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Perigon Wealth Management

Latest statistics and disclosures from Perigon Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, AAPL, VOO, IVV, QQQ, and represent 17.69% of Perigon Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VGIT (+$88M), QLTY (+$64M), VOO (+$63M), BIL (+$59M), GRID (+$37M), PHO (+$27M), GLD (+$26M), SCHF (+$19M), NFLX (+$14M), IVE (+$13M).
Started 168 new stock positions in CIG, Texas Instrs Inc option, GEM, SGML, PHO, Powershares Qqq Etf Put Opt 01/19 154.0 put, STN, BNDW, TEF, WIT.
Reduced shares in these 10 stocks: QUAL (-$10M), VRT, WMT, EFG, XLU, MU, AVGO, CORZZ, SPTL, CIBR.
Sold out of its positions in ACMR, AL, Amazon Com Inc option, ASPN, BAX, BMRN, BE, BRO, BF.B, CPB.
Perigon Wealth Management was a net buyer of stock by $603M.
Perigon Wealth Management has $5.6B in assets under management (AUM), dropping by 13.98%.
Central Index Key (CIK): 0001575239

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Portfolio Holdings for Perigon Wealth Management

Perigon Wealth Management holds 1307 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Perigon Wealth Management has 1307 total positions. Only the first 250 positions are shown.

