Perryman Financial Advisory Inc /AD filed a Form 13F-HR with the SEC on October 15, 2026, disclosing its equity holdings as of September 30, 2026. The filing lists 190 distinct positions held by the firm, managed by Chief Compliance Officer James S. Perryman.
The portfolio is heavily weighted toward technology and large-cap growth stocks, with several individual holdings exceeding 100,000 shares. NVIDIA Corporation is the largest holding, with 409,627 shares. Apple Inc follows with 195,107 shares, and Microsoft Corporation holds 53,986 shares. Other notable individual equity positions include Amazon.com Inc with 102,626 shares, Johnson & Johnson with 48,974 shares, and Walmart Inc with 29,482 shares.
Approximately 60% of the reported portfolio is allocated to exchange-traded funds (ETFs). Major ETF holdings include the Vanguard S&P 500 ETF (141,818 shares), the Vanguard Total Stock Market ETF (5,243 shares), and the Vanguard Admiral Small Cap Index Fund (75,072 shares). The filing also includes significant positions in various sector-specific ETFs, such as the Global X Data Center Digital ETF (28,902 shares) and the Global 100 ETF (74,107 shares).
