Perennial Investment Advisors, LLC
Annual return '25
+16.1%
SPY '25
+17.7%
Alpha
-1.6ptsvs SPY
Invested
$1.3B
Holdings
507
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (11.9k shares)
4.4%
02
$QUS
SPDR SERIES TRUST
Q3 2025: Increased +8.1% (244.2k → 264.0k shares)
4.3%
03
$SPHQ
INVESCO EXCHANGE TRADED FD T
Q3 2025: Increased +58.1% (449.3k → 710.4k shares)
4.2%
04
$SPYG
SPDR SERIES TRUST
Q3 2025: Sold 4.5% (536.7k → 512.4k shares)
3.9%
05
$SPYV
SPDR SERIES TRUST
Q3 2025: Sold 2.2% (819.8k → 801.3k shares)
3.8%
06
$AAPL
APPLE INC
Q1 2026: New position (13.8k shares)
3.4%
07
$IWY
ISHARES TR
Q3 2025: Increased +8.3% (111.7k → 121.0k shares)
3.3%
08
$TSLA
TESLA INC
Q1 2026: New position (1.0k shares)
2.9%
09
$RDVY
FIRST TR EXCHANGE TRADED FD
Q3 2025: Increased +7.2% (388.9k → 416.8k shares)
2.8%
10
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: New position (40.5k shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:00 UTC.