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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 17.09% of Perigon Wealth Management's stock portfolio.
Added to shares of these 10 stocks: CORO (+$20M), VOO (+$17M), SCHR (+$13M), VGIT (+$10M), JIRE (+$9.2M), EQIX (+$8.2M), SHLD (+$7.5M), VONV (+$7.0M), XLU (+$6.6M), SGOV (+$6.2M).
Started 118 new stock positions in GH, JPLD, BLD, PAAA, AAAU, POWL, ARE, ARRY, ICHR, CGNX.
Reduced shares in these 10 stocks: OEF (-$22M), BBIN (-$9.1M), VTI (-$7.9M), HUBB (-$7.8M), GLD (-$7.7M), IAU (-$6.0M), IVLU (-$5.3M), , IPAC (-$5.2M), SPEM.
Sold out of its positions in ALNY, AAEQ, AEO, AR, APO, ARMK, AWI, Aspen Aerogels, ALAB, AstraZeneca.
Perigon Wealth Management was a net buyer of stock by $68M.
Perigon Wealth Management has $5.5B in assets under management (AUM), dropping by -1.39%.
Central Index Key (CIK): 0001575239

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Portfolio Holdings for Perigon Wealth Management

Perigon Wealth Management holds 1294 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Perigon Wealth Management has 1294 total positions. Only the first 250 positions are shown.

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Download the Perigon Wealth Management March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	5.4	$300M		1.7M	174.40	View chart
Apple (AAPL)	5.2	$288M		1.1M	253.79	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.5	$140M	+13%	234k	597.55	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.0	$111M		170k	653.21	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.9	$103M		178k	577.18	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.8	$98M	+11%	1.6M	59.55	View chart
Amazon (AMZN)	1.7	$93M		444k	208.27	View chart
Alphabet Cap Stk Cl C (GOOG)	1.4	$79M		276k	286.86	View chart
Microsoft Corporation (MSFT)	1.3	$70M	+2%	188k	370.17	View chart
Spdr Series Trust State Street Spd (BIL)	1.2	$64M	+5%	696k	91.64	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$64M	+2%	221k	287.56	View chart
Gmo Etf Trust Gmo Us Quality E (QLTY)	1.1	$63M	+5%	1.7M	36.18	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.1	$60M		1.5M	38.86	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.1	$59M	+2%	90k	650.33	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	1.0	$53M	+3%	450k	117.18	View chart
Occidental Petroleum Corporation (OXY)	0.9	$52M		804k	65.00	View chart
Spdr Gold Tr Gold Shs (GLD)	0.9	$52M	-12%	121k	430.29	View chart
Broadcom (AVGO)	0.8	$47M		151k	309.51	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$45M	+7%	104k	436.79	View chart
Meta Platforms Cl A (META)	0.8	$43M		74k	572.14	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.8	$42M	-4%	200k	211.15	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.7	$41M	+17%	406k	100.66	View chart
Tesla Motors (TSLA)	0.7	$39M		106k	371.75	View chart
JPMorgan Chase & Co. (JPM)	0.7	$39M		133k	294.16	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$39M	+4%	999k	38.96	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.7	$37M	-6%	229k	163.58	View chart
Visa Com Cl A (V)	0.7	$37M	-3%	123k	302.24	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$35M	-18%	110k	320.81	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.6	$35M	+3%	1.4M	24.75	View chart
Eli Lilly & Co. (LLY)	0.6	$35M	+2%	38k	919.79	View chart
Home Depot (HD)	0.6	$34M		103k	328.89	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.6	$34M	-12%	578k	58.18	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$34M	+17%	337k	99.27	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.6	$31M	+7%	679k	46.19	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$31M	+4%	1.2M	25.64	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$30M	-16%	343k	88.16	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$30M		63k	479.20	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.5	$29M	+11%	427k	66.86	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$28M	+4%	817k	33.86	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$26M		134k	191.81	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.5	$25M	-26%	340k	73.12	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$25M		850k	29.13	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$25M	-4%	332k	74.35	View chart
Abbvie (ABBV)	0.4	$24M		110k	217.49	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.4	$24M	+6%	522k	45.62	View chart
Exxon Mobil Corporation (XOM)	0.4	$24M		140k	169.66	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$24M	-3%	189k	124.31	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$22M	+3%	350k	64.08	View chart
Mastercard Incorporated Cl A (MA)	0.4	$22M		44k	499.66	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$22M	+5%	204k	106.15	View chart
