Perennial Investment Advisors, LLC
All 13F Filings
- Location
- Los Angeles, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,505,180
- Description
- —
- Website
- —
- 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 | 8/14/2026 | 585 | 1,505,180 | 13F-HR | Perennial Investment Advisors, LLC |
| Q1 2026 | 5/15/2026 | 511 | 1,255,014 | 13F-HR | Perennial Investment Advisors, LLC |
| Q4 2025 | 2/17/2026 | 511 | 1,268,174 | 13F-HR | Perennial Investment Advisors, LLC |
| Q3 2025 | 11/12/2025 | 482 | 1,212,990 | 13F-HR | Perennial Investment Advisors, LLC |
| Q2 2025 | 8/11/2025 | 475 | 1,035,516 | 13F-HR | Perennial Investment Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
6.677 K
(0.4% of total reported value)
· QoQ Δ:
+4.664 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 510.2 K | 34.0% | 79.25 K | 0 | 79.25 K |
| ETFs | 985.8 K | 65.8% | 165.9 K | 0 | 165.9 K |
| Debt | 2.553 K | 0.2% | 310 | 0 | 310 |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
1,505,180
Holdings
585
QoQ value change ($000)
250,166
(19.9%)
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.