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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, IVV, QQQ, AMZN, and represent 18.76% of Perigon Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DYNF (+$11M), QQA (+$10M), OEF (+$10M), VUG (+$7.4M), J P Morgan Flexible Debt Etf (+$7.1M), IVE (+$6.2M), SGOV (+$6.1M), GLD (+$6.0M), HUBB (+$5.4M), QUAL (+$5.1M).
Started 202 new stock positions in THG, RSPU, GCAL, MUSA, PSA, EXPE, BE, VLTO, EXEL, Freeport-mcmoran Copper & Go option.
Reduced shares in these 10 stocks: IVV (-$11M), PLTR (-$9.2M), APP (-$7.4M), EFG (-$7.2M), B, DBA, BAC, GOOGL, IYH, CAT.
Sold out of its positions in ANSS, ABR, CLX, DMAC, FDS, FICO, DIV, BUG, URA, GDDY.
Perigon Wealth Management was a net buyer of stock by $261M.
Perigon Wealth Management has $4.9B in assets under management (AUM), dropping by 14.53%.
Central Index Key (CIK): 0001575239

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Portfolio Holdings for Perigon Wealth Management

Perigon Wealth Management holds 1214 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Perigon Wealth Management has 1214 total positions. Only the first 250 positions are shown.

Sign up to view all of the Perigon Wealth Management Sept. 30, 2025 positions
Download the Perigon Wealth Management September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	6.6	$322M		1.7M	186.58	View chart
Apple (AAPL)	5.7	$280M		1.1M	254.63	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.3	$112M	-8%	168k	669.30	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.2	$107M		178k	600.37	View chart
Amazon (AMZN)	2.0	$100M		455k	219.57	View chart
Microsoft Corporation (MSFT)	1.8	$87M	+5%	168k	517.95	View chart
Alphabet Cap Stk Cl C (GOOG)	1.4	$68M		277k	243.55	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$64M	+2%	105k	612.38	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.2	$60M		1.6M	38.57	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$59M	-2%	89k	666.18	View chart
Meta Platforms Cl A (META)	1.1	$53M	+2%	72k	734.38	View chart
Broadcom (AVGO)	1.1	$53M	+3%	159k	329.91	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	1.0	$50M	+2%	414k	120.66	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$50M	-5%	204k	243.10	View chart
Tesla Motors (TSLA)	0.9	$44M	+10%	100k	444.72	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$43M	+20%	90k	479.61	View chart
Home Depot (HD)	0.9	$43M		107k	405.19	View chart
Visa Com Cl A (V)	0.9	$43M		126k	341.38	View chart
JPMorgan Chase & Co. (JPM)	0.8	$41M	+6%	131k	315.43	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$39M		119k	328.17	View chart
Occidental Petroleum Corporation (OXY)	0.8	$38M		809k	47.25	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.7	$36M	+16%	182k	194.50	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.7	$34M	+21%	341k	100.70	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$34M	+11%	931k	36.35	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.7	$33M	+4%	466k	70.13	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.7	$32M	+52%	545k	59.20	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$31M		1.2M	26.34	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$31M	+25%	148k	206.51	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$30M	+5%	60k	502.74	View chart
Eli Lilly & Co. (LLY)	0.6	$29M	+2%	37k	763.00	View chart
Ishares Gold Tr Ishares New (IAU)	0.6	$28M	+15%	384k	72.77	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$27M	-7%	272k	100.25	View chart
Ishares Tr Core Total Usd (IUSB)	0.6	$27M		583k	46.71	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$27M	+6%	853k	31.91	View chart
Moody's Corporation (MCO)	0.5	$27M		56k	476.48	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$26M	+29%	74k	355.47	View chart
Abbvie (ABBV)	0.5	$26M	+3%	111k	231.54	View chart
Mastercard Incorporated Cl A (MA)	0.5	$25M	+2%	44k	568.81	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$25M	+4%	788k	31.53	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$25M	+14%	365k	67.83	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$23M		194k	118.83	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.5	$23M		116k	195.86	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$22M	+3%	29k	746.64	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.4	$22M	+5%	467k	46.24	View chart
Costco Wholesale Corporation (COST)	0.4	$21M	+4%	23k	925.65	View chart
Ishares Tr S&p 100 Etf (OEF)	0.4	$21M	+90%	63k	332.84	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$21M	-4%	57k	365.48	View chart
American Express Company (AXP)	0.4	$20M	+2%	60k	332.16	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$20M	-4%	187k	106.49	View chart
