Perissos Private Wealth Management, LLC
All 13F Filings
- Location
- Bethany, OK
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 148,260
- 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 | 8/13/2026 | 79 | 148,260 | 13F-HR | Perissos Private Wealth Management, LLC |
| Q1 2026 | 5/7/2026 | 71 | 115,215 | 13F-HR | Perissos Private Wealth Management, LLC |
| Q4 2025 | 2/9/2026 | 72 | 115,885 | 13F-HR | Perissos Private Wealth Management, LLC |
| Q3 2025 | 11/14/2025 | 83 | 137,339 | 13F-HR | Perissos Private Wealth Management, LLC |
| Q2 2025 | 7/31/2025 | 71 | 126,499 | 13F-HR | Perissos Private Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 31.93 K | 21.5% | 3.479 K | 0 | 3.479 K |
| ETFs | 116.1 K | 78.3% | 29.57 K | 0 | 29.57 K |
| Debt | 251 | 0.2% | 0 | 0 | 0 |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
148,260
Holdings
79
QoQ value change ($000)
33,045
(28.7%)
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.