Perennial Investment Advisors, LLC
All 13F Filings
- Location
- Los Angeles, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,268,174
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
3.339 K
(0.3% of total reported value)
· QoQ Δ:
+719
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 989.7 K | 78.2% | 53.42 K | 0 | 53.42 K |
| ETFs | 272.6 K | 21.6% | 2.074 K | 0 | 2.074 K |
| Debt | 1.698 K | 0.1% | 718 | 0 | 718 |
| Other | 850 | 0.1% | 0 | 1.746 K | -1.746 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
1,268,174
Holdings
511
QoQ value change ($000)
55,184
(4.5%)
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.