Perissos Private Wealth Management LLC Portfolio
Invests via Perissos Private Wealth Management, LLC | Managed by Brandon H. VanLandingham
Invests via Perissos Private Wealth Management, LLC
Managed by Brandon H. VanLandingham
Automatically Tracked
Company Profile
Independent wealth management firm Perissos Private Wealth Management, LLC provides fee-based advisory and fiduciary services to high-net-worth individuals, families and family offices. The firm offers portfolio management, financial planning, retirement and tax-coordinated strategies, and aims to blend discretionary investment solutions with customized wealth-transfer and risk-management planning. Typical market positioning emphasizes personalized service, use of third-party custodians and model portfolios, and alignment of advice with long-term capital preservation and income objectives.
Independent wealth management firm Perissos Private Wealth Management, LLC provides fee-based advisory and fiduciary services to high-net-worth individuals, families and family offices. The firm offers portfolio management, financial planning, retirement and tax-coordinated strategies, and aims to blend discretionary investment solutions with customized wealth-transfer and risk-management planning. Typical market positioning emphasizes personalized service, use of third-party custodians and model portfolios, and alignment of advice with long-term capital preservation and income objectives.
Investment Philosophy & Strategy
Positioned as a fiduciary wealth manager, Perissos deploys a capital-preservation-first investment philosophy that blends diversified multi-asset portfolios with income-generating and tax-aware strategies. Portfolio construction favors low-turnover, cost-conscious ETFs and selectively curated active strategies to complement core passive exposures, with risk budgeting and liability-aware asset allocation calibrated to family goals and horizons. Underwriting emphasizes cash-flow durability, downside scenario analysis, and estate-transfer efficiency; sector tilts are pragmatic—financials, healthcare, and consumer staples for yield and resilience—while manager selection prioritizes operational alignment, transparent fees and repeatable process.
Positioned as a fiduciary wealth manager, Perissos deploys a capital-preservation-first investment philosophy that blends diversified multi-asset portfolios with income-generating and tax-aware strategies. Portfolio construction favors low-turnover, cost-conscious ETFs and selectively curated active strategies to complement core passive exposures, with risk budgeting and liability-aware asset allocation calibrated to family goals and horizons. Underwriting emphasizes cash-flow durability, downside scenario analysis, and estate-transfer efficiency; sector tilts are pragmatic—financials, healthcare, and consumer staples for yield and resilience—while manager selection prioritizes operational alignment, transparent fees and repeatable process.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
8.24%
Gain
Monthly
0.29%
Yearly
3.51%
Drawdown
14.73%
$123.65M
Equity
Holdings
$123.65M
Investment
$108.86M
$24.01M
Profit -$481,233.87
Realized
$9.22M
Unrealized
$14.79M
Dividends
$8.59M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$481,233.87
Win %
78%
This Week
Compared To Last Week
Gain
0.06%
Profit
$78,923.44
Win %
78%
This Month
Compared to last month
Gain
0.25%
Profit
$308,261.36
Win %
78%
This Year
Compared to last year
Gain
7.32%
Profit
$8.44M
Win %
77%
ISRG Intuitive Surgical, Inc.
+3.24%
+$11,559.92 
COST Costco Wholesale Corporation
+2.9%
+$12,018.68 
MSFT Microsoft Corp.
+2.52%
+$45,404.09 
OKE ONEOK, Inc.
+2.47%
+$23,132.25 
BXSL Blackstone Secured Lending Fund
+2.36%
+$142,817.6 
WMT Walmart Inc.
+2.2%
+$19,557.28 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+2.13%
+$4,541 
V Visa Inc. Class A
+2.08%
+$35,077.14 
SCHD Schwab U.S. Dividend Equity ETF
+1.99%
+$16,902.22 
FIW First Trust Water ETF
+1.96%
+$9,309.3 
RSPH Invesco S&P 500 Equal Weight Health Care ETF
+1.86%
+$6,553.12 
FVD First Trust Value Line Dividend Index Fund
+1.78%
+$9,066.27 
AAPL Apple Inc.
+1.74%
+$9,442.78 
COWZ Pacer US Cash Cows 100 ETF
+1.71%
+$4,094.2 
FTCS First Trust Capital Strength ETF
+1.58%
+$44,162.08 
AMLP Alerian MLP ETF
+1.56%
+$16,751.06 
EPD Enterprise Products Partners L.P.
+1.37%
+$10,744.96 
AFL Aflac Inc.
+1.37%
+$3,301.74 
HD The Home Depot, Inc.
