Persium Advisors, LLC

ATLANTA, GA · CIK 2033683 · 13F filing filed 2026-08-06

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyAtlanta, GA

$153.3m reported value +20.7% vs Q1 2026

69positions

70.2%in top 10

12 new 37 added 7 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	1,390,488	$38.5m25.12%	25.12%	Added +16.4k	+16,420 1.2%
2	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	801,823	$27.9m18.21%	18.21%	Reduced -26.8k	-26,803 -3.2%
3	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	791,112	$26.8m17.46%	17.46%	Reduced -20.1k	-20,127 -2.5%
4	DELL TECHNOLOGIES INC CL C DELL	DELL	7,058	$3.0m1.99%	1.99%	Reduced -688	-688 -8.9%
5	APPLE INC COM AAPL	AAPL	8,479	$2.5m1.60%	1.60%	Added +2.3k	+2,305 37.3%
6	HOME DEPOT INC COM HD	HD	6,212	$2.2m1.43%	1.43%	Unchanged
7	APPLIED MATLS INC COM AMAT	AMAT	2,443	$1.8m1.15%	1.15%	Reduced -15	-15 -0.6%
8	LAM RESEARCH CORP COM NEW LRCX	LRCX	3,945	$1.7m1.12%	1.12%	Added +139	+139 3.6%
9	PALO ALTO NETWORKS INC COM PANW	PANW	4,890	$1.7m1.09%	1.09%	Added +221	+221 4.7%
10	ETF OPPORTUNITIES TRUST HEDGEYE CAPITAL HECA	HECA	57,600	$1.6m1.03%	1.03%	New
11	CISCO SYS INC COM CSCO	CSCO	13,251	$1.6m1.02%	1.02%	Added +397	+397 3.1%
12	CAMBRIA ETF TR TAIL RISK TAIL	TAIL	144,900	$1.5m1.00%	1.00%	New
13	BHP GROUP LTD SPONSORED ADS BHP	BHP	16,575	$1.4m0.90%	0.90%	Added +1.1k	+1,086 7.0%
14	JPMORGAN CHASE & CO COM JPM	JPM	3,857	$1.3m0.82%	0.82%	Added +320	+320 9.1%
15	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	4,418	$1.2m0.81%	0.81%	Added +655	+655 17.4%
16	AMAZON COM INC COM AMZN	AMZN	5,018	$1.2m0.78%	0.78%	Added +351	+351 7.5%
17	MICROSOFT CORP COM MSFT	MSFT	3,182	$1.2m0.77%	0.77%	Reduced -30	-30 -0.9%
18	UNITEDHEALTH GROUP INC COM UNH	UNH	2,810	$1.2m0.76%	0.76%	Reduced -361	-361 -11.4%
19	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,064	$1.1m0.71%	0.71%	Added +178	+178 6.2%
20	CVS HEALTH CORP COM CVS	CVS	10,547	$1.1m0.71%	0.71%	Added +1.0k	+1,033 10.9%
21	METLIFE INC COM MET	MET	12,750	$1.1m0.70%	0.70%	Added +1.1k	+1,076 9.2%
22	EXXON MOBIL CORP COM XOM	XOM	7,836	$1.1m0.70%	0.70%	Added +608	+608 8.4%
23	DUKE ENERGY CORP NEW COM NEW DUK	DUK	8,174	$1.0m0.67%	0.67%	Added +842	+842 11.5%
24	BROADCOM INC COM AVGO	AVGO	2,733	$1.0m0.67%	0.67%	Added +145	+145 5.6%
25	RTX CORPORATION COM RTX	RTX	5,432	$1.0m0.67%	0.67%	Added +730	+730 15.5%
26	WALMART INC COM WMT	WMT	9,015	$1.0m0.67%	0.67%	Added +853	+853 10.4%
27	TOTALENERGIES SE ACT TTE	TTE	12,859	$999.9k0.65%	0.65%	Added +186	+186 1.5%
28	ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR BUD	BUD	11,990	$988.0k0.64%	0.64%	Added +1.1k	+1,100 10.1%
29	VERIZON COMMUNICATIONS INC COM VZ	VZ	22,712	$961.6k0.63%	0.63%	Added +2.2k	+2,172 10.6%
30	UNION PAC CORP COM UNP	UNP	3,500	$952.0k0.62%	0.62%	Added +374	+374 12.0%
31	HONDA MOTOR LTD ADR ECH CNV IN 3 HMC	HMC	34,709	$941.0k0.61%	0.61%	Added +4.2k	+4,163 13.6%
32	AT&T INC COM T	T	45,285	$937.4k0.61%	0.61%	Added +3.2k	+3,239 7.7%