Costco Wholesale Corporation (COST)	0.4	$22M	-2%	22k	996.41	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$22M	+6%	238k	90.53	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$21M		118k	181.42	View chart
Johnson & Johnson (JNJ)	0.4	$21M		87k	244.44	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$21M		59k	356.56	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.4	$21M	+7%	188k	112.11	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$21M		30k	697.72	View chart
Moody's Corporation (MCO)	0.4	$20M	-16%	46k	436.25	View chart
American Express Company (AXP)	0.4	$20M	+9%	66k	302.48	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$20M	+4%	284k	69.75	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	0.4	$20M	NEW	614k	32.15	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$19M	+18%	387k	49.95	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$19M	+2%	629k	30.50	View chart
McDonald's Corporation (MCD)	0.3	$19M		60k	310.79	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$19M		409k	45.12	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$18M		182k	99.86	View chart
Wal-Mart Stores (WMT)	0.3	$18M	-3%	144k	124.28	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$17M	+6%	488k	35.04	View chart
Netflix (NFLX)	0.3	$17M	+4%	175k	96.15	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$16M	-13%	242k	67.53	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.3	$15M	+11%	190k	80.61	View chart
Global X Fds Defense Tech Etf (SHLD)	0.3	$15M	+98%	214k	70.84	View chart
Chevron Corporation (CVX)	0.3	$15M		72k	206.90	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$15M	+10%	311k	48.05	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.3	$15M	+602%	593k	24.91	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.3	$15M	+8%	401k	36.22	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$15M		74k	196.20	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.3	$14M	-24%	307k	46.91	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.3	$14M	-13%	98k	146.61	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$14M	+6%	303k	46.95	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$14M		146k	97.13	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.3	$14M	-6%	620k	22.91	View chart
Palantir Technologies Cl A (PLTR)	0.3	$14M	+30%	95k	146.28	View chart
Raytheon Technologies Corp (RTX)	0.2	$13M	-7%	69k	192.90	View chart
Thermo Fisher Scientific (TMO)	0.2	$13M		27k	491.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$13M	-5%	61k	215.06	View chart
Spdr Series Trust State Street Spd (SPTL)	0.2	$13M	-4%	495k	26.30	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$13M		133k	97.23	View chart
Cme (CME)	0.2	$13M	-6%	43k	295.35	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$13M	+7%	111k	113.11	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$13M		76k	165.70	View chart
Travelers Companies (TRV)	0.2	$12M	+6%	42k	291.68	View chart
Invesco Actively Managed Exc Qqq Income Advan (QQA)	0.2	$12M	+3%	246k	49.88	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.2	$12M	+6%	259k	46.07	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$12M	+143%	127k	93.74	View chart
Lockheed Martin Corporation (LMT)	0.2	$12M	+3%	20k	604.39	View chart
Wells Fargo & Company (WFC)	0.2	$11M	-2%	144k	79.61	View chart
Equinix (EQIX)	0.2	$11M	+262%	12k	980.25	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$11M		118k	94.95	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$11M	-12%	152k	73.64	View chart
Advanced Micro Devices (AMD)	0.2	$11M	+2%	55k	203.43	View chart
Deere & Company (DE)	0.2	$11M	+6%	20k	563.29	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$11M		221k	49.89	View chart
Nextera Energy (NEE)	0.2	$11M		118k	92.88	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.2	$11M	-9%	435k	25.07	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$11M		42k	261.92	View chart
Micron Technology (MU)	0.2	$11M		32k	337.84	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	0.2	$11M	+5%	263k	40.90	View chart
Charles Schwab Corporation (SCHW)	0.2	$11M	-26%	113k	93.98	View chart
Procter & Gamble Company (PG)	0.2	$11M	+8%	73k	144.44	View chart
Cisco Systems (CSCO)	0.2	$10M	-12%	133k	77.59	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$10M	+19%	178k	56.79	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$10M	+4%	214k	47.08	View chart
Bank of America Corporation (BAC)	0.2	$10M	+2%	207k	48.75	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$10M	+3%	52k	191.92	View chart
Citigroup Com New (C)	0.2	$9.9M	+8%	87k	113.41	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$9.8M	-30%	40k	248.00	View chart
