Perennial Investment Advisors, LLC
•CIK: 1801523•Filing: Q4 2025
**Perennial Investment Advisors, LLC** manages $1.2B across a diversified portfolio of 491 positions. The firm exhibits significant concentration in technology and sector-specific ETFs, notably holding NVDA at $62.4M and SPYG at $53.3M. Further substantial allocations include SPHQ ($53.0M), QUS ($52.0M), and SPYV ($48.4M). This positioning suggests a tactical, growth-oriented mandate focused on high-beta and thematic market exposure.
Total AUM
$1.2B
+ $2.0M in options
QoQ Performance
+0.9%
Positions
297
+ 11 options
Top 10 Concentration
39.2%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
NVDA5.2%
SPYG4.4%
SPHQ4.4%
QUS4.3%
SPYV4.0%
AAPL3.7%
IWY3.2%
RDVY2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other77.9%
Technology13.5%
ETF3.0%
Consumer2.2%
Financial1.1%
Healthcare0.7%
Communication0.6%
Energy0.3%
🚪 Exited Positionssold since Q3 2025
+273 more exited positions
Changes from Q3 2025
NEW3 new positions
↑119 increased
↓78 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022