§ 13F · FUND PROFILE
Perennial Investment Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1035.5T (13F)Positions · 475Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$18.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 335K | $62.4T | 4.9% | −3% |
| 2 | SPYG | SPDR SERIES TRUST | 500K | $53.3T | 4.2% | −2% |
| 3 | SPHQ | INVESCO EXCHANGE TRADED FD T | 706K | $53.0T | 4.2% | −1% |
| 4 | QUS | SPDR SERIES TRUST | 298K | $52.0T | 4.1% | +13% |
| 5 | SPYV | SPDR SERIES TRUST | 852K | $48.4T | 3.8% | +6% |
| 6 | TSLA | TESLA INC | 100K | $44.9T | 3.5% | −17% |
| 7 | AAPL | APPLE INC | 164K | $44.5T | 3.5% | ±0% |
| 8 | IWY | ISHARES TR | 139K | $38.6T | 3.0% | +15% |
| 9 | RDVY | FIRST TR EXCHANGE TRADED FD | 446K | $31.0T | 2.4% | +7% |
| 10 | DYNF | BLACKROCK ETF TRUST | 384K | $23.3T | 1.8% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PERENNIAL SIGNAL
AC read
Perennial Investment Advisors, LLC is a Other fund managing $1035516.4 trillion in assets. The fund runs a broad portfolio of 475 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed