§ 13F · FUND PROFILE
Perennial Investment Advisors, LLC.
AUM · $1.5B (13F)Positions · 585Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$45M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 324K | $65M | 4.3% | +2% |
| 2 | SPYG | SPDR SERIES TRUST | 496K | $59M | 3.9% | −1% |
| 3 | QUS | SPDR SERIES TRUST | 301K | $56M | 3.7% | −5% |
| 4 | SPHQ | INVESCO EXCHANGE TRADED FD T | 592K | $53M | 3.5% | −15% |
| 5 | IWY | ISHARES TR | 176K | $51M | 3.4% | +4% |
| 6 | SPYV | SPDR SERIES TRUST | 813K | $49M | 3.3% | −3% |
| 7 | AAPL | APPLE INC | 169K | $49M | 3.3% | +1% |
| 8 | RDVY | FIRST TR EXCHANGE TRADED FD | 554K | $45M | 3.0% | +7% |
| 9 | TSLA | TESLA INC | 94K | $39M | 2.6% | −3% |
| 10 | SPYM | SPDR SERIES TRUST | 417K | $37M | 2.4% | +110% |
§ 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 $1.5 billion in assets. The fund runs a broad portfolio of 585 positions.
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