Sign up to view all of the Perigon Wealth Management Dec. 31, 2025 positions
Download the Perigon Wealth Management December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	5.8	$325M		1.7M	186.50	View chart
Apple (AAPL)	5.5	$307M	+2%	1.1M	271.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.3	$129M	+95%	206k	627.13	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$118M	+2%	172k	684.94	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.0	$110M		179k	614.31	View chart
Amazon (AMZN)	1.8	$103M		448k	230.82	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.6	$89M	+9969%	1.5M	59.93	View chart
Microsoft Corporation (MSFT)	1.6	$88M	+8%	183k	483.62	View chart
Alphabet Cap Stk Cl C (GOOG)	1.6	$88M		281k	313.80	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$68M	+5%	216k	313.00	View chart
Gmo Etf Trust Gmo Us Quality E (QLTY)	1.1	$64M	NEW	1.7M	38.46	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.1	$61M		1.5M	39.59	View chart
Spdr Series Trust State Street Spd (BIL)	1.1	$60M	+6380%	658k	91.38	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$60M		88k	681.93	View chart
Spdr Gold Tr Gold Shs (GLD)	1.0	$55M	+87%	139k	396.31	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	1.0	$53M	+4%	433k	123.31	View chart
Broadcom (AVGO)	0.9	$53M	-3%	153k	346.10	View chart
Meta Platforms Cl A (META)	0.9	$49M	+4%	75k	660.10	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$47M	+7%	97k	487.86	View chart
Tesla Motors (TSLA)	0.8	$47M	+5%	105k	449.72	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$45M	+13%	135k	335.27	View chart
Visa Com Cl A (V)	0.8	$45M		127k	350.71	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.8	$44M	+41%	209k	212.07	View chart
JPMorgan Chase & Co. (JPM)	0.8	$43M		132k	322.22	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.7	$40M	+20%	659k	60.81	View chart
Eli Lilly & Co. (LLY)	0.7	$40M		37k	1074.69	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.7	$38M	+12104%	246k	153.02	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$36M	+2%	955k	38.11	View chart
Home Depot (HD)	0.6	$36M	-3%	103k	344.10	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.6	$35M		344k	100.38	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.6	$34M		465k	72.32	View chart
Ishares Gold Tr Ishares New (IAU)	0.6	$33M	+6%	410k	81.17	View chart
Occidental Petroleum Corporation (OXY)	0.6	$33M		804k	41.12	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.6	$33M	+134%	1.4M	24.04	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$32M	+5%	63k	502.65	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$31M	-2%	1.2M	26.91	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.5	$30M	+8%	633k	46.54	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$29M	+5%	287k	99.88	View chart
Moody's Corporation (MCO)	0.5	$28M		55k	510.85	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$28M		851k	32.62	View chart
Ishares Tr S&p 100 Etf (OEF)	0.5	$28M	+27%	81k	342.97	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.5	$27M	NEW	384k	70.41	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$26M	-27%	132k	198.62	View chart
Abbvie (ABBV)	0.5	$26M		112k	228.49	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$26M		783k	32.57	View chart
Mastercard Incorporated Cl A (MA)	0.5	$25M		44k	570.88	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$25M	-4%	348k	71.41	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$24M		119k	199.68	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$24M		196k	120.18	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.4	$23M	+4%	489k	46.04	View chart
American Express Company (AXP)	0.4	$23M		61k	369.95	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$22M	+3%	59k	373.44	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$22M		29k	753.77	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$21M	+5%	338k	62.47	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$21M	+4%	194k	107.11	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.4	$21M	+63%	174k	119.32	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$20M	+3%	223k	89.46	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$19M	+2%	410k	46.80	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$19M	+34%	409k	46.81	View chart
Costco Wholesale Corporation (COST)	0.3	$19M	-3%	22k	862.35	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$18M	-3%	279k	66.00	View chart
McDonald's Corporation (MCD)	0.3	$18M		60k	305.63	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$18M	+5%	271k	67.22	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$18M		614k	29.61	View chart
Johnson & Johnson (JNJ)	0.3	$18M	+19%	88k	206.95	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.3	$18M	+13%	113k	154.80	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$17M		180k	93.97	View chart
Exxon Mobil Corporation (XOM)	0.3	$17M	+8%	139k	120.34	View chart
Wal-Mart Stores (WMT)	0.3	$17M	-14%	149k	111.41	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$16M		328k	49.46	View chart
Netflix (NFLX)	0.3	$16M	+931%	168k	93.76	View chart
Thermo Fisher Scientific (TMO)	0.3	$16M		27k	579.44	View chart
Charles Schwab Corporation (SCHW)	0.3	$15M		153k	99.91	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.3	$15M	+3%	660k	23.02	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$15M	+3%	458k	32.89	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.3	$14M	+18%	371k	38.56	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$14M	+2%	75k	190.99	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$14M		65k	219.78	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$14M		57k	246.16	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$14M		145k	96.03	View chart
Wells Fargo & Company (WFC)	0.2	$14M		148k	93.20	View chart
Raytheon Technologies Corp (RTX)	0.2	$14M		75k	183.40	View chart
Spdr Series Trust State Street Spd (SPTL)	0.2	$14M	-13%	519k	26.47	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$14M	+12%	282k	48.32	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$13M	+5%	284k	47.08	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$13M	+8%	135k	96.27	View chart
Palantir Technologies Cl A (PLTR)	0.2	$13M		73k	177.75	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$13M		171k	75.77	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$13M	-2%	173k	74.07	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$13M		103k	123.26	View chart
Cme (CME)	0.2	$13M	-2%	46k	273.08	View chart
Invesco Actively Managed Exc Qqq Income Advan (QQA)	0.2	$13M	+21%	238k	53.02	View chart
salesforce (CRM)	0.2	$13M		47k	264.91	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.2	$12M	+3%	481k	25.24	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$12M		75k	156.63	View chart
Cisco Systems (CSCO)	0.2	$12M	-5%	152k	77.03	View chart
Travelers Companies (TRV)	0.2	$11M		40k	290.06	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$11M	+2%	120k	95.22	View chart
Advanced Micro Devices (AMD)	0.2	$11M	-6%	53k	214.16	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.2	$11M	+9%	243k	46.29	View chart
Chevron Corporation (CVX)	0.2	$11M		73k	152.41	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$11M		220k	50.29	View chart
Bank of America Corporation (BAC)	0.2	$11M	+2%	201k	55.00	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$11M	+11%	208k	52.77	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$11M	+11%	23k	473.30	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$11M	-4%	42k	257.95	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	0.2	$11M	+38%	248k	42.78	View chart
Profesionally Managed Portfo Akre Focus Etf	0.2	$10M	NEW	159k	65.51	View chart
Applovin Corp Com Cl A (APP)	0.2	$10M	+5%	15k	673.82	View chart
Spdr Series Trust State Street Spd (HYMB)	0.2	$10M	-4%	405k	24.94	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$9.8M	-3%	155k	63.18	View chart
Walt Disney Company (DIS)	0.2	$9.8M		86k	113.77	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$9.7M	+14%	112k	87.16	View chart
Coca-Cola Company (KO)	0.2	$9.7M		139k	69.91	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$9.7M	+4%	204k	47.35	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$9.7M	-16%	51k	191.56	View chart
Procter & Gamble Company (PG)	0.2	$9.6M	-9%	67k	143.31	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$9.4M		114k	82.32	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$9.3M	-2%	61k	154.14	View chart
Citigroup Com New (C)	0.2	$9.3M	+5%	80k	116.69	View chart
Nextera Energy (NEE)	0.2	$9.3M	-10%	116k	80.28	View chart
Lockheed Martin Corporation (LMT)	0.2	$9.2M	+6%	19k	483.67	View chart
Abbott Laboratories (ABT)	0.2	$9.2M		73k	125.29	View chart
