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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, QQQ, IVV, and represent 17.85% of Perigon Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VOO (+$45M), VUG (+$44M), VGT (+$23M), SETM (+$14M), KLAC (+$14M), EEM (+$11M), IUSB (+$11M), GLD (+$9.1M), JPIE (+$8.7M), IWF (+$8.4M).
Started 208 new stock positions in VLUE, XPO, Seagate Technology Hldngs Pl, GNRC, EVRG, TILE, FRMI, Amazon Com Inc option, Sutter Rock Cap Corp, APTV.
Reduced shares in these 10 stocks: BIL (-$17M), QUAL (-$16M), EFV (-$14M), XLU (-$6.5M), MOAT (-$6.5M), IVE (-$6.2M), Honeywell International (-$5.8M), AMD (-$5.1M), THRO, Micron Technology Inc call.
Sold out of its positions in AEG, BABA, Alphabet Inc call, ABEV, Apple Inc option, ACHR, BRLN, C3 Ai, CTRA, CGNG.
Perigon Wealth Management was a net buyer of stock by $308M.
Perigon Wealth Management has $6.4B in assets under management (AUM), dropping by 15.30%.
Central Index Key (CIK): 0001575239

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Portfolio Holdings for Perigon Wealth Management

Perigon Wealth Management holds 1435 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Perigon Wealth Management has 1435 total positions. Only the first 250 positions are shown.

