13F Insight
DOSSIER · 13F-HR · Q2 2026

Perennial Investment Advisors, LLC

$1.5B in tracked AUM across 585 positions as of Q2 2026.

PI
CIK 0001801523 · last filed Jun 30, 2026
Total AUM
$1.5B
as of Q2 2026
Holdings
585
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Perennial Investment Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$65M324K4.3%02
SPYG
SPDR SERIES TRUST
$59M496K3.9%03
QUS
SPDR SERIES TRUST
$56M301K3.7%04
SPHQ
INVESCO EXCHANGE TRADED FD T
$53M592K3.5%05
IWY
ISHARES TR
$51M176K3.4%06
SPYV
SPDR SERIES TRUST
$49M813K3.3%07
AAPL
APPLE INC
$49M169K3.3%08
RDVY
FIRST TR EXCHANGE TRADED FD
$45M554K3.0%09
TSLA
TESLA INC
$39M94K2.6%10
SPYM
SPDR SERIES TRUST
$37M417K2.4%

Filing history

2026Q2Jun 30
$1.5B▲ 19.9%
585 positionsView →2026Q1Mar 31
$1.3B▼ 1.0%
511 positionsView →2025Q4Dec 31
$1.3B▲ 4.5%
511 positionsView →2025Q3Sep 30
$1.2B▲ 17.1%
482 positionsView →2025Q2Jun 30
$1.0B▲ 16.4%
475 positionsLocked2025Q1Mar 31
$889M▲ 4.7%
434 positionsLocked2024Q4Dec 31
$849M▲ 10.0%
407 positionsLocked2024Q3Sep 30
$772M▲ 10.1%
401 positionsLocked2024Q2Jun 30
$701M▲ 6.4%
371 positionsLocked2024Q1Mar 31
$659M▲ 9.2%
358 positionsLocked2023Q4Dec 31
$604M▲ 9.0%
340 positionsLocked2023Q3Sep 30
$554M▼ 2.5%
354 positionsLocked
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