Perryman Financial Advisory Inc Portfolio Stock Holdings

Perryman Financial Advisory Inc disclosed 173 stock positions valued at approximately $667.0 million in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, APPLE INC, and AMAZON COM INC. The filing reflects positions held as of March 31, 2026 and was filed on April 24, 2026.

Report Period
March 31, 2026
No. of Stocks
173
Portfolio Value
$667.0M
Holdings by Sector
Perryman Financial Advisory Inc Portfolio Holdings in Q1 2026

171 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology10.79%412,808-14,312-3.35%$71,993,801
APPLE INCAAPLTechnology7.46%196,180-4,312-2.15%$49,788,638
AMAZON COM INCAMZNConsumer Cyclical3.02%96,769+547+0.57%$20,154,080
MICROSOFT CORPMSFTTechnology2.87%51,753+344+0.67%$19,157,339
BROADCOM INCAVGOTechnology2.69%58,069-1,486-2.50%$17,973,063
ALPHABET INCGOOGCommunication Services2.66%61,928-2,188-3.41%$17,764,559
JPMORGAN CHASE & COJPMFinancial Services2.45%55,661-1,467-2.57%$16,373,119
BLACKSTONE INCBXFinancial Services2.24%129,727+844+0.65%$14,917,312
VISA INCVFinancial Services2.06%45,403+945+2.13%$13,722,522
WASTE MGMT INC DELWMIndustrials2.03%58,816+35+0.06%$13,515,377
MASTERCARD INCORPORATEDMAFinancial Services1.88%25,077+214+0.86%$12,530,039
EXXON MOBIL CORPXOMEnergy1.80%70,648+389+0.55%$11,986,062
FIRST TR EXCHANGE-TRADED FDFDLOther1.78%233,339-3,975-1.67%$11,853,603
ALPHABET INCGOOGLCommunication Services1.78%41,188-89-0.22%$11,844,021
MARRIOTT INTL INC NEWMARConsumer Cyclical1.73%35,177-91-0.26%$11,505,499
JOHNSON & JOHNSONJNJHealthcare1.72%46,956+43+0.09%$11,477,982
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive1.59%10,673-112-1.04%$10,635,344
CHENIERE ENERGY INCLNGEnergy1.43%33,660+202+0.60%$9,551,255
DEERE & CODEIndustrials1.41%16,736+4+0.02%$9,427,498
PROCTER & GAMBLE COPGConsumer Defensive1.39%64,029-594-0.92%$9,248,279
RTX CORPORATIONRTXIndustrials1.39%47,888-561-1.16%$9,237,623
FIRST TR EXCHANGE-TRADED ALPFNXOther1.35%70,208+49+0.07%$9,003,712
ISHARES TRIOOOther1.30%71,573+5,973+9.11%$8,658,154
FIRST TR EXCHANGE-TRADED FDFXOOther1.29%153,581-1,778-1.14%$8,629,699
PEPSICO INCPEPConsumer Defensive1.27%54,750-375-0.68%$8,502,108
VANGUARD ADMIRAL FDS INCVIOOOther1.27%73,788+603+0.82%$8,473,096
BANK AMERICA CORPBACFinancial Services1.23%168,885+1,519+0.91%$8,233,129
FIRST TR EXCHANGE-TRADED FDFXHOther1.20%72,811+96+0.13%$7,992,409
LOCKHEED MARTIN CORPLMTIndustrials1.19%13,150-260-1.94%$7,947,826
HOME DEPOT INCHDConsumer Cyclical1.15%23,270+761+3.38%$7,653,326
CATERPILLAR INCCATIndustrials1.10%10,387-225-2.12%$7,358,618
CONOCOPHILLIPSCOPEnergy1.04%52,416+385+0.74%$6,918,916
MERCK & CO INCMRKHealthcare1.02%56,615+547+0.98%$6,810,216
ALPS ETF TREQLOther0.96%134,843+13,983+11.57%$6,413,129
EOG RES INCEOGEnergy0.95%43,663+19+0.04%$6,312,330
SCHWAB STRATEGIC TRSCHDOther0.85%185,107-25,642-12.17%$5,679,073
WISDOMTREE TRDGRWOther0.84%63,806+993+1.58%$5,604,758
STARBUCKS CORPSBUXConsumer Cyclical0.83%61,510+816+1.34%$5,510,694
VANGUARD SPECIALIZED FUNDSVIGOther0.75%23,190-360-1.53%$4,987,217
AMPLIFY ETF TRDIVOOther0.73%108,609+13,012+13.61%$4,871,100
NETFLIX INC.NFLXCommunication Services0.72%50,116+2,303+4.82%$4,818,653
VANGUARD INDEX FDSVTVOther0.71%24,136+238+1.00%$4,735,454
INVESCO EXCHANGE TRADED FD TSPHQOther0.70%62,003+5,187+9.13%$4,661,971
META PLATFORMS INCMETACommunication Services0.62%7,238+507+7.53%$4,141,054
AMERICAN TOWER CORPAMTReal Estate0.59%22,908-1,642-6.69%$3,953,479
