Perennial Investment Advisors
$1.5B 13F equity value
575 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Perennial Investment Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 323,551 | $65M | 4.3% |
| SPYG | SPDR SERIES TRUST | 496,052 | $59M | 3.9% |
| QUS | SPDR SERIES TRUST | 300,970 | $56M | 3.8% |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 591,843 | $53M | 3.6% |
| IWY | ISHARES TR | 175,672 | $51M | 3.4% |
| SPYV | SPDR SERIES TRUST | 813,155 | $49M | 3.3% |
| AAPL | APPLE INC | 169,271 | $49M | 3.3% |
| RDVY | FIRST TR EXCHANGE TRADED FD | 554,406 | $45M | 3.0% |
| TSLA | TESLA INC | 93,847 | $39M | 2.6% |
| SPYM | SPDR SERIES TRUST | 416,925 | $37M | 2.4% |
Track Perennial Investment Advisors's 13F portfolio: $1.5B in reported holdings, 575 positions. Top holdings and quarterly changes on SentiSense.
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