Perigon Wealth Management, LLC Purchases in Q4 2025

Perigon Wealth Management, LLC

  • $5.25 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
1.46M
+ 9969.59%
$59.84 - $60.54 $87.5M - $88.5M
1.48M $88.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
101K
+ 95.98%
$600.51 - $631.95 $60.5M - $63.7M
206K $127M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
648K
+ 6380.69%
$91.46 - $91.76 $59.2M - $59.4M
658K $60.2M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
244K
+ 12104.37%
$149.52 - $158.91 $36.5M - $38.8M
246K $37.6M
PHO
Invesco Exchange Traded Fd Tr

ETFs
384K
New
$71.1 - $74.61 $27.3M - $28.7M
384K $27.5M
GLD
Spdr Gold Trust

ETFs
65K
+ 87.7%
$354.79 - $403.15 $23M - $26.2M
139K $52.3M
NOW
Service Now, Inc.

Technology
29.9K
+ 447.58%
$835.79 - $946.29 $25M - $28.3M
36.6K $30.6M
AAPL
Apple Inc.

Technology
31.5K
+ 2.86%
$245.27 - $275.25 $7.71M - $8.66M
1.13M $302M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
783K
+ 134.93%
$23.02 - $24.23 $18M - $19M
1.36M $32.6M
IVE
Ishares S&P 500 Value ETF

ETFs
60.9K
+ 41.06%
$202.52 - $212.07 $12.3M - $12.9M
209K $43.9M
GOOGL
Alphabet Inc.

Communication Services
11.7K
+ 5.72%
$236.57 - $291.31 $2.76M - $3.4M
216K $59.7M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
67.3K
+ 63.34%
$117.68 - $124.18 $7.93M - $8.36M
174K $20.5M
XLK
Technology Sector Spdr

ETFs
25.7K
+ 101.43%
$278.39 - $304.13 $7.16M - $7.82M
51.1K $14.7M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
114K
+ 20.97%
$57.9 - $61.26 $6.61M - $7M
659K $39.5M
MSFT
Microsoft Corp

Technology
14.5K
+ 8.63%
$496.82 - $542.07 $7.2M - $7.86M
183K $92.6M
VTI
Vanguard Total Stock Market Et

ETFs
15.7K
+ 13.15%
$321.8 - $337.95 $5.04M - $5.3M
135K $44.5M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
106K
+ 34.91%
$45.45 - $48.31 $4.81M - $5.12M
409K $19.4M
OEF
Ishares S&P 100 ETF

ETFs
17.1K
+ 27.03%
N/A
80.5K $21.4M
IVV
Ishares Core S&P 500 ETF

ETFs
4.7K
+ 2.8%
$656.2 - $690.71 $3.08M - $3.24M
172K $116M
JNJ
Johnson & Johnson

Healthcare
14.1K
+ 19.22%
$185.98 - $199.58 $2.63M - $2.82M
87.7K $17.5M
VUG
Vanguard Growth ETF

ETFs
6.95K
+ 7.7%
$470.44 - $504.26 $3.27M - $3.51M
97.2K $47M
EEM
Ishares Msci Emerging Markets

ETFs
64.6K
+ 77.15%
$51.94 - $56.01 $3.36M - $3.62M
148K $8.15M
IAU
Ishares Gold Trust

ETFs
26.3K
+ 6.85%
$72.65 - $82.5 $1.91M - $2.17M
410K $31.6M
JLL
Jones Lang Lasalle Inc

Real Estate
11.6K
New
$283.23 - $316.99 $3.28M - $3.67M
11.6K $3.51M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
92.2K
+ 198.04%
$34.7 - $37.35 $3.2M - $3.44M
139K $5.12M
XLV
Select Sector Spdr Fund Health

ETFs
13.6K
+ 13.63%
$141.95 - $152.82 $1.92M - $2.07M
113K $17.2M
XLE
Energy Sector Spdr

ETFs
34.6K
+ 89.68%
$85.22 - $92.02 $2.95M - $3.19M
73.2K $6.74M
NVDA
Nvidia Corp

Technology
16.6K
+ 0.96%
$179.83 - $207.04 $2.98M - $3.43M
1.74M $325M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
68.7K
+ 38.31%
$41.11 - $43.35 $2.82M - $2.98M
248K $10.5M
VIST
Vista Energy, S.A.B. De C.V.

Energy
59.8K
New
$33.71 - $50.86 $2.02M - $3.04M
59.8K $2.92M
FIBR
Ishares U.S. Fixed Income Bala

ETFs
32.1K
New
N/A
32.1K $2.9M
XLY
Select Sector Spdr Consumer Di

ETFs
11.8K
+ 242.44%
$228.75 - $242.18 $2.71M - $2.87M
16.7K $3.86M
BBUS
J P Morgan Exchg Traded Fd

ETFs
18.9K
+ 4.57%
$118.35 - $124.49 $2.24M - $2.36M
433K $52.6M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
50.6K
+ 8.69%
$46.57 - $47.16 $2.36M - $2.39M
633K $29.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.12K
+ 5.24%
$475.68 - $513.11 $1.49M - $1.6M
62.7K $31.9M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.73K
+ 30.73%
$482.23 - $557.53 $1.32M - $1.52M
11.6K $6.24M
XOM
Exxon Mobil Corp

Energy
10.5K
+ 8.18%
$110.64 - $119.78 $1.16M - $1.26M
139K $16.3M
HUBB
Hubbell Inc

Industrials
4.06K
+ 32.38%
$408.46 - $472.57 $1.66M - $1.92M
16.6K $7.18M
EWY
Ishares Inc Msci South Korea E

ETFs
18.7K
New
$80.72 - $100.78 $1.51M - $1.89M
18.7K $1.76M
MOD
Modine Manufacturing CO

Consumer Cyclical
13K
+ 583.07%
$128.73 - $163.02 $1.67M - $2.11M
15.2K $2M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.14K
+ 16.94%
$557.73 - $694.99 $633K - $789K
7.84K $5.43M
DFAI
Dimensional ETF Tr

ETFs
23.9K
+ 2.56%
$35.82 - $37.52 $855K - $895K
955K $35.4M
VEA
Vanguard Ftse Developed Market

ETFs
18.3K
+ 5.73%
$59.18 - $62.09 $1.08M - $1.14M
338K $20.7M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
31K
+ 21.45%
$50.57 - $50.77 $1.57M - $1.57M
176K $8.89M
BNDX
Vanguard Total International B

ETFs
31.3K
+ 12.52%
$49.3 - $49.91 $1.54M - $1.56M
282K $13.9M
VGSH
Vanguard

ETFs
26.1K
+ 40.73%
$58.64 - $58.96 $1.53M - $1.54M
90.3K $5.3M
MS
Morgan Stanley

Financial Services
9.34K
+ 28.07%
$151.86 - $169.92 $1.42M - $1.59M
42.6K $6.79M
EQIX
Equinix Inc

Real Estate
1.86K
+ 141.12%
$772.6 - $846.01 $1.44M - $1.57M
3.18K $2.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
14.3K
+ 5.24%
$99.87 - $101.27 $1.43M - $1.45M
287K $28.7M
Activity Summary
Buys All Purchases 815 New Holdings 160 Increased Positions 655 Sells All Sells 429 Reductions 429 Sold out 0 Options Calls 11 Puts 1
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