Persium Advisors, LLC - Portfolio overview

Persium Advisors, LLC has 70 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SCHF - SCHWAB INTERNATIONAL EQUITY ETF, 24.10%
2. SCHV - SCHWAB US LARGE CAP VALUE ETF, 17.91%
3. SCHG - SCHWAB US LARGE CAP GROWTH ETF, 16.75%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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