Sign up to view all of the Perigon Wealth Management June 30, 2026 positions
Download the Perigon Wealth Management June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	5.4	$345M		1.7M	200.09	View chart
Apple (AAPL)	5.2	$329M		1.1M	289.36	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.2	$206M	+27%	300k	686.81	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.0	$129M	-2%	175k	736.40	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.0	$126M		169k	748.89	View chart
Amazon (AMZN)	1.7	$107M		449k	238.34	View chart
Alphabet Cap Stk Cl C (GOOG)	1.6	$100M	+2%	282k	353.33	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.5	$93M	-4%	1.6M	58.98	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$80M		225k	357.37	View chart
Gmo Etf Trust Us Quality Etf (QLTY)	1.2	$74M		1.8M	41.62	View chart
Microsoft Corporation (MSFT)	1.1	$70M		188k	373.02	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	1.1	$70M	+2%	1.6M	44.36	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.1	$68M		91k	746.77	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	1.0	$64M	+5%	476k	134.72	View chart
Broadcom (AVGO)	0.9	$60M	+4%	158k	377.75	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$54M	+20%	146k	368.38	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$53M	+490%	614k	86.14	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.7	$47M	+14%	466k	100.67	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.7	$47M	-26%	510k	91.64	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.7	$46M	+4%	239k	191.75	View chart
Tesla Motors (TSLA)	0.7	$45M		107k	420.60	View chart
Eli Lilly & Co. (LLY)	0.7	$45M		37k	1199.41	View chart
JPMorgan Chase & Co. (JPM)	0.7	$43M		132k	327.33	View chart
Meta Platforms Cl A (META)	0.7	$42M		75k	563.29	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.7	$42M	+7%	1.5M	27.70	View chart
Visa Com Cl A (V)	0.7	$42M		123k	343.09	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.7	$42M	+34%	912k	46.15	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$41M		1.0M	41.25	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$40M		109k	370.04	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$39M	-13%	173k	227.06	View chart
Occidental Petroleum Corporation (OXY)	0.6	$39M		806k	48.57	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.6	$39M		575k	68.01	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$39M	+9%	1.3M	29.43	View chart
Micron Technology (MU)	0.6	$37M		32k	1154.31	View chart
Home Depot (HD)	0.6	$36M		103k	352.68	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$36M	+7%	364k	98.98	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$34M	+2%	838k	40.21	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.5	$33M	+11%	478k	69.08	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$31M		62k	500.39	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$31M	+32%	317k	96.58	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$29M		865k	33.84	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$29M	+15%	404k	71.25	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.5	$29M	-3%	114k	252.23	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$29M	+2%	193k	148.31	View chart
Abbvie (ABBV)	0.4	$28M		112k	251.64	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$28M	+17%	334k	82.84	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.4	$27M		344k	78.08	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$27M	+661%	225k	119.52	View chart
Advanced Micro Devices (AMD)	0.4	$27M	-16%	46k	580.91	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.4	$27M	-12%	164k	161.54	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$26M		345k	75.51	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.4	$26M	+8%	563k	45.49	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.4	$24M	+8%	665k	36.60	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$23M	-3%	57k	409.50	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.4	$23M	+91%	340k	68.41	View chart
Johnson & Johnson (JNJ)	0.4	$23M	+4%	91k	253.97	View chart
Mastercard Incorporated Cl A (MA)	0.4	$23M		44k	513.60	View chart
American Express Company (AXP)	0.4	$23M		67k	338.25	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$23M	+2%	209k	107.62	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$23M	+2%	645k	34.81	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$22M	+10%	430k	50.23	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$21M		414k	51.69	View chart
Moody's Corporation (MCO)	0.3	$21M		46k	452.92	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.3	$21M	+10%	539k	38.79	View chart
Costco Wholesale Corporation (COST)	0.3	$21M	+2%	22k	935.47	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.3	$21M	+72%	447k	46.05	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$20M	+3%	189k	103.05	View chart
Exxon Mobil Corporation (XOM)	0.3	$19M		142k	136.72	View chart
Lam Research Corp Com New (LRCX)	0.3	$19M		43k	433.33	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.3	$19M	+6%	203k	91.21	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$18M	-4%	232k	77.11	View chart
Applied Materials (AMAT)	0.3	$18M	+4%	24k	723.00	View chart
McDonald's Corporation (MCD)	0.3	$17M	+5%	64k	270.31	View chart
Invesco Actively Managed Exc Qqq Inc Adv Etf (QQA)	0.3	$17M	+19%	295k	57.63	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$17M	+2%	76k	217.93	View chart
Wal-Mart Stores (WMT)	0.3	$16M		144k	113.26	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.2	$16M	+8%	642k	24.66	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$16M	+7%	143k	110.32	View chart
Cisco Systems (CSCO)	0.2	$16M		132k	117.46	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$16M	+2%	149k	103.88	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$15M	+2%	319k	48.43	View chart
