Perigon Wealth Management, LLC Incresed Positions in Q4 2025

Perigon Wealth Management, LLC

  • $5.25 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Dimensional ETF Trust
965
+ 9.66%
N/A
11K $0
Paramount Skydance Corp
1.23K
+ 5.19%
N/A
24.9K $0
Te Connectivity PLC
450
+ 25.15%
N/A
2.24K $0
DFSI
Dimensional ETF Tr Dimen Intl
6.61K
+ 6.39%
N/A
110K $0
DFSU
Dimensional ETF Tr Dimen Us Su
23.4K
+ 55.23%
N/A
65.7K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
12.3K
+ 6.69%
N/A
196K $0
Global X Fds
35.1K
+ 48.21%
N/A
108K $0
First Tr Exchange Traded Fd
17K
+ 27.11%
N/A
79.5K $0
DOW
Dow Inc.

Basic Materials
26
+ 0.18%
$20.65 - $25.73 $537 - $669
14.4K $330K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
18.7K
+ 302.49%
N/A
24.9K $0
Fidelity Wise Origin Bitcoin
5.98K
+ 100.93%
N/A
11.9K $0
Solventum Corp
159
+ 4.89%
N/A
3.41K $0
Grail Inc
133
+ 0.69%
N/A
19.5K $0
First Tr Exchange Traded Fd
2.83K
+ 10.41%
N/A
30K $0
Reddit Inc
1.02K
+ 78.72%
N/A
2.32K $0
Rbb Fund Trust
35.4K
+ 270.04%
N/A
48.6K $0
FGLD
Franklin Templeton Holdings Trust
3.5K
+ 25.69%
N/A
17.1K $0
SGDM
Sprott ETF Tr Gold Miners ETF
37
+ 1.06%
N/A
3.53K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
2.51K
+ 4.99%
N/A
52.8K $0
HDV
Ishares Core High Dividend ETF

ETFs
3
+ 0.13%
$118.22 - $122.79 $355 - $368
2.39K $291K
TAFI
Ab Active Etfs Inc Tax Aware S
33K
+ 135.85%
N/A
57.3K $0
Fidelity Covington Trust
19
+ 0.32%
N/A
5.89K $0
Sei Exchange Traded Funds
1.32K
+ 1.77%
N/A
75.7K $0
Goldman Sachs ETF Tr
3.29K
+ 7.43%
N/A
47.5K $0
NULG
Nuveen Esg Large Cap Growth Et

ETFs
32
+ 1.49%
$97.52 - $102.52 $3.12K - $3.28K
2.19K $213K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
85
+ 0.42%
$47.86 - $48.14 $4.07K - $4.09K
20.4K $977K
MLM
Martin Marietta Materials Inc

Basic Materials
266
+ 5.67%
$596.44 - $656.85 $159K - $175K
4.96K $2.96M
ISCB
International Speedway Corp

ETFs
9
+ 0.12%
$62.02 - $65.26 $558 - $587
7.59K $474K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
21
+ 0.37%
$37.19 - $37.8 $781 - $794
5.7K $212K
EWBC
East West Bancorp Inc

Financial Services
141
+ 2.98%
$94.31 - $107.45 $13.3K - $15.2K
4.87K $500K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
173
+ 1.08%
$13.56 - $14.22 $2.35K - $2.46K
16.2K $223K
IYK
Ishares U.S. Consumer Staples

ETFs
1
+ 0.01%
$66.27 - $69.53 $66.3 - $69.5
7.82K $531K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
266
+ 0.63%
$21.43 - $21.82 $5.7K - $5.8K
42.3K $911K
JHG
Janus Henderson Group PLC

Financial Services
110
+ 1.59%
$41.13 - $46.35 $4.52K - $5.1K
7.02K $303K
UBS
Ubs Group Ag

Financial Services
284
+ 3.91%
$37.56 - $41.1 $10.7K - $11.7K
7.55K $293K
HYLB
Xtrackers Usd High Yield Corp

ETFs
435
+ 0.91%
$36.54 - $37.14 $15.9K - $16.2K
48.2K $1.77M
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
22
+ 0.2%
$44.75 - $45.38 $985 - $998
11.1K $498K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
26
+ 0.12%
$84.91 - $90.88 $2.21K - $2.36K
21.5K $1.9M
IWS
Ishares Russell Midcap Value E

ETFs
3
+ 0.09%
$135.66 - $140.93 $407 - $423
3.27K $450K
SYY
Sysco Corp

Consumer Defensive
452
+ 8.6%
$72.9 - $83.27 $33K - $37.6K
5.71K $426K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
3
+ 0.05%
$111.49 - $115.34 $334 - $346
5.54K $625K
CBRE
Cbre Group, Inc.

Real Estate
13
+ 0.47%
$149.99 - $164.2 $1.95K - $2.13K
2.76K $424K
PJT
Pjt Partners Inc.

Financial Services
39
+ 2.84%
$161.11 - $182.78 $6.28K - $7.13K
1.41K $235K
HUBS
Hubspot Inc

Technology
78
+ 14.08%
$386.35 - $494.58 $30.1K - $38.6K
632 $250K
EFX
Equifax Inc

Industrials
151
+ 18.6%
$204.19 - $253.84 $30.8K - $38.3K
963 $199K
NIO
Nio Inc.

Consumer Cyclical
723
+ 6.43%
$6.16 - $7.89 $4.45K - $5.7K
12K $73K
BA
Boeing CO

Industrials
1K
+ 11.75%
$191.81 - $225.32 $192K - $225K
9.51K $1.82M
TENB
Tenable Holdings, Inc.

Technology
872
+ 5.14%
$26.98 - $30.46 $23.5K - $26.6K
17.8K $481K
MBLY
Mobileye Global Inc.
1.98K
+ 8.95%
$12.32 - $15.54 $24.4K - $30.8K
24.1K $297K
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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