13F Filings History of Perissos Private Wealth Management, LLC

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$115,885,464
Signature - Title
Molly Wheeler - Compliance Consultant
Location
Bethany, OK
Summary
This page shows a list of all the recent 13F filings made by Perissos Private Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Perissos Private Wealth Management, LLC reported 72 stock holdings with total value $115,885,464 as of Q4 2025. Top holdings included IVV, GLD, BXSL, JEPI, and SCHG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 72 $115,885,464 +$4,762,651 -$28,565,519 -$23,802,868 IVV, GLD, BXSL, JEPI, SCHG 13F-HR 09 Feb 2026, 16:03
Q3 2025 83 $137,338,665 +$19,137,507 -$13,702,493 +$5,435,014 QQQ, IVV, BXSL, VWO, IWM 13F-HR 14 Nov 2025, 16:45
Q2 2025 71 $126,498,665 +$42,648,257 -$29,692,420 +$12,955,837 IVV, QQQ, BXSL, JEPI, JPST 13F-HR 31 Jul 2025, 16:57
Q1 2025 73 $109,732,069 +$21,287,470 -$42,516,464 -$21,228,994 BXSL, VOO, GLD, JEPI, JPST 13F-HR 25 Apr 2025, 12:01
Q4 2024 85 $133,775,169 +$15,338,508 -$4,041,888 +$11,296,620 VOO, BXSL, COWZ, JEPI, MSFT 13F-HR 29 Jan 2025, 15:25
Q3 2024 86 $124,550,102 +$18,610,359 -$10,151,356 +$8,459,003 VOO, BXSL, COWZ, JEPI, MSFT 13F-HR 12 Nov 2024, 18:20
Q2 2024 82 $111,549,393 +$18,139,141 -$15,121,072 +$3,018,069 VOO, BXSL, COWZ, MSFT, JEPI 13F-HR 09 Aug 2024, 13:57
Q1 2024 77 $110,268,646 $0 $0 $0 VOO, BXSL, COWZ, GLD, MSFT 13F-HR 14 May 2024, 14:28