Kla Corp Com New (KLAC)	0.2	$15M	+948%	51k	301.71	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.2	$15M	-2%	96k	158.66	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$15M	+6%	323k	46.81	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$15M		110k	137.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$15M	+2%	62k	236.62	View chart
Equinix (EQIX)	0.2	$15M	+20%	14k	1042.42	View chart
Sprott Fds Tr Sprott Critical (SETM)	0.2	$14M	NEW	460k	31.16	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$14M		624k	22.78	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.2	$14M	+8%	537k	26.23	View chart
Travelers Companies (TRV)	0.2	$14M		42k	330.12	View chart
Charles Schwab Corporation (SCHW)	0.2	$14M	+32%	150k	92.27	View chart
Thermo Fisher Scientific (TMO)	0.2	$13M		27k	501.36	View chart
Raytheon Technologies Corp (RTX)	0.2	$13M		70k	189.73	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$13M		125k	106.31	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$13M		75k	176.65	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$13M	-55%	60k	219.43	View chart
T Rowe Price Exchange-traded Us Equi Resh Etf (TSPA)	0.2	$13M	+2%	270k	47.53	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.2	$13M	-19%	247k	51.78	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$13M	+13%	60k	212.77	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$13M		42k	303.12	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.2	$13M	+15%	505k	24.99	View chart
Chevron Corporation (CVX)	0.2	$13M	+4%	75k	165.76	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$12M	+11%	245k	50.58	View chart
Citigroup Com New (C)	0.2	$12M		89k	139.96	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.2	$12M	-28%	287k	43.11	View chart
Netflix (NFLX)	0.2	$12M		172k	71.40	View chart
Deere & Company (DE)	0.2	$12M		19k	634.34	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$12M	+2%	40k	300.45	View chart
Bank of America Corporation (BAC)	0.2	$12M		207k	56.98	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$12M	+5%	160k	73.41	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$12M	-54%	151k	76.55	View chart
Wells Fargo & Company (WFC)	0.2	$12M	-3%	139k	82.64	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$11M	+2%	121k	94.52	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$11M		156k	72.28	View chart
Caterpillar (CAT)	0.2	$11M	+2%	11k	1064.93	View chart
Coca-Cola Company (KO)	0.2	$11M	+8%	138k	81.27	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$11M	+303%	90k	124.17	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$11M	-3%	33k	334.82	View chart
Procter & Gamble Company (PG)	0.2	$11M		74k	146.64	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$11M	+13%	57k	190.52	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.2	$11M	+4%	165k	65.60	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$11M		199k	54.03	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.2	$11M	+7%	130k	82.49	View chart
Global X Fds Defense Tech Etf (SHLD)	0.2	$11M	-16%	178k	59.71	View chart
Nextera Energy (NEE)	0.2	$11M		120k	87.77	View chart
Merck & Co (MRK)	0.2	$11M		81k	128.50	View chart
Goldman Sachs (GS)	0.2	$10M	+7%	10k	1011.39	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$10M		114k	89.20	View chart
Corning Incorporated (GLW)	0.2	$9.9M		39k	255.43	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$9.9M	+2%	195k	50.57	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$9.8M		117k	83.75	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$9.8M		76k	128.08	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$9.8M	+3%	203k	48.12	View chart
Palantir Technologies Cl A (PLTR)	0.2	$9.8M	-11%	84k	116.67	View chart
Lockheed Martin Corporation (LMT)	0.2	$9.7M	-2%	19k	509.47	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$9.7M	+4%	77k	124.76	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$9.6M	-4%	204k	46.94	View chart
Ge Vernova (GEV)	0.1	$9.5M	-3%	8.1k	1174.82	View chart
Cme (CME)	0.1	$9.4M		43k	220.83	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$9.4M		12k	763.13	View chart
Morgan Stanley Com New (MS)	0.1	$9.3M	+2%	45k	209.04	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$9.3M	+9%	98k	94.42	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$9.1M	-12%	89k	102.30	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$9.1M	+7%	152k	59.69	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$9.0M		48k	188.09	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$8.7M	+72%	36k	242.43	View chart
J P Morgan Exchange Traded F Flexi Debt Etf (JFLX)	0.1	$8.7M	+13%	173k	50.40	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$8.7M	+13%	55k	156.95	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.1	$8.4M	-8%	331k	25.44	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.1	$8.3M	+926%	211k	39.54	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$8.2M	+9%	153k	54.02	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.1	$8.2M	+5%	321k	25.52	View chart
Essex Property Trust (ESS)	0.1	$8.1M		28k	291.59	View chart
Applovin Corp Com Cl A (APP)	0.1	$8.0M	+3%	16k	515.25	View chart
Intel Corporation (INTC)	0.1	$8.0M	-15%	57k	139.63	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$8.0M	-17%	153k	52.34	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.1	$8.0M	+2%	56k	142.39	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$8.0M		89k	89.01	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$7.9M	+11%	12k	655.86	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$7.7M	+4%	156k	49.55	View chart
Walt Disney Company (DIS)	0.1	$7.7M		80k	96.25	View chart
Qualcomm (QCOM)	0.1	$7.6M		41k	184.79	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$7.5M		59k	127.81	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	0.1	$7.5M	+16%	117k	63.88	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$7.4M	+2%	74k	100.16	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$7.4M	-4%	146k	50.66	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$7.4M	+9%	75k	98.59	View chart
Verizon Communications (VZ)	0.1	$7.3M		173k	42.34	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$7.3M	-19%	84k	86.42	View chart
