Persium Advisors, LLC Top Holdings and 13F Report (2026) About Persium Advisors, LLCInvestment ActivityPersium Advisors, LLC has $127.03 million in total holdings as of March 31, 2026.Persium Advisors, LLC owns shares of 60 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 4.50% of the portfolio was purchased this quarter.About 12.99% of the portfolio was sold this quarter.This quarter, Persium Advisors, LLC has purchased 62 new stocks and bought additional shares in 31 stocks.Persium Advisors, LLC sold shares of 18 stocks and completely divested from 5 stocks this quarter.Largest Holdings Schwab International Equity ETF $34,008,183Schwab U.S. Large-Cap Value ETF $25,273,093Schwab U.S. Large-Cap Growth ETF $23,631,392Home Depot $2,043,070Apple $1,566,899 Largest New Holdings this Quarter F92124100 - TOTALENERGIES SE ACT $1,152,990 Holding64110L106 - Netflix $903,329 Holding880779103 - Terex $272,156 Holding Largest Purchases this Quarter TOTALENERGIES SE ACT 12,673 shares (about $1.15M)Netflix 9,395 shares (about $903.33K)Schwab U.S. Large-Cap Growth ETF 24,715 shares (about $719.95K)UnitedHealth Group 1,975 shares (about $534.42K)Terex 4,605 shares (about $272.16K) Largest Sales this Quarter LAM RESEARCH CORP 2,760 shares (about $589.70K)Schwab U.S. Large-Cap Value ETF 16,558 shares (about $505.02K)Applied Materials 1,475 shares (about $504.14K)Schwab International Equity ETF 19,260 shares (about $476.69K)iShares Russell 1000 Growth ETF 198 shares (about $84.43K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPersium Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHFSchwab International Equity ETF$34,008,183$476,685 ▼-1.4%1,374,06826.8%ETFSCHVSchwab U.S. Large-Cap Value ETF$25,273,093$505,019 ▼-2.0%828,62619.9%ETFSCHGSchwab U.S. Large-Cap Growth ETF$23,631,392$719,948 ▲3.1%811,23918.6%ETFHDHome Depot$2,043,070$42,756 ▼-2.0%6,2121.6%Retail/WholesaleAAPLApple$1,566,899$38,830 ▼-2.4%6,1741.2%Computer and TechnologyDELLDell Technologies$1,271,351$46,449 ▲3.8%7,7461.0%Computer and TechnologyXOMExxonMobil$1,226,302$63,792 ▼-4.9%7,2281.0%EnergyTAT&T$1,218,914$60,850 ▲5.3%42,0461.0%Computer and TechnologyMSFTMicrosoft$1,188,986$268,373 ▲29.2%3,2120.9%Computer and TechnologyTOTALENERGIES SE ACT$1,152,990$1,152,990 ▲New Holding12,6730.9%COMBHPBHP Group$1,126,670$14,257 ▲1.3%15,4890.9%Basic MaterialsJPMJPMorgan Chase & Co.$1,040,444$13,237 ▲1.3%3,5370.8%FinanceVZVerizon Communications$1,031,108$1,556 ▼-0.2%20,5400.8%Computer and TechnologyWALMART INC COM$1,014,373$80,036 ▼-7.3%8,1620.8%COMCSCOCisco Systems$997,342$50,123 ▲5.3%12,8540.8%Computer and TechnologyAMZNAmazon.com$971,996$86,640 ▲9.8%4,6670.8%Retail/WholesaleDUKDuke Energy$960,052$44,912 ▲4.9%7,3320.8%UtilitiesPFEPfizer$951,266$61,608 ▲6.9%33,8770.7%MedicalIBMInternational Business Machines$912,114$101,077 ▲12.5%3,7630.7%Computer