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

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%
$367B
$2.18 Billion 1.57% of portfolio
6,342
Q4 2025 Reduced 0.39%
$4.3T
$1.72 Billion 1.24% of portfolio
6,327
Q4 2025 Reduced 5.51%
$3.78T
$1.2 Billion 0.87% of portfolio
2,487
Q4 2025 Added 6.78%
$881B
$1.13 Billion 0.81% of portfolio
3,492
Q4 2025 Added 2.62%
Lam Research Corp
-
$1.12 Billion 0.81% of portfolio
-
Q4 2025 Reduced 5.44%
$197B
$1.01 Billion 0.73% of portfolio
3,933
Q4 2025 Reduced 1.75%
$266B
$991 Million 0.72% of portfolio
3,346
Q4 2025 Added 2.99%
$181B
$992 Million 0.72% of portfolio
39,947
Q4 2025 Added 8.48%
$2.39T
$981 Million 0.71% of portfolio
4,251
Q4 2025 Reduced 5.58%
$279B
$981 Million 0.71% of portfolio
8,806
Q4 2025 Added 11.21%
$34.7B
$939 Million 0.68% of portfolio
7,463
Q4 2025 Added 1.15%
$319B
$940 Million 0.68% of portfolio
12,208
Q4 2025 Added 2.37%
$258B
$920 Million 0.66% of portfolio
5,019
Q4 2025 Added 0.78%
$490B
$915 Million 0.66% of portfolio
7,604
Q4 2025 Added 8.97%
$1.65T
$878 Million 0.63% of portfolio
2,806
Q4 2025 Reduced 10.67%
$228B
$852 Million 0.61% of portfolio
6,799
Q4 2025 Added 7.48%
$0
$840 Million 0.61% of portfolio
1,774
Q4 2025 Reduced 3.9%
$128B
$848 Million 0.61% of portfolio
8,828
Q4 2025 Added 4.68%
$62.7B
$830 Million 0.6% of portfolio
10,508
Q4 2025 Added 8.6%
$172B
$838 Million 0.6% of portfolio
20,571
Q4 2025 Added 7.05%
$96.4B
$819 Million 0.59% of portfolio
6,989
Q4 2025 Added 5.29%
$139B
$816 Million 0.59% of portfolio
2,359
Q4 2025 Added 1.11%
$1.37T
$784 Million 0.57% of portfolio
1,188
Q4 2025 Added 13.04%
$141B
$789 Million 0.57% of portfolio
31,683
Q4 2025 Added 5.38%
$51.2B
$781 Million 0.56% of portfolio
26,478
Q4 2025 Added 6.89%
$132B
$768 Million 0.55% of portfolio
3,936
Q4 2025 Added 20.44%
$94.5B
$764 Million 0.55% of portfolio
2,269
Q4 2025 Added 4.37%
$662B
$750 Million 0.54% of portfolio
1,492
Q4 2025 Added 6.34%
$191B
$718 Million 0.52% of portfolio
134
Q4 2025 Added 18.58%
$103B
$716 Million 0.52% of portfolio
9,021
Q4 2025 Reduced 5.75%
$237B
$710 Million 0.51% of portfolio
2,679
Q4 2025 Added 7.85%
$136B
$690 Million 0.5% of portfolio
2,983
Q4 2025 New
$533B
$695 Million 0.5% of portfolio
1,981
Q4 2025 Added 7.08%
$125B
$688 Million 0.5% of portfolio
10,738
Q4 2025 Added 8.24%
$140B
$686 Million 0.5% of portfolio
2,846
Q4 2025 Added 16.45%
$224B
$673 Million 0.49% of portfolio
2,203
Q4 2025 Added 7.41%
$89.7B
$686 Million 0.49% of portfolio
3,697
Q4 2025 New
$61.4B
$661 Million 0.48% of portfolio
3,586
Q4 2025 Added 4.73%
$37.9B
$639 Million 0.46% of portfolio
8,665
Q4 2025 Added 8.73%
$113B
$533 Million 0.38% of portfolio
5,698
Q4 2025 Reduced 53.78%
$1.74T
$408 Million 0.29% of portfolio
1,301
Q4 2025 Reduced 22.65%
$300B
$395 Million 0.28% of portfolio
1,196
Q4 2025 Reduced 45.09%
$0
$378 Million 0.27% of portfolio
6,057
Q4 2024 New
$68.5B
$376 Million 0.27% of portfolio
2,917
Q4 2025 Added 0.52%
$971B
$365 Million 0.26% of portfolio
340
Q4 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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