Institutions / Persium Advisors, LLC
Persium Advisors, LLC
CIK 2033683 · Institution · as of Dec 31, 2025
Portfolio value
$136.99M
Positions
61
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 61 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab International Equity ETF | $33.50M | 24.5% |
| Schwab US Large Cap Growth ETF | $25.66M | 18.7% |
| Schwab US Large Cap Value ETF | $25.03M | 18.3% |
| iShares MSCI UAE ETF | $11.61M | 8.5% |
| Home Depot, Inc. | $2.18M | 1.6% |
| Apple Inc. | $1.72M | 1.3% |
| Microsoft Corp | $1.20M | 0.9% |
| JPMORGAN CHASE & CO | $1.13M | 0.8% |
| Lam Research Corp | $1.12M | 0.8% |
| Applied Materials Inc /De | $1.01M | 0.7% |
| AT&T Inc. | $992.3K | 0.7% |
| International Business Machines Corp | $991.1K | 0.7% |
| Amazon.com Inc | $981.2K | 0.7% |
| Walmart Inc. | $981.1K | 0.7% |
| Cisco Systems, Inc. | $940.4K | 0.7% |
| Dell Technologies Inc. | $939.4K | 0.7% |
| BHP Group LtdBHP | $923.2K | 0.7% |
| RTX Corp | $920.5K | 0.7% |
| Exxon Mobil Corp | $915.1K | 0.7% |
| Alphabet Inc. | $878.3K | 0.6% |
| Abbott Laboratories | $851.8K | 0.6% |
| Medtronic plc | $848.0K | 0.6% |
| iShares Russell 1000 Growth ETF | $839.6K | 0.6% |
| Verizon Communications Inc | $837.9K | 0.6% |
| MetLife Inc | $829.5K | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.