Netflix (NFLX)	0.4	$20M	+6%	16k	1198.90	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$19M	+11%	319k	59.92	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$19M	-4%	289k	65.26	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$19M	+5%	215k	87.31	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$18M	-2%	400k	45.76	View chart
McDonald's Corporation (MCD)	0.4	$18M	+4%	60k	303.89	View chart
Wal-Mart Stores (WMT)	0.4	$18M	+26%	175k	103.06	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$18M	+3%	602k	29.11	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$17M	+3%	256k	65.92	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$17M	+9%	329k	50.63	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.3	$16M	+27%	597k	26.95	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$16M	+4%	178k	89.03	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.3	$15M	+2%	640k	23.12	View chart
Charles Schwab Corporation (SCHW)	0.3	$15M		153k	95.47	View chart
Exxon Mobil Corporation (XOM)	0.3	$14M	+10%	128k	112.75	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$14M	+42%	303k	46.81	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$14M		66k	215.79	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$14M	+3%	441k	31.84	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$14M	-9%	100k	139.17	View chart
Johnson & Johnson (JNJ)	0.3	$14M	+2%	74k	185.42	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$14M	+6%	73k	186.49	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$14M	-3%	56k	241.96	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$14M	+4%	580k	23.28	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$14M	+2%	144k	93.37	View chart
Thermo Fisher Scientific (TMO)	0.3	$13M		27k	485.03	View chart
Palantir Technologies Cl A (PLTR)	0.3	$13M	-40%	73k	182.42	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$13M	+3%	177k	74.37	View chart
Cme (CME)	0.3	$13M	+3%	48k	270.19	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$13M	+27%	106k	121.06	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$13M	+10%	269k	46.96	View chart
Raytheon Technologies Corp (RTX)	0.3	$13M	+12%	75k	167.33	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$13M		104k	120.72	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$12M	+24%	250k	49.46	View chart
Wells Fargo & Company (WFC)	0.3	$12M	+8%	147k	83.82	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$12M	+2%	169k	72.26	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$12M	+17%	124k	96.55	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.2	$12M	+39%	312k	37.86	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.2	$12M	+18%	465k	25.31	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$12M		75k	155.45	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$12M	-16%	61k	189.70	View chart
Procter & Gamble Company (PG)	0.2	$11M	+9%	74k	153.65	View chart
salesforce (CRM)	0.2	$11M	+6%	48k	237.00	View chart
Chevron Corporation (CVX)	0.2	$11M	+19%	73k	155.29	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$11M	+3%	224k	50.07	View chart
Travelers Companies (TRV)	0.2	$11M	+8%	40k	279.22	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$11M		117k	95.15	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$11M		44k	254.28	View chart
Cisco Systems (CSCO)	0.2	$11M	+7%	161k	68.42	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$11M		62k	170.85	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.2	$11M	+13%	423k	24.93	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.2	$10M	+27%	223k	46.41	View chart
Invesco Actively Managed Exc Qqq Income Advan (QQA)	0.2	$10M	NEW	197k	52.62	View chart
Applovin Corp Com Cl A (APP)	0.2	$10M	-41%	14k	718.56	View chart
Bank of America Corporation (BAC)	0.2	$10M	-24%	196k	51.59	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$10M	-4%	161k	62.91	View chart
Walt Disney Company (DIS)	0.2	$10M	+6%	87k	114.50	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$9.9M	+17%	186k	53.24	View chart
Abbott Laboratories (ABT)	0.2	$9.9M	+3%	74k	133.94	View chart
Nextera Energy (NEE)	0.2	$9.8M	+85%	130k	75.49	View chart
Oracle Corporation (ORCL)	0.2	$9.7M	+22%	35k	281.24	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$9.5M	+6%	20k	468.40	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$9.5M	+99%	109k	87.21	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$9.3M	+9%	196k	47.55	View chart
Uber Technologies (UBER)	0.2	$9.3M	+14%	95k	97.97	View chart
Advanced Micro Devices (AMD)	0.2	$9.2M	-2%	57k	161.79	View chart
Coca-Cola Company (KO)	0.2	$9.2M	+6%	138k	66.32	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$9.0M		114k	78.90	View chart
