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Persium Advisors, LLC

All holdings · as of Dec 31, 2025

61 positions

CompanyClassValueShares% of portfolio
SCHWAB INTERNATIONAL EQUITY ETF—$33.50M1,393,32824.5%
SCHWAB US LARGE CAP GROWTH ETF—$25.66M786,52418.7%
SCHWAB US LARGE CAP VALUE ETF—$25.03M845,18418.3%
iShares MSCI UAE ETF—$11.61M133,2488.5%
HOME DEPOT, INC.—$2.18M6,3421.6%
Apple Inc.—$1.72M6,3271.3%
MICROSOFT CORP—$1.20M2,4870.9%
JPMORGAN CHASE & CO—$1.13M3,4920.8%
LAM RESEARCH CORP—$1.12M6,5660.8%
APPLIED MATERIALS INC /DE—$1.01M3,9330.7%
AT&T INC.—$992.3K39,9470.7%
INTERNATIONAL BUSINESS MACHINES CORP—$991.1K3,3460.7%
Amazon.com Inc—$981.2K4,2510.7%
Walmart Inc.—$981.1K8,8060.7%
CISCO SYSTEMS, INC.—$940.4K12,2080.7%
Dell Technologies Inc.—$939.4K7,4630.7%
BHP Group LtdBHPADR$923.2K15,2930.7%
RTX Corp—$920.5K5,0190.7%
EXXON MOBIL CORP—$915.1K7,6040.7%
Alphabet Inc.—$878.3K2,8060.6%
ABBOTT LABORATORIES—$851.8K6,7990.6%
Medtronic plc—$848.0K8,8280.6%
ISHARES RUSSELL 1000 GROWTH ETF—$839.6K1,7740.6%
VERIZON COMMUNICATIONS INC—$837.9K20,5710.6%
MetLife Inc—$829.5K10,5080.6%
Duke Energy Corp—$819.2K6,9890.6%
Broadcom Inc.—$816.5K2,3590.6%
PFIZER INC—$788.9K31,6830.6%
Meta Platforms Inc—$784.2K1,1880.6%
HONDA MOTOR CO LTDHMCADR$780.6K26,4780.6%
HONEYWELL INTERNATIONAL INC—$767.9K3,9360.6%
GENERAL DYNAMICS CORP—$763.9K2,2690.6%
Warren E. Buffett—$750.0K1,4920.5%
Booking Holdings Inc—$717.6K1340.5%
CVS HEALTH Corp—$715.9K9,0210.5%
Salesforce Inc—$709.7K2,6790.5%
Visa Inc—$694.8K1,9810.5%
Union Pacific Corp—$690.0K2,9830.5%
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR—$687.7K10,7380.5%
LOWES COMPANIES INC—$686.3K2,8460.5%
MARSH & MCLENNAN COMPANIES, INC.—$685.9K3,6970.5%
MCDONALD'S CORP—$673.3K2,2030.5%
Palo Alto Networks Inc—$660.5K3,5860.5%
SYSCO CORP—$638.5K8,6650.5%
ConocoPhillips—$533.4K5,6980.4%
Alphabet Inc.—$408.3K1,3010.3%
UNITEDHEALTH GROUP INC—$394.8K1,1960.3%
VANGUARD FTSE DEVELOPED MARKETS ETF—$378.4K6,0570.3%
Phillips 66—$376.4K2,9170.3%
ELI LILLY & Co—$365.4K3400.3%
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