Perissos Private Wealth Management, LLC
RIA/Wealth
Perissos Private Wealth Management, LLC is a RIA/Wealth led by Brandon Heath Vanlandingham, reporting $141.7M in AUM as of Q3 2025 with 73% ETF concentration and 50% concentrated in top 10 holdings.
Managing PartnerBrandon Heath Vanlandingham
- Portfolio Value
- $137.3M
- Positions
- 83
- Top Holding
- QQQ at 8%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Perissos Private Wealth Management, LLC's portfolio (50.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $11.0M | 8.00% | -$447.9K Sold | — 18.3K shares | |
ETF ETF | $9.4M | 6.81% | -$3.3M Sold | — 14.0K shares | |
Asset Management Financial Services | $8.3M | 6.06% | -$38.4K Sold | 0.14% 319.5K shares | |
ETF ETF | $7.8M | 5.67% | +$3.7M Bought | — 143.8K shares | |
ETF ETF | $6.4M | 4.70% | +$6.4M Bought | — 26.7K shares | |
ETF ETF | $6.3M | 4.57% | +$48.2K Bought | — 109.9K shares | |
Unknown Unknown | $6.2M | 4.51% | +$2.3M Bought | — 17.4K shares | |
ETF ETF | $5.1M | 3.70% | +$7.7K Bought | — 100.1K shares | |
ETF ETF | $5.0M | 3.65% | +$100.8K Bought | — 157.2K shares | |
ETF ETF | $3.8M | 2.73% | +$53.4K Bought | — 44.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Perissos Private Wealth Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-95.53% | |
-78.43% | |
-63.98% |
Analytics
Portfolio insights and performance metrics for Perissos Private Wealth Management, LLC
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