Arkolith/Funds/Perennial Investment Advisors, LLC

Perennial Investment Advisors, LLC

CIK 1801523
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Perennial Investment Advisors, LLC holds a diversified book of 498 stocks worth $1.3B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Alianzim US Eq BFR20 Jan-Usd and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 4% of the equity book. They also disclosed $2.0M in call options (bullish), shown separately below and excluded from the equity book.

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Use Arkolith to show Perennial Investment Advisors, LLC's latest
holdings, largest changes, and filing provenance.
Opened
43
new positions
Added to
266
existing
Trimmed
170
reduced
Sold out
31
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
21%
Top 10 holdings
35%
Top 20 holdings
46%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

29% mapped to company sectors

ETF / fund or unclassified
71%
Information Technology
15%
Consumer Discretionary
5%
Financials
4%
Industrials
1%
Health Care
1%
Communication Services
1%
Energy
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

498 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$55.6M318.5K
4.4%
−4.8%
Reduced · −16K sh
2SPDR Series Trust
STATE STREET SPD
$54.5M317.8K
4.4%
+6.5%
Added · +19K sh
3Invesco Exchange Traded FD T
S&P500 QUALITY
$52.3M695.7K
4.2%
−1.5%
Reduced · −11K sh
4SPDR Series Trust
STATE STREET SPD
$49.0M500.6K
3.9%
+0.1%
Added · +577 sh
5SPDR Series Trust
STATE STREET SPD
$47.6M841.9K
3.8%
−1.2%
Reduced · −10K sh
6Apple Inc
COM
$42.5M167.5K
3.4%
+2.3%
Added · +4K sh
7Ishares TR
RUS TP200 GR ETF
$41.9M168.2K
3.3%
+21%
Added · +29K sh
8Tesla Inc
COM
$35.8M96.3K
2.9%
−3.6%
Reduced · −4K sh
9First TR Exchange Traded FD
RISNG DIVD ACHIV
$35.4M519.0K
2.8%
+16%
Added · +73K sh
10State STR SPDR S&P 500 ETF T
TR UNIT
$19.6M30.2K
1.6%
+1.8%
Added · +529 sh
11BlackRock ETF Trust
ISHARES US EQUIT
$19.1M327.6K
1.5%
−15%
Reduced · −56K sh
12Ishares TR
U.S. TECH ETF
$18.1M99.5K
1.4%
−1.0%
Reduced · −995 sh
13Amazon Com Inc
COM
$16.0M76.9K
1.3%
+4.8%
Added · +4K sh
14Ishares TR
CORE S&P500 ETF
$15.8M24.1K
1.3%
+78%
Added · +11K sh
15SPDR Series Trust
STATE STREET SPD
$15.2M198.3K
1.2%
+36%
Added · +53K sh
16BlackRock ETF Trust
ISHARES A I INNO
$13.1M399.0K
1.0%
+16%
Added · +54K sh
17Microsoft Corp
COM
$12.6M34.0K
1.0%
−0.5%
Reduced · −179 sh
18Vanguard Index FDS
TOTAL STK MKT
$12.5M39.0K
1.0%
+0.9%
Added · +340 sh
19Invesco QQQ TR
UNIT SER 1
$11.7M20.3K
0.9%
−0.2%
Reduced · −36 sh
20Ishares Inc
CORE MSCI EMKT
$11.6M166.4K
0.9%
+6.2%
Added · +10K sh
21Pacer FDS TR
US CASH COWS 100
$11.4M182.5K
0.9%
+1.6%
Added · +3K sh
22Vanguard Index FDS
GROWTH ETF
$10.9M25.0K
0.9%
+7.8%
Added · +2K sh
23Ishares TR
MSCI USA QLT FCT
$10.2M53.2K
0.8%
−2.0%
Reduced · −1K sh
24Berkshire Hathaway Inc Del
CL B NEW
$9.9M20.6K
0.8%
+7.4%
Added · +1K sh