and TechnologyRTXRTX$907,016$61,149 ▼-6.3%4,7020.7%AerospaceNFLXNetflix$903,329$903,329 ▲New Holding9,3950.7%Consumer DiscretionaryHONHoneywell International$887,394$2,260 ▼-0.3%3,9260.7%Multi-Sector ConglomeratesUNHUnitedHealth Group$858,041$534,415 ▲165.1%3,1710.7%MedicalAMATApplied Materials$840,120$504,140 ▼-37.5%2,4580.7%Computer and TechnologyGOOGLAlphabet$829,898$23,005 ▲2.9%2,8860.7%Computer and TechnologyMETMetLife$825,585$82,459 ▲11.1%11,6740.6%FinanceLAM RESEARCH CORP$813,190$589,702 ▼-42.0%3,8060.6%COMMDTMedtronic$811,564$46,618 ▲6.1%9,3660.6%MedicalABTAbbott Laboratories$808,218$110,165 ▲15.8%7,8720.6%MedicalGDGeneral Dynamics$807,940$29,174 ▲3.7%2,3540.6%AerospaceAVGOBroadcom$801,012$70,878 ▲9.7%2,5880.6%Computer and TechnologyUNPUnion Pacific$758,430$34,695 ▲4.8%3,1260.6%TransportationBUDAnheuser-Busch InBev SA/NV$755,439$10,544 ▲1.4%10,8900.6%Consumer StaplesCOPConocoPhillips$752,1360.0%5,6980.6%EnergyBRK.BBerkshire Hathaway$750,906$35,940 ▲5.0%1,5670.6%FinancePANWPalo Alto Networks$748,534$173,627 ▲30.2%4,6690.6%Computer and TechnologyMETAMeta Platforms$746,630$66,939 ▲9.8%1,3050.6%Computer and TechnologyHMCHonda Motor$742,573$98,893 ▲15.4%30,5460.6%Auto/Tires/TrucksMCDMcDonald's$725,384$40,713 ▲5.9%2,3340.6%Retail/WholesaleBKNGBooking$711,544$147,361 ▲26.1%1690.6%Retail/WholesaleMARSH & MCLENNAN COS INC COM$701,952$60,707 ▲9.5%4,0470.6%COMVVisa$699,686$100,948 ▲16.9%2,3150.6%Business ServicesCRMSalesforce$689,559$189,470 ▲37.9%3,6940.5%Computer and TechnologyCVSCVS Health$683,295$35,407 ▲5.5%9,5140.5%MedicalIWFiShares Russell 1000 Growth ETF$672,006$84,427 ▼-11.2%1,5760.5%ETFLOWLowe's Companies$669,145$3,308 ▼-0.5%2,8320.5%Retail/WholesaleSYYSysco$652,170$34,096 ▲5.5%9,1430.5%Consumer StaplesPSXPhillips 66$528,686$2,733 ▼-0.5%2,9020.4%EnergyVEAVanguard FTSE Developed Markets ETF$388,1330.0%6,0570.3%ETFGOOGAlphabet$373,2050.0%1,3010.3%Computer and TechnologyBNDVanguard Total Bond Market ETF$331,3060.0%4,4990.3%ETFLLYEli Lilly and Company$289,728$22,994 ▼-7.4%3150.2%MedicalTEXTerex$272,156$272,156 ▲New Holding4,6050.2%IndustrialsMDYVSPDR S&P 400 Mid Cap Value ETF$270,3510.0%3,1750.2%ETFIWDiShares Russell 1000 Value ETF$266,233$4,914 ▼-1.8%1,2460.2%ETFNVDANVIDIA$246,950$5,232 ▼-2.1%1,4160.2%Computer and TechnologyKOCocaCola$241,0450.0%3,1700.2%Consumer StaplesVTIVanguard Total Stock Market ETF$236,7580.0%7380.2%ETFIWMiShares Russell 2000 ETF$235,104$45,880 ▼-16.3%9480.2%FinanceIWYiShares Russell Top 200 Growth ETF$208,2790.0%8370.2%ETFTLTiShares 20+ Year Treasury Bond ETF$0$11,613,908 ▼-100.0%00.0%ETFQQQInvesco QQQ$0$1,597,206 ▼-100.0%00.0%FinanceREVGREV Group$0$285,503 ▼-100.0%00.0%TransportationKMXCarMax$0$240,341 ▼-100.0%00.0%Retail/WholesaleTSLATesla$0$232,505 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. 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