Holdings
Perissos Private Wealth Management, LLC
As of Jun 30, 2026, Perissos Private Wealth Management, LLC reported 23 positions worth US$27.1M. Largest: Blackstone Secured Lending Fund, Alphabet Inc (google) Class C and Berkshire Hathaway Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Blackstone Secured Lending Fund | 236K | US$5.6M | −21,042 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 13,193 | US$4.71M | −20 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 5,335 | US$2.67M | +48 | Jun 30, 2026 |
| Microsoft Corp. | 5,066 | US$1.89M | +518 | Jun 30, 2026 |
| Amazon.com, Inc. | 7,355 | US$1.75M | +140 | Jun 30, 2026 |
| Visa Inc. | 4,768 | US$1.64M | +15 | Jun 30, 2026 |
| Nvidia Corporation | 6,620 | US$1.32M | −169 | Jun 30, 2026 |
| Micron Technology, Inc. | 959 | US$1.11M | −41 | Jun 30, 2026 |
| Oneok, Inc. | 10,326 | US$898K | +45 | Jun 30, 2026 |
| Walmart Inc. | 7,756 | US$878K | −130 | Jun 30, 2026 |