33	GENERAL DYNAMICS CORP COM GD	GD	2,646	$937.3k0.61%	0.61%	Added +292	+292 12.4%
34	MEDTRONIC PLC SHS MDT	MDT	11,767	$920.5k0.60%	0.60%	Added +2.4k	+2,401 25.6%
35	SYSCO CORP COM SYY	SYY	10,878	$909.2k0.59%	0.59%	Added +1.7k	+1,735 19.0%
36	VISA INC COM CL A V	V	2,648	$908.5k0.59%	0.59%	Added +333	+333 14.4%
37	PFIZER INC COM PFE	PFE	37,597	$905.3k0.59%	0.59%	Added +3.7k	+3,720 11.0%
38	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,793	$897.2k0.59%	0.59%	Added +226	+226 14.4%
39	BOOKING HOLDINGS INC COM BKNG	BKNG	5,025	$895.7k0.58%	0.58%	Added +800	+800 18.9%
40	META PLATFORMS INC CL A META	META	1,460	$822.4k0.54%	0.54%	Added +155	+155 11.9%
41	LOWES COS INC COM LOW	LOW	3,709	$817.8k0.53%	0.53%	Added +877	+877 31.0%
42	MCDONALDS CORP COM MCD	MCD	2,958	$799.6k0.52%	0.52%	Added +624	+624 26.7%
43	KRANESHARES TRUST KFA MOUNT LUCAS KMLM	KMLM	28,950	$796.7k0.52%	0.52%	New
44	ISHARES TR RUS 1000 GRW ETF IWF	IWF	6,304	$782.8k0.51%	0.51%	Unchanged
45	NETFLIX INC COM NFLX	NFLX	10,708	$764.6k0.50%	0.50%	Added +1.3k	+1,313 14.0%
46	AON PLC SHS CL A AON	AON	2,202	$730.4k0.48%	0.48%	New
47	SALESFORCE INC COM CRM	CRM	4,347	$681.0k0.44%	0.44%	Added +653	+653 17.7%
48	AGF INVTS TR US MARKET NETRL BTAL	BTAL	57,600	$642.2k0.42%	0.42%	New
49	BOSTON SCIENTIFIC CORP COM BSX	BSX	14,245	$608.0k0.40%	0.40%	New
50	CONOCOPHILLIPS COM COP	COP	5,698	$592.4k0.39%	0.39%	Unchanged
51	FIRST TR EXCHANGE TRADED FD UTILITIES ALPH FXU	FXU	10,650	$525.5k0.34%	0.34%	New
52	PHILLIPS 66 COM PSX	PSX	2,902	$490.6k0.32%	0.32%	Unchanged
53	INHIBRX BIOSCIENCES INC COM INBX	INBX	4,875	$461.9k0.30%	0.30%	New
54	ALPHABET INC CAP STK CL C GOOG	GOOG	1,301	$459.7k0.30%	0.30%	Unchanged
55	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	6,057	$431.6k0.28%	0.28%	Unchanged
56	ETF OPPORTUNITIES TRUST HEDGEYE QUALITY HGRO	HGRO	12,900	$404.4k0.26%	0.26%	New
57	ELI LILLY & CO COM LLY	LLY	310	$371.8k0.24%	0.24%	Reduced -5	-5 -1.6%
58	TEREX CORP NEW COM TEX	TEX	4,605	$333.4k0.22%	0.22%	Unchanged
59	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	4,499	$330.3k0.22%	0.22%	Unchanged
60	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	848	$313.8k0.20%	0.20%	Added +110	+110 14.9%
61	ISHARES TR RUS 1000 VAL ETF IWD	IWD	1,246	$302.1k0.20%	0.20%	Unchanged
62	SPDR SER TR S&P 400 MDCP VAL MDYV	MDYV	3,175	$301.1k0.20%	0.20%	Unchanged
63	NVIDIA CORPORATION COM NVDA	NVDA	1,466	$293.4k0.19%	0.19%	Added +50	+50 3.5%
64	ISHARES TR RUSSELL 2000 ETF IWM	IWM	948	$284.8k0.19%	0.19%	Unchanged
65	SPDR GOLD TR GOLD SHS GLD	GLD	702	$258.6k0.17%	0.17%	New
66	COCA COLA CO COM KO	KO	3,170	$257.6k0.17%	0.17%	Unchanged
67	ISHARES TR RUS TP200 GR ETF IWY	IWY	837	$243.2k0.16%	0.16%	Unchanged
68	ISHARES SILVER TR ISHARES SLV	SLV	4,332	$231.6k0.15%	0.15%	New
69	TESLA INC COM TSLA	TSLA	537	$225.9k0.15%	0.15%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		1,963	$887.4k2.0k shares
ABBOTT LABS ABT	ABT	7,872	$808.2k7.9k shares
MARSH & MCLENNAN COS INC MRSH	MRSH	4,047	$702.0k4.0k shares