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Akre Focus Etf shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of Akre Focus Etf shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon Wealth Management investment in Akre Focus Etf

Tip: Access up to 7 years of quarterly data

All positions including Akre Focus Etf held by Perigon Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Akre Focus Etf by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $10M 159k 65.51

More positions owned by Perigon Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Gmo Etf Trust Gmo Us Quality E (QLTY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Series Trust State Street Spd (BIL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Perigon Wealth Management

Top funds holding Akre Focus Etf

UBS Group
Wealth Enhancement Advisory Services
Affiance Financial
Assetmark
Parisi Gray Wealth Management
Stratos Wealth Partners
Aprio Wealth Management
Lighthouse Wealth Management
Canal Capital Management
Montz Harcus Wealth Management
Perigon Wealth Management
Compton Wealth Advisory Group
Capital Advisors
Beacon Financial Planning
Prime Capital Investment Advisors

View all funds holding Akre Focus Etf