Lockheed Martin Corporation (LMT)	0.2	$8.9M	+13%	18k	499.20	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$8.8M	+5%	194k	45.21	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$8.7M	-6%	97k	89.37	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.2	$8.7M	+8%	151k	57.37	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$8.6M	-2%	80k	108.70	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$8.5M		119k	71.37	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$8.3M		51k	164.54	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$8.2M	+98%	55k	150.86	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$8.1M	+3%	82k	99.11	View chart
Deere & Company (DE)	0.2	$8.0M	+2%	18k	457.25	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$7.9M	+6%	145k	54.18	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$7.7M	+48%	153k	50.47	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$7.7M		96k	80.17	View chart
Citigroup Com New (C)	0.2	$7.7M	+27%	76k	101.50	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$7.7M	-2%	92k	82.96	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$7.5M	+6%	166k	45.51	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	0.2	$7.5M	+104%	179k	41.91	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$7.4M	+3%	67k	111.47	View chart
Essex Property Trust (ESS)	0.1	$7.4M		28k	267.66	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$7.3M		145k	50.73	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.1	$7.3M		283k	25.85	View chart
Verizon Communications (VZ)	0.1	$7.3M	+2%	165k	43.95	View chart
Goldman Sachs (GS)	0.1	$7.2M		9.1k	796.35	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$7.1M	-2%	25k	281.86	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$7.1M		141k	50.59	View chart
J P Morgan Exchange Traded F Flexible Debt Et	0.1	$7.1M	NEW	141k	50.22	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$7.0M	+88%	83k	85.04	View chart
Qualcomm (QCOM)	0.1	$7.0M	-2%	42k	166.36	View chart
Pepsi (PEP)	0.1	$7.0M	+32%	50k	140.44	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$6.9M	+13%	67k	103.36	View chart
AECOM Technology Corporation (ACM)	0.1	$6.8M	+12%	52k	130.47	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$6.7M	+5%	99k	67.51	View chart
ResMed (RMD)	0.1	$6.7M	+9%	25k	273.73	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$6.7M		49k	137.80	View chart
Micron Technology (MU)	0.1	$6.6M	+8%	40k	167.32	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$6.6M	+7%	66k	99.53	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$6.6M	+14%	65k	100.23	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$6.5M		68k	95.14	View chart
Intercontinental Exchange (ICE)	0.1	$6.5M	+119%	38k	168.48	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$6.4M	+7%	24k	273.65	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$6.4M	+6%	51k	125.95	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$6.4M		22k	293.74	View chart
Merck & Co (MRK)	0.1	$6.3M	+22%	76k	83.93	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$6.3M	+23%	67k	93.75	View chart
International Business Machines (IBM)	0.1	$6.3M	+2%	22k	282.16	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$6.2M	+10%	78k	79.93	View chart
Cloudflare Cl A Com (NET)	0.1	$6.2M	+3%	29k	214.59	View chart
Servicenow (NOW)	0.1	$6.2M	+13%	6.7k	920.28	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$6.1M	-4%	146k	41.58	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$6.1M	+2%	131k	46.12	View chart
Lam Research Corp Com New (LRCX)	0.1	$6.0M	+5%	45k	133.90	View chart
Palo Alto Networks (PANW)	0.1	$6.0M	+43%	30k	203.62	View chart
Automatic Data Processing (ADP)	0.1	$5.8M	-2%	20k	293.50	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$5.8M	+2%	69k	84.11	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.1	$5.8M		127k	45.42	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$5.8M	-55%	51k	113.88	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$5.5M	+4%	38k	145.60	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$5.5M	+5%	19k	293.79	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.1	$5.4M	-4%	114k	47.61	View chart
Ge Aerospace Com New (GE)	0.1	$5.4M	+19%	18k	300.81	View chart
Hubbell (HUBB)	0.1	$5.4M	NEW	13k	430.31	View chart
Equity Residential Sh Ben Int (EQR)	0.1	$5.4M		83k	64.73	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$5.4M	+6%	229k	23.56	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$5.4M	+29%	78k	68.96	View chart
Kla Corp Com New (KLAC)	0.1	$5.3M		4.9k	1078.73	View chart
Morgan Stanley Com New (MS)	0.1	$5.3M	+5%	33k	158.96	View chart
Ishares Tr Core Msci Pac (IPAC)	0.1	$5.1M	+148%	70k	73.43	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$5.1M		51k	99.95	View chart