Micron Technology (MU)	0.2	$9.2M	-19%	32k	285.41	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.2	$9.0M		154k	58.31	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$8.9M		191k	46.92	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$8.9M	+21%	176k	50.59	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$8.8M	+3%	85k	103.56	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$8.7M		78k	111.78	View chart
Deere & Company (DE)	0.2	$8.6M	+5%	19k	465.58	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$8.5M	-2%	116k	73.56	View chart
Goldman Sachs (GS)	0.1	$8.3M	+4%	9.5k	879.00	View chart
Merck & Co (MRK)	0.1	$8.3M	+4%	79k	105.26	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$8.3M		50k	167.94	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$8.1M	+77%	148k	54.71	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$8.0M		97k	82.48	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$8.0M	+9%	309k	25.75	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$7.9M		156k	50.50	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$7.9M	+4%	173k	45.53	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$7.7M	+5%	70k	110.19	View chart
Lam Research Corp Com New (LRCX)	0.1	$7.6M		44k	171.18	View chart
Morgan Stanley Com New (MS)	0.1	$7.6M	+28%	43k	177.53	View chart
International Business Machines (IBM)	0.1	$7.5M	+13%	25k	296.21	View chart
Pepsi (PEP)	0.1	$7.4M	+4%	52k	143.52	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$7.4M	+5%	87k	85.12	View chart
Hubbell (HUBB)	0.1	$7.4M	+32%	17k	444.11	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$7.4M	+101%	51k	143.97	View chart
J P Morgan Exchange Traded F Flexible Debt Et	0.1	$7.3M	+3%	146k	50.22	View chart
Qualcomm (QCOM)	0.1	$7.3M		43k	171.05	View chart
Essex Property Trust (ESS)	0.1	$7.2M		28k	261.68	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$7.2M	-7%	135k	53.76	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$7.2M		143k	50.46	View chart
Uber Technologies (UBER)	0.1	$7.1M	-8%	87k	81.71	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$7.0M	+2%	69k	102.39	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$7.0M	+48%	108k	64.79	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$6.9M	+5%	54k	128.83	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$6.9M	+5%	138k	49.90	View chart
Verizon Communications (VZ)	0.1	$6.8M		167k	40.73	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$6.6M	-8%	91k	72.68	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$6.6M	-3%	47k	141.06	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$6.5M	-14%	79k	82.82	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$6.5M	+4%	81k	79.73	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$6.5M	-3%	64k	101.98	View chart
Oracle Corporation (ORCL)	0.1	$6.5M	-3%	33k	194.91	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$6.4M	+2%	69k	92.80	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$6.4M		23k	276.94	View chart
Caterpillar (CAT)	0.1	$6.3M	+3%	11k	572.86	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$6.2M		21k	290.22	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$6.2M	-5%	62k	99.94	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$6.2M	+76%	124k	49.65	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$6.0M	+16%	7.8k	771.89	View chart
Applied Materials (AMAT)	0.1	$6.0M	-4%	23k	257.00	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$6.0M	-6%	64k	94.16	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.1	$6.0M	+28%	79k	75.43	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$5.9M	+3%	39k	148.98	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$5.9M	+9%	251k	23.38	View chart
ResMed (RMD)	0.1	$5.9M		24k	240.88	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$5.8M	+4%	81k	71.72	View chart
Ge Aerospace Com New (GE)	0.1	$5.8M	+4%	19k	308.02	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$5.8M		69k	83.75	View chart
Arista Networks Com Shs (ANET)	0.1	$5.8M	+33%	44k	131.03	View chart
Intuitive Surgical Com New (ISRG)	0.1	$5.8M		10k	566.35	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.1	$5.7M	+5%	120k	47.56	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.1	$5.6M	-3%	123k	45.89	View chart
Kla Corp Com New (KLAC)	0.1	$5.6M	-5%	4.6k	1215.31	View chart
Servicenow (NOW)	0.1	$5.6M	+447%	37k	153.19	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$5.5M	-37%	34k	162.01	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$5.4M	+30%	12k	468.76	View chart
Palo Alto Networks (PANW)	0.1	$5.4M		29k	184.20	View chart
3M Company (MMM)	0.1	$5.4M	+4%	34k	160.10	View chart
Intercontinental Exchange (ICE)	0.1	$5.3M	-14%	33k	161.96	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$5.3M	+14%	56k	96.16	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$5.3M	+2%	19k	279.14	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$5.3M	+40%	90k	58.73	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$5.3M	+198%	139k	38.05	View chart
Waste Management (WM)	0.1	$5.3M	+6%	24k	219.71	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$5.2M		51k	102.54	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$5.2M	+11%	91k	57.24	View chart
Equity Residential Sh Ben Int (EQR)	0.1	$5.2M		83k	63.04	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$5.2M	+2%	29k	177.37	View chart
Ishares Tr Core Msci Pac (IPAC)	0.1	$5.2M		71k	73.21	View chart
Spdr Series Trust State Street Spd (SPLG)	0.1	$5.2M		64k	80.22	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$5.1M	+10%	76k	67.43	View chart
AECOM Technology Corporation (ACM)	0.1	$5.1M	+2%	53k	95.33	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.1	$5.0M	+6%	196k	25.76	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$5.0M	+3%	72k	69.47	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$5.0M	+3%	153k	32.75	View chart
Amgen (AMGN)	0.1	$5.0M	-6%	15k	327.31	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$5.0M	-17%	121k	41.27	View chart
Intuit (INTU)	0.1	$5.0M	+22%	7.5k	662.43	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$5.0M	-2%	91k	54.77	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$4.9M	+9%	46k	106.70	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$4.8M		23k	211.79	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$4.8M		52k	92.30	View chart
Automatic Data Processing (ADP)	0.1	$4.8M	-5%	19k	257.23	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$4.8M	-2%	16k	302.11	View chart
Gmo Etf Trust Gmo Intl Quality (QLTI)	0.1	$4.7M	+24%	178k	26.60	View chart
Dimensional Etf Trust International (DFSI)	0.1	$4.7M	+6%	110k	42.84	View chart
Ge Vernova (GEV)	0.1	$4.7M	+12%	7.2k	653.60	View chart
Cloudflare Cl A Com (NET)	0.1	$4.7M	-16%	24k	197.15	View chart
Gilead Sciences (GILD)	0.1	$4.7M		38k	122.74	View chart
Spdr Series Trust State Street Spd (SPIB)	0.1	$4.7M		138k	33.81	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$4.7M	-6%	170k	27.43	View chart
Marqeta Class A Com (MQ)	0.1	$4.6M		972k	4.75	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$4.6M		7.6k	603.28	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$4.6M	-8%	58k	78.81	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$4.5M	-3%	35k	126.67	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$4.4M		58k	77.02	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$4.4M	+2%	89k	49.59	View chart
Norfolk Southern (NSC)	0.1	$4.4M	-2%	15k	288.73	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	0.1	$4.3M	-7%	88k	49.00	View chart
Honeywell International (HON)	0.1	$4.3M	+5%	22k	195.09	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$4.3M		64k	66.43	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$4.2M	-8%	20k	210.34	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$4.2M		55k	75.44	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$4.1M		29k	143.33	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$4.1M	-6%	68k	60.17	View chart
Spdr Series Trust State Street Spd (XAR)	0.1	$4.1M	+8%	17k	241.24	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$4.1M		64k	64.42	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$4.1M	+35%	183k	22.36	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$4.1M	+4%	174k	23.37	View chart
Chubb (CB)	0.1	$4.1M	+10%	13k	312.12	View chart
Ameriprise Financial (AMP)	0.1	$4.0M	+5%	8.2k	490.35	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$4.0M		134k	30.07	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$4.0M		45k	89.43	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.1	$4.0M	+11%	54k	74.09	View chart
Bristol Myers Squibb (BMY)	0.1	$3.9M	+22%	73k	53.94	View chart
Jones Lang LaSalle Incorporated (JLL)	0.1	$3.9M	NEW	12k	336.47	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$3.9M	+27%	11k	360.11	View chart
Newmont Mining Corporation (NEM)	0.1	$3.9M		39k	99.85	View chart