+1.33%
+$3,000.95 
JNJ Johnson & Johnson
+1.12%
+$3,584.38 
LLY Eli Lilly and Company
+1.02%
+$3,418.87 
XOM Exxon Mobil Corporation
+1.02%
+$2,047.71 
BX Blackstone Inc.
+0.98%
+$2,223.32 
XLE Energy Select Sector SPDR Fund
+0.96%
+$46,839.06 
USMV iShares MSCI USA Min Vol Factor ETF
+0.9%
+$2,377.9 
GCOW Pacer Global Cash Cows Dividend ETF
+0.83%
+$13,126.86 
JEPI JPMorgan Equity Premium Income Fund
+0.41%
+$24,812.71 
TMO Thermo Fisher Scientific Inc.
+0.33%
+$774.4 
VTV Vanguard Value ETF
+0.32%
+$1,011.39 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$5,454.72 
BRK-A Berkshire Hathaway Inc.
+0.27%
+$1,991.57 
XLU Utilities Select Sector SPDR Fund
+0.13%
+$331.8 
SRLN SPDR Blackstone Senior Loan ETF
+0.04%
+$337.05 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$486.69 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
MU Micron Technology, Inc.
-6.49%
-$58,695 
AVGO Broadcom Inc.
-4.68%
-$16,821.62 
GOOGL Alphabet Inc
-3.82%
-$89,923.79 
GOOG Alphabet Inc
-3.82%
-$97,493.5 
MTUM iShares MSCI USA Momentum Factor ETF
-3.45%
-$29,473.2 
NVDA NVIDIA Corporation
-2.56%
-$37,000.05 
XLK State Street Technology Select Sector SPDR ETF
-2.4%
-$134,617.4 
ICVT iShares Convertible Bond ETF
-2.08%
-$15,127.57 
GLD SPDR Gold Shares
-1.96%
-$75,731.5 
QQQ Invesco QQQ Trust, Series 1
-1.66%
-$22,817.08 
QYLD Global X Nasdaq 100 Covered Call ETF
-1.56%
-$32,660.43 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.47%
-$45,007.56 
PDBA Invesco Agriculture Commodity Fund
-1.41%
-$82,494.48 
AIRR First Trust RBA American Industrial Renaissance ETF
-1.25%
-$27,273.79 
VWO Vanguard FTSE Emerging Markets ETF
-1.2%
-$15,647.06 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.11%
-$65,824.17 
SCHA Schwab U.S. Small-Cap ETF
-1.06%
-$3,482.83 
JPM JPMorgan Chase & Co.
-0.99%
-$4,502.25 
FNDF Schwab Fundamental International Large Company Index ETF
-0.87%
-$5,575.35 
IWL iShares Russell Top 200 ETF
-0.76%
-$5,770.37 
AOA iShares Core Aggressive Allocation ETF
-0.75%
-$1,662.21 
SCHM Schwab U.S. Mid-Cap ETF
-0.75%
-$4,479.03 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.72%
-$41,914.25 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.71%
-$11,815.57 
IVV iShares Core S&P 500 ETF
-0.62%
-$35,156.24 
AMZN Amazon.com Inc
-0.62%
-$11,327.55 
VOO Vanguard S&P 500 ETF
-0.6%
-$2,647.95 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-0.57%
-$1,519.71 
VYMI Vanguard International High Dividend Yield Index Fund
-0.37%
-$13,861.87 
BUFR FT Vestladder Buffer ETF-USD I
-0.28%
-$8,098.76 
IWM iShares Russell 2000 ETF
-0.26%
-$12,514.81 
PYLD PIMCO Multisector Bond Active ETF
-0.13%
-$756.91 
SCHV Schwab U.S. Large-Cap Value ETF
-0.13%
-$345.42 
TIP iShares TIPS Bond ETF
-0.08%
-$4,679.51 
RDVY First Trust Rising Dividend Achievers ETF
-0.04%
-$990.69 
FTSL First Trust Senior Loan ETF
0%
-$8.4 Events
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Dividends
Dividend Analysis
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| Trades 617 | Longs Won 416/617 67% | Profit Factor 5.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $170,932.8 |
| Average Win $70,552.1 | Best Trade (Jul 15) $1.37M | Sharpe Ratio -9.23 |
| Average Loss -$26,588.05 | Worst Trade (Jul 10) -$1.04M | Z-Score 3.53 (99.96%) |
| Commissions $0 | Avg. Trade Length 1y 1w 3d | Expectancy $38,906.77 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,651 | 4,186 | 3,721 | 3,256 | 2,791 | 2,326 | 1,860 | 1,395 | 930 | 465 |
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Returns
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