Persium Advisors, LLC Portfolio Holdings

Persium Advisors, LLC

  • $139 Billion
  • Q4 2025

Persium Advisors, LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $139 Billion distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Intl Eqty with a value of $33.5B, Schwab Strategic Tr Us Large C with a value of $25.7B, Schwab Strategic Tr Us Large C with a value of $25B, Ishares Barclays 20+ Year Trea with a value of $11.6B, and Home Depot, Inc. with a value of $2.18B.

Examining the 13F form we can see an increase of $3.83B in the current position value, from $135B to 139B.

Persium Advisors, LLC is based out at Atlanta, GA

Below you can find more details about Persium Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $139 Billion
ETFs: $100 Billion
Technology: $9.26 Billion
Consumer Cyclical: $6.49 Billion
Financial Services: $4.09 Billion
Healthcare: $3.96 Billion
Communication Services: $3.9 Billion
Industrials: $3.43 Billion
Consumer Defensive: $2.53 Billion
Other: $3.57 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33.5 Billion 24.17% of portfolio
1,393,328
Q4 2025 Added 2.72%
$0
$25.7 Billion 18.51% of portfolio
786,524
Q4 2025 Reduced 0.15%
$0
$25 Billion 18.06% of portfolio
845,184
Q4 2025 Added 2.86%
$0
$11.6 Billion 8.38% of portfolio
133,248
Q4 2025 Added 5.83%
$0
$840 Million 0.61% of portfolio
1,774
Q4 2025 Reduced 3.9%
$0
$378 Million 0.27% of portfolio
6,057
Q4 2024 New
$0
$333 Million 0.24% of portfolio
4,499
Q4 2024 New
$0
$279 Million 0.2% of portfolio
1,133
Q3 2025 Added 0.35%
$0
$267 Million 0.19% of portfolio
1,269
Q2 2025 Reduced 20.29%
$0
$269 Million 0.19% of portfolio
3,175
Q4 2024 New
$0
$247 Million 0.18% of portfolio
738
Q4 2024 New
$0
$232 Million 0.17% of portfolio
837
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $139 Billion
  • Prior Value $135 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 6 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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