Persium Advisors, LLC
RIA/Wealth
Persium Advisors, LLC is a RIA/Wealth based in Atlanta, GA led by Stephen Lyle Griner, reporting $456.3M in AUM as of Q3 2025 with 72% ETF concentration, 76% concentrated in top 10 holdings, and 24% allocation to SCHF.
CEOStephen Lyle Griner
- Portfolio Value
- $133.2M
- Positions
- 63
- Top Holding
- SCHF at 23.71%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Persium Advisors, LLC's portfolio (75.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $31.6M | 23.71% | +$1.2M Bought | — 1.4M shares | |
ETF ETF | $25.1M | 18.87% | +$385.2K Bought | — 787.7K shares | |
ETF ETF | $23.9M | 17.96% | +$1.0M Bought | — 821.7K shares | |
ETF ETF | $11.3M | 8.45% | +$883.1K Bought | — 125.9K shares | |
Home Improvement Consumer Cyclical | $2.6M | 1.94% | — | 0.00% 6.4K shares | |
Consumer Electronics Technology | $1.7M | 1.28% | +$32.8K Bought | 0.00% 6.7K shares | |
Software - Infrastructure Technology | $1.2M | 0.91% | +$4.1K Bought | 0.00% 2.3K shares | |
Oil & Gas Exploration & Production Energy | $1.2M | 0.88% | +$79.6K Bought | 0.00% 12.3K shares | |
Banks - Diversified Financial Services | $1.1M | 0.81% | -$19.9K Sold | 0.00% 3.4K shares | |
Computer Hardware Technology | $1.0M | 0.79% | -$23.1K Sold | 0.00% 7.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Persium Advisors, 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 | |
+19.77% | |
+15.42% | |
+14.25% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-14.48% | |
-7.26% | |
-3.58% | |
-3.42% |
Analytics
Portfolio insights and performance metrics for Persium Advisors, LLC
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