Coca-Cola Company (KO)	0.2	$9.7M	-8%	127k	76.05	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$9.7M	+8%	191k	50.61	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$9.7M	-10%	186k	51.93	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$9.7M		114k	84.84	View chart
Merck & Co (MRK)	0.2	$9.6M		80k	120.29	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$9.6M		156k	61.32	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$9.5M		22k	426.40	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.2	$9.5M	+2%	158k	59.98	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$9.4M	+3%	197k	47.53	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.2	$9.2M	NEW	121k	75.74	View chart
Lam Research Corp Com New (LRCX)	0.2	$9.2M	-3%	43k	213.66	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$9.1M	+13%	195k	46.74	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$9.0M	-6%	104k	86.69	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$9.0M	+273%	196k	45.89	View chart
Spdr Series Trust State Street Spd (HYMB)	0.2	$9.0M	-10%	362k	24.80	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$8.8M		117k	75.10	View chart
Verizon Communications (VZ)	0.2	$8.7M	+3%	174k	50.20	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$8.6M		77k	111.18	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$8.6M		34k	250.58	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$8.3M	+85%	136k	61.26	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$8.2M	+7%	76k	108.99	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$8.2M	+16%	74k	110.47	View chart
Applied Materials (AMAT)	0.1	$8.0M		24k	341.79	View chart
Goldman Sachs (GS)	0.1	$8.0M		9.5k	846.00	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$7.9M	+10%	101k	78.66	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$7.8M	-7%	148k	52.85	View chart
Walt Disney Company (DIS)	0.1	$7.8M	-5%	81k	96.38	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$7.8M	-2%	303k	25.62	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$7.7M		154k	49.99	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$7.6M	+3%	90k	84.66	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$7.6M	+4%	141k	54.05	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$7.6M	-6%	91k	83.57	View chart
J P Morgan Exchange Traded F Flexible Debt Et (JFLX)	0.1	$7.6M	+4%	152k	49.67	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$7.5M		49k	155.11	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$7.4M	+67%	149k	49.50	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$7.3M		139k	52.78	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$7.3M		145k	50.63	View chart
Caterpillar (CAT)	0.1	$7.3M	-6%	10k	708.47	View chart
Ge Vernova (GEV)	0.1	$7.3M	+15%	8.4k	872.95	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$7.3M	+17%	73k	100.19	View chart
Pepsi (PEP)	0.1	$7.2M	-9%	47k	155.29	View chart
Kla Corp Com New (KLAC)	0.1	$7.2M	+5%	4.9k	1472.17	View chart
Morgan Stanley Com New (MS)	0.1	$7.2M	+2%	44k	164.57	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$7.1M		68k	103.43	View chart
salesforce (CRM)	0.1	$7.1M	-20%	38k	186.67	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$7.0M	-15%	72k	96.70	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$6.8M		60k	114.99	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$6.8M	+4%	49k	138.32	View chart
Essex Property Trust (ESS)	0.1	$6.7M		28k	242.00	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$6.7M	+3%	81k	82.57	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$6.7M	+3%	85k	79.27	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$6.7M		50k	132.90	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$6.7M	+2%	55k	121.19	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$6.5M	+333%	59k	109.69	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.1	$6.3M	+5%	84k	75.65	View chart
Abbott Laboratories (ABT)	0.1	$6.3M	-17%	61k	102.67	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$6.2M		21k	287.18	View chart
International Business Machines (IBM)	0.1	$6.1M		25k	242.39	View chart
Applovin Corp Com Cl A (APP)	0.1	$6.0M		15k	398.01	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$5.9M		7.7k	772.60	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$5.9M	+2%	24k	248.84	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$5.9M	+9%	32k	184.28	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.1	$5.9M	+3%	124k	47.30	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$5.8M		253k	23.14	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$5.8M		71k	82.75	View chart
Waste Management (WM)	0.1	$5.8M	+5%	25k	229.79	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$5.8M	+9%	61k	95.44	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$5.8M		69k	84.52	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$5.8M	NEW	252k	22.98	View chart