ISHARES TRDGROOther0.55%52,635+3,241+6.56%$3,693,899
PALANTIR TECHNOLOGIES INCPLTRTechnology0.55%25,215+2,240+9.75%$3,688,450
WALMART INCWMTConsumer Defensive0.49%26,507-667-2.45%$3,294,298
ISHARES TROEFOther0.49%10,277+339+3.41%$3,268,654
VANGUARD WORLD FDMGVOther0.48%22,159+998+4.72%$3,211,933
ISHARES TRLQDOther0.47%28,989-2,429-7.73%$3,159,514
J P MORGAN EXCHANGE TRADED FJQUAOther0.47%50,836+2,519+5.21%$3,117,252
INVESCO EXCHANGE TRADED FD TRSPOther0.47%16,192+456+2.90%$3,107,543
INVESCO EXCHANGE TRADED FD TSPGPOther0.46%28,735-253-0.87%$3,092,451
UNITED PARCEL SVCS INCUPSIndustrials0.46%30,951+162+0.53%$3,044,990
ISHARES TRUSMVOther0.45%32,192-1,454-4.32%$2,985,527
ULTA BEAUTY INCULTAConsumer Cyclical0.44%5,624+104+1.88%$2,939,721
PALO ALTO NETWORKS INCPANWTechnology0.44%18,210+28+0.15%$2,919,427
ORACLE CORPORCLTechnology0.40%18,195+29+0.16%$2,676,643
INVESCO EXCHANGE TRADED FD TXLGOther0.37%45,303+9,435+26.30%$2,471,257
FREEPORT MCMORAN INCFCXBasic Materials0.33%37,537+261+0.70%$2,206,407
INVESCO EXCH TRADED FD TR IISPLVOther0.32%29,339-2,641-8.26%$2,145,838
INVESCO QQQ TRQQQOther0.32%3,653+36+1.00%$2,108,389
TEXAS INSTRS INCTXNTechnology0.29%10,125+155+1.55%$1,965,643
ISHARES TRDVYOther0.29%12,874-370-2.79%$1,949,244
J P MORGAN EXCHANGE TRADED FJEPIOther0.28%33,057+392+1.20%$1,873,666
ELI LILLY & COLLYHealthcare0.27%1,989+59+3.06%$1,829,046
VEEVA SYS INCVEEVHealthcare0.27%10,323-138-1.32%$1,813,338
VANGUARD MUN BD FDSVTEBOther0.27%36,336+2,962+8.88%$1,812,812
INVESCO EXCHANGE TRADED FD TRSPTOther0.27%40,043+1,480+3.84%$1,812,355
VANGUARD INDEX FDSVTIOther0.27%5,556+744+15.46%$1,782,500
CROWDSTRIKE HLDGS INCCRWDTechnology0.25%4,263+1,179+38.23%$1,664,318
SCHWAB CHARLES CORPSCHWFinancial Services0.23%16,554-197-1.18%$1,555,785
FIRST TR EXCHANGE-TRADED FDFVDOther0.22%31,759+145+0.46%$1,493,641
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.22%3,094--$1,482,645
GOLDMAN SACHS GROUP INCGSFinancial Services0.22%1,745+65+3.87%$1,476,641
SCHWAB STRATEGIC TRFNDXOther0.22%52,784+4,671+9.71%$1,470,038
VANGUARD INDEX FDSVUGOther0.22%3,326-500-13.07%$1,452,868
VANGUARD WELLINGTON FDVFMFOther0.21%9,145+843+10.15%$1,418,129
JONES LANG LASALLE INCJLLReal Estate0.21%4,650-2,565-35.55%$1,415,088
CHEVRON CORPORATIONCVXEnergy0.20%6,323+483+8.27%$1,308,148
ISHARES TRIXNOther0.19%12,768+2,522+24.61%$1,276,428
PHILLIPS 66PSXEnergy0.19%6,943-247-3.44%$1,264,891
VANGUARD WORLD FDMGKOther0.19%3,428-24-0.70%$1,259,459
WISDOMTREE TRDLNOther0.18%13,642+296+2.22%$1,218,615
COCA COLA COKOConsumer Defensive0.18%15,361+311+2.07%$1,168,187
CISCO SYS INCCSCOTechnology0.17%14,837-208-1.38%$1,151,165
INVESCO EXCHANGE TRADED FD TEQWLOther0.17%9,987+2,203+28.30%$1,150,869
SELECT SECTOR SPDR TRXLKOther0.17%8,422+477+6.00%$1,119,266
INVESCO EXCH TRADED FD TR IIRWLOther0.17%9,627+6,890+251.74%$1,106,185
ASML HLDG NVASMLOther0.16%830+1+0.12%$1,096,414
VANGUARD INTL EQUITY INDEX FVTOther0.15%7,449+228+3.16%$1,030,402
CAPITAL GROUP DIVIDEND GROWECGDGOther0.15%28,365+13,527+91.16%$1,018,300
VANGUARD INDEX FDSVOOOther0.15%1,700+256+17.73%$1,015,939
PACER FDS TRCOWZOther0.15%15,803-7-0.04%$988,632
VANGUARD WHITEHALL FDSVYMOther0.15%6,538-177-2.64%$968,238
ISHARES TRAOKOther0.14%23,198-34-0.15%$925,387
FS CREDIT OPPORTUNITIES CORPFSCOFinancial Services0.14%178,589-1,896-1.05%$910,802
PHILIP MORRIS INTL INCPMConsumer Defensive0.12%4,976-38-0.76%$822,773
MERCADOLIBRE INCMELIConsumer Cyclical0.12%456-6-1.30%$788,433