Marqeta Class A Com (MQ)	0.1	$5.1M		971k	5.28	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$5.1M	+47%	73k	70.24	View chart
Caterpillar (CAT)	0.1	$5.1M	-36%	11k	477.14	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$5.1M		65k	78.34	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$5.0M	-27%	64k	78.91	View chart
Applied Materials (AMAT)	0.1	$5.0M		24k	204.74	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$5.0M	+15%	93k	53.87	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$5.0M		182k	27.30	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$5.0M	+5%	29k	174.58	View chart
Waste Management (WM)	0.1	$5.0M	+12%	23k	220.83	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$5.0M	+5%	149k	33.37	View chart
3M Company (MMM)	0.1	$5.0M	+19%	32k	155.18	View chart
Arista Networks Com Shs (ANET)	0.1	$4.8M	-3%	33k	145.71	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$4.8M	+6%	16k	297.62	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$4.8M		23k	208.71	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$4.7M		53k	89.37	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$4.7M	+3%	70k	67.26	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.1	$4.7M		184k	25.61	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$4.7M		82k	57.10	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$4.7M	-7%	49k	96.46	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.1	$4.7M	+23%	62k	75.61	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.1	$4.7M	+3%	137k	33.89	View chart
Norfolk Southern (NSC)	0.1	$4.6M		16k	300.41	View chart
Amgen (AMGN)	0.1	$4.6M	+4%	16k	282.20	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$4.6M	+10%	69k	66.90	View chart
Intuitive Surgical Com New (ISRG)	0.1	$4.6M	+8%	10k	447.23	View chart
At&t (T)	0.1	$4.6M	+22%	162k	28.24	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$4.6M	+80%	70k	65.00	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	0.1	$4.6M		96k	47.55	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$4.5M	-5%	7.6k	596.02	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$4.5M		22k	203.59	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$4.5M	-5%	84k	53.40	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$4.4M	+34%	42k	106.78	View chart
Eaton Corp SHS (ETN)	0.1	$4.4M	+64%	12k	374.25	View chart
Honeywell International (HON)	0.1	$4.4M	+53%	21k	210.50	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$4.4M	-4%	36k	120.01	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$4.4M	+2%	8.9k	490.37	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$4.3M	-6%	87k	49.83	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$4.3M	-2%	57k	75.11	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$4.2M	-3%	65k	65.00	View chart
Dimensional Etf Trust International (DFSI)	0.1	$4.2M	+14%	103k	40.95	View chart
Gilead Sciences (GILD)	0.1	$4.2M	+5%	38k	111.00	View chart
Intuit (INTU)	0.1	$4.2M	+10%	6.1k	682.93	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$4.2M		73k	57.47	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$4.1M	+3%	56k	73.46	View chart
Sap Se Spon Adr (SAP)	0.1	$4.1M	+38%	15k	267.21	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$4.1M	-11%	29k	142.55	View chart
Strategy Cl A New (MSTR)	0.1	$4.0M	+10%	12k	322.21	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$4.0M	-2%	134k	29.64	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$4.0M		44k	88.96	View chart
Ge Vernova (GEV)	0.1	$3.9M	+40%	6.4k	614.89	View chart
Zoetis Cl A (ZTS)	0.1	$3.9M	+10%	27k	146.32	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.1	$3.9M		164k	23.94	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$3.9M		166k	23.47	View chart
Ameriprise Financial (AMP)	0.1	$3.8M		7.8k	491.26	View chart
Pfizer (PFE)	0.1	$3.8M	+22%	150k	25.48	View chart
Altria (MO)	0.1	$3.8M	+6%	57k	66.06	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$3.8M	-10%	64k	58.85	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$3.8M	+17%	6.7k	562.26	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$3.7M		33k	113.62	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$3.7M	-6%	31k	119.51	View chart
Spdr Series Trust Aerospace Def (XAR)	0.1	$3.7M	+4%	16k	234.96	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.1	$3.7M	-16%	153k	24.02	View chart
2023 Etf Series Trust Ii Gmo Intl Quality (QLTI)	0.1	$3.7M	+8%	144k	25.55	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$3.6M		130k	27.90	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.1	$3.6M		65k	55.33	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 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
Perigon Wealth Management 2011 Q3 filed Nov. 14, 2022

View all past filings

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