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Home > Institutional Investor > Perissos Private Wealth Management, Llc > Profile

Instuitional Investor - Perissos Private Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Perissos Private Wealth Management, Llc
Portfolio Value $115,214,537
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Blackstone Secured Lending Fund
 BXSL 257,329 $6,096,115 5.29%
2.
Ishares Trust
 IEF 55,053 $6,075,649 5.27%
3.
Invesco Actvely Mngd Etc Fd
 346,443 $6,000,393 5.21%
4.
J P Morgan Exchange Traded F
 105,586 $5,984,640 5.19%
5.
Invesco Actvely Mngd Etc Fd
 156,358 $5,702,376 4.95%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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