Perissos Private Wealth Management, LLC - Portfolio overview

Perissos Private Wealth Management, LLC has 89 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. BXSL - BLACKSTONE SECD LENDING FD, 4.85%
2. TIP - ISHARES TR, 4.84%
3. PDBC - INVESCO ACTVELY MNGD ETC FD, 4.78%

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

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