account_balance

Investment manager · 13F filer · SEC CIK 2033683

Persium Advisors, LLC

Reported value$191Mas of Sep 30, 2026
Positions70 8 new, 7 sold out
Top 10 weight74.6%SCHF alone is 20%
FiledOct 77 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SCHF Schwab International Equity ETF 20.0% Held
PULS Pgim Ultra Short Bond ETF 16.0% New
SCHG Schwab US Large Cap Growth ETF 14.0% Trimmed −6%
SCHV Schwab US Large Cap Value ETF 13.3% Trimmed −5%
HGER Harbor Commodity All-Weather Strategy ETF 5.9% New
DELL Dell Technologies Inc. 1.5% Trimmed −24%AAPL Apple Inc. 1.2% Trimmed −19%HD Home Depot, Inc. 0.9% HeldMSFT Microsoft Corp 0.9% Added +4%PANW Palo Alto Networks Inc 0.7% Trimmed −27%CSCO Cisco Systems, Inc. 0.7% Trimmed −3%XOM ExxonMobil Holdings Corp 0.7% Added +5%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 7, 2026, compared with the Aug 3, 2026 filing
add_circleNew
  • PULS $30.6M
  • HGER $11.3M
  • HON $1.02M
  • BUXX $890K
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out
  • HECA $1.57M
  • TAIL $1.54M
  • KMLM $797K
  • BTAL $642K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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