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:
24.08%
Gain -0.57%
Monthly
0.75%
Yearly
9.32%
Drawdown
14.79%
$148.91M
Equity
Holdings
$148.91M
Investment
$134.99M
$25.62M
Profit -$734,562.53
Realized
$11.71M
Unrealized
$13.91M
Dividends
$8.96M
Goals
Avg. 55.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.57%
Profit
-$734,562.53
Win %
74%
This Week
Compared To Last Week
Gain
-0.29%
Profit
-$432,295.28
Win %
74%
This Month
Compared to last month
Gain
-0.49%
Profit
-$734,562.53
Win %
74%
This Year
Compared to last year
Gain
0.57%
Profit
$846,169.02
Win %
74%
OKE ONEOK, Inc.
+2.54%
+$24,266.1 
EPD Enterprise Products Partners L.P.
+2.31%
+$19,974.24 
MU Micron Technology, Inc.
+2.3%
+$20,934.92 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.6%
+$97,818.38 
AMLP Alerian MLP ETF
+1.12%
+$11,659.54 
SCHA Schwab U.S. Small-Cap ETF
+0.88%
+$2,960.81 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.79%
+$26,914.58 
PDBA Invesco Agriculture Commodity Fund
+0.69%
+$36,487.69 
XLU Utilities Select Sector SPDR Fund
+0.61%
+$1,244.43 
IWM iShares Russell 2000 ETF
+0.52%
+$33,192.76 
SCHM Schwab U.S. Mid-Cap ETF
+0.41%
+$2,566.95 
MTUM iShares MSCI USA Momentum Factor ETF
+0.37%
+$3,457.37 
FNDF Schwab Fundamental International Large Company Index ETF
+0.34%
+$3,141.08 
AFL Aflac Inc.
+0.29%
+$696.15 
GCOW Pacer Global Cash Cows Dividend ETF
+0.28%
+$4,865.38 
SCHD Schwab U.S. Dividend Equity ETF
+0.26%
+$2,547.54 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.26%
+$580.71 
AAPL Apple Inc.
+0.22%
+$1,074.68 
VTV Vanguard Value ETF
+0.2%
+$684 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.18%
+$6,115.78 
FVD First Trust Value Line Dividend Index Fund
+0.18%
+$908.64 
JEPI JPMorgan Equity Premium Income Fund
+0.17%
+$10,782.2 
SCHV Schwab U.S. Large-Cap Value ETF
+0.11%
+$307.92 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.11%
+$2,264.28 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$2,023.82 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$2,756.42 
FTCS First Trust Capital Strength ETF
+0.01%
+$287.67 
BUFR FT Vestladder Buffer ETF-USD I
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
AVGO Broadcom Inc.
-5.94%
-$25,152.81 
BX Blackstone Inc.
-3.61%
-$9,755.94 
LLY Eli Lilly and Company
-2.38%
-$9,344.15 
ISRG Intuitive Surgical, Inc.
-1.69%
-$6,192.14 
CSCO Cisco Systems, Inc.
-1.58%
-$3,648.02 
BXSL Blackstone Secured Lending Fund
-1.32%
-$77,974.71 
TMO Thermo Fisher Scientific Inc.
-1.27%
-$3,344.01 
AMZN Amazon.com Inc
-0.94%
-$18,240.47 
BRK-A Berkshire Hathaway Inc.
-0.74%
-$5,650.75 
JNJ Johnson & Johnson
-0.66%
-$2,105.38 
AIQ Global X Artificial Intelligence & Technology ETF
-0.65%
-$16,782.78 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$11,130.2 
ABBV AbbVie Inc.
-0.54%
-$1,088 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-0.44%
-$1,703.09 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.42%
-$25,721.55 
XLK State Street Technology Select Sector SPDR ETF
-0.4%
-$7,397.13 
WMT Walmart Inc.
-0.39%
-$3,490.2 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-0.39%
-$3,939.01 
VWO Vanguard FTSE Emerging Markets ETF
-0.38%
-$27,950.52 
V Visa Inc. Class A
-0.36%
-$6,198.5 
JQUA JPMorgan U.S. Quality Factor ETF
-0.33%
-$781 
VTEB Vanguard Tax-Exempt Bond ETF
-0.3%
-$740.25 
MSFT Microsoft Corp.
-0.3%
-$7,497.73 
IWF iShares Russell 1000 Growth ETF
-0.29%
-$8,289.11 
COWZ Pacer US Cash Cows 100 ETF
-0.27%
-$1,351.66 
RSPH Invesco S&P 500 Equal Weight Health Care ETF
-0.25%
-$943.92 
USMV iShares MSCI USA Min Vol Factor ETF
-0.24%
-$663.6 
FIW First Trust Water ETF
-0.23%
-$1,153.1 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.23%
-$7,753.65 
IWL iShares Russell Top 200 ETF
-0.21%
-$1,754.81 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$1,539.5 
VOO Vanguard S&P 500 ETF
-0.19%
-$850.91 
IVV iShares Core S&P 500 ETF
-0.18%
-$11,008.08 
TIP iShares TIPS Bond ETF
-0.16%
-$9,911.85 
AOA iShares Core Aggressive Allocation ETF
-0.15%
-$368.7 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.14%
-$345.24 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$8,037 
GOOGL Alphabet Inc
-0.13%
-$2,916.4 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.12%
-$2,049.72 
GOOG Alphabet Inc
-0.12%
-$2,772.33 
COST Costco Wholesale Corporation
-0.08%
-$339.75 
JPM JPMorgan Chase & Co.
