Perissos Private Wealth Management, LLC
Perissos Private Wealth Management, LLC reported 79 holdings worth US$148M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Perissos Private Wealth Management, LLC reported 79 holdings worth US$148M as of Jun 30, 2026. Largest: Blackstone Secured Lending Fund, Alphabet Inc (google) Class C and Berkshire Hathaway Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 79
- Value as reported
- US$148M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Blackstone Secured Lending Fund | 236K | US$5.6M | 3.8% |
| Alphabet Inc (google) Class C | 13,193 | US$4.71M | 3.2% |
| Berkshire Hathaway Inc. | 5,335 | US$2.67M | 1.8% |
| Microsoft Corp. | 5,066 | US$1.89M | 1.3% |
| Amazon.com, Inc. | 7,355 | US$1.75M | 1.2% |
| Visa Inc. | 4,768 | US$1.64M | 1.1% |
| Nvidia Corporation | 6,620 | US$1.32M | 0.89% |
| Micron Technology, Inc. | 959 | US$1.11M | 0.75% |
| Oneok, Inc. | 10,326 | US$898K | 0.61% |
| Walmart Inc. | 7,756 | US$878K | 0.59% |
| Enterprise Products Partners L.p. | 22,698 | US$834K | 0.56% |
| Apple Inc | 1,604 | US$464K | 0.31% |
| Costco Wholesale Corporation | 453 | US$423K | 0.29% |
| Jp Morgan Chase & Co. | 1,220 | US$399K | 0.27% |
| Eli Lilly And Company | 324 | US$389K | 0.26% |
| Broadcom Inc. | 1,013 | US$383K | 0.26% |
| Intuitive Surgical, Inc. | 916 | US$364K | 0.25% |
| Johnson & Johnson | 1,217 | US$309K | 0.21% |
| Cisco Systems, Inc. | 2,038 | US$239K | 0.16% |
| Aflac Incorporated | 1,989 | US$233K | 0.16% |
| Thermo Fisher Scientific Inc | 440 | US$221K | 0.15% |
| Blackstone Inc. | 1,810 | US$213K | 0.14% |
| Abbvie Inc. | 800 | US$201K | 0.14% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Home Depot, Inc. (the) | 0 | US$0 | 0.00% |