International Business Machines (IBM)	0.1	$7.2M		26k	281.21	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$7.1M	-9%	134k	53.19	View chart
Arista Networks Com Shs (ANET)	0.1	$7.1M	-6%	42k	169.88	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$7.1M		60k	117.67	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$6.9M		68k	102.16	View chart
Meta Platforms Call Call Option (Principal)	0.1	$6.9M	NEW	12k	563.29	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$6.9M	+297%	85k	80.57	View chart
Palo Alto Networks (PANW)	0.1	$6.8M		20k	341.02	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$6.8M	+71%	55k	124.42	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$6.8M	+14%	289k	23.52	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$6.8M		23k	290.62	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$6.8M	+5%	22k	306.30	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$6.7M	-8%	132k	50.63	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$6.7M	+5%	34k	197.60	View chart
Ge Aerospace Com New (GE)	0.1	$6.6M		18k	373.73	View chart
Cloudflare Cl A Com (NET)	0.1	$6.6M		27k	245.28	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$6.6M		83k	79.03	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$6.5M	+3%	82k	79.41	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.1	$6.5M	-3%	117k	55.77	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.1	$6.5M	+11%	138k	47.15	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.1	$6.5M		128k	50.37	View chart
Amgen (AMGN)	0.1	$6.4M	+12%	18k	362.13	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$6.4M	+11%	202k	31.71	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$6.4M		39k	163.67	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$6.3M	+4%	175k	36.26	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$6.3M	-23%	58k	109.07	View chart
Altria (MO)	0.1	$6.3M	+2%	87k	71.95	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$6.3M		17k	365.71	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$6.3M	+7%	76k	82.65	View chart
3M Company (MMM)	0.1	$6.2M		38k	161.91	View chart
Nvidia Corporation Call Call Option (Principal)	0.1	$6.1M	+12%	31k	200.09	View chart
Pepsi (PEP)	0.1	$6.1M	-4%	45k	135.40	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$5.9M	+7%	12k	477.58	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$5.9M		67k	87.88	View chart
Oracle Corporation (ORCL)	0.1	$5.9M	+6%	40k	146.55	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$5.9M		61k	96.49	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.1	$5.8M	+28%	20k	283.79	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$5.8M	-13%	71k	82.11	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.1	$5.8M	+5%	223k	25.82	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$5.7M	+3%	24k	242.99	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$5.7M		71k	81.06	View chart
salesforce (CRM)	0.1	$5.7M	-3%	37k	156.66	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$5.7M	+14%	100k	56.48	View chart
Waste Management (WM)	0.1	$5.6M		25k	222.88	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$5.6M	+21%	63k	89.14	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$5.5M		50k	110.15	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$5.5M	-4%	57k	96.46	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$5.5M	-6%	236k	23.15	View chart
Servicenow (NOW)	0.1	$5.4M		55k	99.28	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$5.4M	+8%	51k	106.47	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$5.3M	-2%	7.6k	703.38	View chart
Ab Active Etfs Tax Aware Shrt (TAFI)	0.1	$5.3M	+171%	210k	25.22	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	0.1	$5.3M	-16%	70k	75.68	View chart
Blackrock Etf Trust Ii Isha Secu In Etf (SECU)	0.1	$5.2M	+4%	105k	49.86	View chart
Hut 8 Corp (HUT)	0.1	$5.2M	NEW	45k	115.45	View chart
Eaton Corp SHS (ETN)	0.1	$5.2M	-2%	12k	426.11	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$5.1M	+20%	223k	23.13	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$5.1M	+5%	66k	77.91	View chart
Marvell Technology (MRVL)	0.1	$5.1M	+4%	17k	297.90	View chart
Dimensional Etf Trust International (DFSI)	0.1	$5.0M		112k	45.10	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$5.0M		37k	136.60	View chart
Invesco Qqq Tr Put Put Option (Principal)	0.1	$5.0M	NEW	6.8k	736.40	View chart
Gilead Sciences (GILD)	0.1	$5.0M	+2%	39k	126.34	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.1	$5.0M	+9%	74k	67.58	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$4.9M		134k	36.87	View chart
Cummins (CMI)	0.1	$4.9M	+2%	6.8k	713.28	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$4.9M	-15%	51k	94.57	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$4.8M		83k	58.20	View chart
General Dynamics Corporation (GD)	0.1	$4.8M		14k	354.25	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$4.8M		56k	85.49	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$4.7M	-2%	89k	53.61	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.1	$4.7M	+2%	142k	33.46	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$4.7M		130k	36.13	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$4.7M		30k	154.29	View chart
W.W. Grainger (GWW)	0.1	$4.6M		3.4k	1360.44	View chart
ResMed (RMD)	0.1	$4.6M	-3%	24k	194.89	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$4.6M	+14%	193k	23.68	View chart
Blackrock Etf Trust Isha Us Awar Etf (LCTU)	0.1	$4.6M	+6%	57k	80.16	View chart
Jones Lang LaSalle Incorporated (JLL)	0.1	$4.5M	+51%	15k	309.95	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$4.5M	-6%	7.2k	623.56	View chart

Past Filings by Perigon Wealth Management

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

Perigon Wealth Management 2026 Q2 filed Aug. 7, 2026
Perigon Wealth Management 2026 Q1 filed April 10, 2026
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

View all past filings

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