 2.9% |
| RDVY | FIRST TR EXCHANGE TRADED FD | 519,015 | $35M | 2.8% |
| SPY | STATE STR SPDR S&P 500 ETF T | 30,165 | $20M | 1.6% |
Track Perennial Investment Advisors's 13F portfolio: $1.2B in reported holdings, 529 positions. Top holdings, AUM, and quarterly changes on SentiSense.