25Vanguard Index FDS
VALUE ETF
$9.8M50.1K
0.8%
+1.8%
Added · +905 sh
26Vanguard World FD
INF TECH ETF
$9.8M14.0K
0.8%
+2.0%
Added · +275 sh
27Global X FDS
1-3 MONTH T-BILL
$9.0M89.7K
0.7%
−8.3%
Reduced · −8K sh
28Ishares TR
20 YR TR BD ETF
$8.8M101.6K
0.7%
+8.8%
Added · +8K sh
29Wisdomtree TR
US EFFICIENT COR
$8.4M160.6K
0.7%
−0.4%
Reduced · −685 sh
30Vaneck Merk Gold ETF
GOLD SHS
$8.2M182.6K
0.7%
+7.6%
Added · +13K sh
31Alphabet Inc
CAP STK CL A
$8.0M27.7K
0.6%
−0.9%
Reduced · −264 sh
32Alphabet Inc
CAP STK CL C
$7.5M26.2K
0.6%
+8.2%
Added · +2K sh
33Innovator Etfs Trust
QUITY MANAGD FLR
$7.2M202.0K
0.6%
+16%
Added · +28K sh
34Ishares TR
MSCI USA MMENTM
$6.8M28.5K
0.5%
−9.1%
Reduced · −3K sh
35Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$6.8M105.5K
0.5%
+7.7%
Added · +8K sh
36Meta Platforms Inc
CL A
$6.6M11.5K
0.5%
+2.6%
Added · +292 sh
37Capital Group Dividend Value
SHS CREATION UNI
$6.5M152.1K
0.5%
+10.0%
Added · +14K sh
38SPDR Series Trust
STATE STREET SPD
$6.4M44.0K
0.5%
+4.2%
Added · +2K sh
39Invesco Exchange Traded FD T
S&P 500 GARP ETF
$6.3M58.9K
0.5%
−21%
Reduced · −16K sh
40Select Sector SPDR TR
STATE STREET TEC
$6.2M46.8K
0.5%
+4.0%
Added · +2K sh
41Broadcom Inc
COM
$6.1M19.8K
0.5%
+1.4%
Added · +274 sh
42Palantir Technologies Inc
CL A
$6.0M41.3K
0.5%
+4.4%
Added · +2K sh
43J P Morgan Exchange Traded F
ACTIVE VALUE ETF
$6.0M83.0K
0.5%
+4.2%
Added · +3K sh
44Capital Group Growth ETF
SHS CREATION UNI
$5.9M147.3K
0.5%
+3.5%
Added · +5K sh
45Global X FDS
DEFENSE TECH ETF
$5.7M80.7K
0.5%
+52%
Added · +28K sh
46BlackRock ETF Trust
ISHARES US THEMA
$5.5M151.8K
0.4%
+5.2%
Added · +7K sh
47Capital Group GBL Growth Eqt
SHS CREATION UNI
$5.5M164.2K
0.4%
+5.9%
Added · +9K sh
48Vaneck FDS
EMERGING MARKETS
$5.5M109.3K
0.4%
+0.3%
Added · +375 sh
49Invesco Exchange Traded FD T
S&P MDCP QUALITY
$5.5M52.9K
0.4%
+5.5%
Added · +3K sh
50Ishares TR
CORE INTL AGGR
$5.3M106.1K
0.4%
+51%
Added · +36K sh
Showing 50 of 498 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$2.0M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishKLA CORPKLAC$883K600
CALL · bullishASML HOLDING NV-NY REG SHSASML$264K200
CALL · bullishSANDISK CORPSNDK$254K400
CALL · bullishSITIME CORPSITM$138K400
CALL · bullishVERTIV HOLDINGS CO-AVRT$125K500
CALL · bullishTESLA INCTSLA$112K300
CALL · bullishLAM RESEARCH CORPLRCX$107K500
CALL · bullishSOFI TECHNOLOGIES INCSOFI$48K3K
CALL · bullishSTERLING INFRASTRUCTURE INCSTRL$41K100
CALL · bullishSTRATEGY INCMSTR$25K200
CALL · bullishCONOCOPHILLIPSCOP$13K100
CALL · bullishAT&T INCT$3K100
CALL · bullishISHARES U.S. AEROSPACE & DEFITA$219100

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026511$1.3B13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026511$1.3B13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025482$1.2B13F-HR
Q2 2025Jun 30, 2025Aug 11, 2025475$1.0B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.