DOSSIER · 13F-HR · Q3 2026

PERRYMAN FINANCIAL ADVISORY INC /AD

$791M in tracked AUM across 190 positions as of Q3 2026.

PF
CIK 0000934040 · last filed Sep 30, 2026
Total AUM
$791M
as of Q3 2026
Holdings
190
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

PERRYMAN FINANCIAL ADVISORY INC /AD filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$94M410K11.8%
02
AAPL
APPLE INC
$65M195K8.2%
03
MSFT
MICROSOFT CORP
$28M54K3.5%
04
AMZN
AMAZON COM INC
$26M103K3.2%
05
GOOG
ALPHABET INC
$21M62K2.7%
06
AVGO
BROADCOM INC
$21M59K2.6%
07
JPM
JPMORGAN CHASE & CO
$19M56K2.3%
08
V
VISA INC
$18M50K2.3%
09
MA
MASTERCARD INCORPORATED
$15M27K1.9%
10
BX
BLACKSTONE INC
$15M130K1.8%

Filing history

2026Q3Sep 30
$791M▲ 5.3%
190 positionsView →
2026Q2Jun 30
$751M▲ 12.6%
191 positionsView →
2026Q1Mar 31
$667M▼ 2.1%
175 positionsView →
2025Q4Dec 31
$681M—
170 positionsView →