-0.07%
-$329.39 
SRLN SPDR Blackstone Senior Loan ETF
-0.07%
-$629.94 
NVDA NVIDIA Corporation
-0.06%
-$926.8 
FRDM Freedom 100 Emerging Markets ETF
-0.06%
-$1,202.76 
RDVY First Trust Rising Dividend Achievers ETF
-0.04%
-$1,170.09 
ECOW Pacer Emerging Markets Cash Cows 100 ETF
-0.03%
-$82.98 
FTSL First Trust Senior Loan ETF
-0.02%
-$56.03 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.02%
-$38 Events
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Dividends
Dividend Analysis
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| Trades 688 | Longs Won 473/688 68% | Profit Factor 4.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $166,444.9 |
| Average Win $70,487.52 | Best Trade (Aug 15) $1.3M | Sharpe Ratio -11.29 |
| Average Loss -$35,898.53 | Worst Trade (Sep 01) -$835,673.99 | Z-Score 4.87 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w 1d | Expectancy $37,241.88 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,149 | 3,734 | 3,320 | 2,905 | 2,490 | 2,075 | 1,660 | 1,245 | 830 | 415 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,604 | $391,208.02 | $490,711.72 | - | $99,503.7 | 25.43% | +0.219% |
| ABBV AbbVie Inc. | 800 | $201,312 | $199,568.01 | - | -$1,743.99 | -0.87% | -0.542% |
| AFL Aflac Inc. | 1,989 | $221,157 | $241,564.05 | - | $20,407.05 | 9.23% | +0.289% |
| AIQ Global X Artificial Intelligence & Technology ETF | 39,959 | $2.62M | $2.57M | - | -$56,342.2 | -2.15% | -0.65% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 49,654 | $5.84M | $6.19M | - | $352,501.31 | 6.03% | +1.604% |
| AMLP Alerian MLP ETF | 19,114 | $911,267.81 | $1.05M | - | $139,237.63 | 15.28% | +1.122% |
| AMZN Amazon.com Inc | 7,355 | $1.35M | $1.93M | - | $586,715.08 | 43.62% | -0.935% |
| AOA iShares Core Aggressive Allocation ETF | 2,458 | $218,360.49 | $245,160.92 | - | $26,800.43 | 12.27% | -0.15% |
| AVGO Broadcom Inc. | 1,013 | $289,667.31 | $398,098.86 | - | $108,431.55 | 37.43% | -5.943% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 137,821 | $12.63M | $12.61M | - | -$15,159.87 | -0.12% | +0.022% |
| BRK-A Berkshire Hathaway Inc. | 1 | $798,441.5 | $756,349.25 | - | -$42,092.25 | -5.27% | -0.742% |
| BRK-B Berkshire Hathaway Inc. | 3,838 | $1.72M | $1.93M | - | $211,224.68 | 12.26% | -0.572% |
| BUFR FT Vestladder Buffer ETF-USD I | 85,461 | $2.65M | $3.2M | - | $545,864.12 | 20.58% | 0.0 |
| BX Blackstone Inc. | 1,810 | $238,823.5 | $260,513.28 | - | $21,689.78 | 9.08% | -3.61% |
| BXSL Blackstone Secured Lending Fund | 236,287 | $7.32M | $5.83M | - | -$1.49M | -20.33% | -1.319% |
| COST Costco Wholesale Corporation | 453 | $356,265.55 | $435,378.29 | - | $79,112.74 | 22.21% | -0.078% |
| COWG Pacer U.S. Large Cap Cash Cows Growth ETF | 25,413 | $1.02M | $1.02M | - | -$1,941.09 | -0.19% | -0.385% |
| COWZ Pacer US Cash Cows 100 ETF | 7,114 | $421,092.62 | $502,888.66 | - | $81,796.04 | 19.42% | -0.268% |
| CSCO Cisco Systems, Inc. | 2,038 | $239,383 | $227,603.84 | - | -$11,779.16 | -4.92% | -1.578% |
| ECOW Pacer Emerging Markets Cash Cows 100 ETF | 10,372 | $275,086 | $281,081.2 | - | $5,995.2 | 2.18% | -0.03% |
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FAQ
Which stocks have generated the highest profits for Perissos Private Wealth Management LLC?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Gold Shares - $3.46M, Vanguard S&P 500 ETF - $2.08M, Blackstone Secured Lending Fund - $1.33M, State Street Technology Select Sector SPDR ETF - $1.22M, and Invesco QQQ Trust, Series 1 - $1.12M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Energy Select Sector SPDR Fund - $508,150.84, Pacer US Small Cap Cash Cows 100 ETF - $444,273.28, Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF - $178,085.13, Microsoft Corp - $173,807.29, and Vanguard FTSE Pacific ETF - $158,385.87. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Perissos Private Wealth Management LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.96M earned over time. The largest contributors to dividend income include Blackstone Secured Lending Fund - $1.9M, JPMorgan Equity Premium Income Fund - $1.07M, Global X Nasdaq 100 Covered Call ETF - $618,711.21, JPMorgan Nasdaq Equity Premium Income ETF - $488,016.28, and SPDR Blackstone Senior Loan ETF - $458,870.53. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Perissos Private Wealth Management LLC's monthly returns?
Perissos Private Wealth Management LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Perissos Private Wealth Management LLC's strategy be considered aggressive or moderate?
Perissos Private Wealth Management LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Perissos Private Wealth Management LLC's strategy?
Perissos Private Wealth Management LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
