Perennial Investment Advisors, LLC

Institutional manager (13F) · CIK 1801523

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $802M

#	Issuer	Value	Shares
1	NVIDIA CORPORATION	$56M	318,535
2	SPDR SERIES TRUST	$55M	317,764
3	INVESCO EXCHANGE TRADED FD T	$52M	695,729
4	SPDR SERIES TRUST	$49M	500,556
5	SPDR SERIES TRUST	$48M	841,900
6	APPLE INC	$43M	167,527
7	ISHARES TR	$42M	168,225
8	TESLA INC	$36M	96,300
9	FIRST TR EXCHANGE TRADED FD	$35M	519,015
10	STATE STR SPDR S&P 500 ETF T	$20M	30,165
11	BLACKROCK ETF TRUST	$19M	327,584
12	ISHARES TR	$18M	99,543
13	AMAZON COM INC	$16M	76,859
14	ISHARES TR	$16M	24,137
15	SPDR SERIES TRUST	$15M	198,336
16	BLACKROCK ETF TRUST	$13M	399,006
17	MICROSOFT CORP	$13M	33,999
18	VANGUARD INDEX FDS	$13M	39,023
19	INVESCO QQQ TR	$12M	20,253
20	ISHARES INC	$12M	166,397
21	PACER FDS TR	$11M	182,459
22	VANGUARD INDEX FDS	$11M	25,019
23	ISHARES TR	$10M	53,247
24	BERKSHIRE HATHAWAY INC DEL	$10M	20,579
25	VANGUARD INDEX FDS	$10M	50,055
26	VANGUARD WORLD FD	$10M	14,024
27	GLOBAL X FDS	$9M	89,675
28	ISHARES TR	$9M	101,647
29	WISDOMTREE TR	$8M	160,605
30	VANECK MERK GOLD ETF	$8M	182,616
31	ALPHABET INC	$8M	27,668
32	ALPHABET INC	$8M	26,174
33	INNOVATOR ETFS TRUST	$7M	202,013
34	ISHARES TR	$7M	28,490
35	VANGUARD TAX-MANAGED FDS	$7M	105,512
36	META PLATFORMS INC	$7M	11,501
37	CAPITAL GROUP DIVIDEND VALUE	$6M	152,081
38	SPDR SERIES TRUST	$6M	43,976
39	INVESCO EXCHANGE TRADED FD T	$6M	58,923
40	SELECT SECTOR SPDR TR	$6M	46,777
41	BROADCOM INC	$6M	19,804
42	PALANTIR TECHNOLOGIES INC	$6M	41,341
43	J P MORGAN EXCHANGE TRADED F	$6M	82,970
44	CAPITAL GROUP GROWTH ETF	$6M	147,271
45	GLOBAL X FDS	$6M	80,735
46	BLACKROCK ETF TRUST	$5M	151,751
47	CAPITAL GROUP GBL GROWTH EQT	$5M	164,249
48	VANECK FDS	$5M	109,301
49	INVESCO EXCHANGE TRADED FD T	$5M	52,891
50	ISHARES TR	$5M	106,124

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.