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Perryman Financial Advisory Inc /Ad

All holdings · as of Dec 31, 2025

170 positions

CompanyClassValueShares% of portfolio
Palo Alto Networks Inc$3.35M18,1820.5%
Ulta Beauty, Inc.$3.34M5,5200.5%
INVESCO EXCHANGE TRADED FD$3.30M28,9880.5%
iShares MSCI UAE ETF$3.17M33,6460.5%
United Parcel Service Inc$3.05M30,7890.4%
J P MORGAN EXCHANGE TRADED$3.05M48,3170.4%
Walmart Inc.$3.03M27,1740.4%
INVESCO EXCHANGE TRADED FD$3.01M15,7360.4%
VANGUARD WORLD FD$2.99M21,1610.4%
Jones Lang LaSalle Inc$2.43M7,2150.4%
VEEVA SYSTEMS INC$2.34M10,4610.3%
INVESCO EXCH TRADED FD TR$2.28M31,9800.3%
INVESCO QQQ TR$2.22M3,6170.3%
INVESCO EXCHANGE TRADED FD$2.13M35,8680.3%
ELI LILLY & Co$2.07M1,9300.3%
FREEPORT-MCMORAN INC$1.89M37,2760.3%
J P MORGAN EXCHANGE TRADED$1.87M32,6650.3%
ISHARES TR$1.87M13,2440.3%
VANGUARD INDEX FDS$1.87M3,8260.3%
INVESCO EXCHANGE TRADED FD$1.76M38,5630.3%
TEXAS INSTRUMENTS INC$1.73M9,9700.3%
VANGUARD MUN BD FDS$1.68M33,3740.2%
SCHWAB CHARLES CORP$1.67M16,7510.2%
FS Specialty Lending FundFSSLClosed-End Fund$1.66M117,3510.2%
VANGUARD INDEX FDS$1.61M4,8120.2%
Warren E. Buffett$1.56M3,0940.2%
THE GOLDMAN SACHS GROUP, INC.$1.48M1,6800.2%
FIRST TR EXCHANGE-TRADED FD$1.46M31,6140.2%
CrowdStrike Holdings, Inc.$1.45M3,0840.2%
VANGUARD WORLD FD$1.42M3,4520.2%
SCHWAB STRATEGIC TR$1.31M48,1130.2%
VANGUARD WELLINGTON FD$1.25M8,3020.2%
WisdomTree Trust$1.18M13,3460.2%
CISCO SYSTEMS, INC.$1.16M15,0450.2%
SELECT SECTOR SPDR TR$1.14M7,9450.2%
FS Credit Opportunities Corp.FSCOClosed-End Fund$1.14M180,4850.2%
ISHARES TR$1.08M10,2460.2%
COCA COLA CO$1.05M15,0500.2%
VANGUARD INTL EQUITY INDEX$1.02M7,2210.1%
VANGUARD WHITEHALL FDS$963.7K6,7150.1%
PACER FDS TR$951.3K15,8100.1%
ISHARES TR$932.3K23,2320.1%
MercadoLibre, Inc.$930.6K4620.1%
Phillips 66$927.8K7,1900.1%
INVESCO EXCHANGE TRADED FD$919.8K7,7840.1%
VANGUARD INDEX FDS$905.6K1,4440.1%
CHEVRON CORP$890.0K5,8400.1%
ASML HOLDING N V$887.0K8290.1%
FIDELITY WISE ORIGIN$872.1K11,4410.1%
FIRST TR EXCHANGE-TRADED FD$852.4K18,5790.1%
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