13F Insight
DOSSIER · 13F-HR · Q1 2026

Perennial Investment Advisors, LLC

$1.3B in tracked AUM across 511 positions as of Q1 2026.

PI
CIK 0001801523 · last filed Mar 31, 2026
Total AUM
$1.3B
as of Q1 2026
Holdings
511
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Perennial Investment Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$56M319K4.4%02
QUS
SPDR SERIES TRUST
$55M318K4.3%03
SPHQ
INVESCO EXCHANGE TRADED FD T
$52M696K4.2%04
SPYG
SPDR SERIES TRUST
$49M501K3.9%05
SPYV
SPDR SERIES TRUST
$48M842K3.8%06
AAPL
APPLE INC
$43M168K3.4%07
IWY
ISHARES TR
$42M168K3.3%08
TSLA
TESLA INC
$36M97K2.9%09
RDVY
FIRST TR EXCHANGE TRADED FD
$35M519K2.8%10
SPY
STATE STR SPDR S&P 500 ETF T
$20M30K1.6%

Filing history

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 positionsLocked2023Q2Jun 30
$568M▲ 5.6%
360 positionsLocked
Showing 12 of 26