Alison Gould

Persium Advisors, Llc

Assets Managed

$127.027M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 16d ago

Growth Rate

-8.34%(2Q avg: -2.75%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Persium Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 60 positions.

Assets under management

The assets under management (AUM) of Persium Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 127.027M in assets, with a quarterly growth rate of -8.34% and a 2-quarter average growth rate of -2.75%. The portfolio is managed by Alison Gould, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SCHF Schwab Intl Equity Etf Recent Activity Decreased -1.38%	26.78%	$34.008M 1.374M shares@ $24.75 avg price	Decreased -1.38%
SCHV Schwab Us Large-cap Value Recent Activity Decreased -1.95%	19.9%	$25.273M 828,626 shares@ $30.5 avg price	Decreased -1.95%
SCHG Schwab Us Large-cap Growth Recent Activity Increased 3.15%	18.61%	$23.631M 811,239 shares@ $29.13 avg price	Increased 3.15%
HD Home Depot Inc Recent Activity Decreased -2.04%	1.61%	$2.043M 6,212 shares@ $328.9 avg price	Decreased -2.04%
AAPL Apple Inc Recent Activity Decreased -2.41%	1.24%	$1.567M 6,174 shares@ $253.79 avg price	Decreased -2.41%
DELL Dell Technologies -c Recent Activity Increased 3.8%	1.01%	$1.271M 7,746 shares@ $164.14 avg price	Increased 3.8%
XOM Exxon Mobil Corp Recent Activity Decreased -4.94%	0.97%	$1.226M 7,228 shares@ $169.66 avg price	Decreased -4.94%
T At&t Inc Recent Activity Increased 5.26%	0.96%	$1.219M 42,046 shares@ $29.0 avg price	Increased 5.26%
MSFT Microsoft Corp Recent Activity Increased 29.16%	0.94%	$1.189M 3,212 shares@ $370.17 avg price	Increased 29.16%
TTFNF Totalenergies Se Recent Activity New Position	0.91%	$1.153M 12,673 shares@ $90.99 avg price	New Position

1-10 of 60