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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 $148,259,580
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust - ST STR BLO 1 ETF
 137,821 $12,629,916 8.52%
2.
Vanguard Intl Equity Index Funds
 VWO 121,524 $7,253,785 4.89%
3.
First Tr Exchange Traded Fd - RBA INDL ETF
 49,654 $6,616,421 4.46%
4.
Ishares Trust
 IEF 58,305 $6,380,316 4.3%
5.
Ishares Trust
 IEF 20,876 $6,272,046 4.23%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.