DOSSIER · 13F-HR · Q1 2026

PERRYMAN FINANCIAL ADVISORY INC /AD

PERRYMAN FINANCIAL ADVISORY /AD's family office based in Omaha, NE $667M in tracked AUM across 175 positions as of Q1 2026.

PF
PERRYMAN FINANCIAL ADVISORY /AD·Omaha, NE·Family Office
CIK 0000934040 · last filed Mar 31, 2026
Total AUM
$667M
10.9%
vs prior
Holdings
175
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
Top sector
Financials
48% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

PERRYMAN FINANCIAL ADVISORY INC /AD 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
$72M413K10.8%
02
AAPL
APPLE INC
$50M196K7.5%
03
AMZN
AMAZON COM INC
$20M97K3.0%
04
MSFT
MICROSOFT CORP
$19M52K2.9%
05
AVGO
BROADCOM INC
$18M58K2.7%
06
GOOG
ALPHABET INC
$18M62K2.7%
07
JPM
JPMORGAN CHASE & CO
$16M56K2.5%
08
BX
BLACKSTONE INC
$15M130K2.2%
09
V
VISA INC
$14M45K2.1%
10
WM
WASTE MGMT INC DEL
$14M59K2.0%

Filing history

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