Past Filings by Perigon Wealth Management

SEC 13F filings are viewable for Perigon Wealth Management going back to 2013

Perigon Wealth Management 2025 Q4 filed Jan. 16, 2026
Perigon Wealth Management 2025 Q3 filed Oct. 17, 2025
Perigon Wealth Management 2025 Q2 filed July 16, 2025
Perigon Wealth Management 2025 Q1 filed April 23, 2025
Perigon Wealth Management 2024 Q4 filed Jan. 22, 2025
Perigon Wealth Management 2024 Q3 filed Oct. 16, 2024
Perigon Wealth Management 2024 Q2 filed Aug. 2, 2024
Perigon Wealth Management 2024 Q1 filed April 29, 2024
Perigon Wealth Management 2023 Q4 filed Jan. 29, 2024
Perigon Wealth Management 2023 Q3 filed Oct. 30, 2023
Perigon Wealth Management 2023 Q2 restated filed Aug. 2, 2023
Perigon Wealth Management 2023 Q2 filed Aug. 2, 2023
Perigon Wealth Management 2023 Q1 filed May 3, 2023
Perigon Wealth Management 2022 Q4 amended filed May 1, 2023
Perigon Wealth Management 2022 Q4 filed Feb. 14, 2023
Perigon Wealth Management 2022 Q3 filed Dec. 13, 2022

View all past filings

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