PERRYMAN FINANCIAL ADVISORY INC /AD
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 751,299
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 191 | 751,299 | 13F-HR | PERRYMAN FINANCIAL ADVISORY INC /AD |
| Q1 2026 | 4/29/2026 | 175 | 666,970 | 13F-HR/A - RESTATEMENT | PERRYMAN FINANCIAL ADVISORY INC /AD |
| Q1 2026 | 4/24/2026 | 175 | 666,970 | 13F-HR | PERRYMAN FINANCIAL ADVISORY INC /AD |
| Q4 2025 | 2/13/2026 | 170 | 681,491 | 13F-HR | PERRYMAN FINANCIAL ADVISORY INC /AD |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 612.7 K | 81.6% | 71.26 K | 0 | 71.26 K |
| ETFs | 137.9 K | 18.4% | 13.09 K | 0 | 13.09 K |
| Debt | 666 | 0.1% | 0 | 9 | -9 |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
751,299
Holdings
191
QoQ value change ($000)
84,329
(12.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.