Honeywell International (HON)	0.1	$5.8M	+15%	25k	226.03	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$5.7M		80k	71.75	View chart
Intercontinental Exchange (ICE)	0.1	$5.7M	+9%	36k	157.28	View chart
Altria (MO)	0.1	$5.6M	+43%	85k	65.99	View chart
Servicenow (NOW)	0.1	$5.6M	+46%	54k	104.55	View chart
3M Company (MMM)	0.1	$5.6M	+15%	39k	145.23	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.1	$5.6M		121k	45.87	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$5.6M	-5%	60k	92.74	View chart
Oracle Corporation (ORCL)	0.1	$5.6M	+14%	38k	147.11	View chart
Amgen (AMGN)	0.1	$5.6M	+3%	16k	351.86	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$5.5M	+6%	180k	30.68	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$5.5M		39k	141.42	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$5.5M	+8%	167k	32.95	View chart
Cloudflare Cl A Com (NET)	0.1	$5.5M	+11%	27k	206.34	View chart
ResMed (RMD)	0.1	$5.5M		24k	224.49	View chart
Arista Networks Com Shs (ANET)	0.1	$5.5M		45k	122.78	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.1	$5.4M	+8%	212k	25.48	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$5.4M	+9%	21k	257.35	View chart
Gilead Sciences (GILD)	0.1	$5.4M		39k	139.37	View chart
Corning Incorporated (GLW)	0.1	$5.2M	+84%	39k	135.97	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.1	$5.2M	NEW	128k	41.06	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	0.1	$5.2M	+13%	100k	52.03	View chart
Qualcomm (QCOM)	0.1	$5.2M	-5%	40k	128.78	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$5.2M	+5%	68k	76.54	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$5.1M		50k	102.25	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$5.1M	+7%	17k	302.26	View chart
Ge Aerospace Com New (GE)	0.1	$5.1M	-5%	18k	283.77	View chart
Blackrock Etf Trust Ii Ishares Securiti (SECU)	0.1	$5.0M	NEW	101k	49.81	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$5.0M	+2%	47k	106.50	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$5.0M	+4%	130k	38.42	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$4.9M		23k	217.25	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$4.9M	-4%	87k	56.68	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$4.9M	-6%	84k	58.54	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$4.9M	+5%	61k	80.58	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$4.9M		72k	68.28	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$4.9M	+7%	63k	78.41	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$4.9M	+8%	13k	390.41	View chart
Intuitive Surgical Com New (ISRG)	0.1	$4.8M	+2%	11k	460.98	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$4.8M		7.8k	616.80	View chart
Dimensional Etf Trust International (DFSI)	0.1	$4.7M		111k	42.40	View chart
Spdr Series Trust State Street Spd (SPIB)	0.1	$4.6M		138k	33.54	View chart
General Dynamics Corporation (GD)	0.1	$4.6M	+55%	13k	343.22	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$4.5M	+11%	204k	22.21	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$4.5M	+5%	37k	120.97	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$4.5M	+3%	21k	213.67	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$4.5M		91k	49.37	View chart
Eaton Corp SHS (ETN)	0.1	$4.4M	+12%	12k	357.68	View chart
At&t (T)	0.1	$4.4M		152k	28.99	View chart
Bristol Myers Squibb (BMY)	0.1	$4.4M		72k	60.65	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$4.3M	+2%	30k	145.79	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$4.3M		56k	77.11	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$4.3M	+5%	67k	63.91	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$4.3M	+6%	184k	23.22	View chart
AECOM Technology Corporation (ACM)	0.1	$4.3M	-5%	50k	84.82	View chart
Uber Technologies (UBER)	0.1	$4.2M	-31%	59k	71.93	View chart
Pfizer (PFE)	0.1	$4.2M	+4%	149k	28.08	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$4.2M	-3%	61k	68.14	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$4.2M	+16%	54k	77.18	View chart
Martin Marietta Materials (MLM)	0.1	$4.2M	+42%	7.1k	588.70	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$4.1M		134k	30.96	View chart
Chubb (CB)	0.1	$4.1M	-2%	13k	325.92	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$4.1M		11k	383.38	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$4.1M	-4%	65k	62.56	View chart
Newmont Mining Corporation (NEM)	0.1	$4.0M	-3%	37k	108.25	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 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
Perigon Wealth Management 2022 Q4 filed Feb. 14, 2023

View all past filings

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