Perigon Wealth Management, LLC Reduced Holdings in Q4 2025

Perigon Wealth Management, LLC

  • $5.25 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
GPS
Gap Inc

Consumer Cyclical
-629
- 3.96%
N/A
15.2K $307K
TIP
Ishares Tr Tips Bd ETF

ETFs
-42
- 0.22%
$110.58 - $112.2 $4.64K - $4.71K
19K $2.11M
SIXA
Exchange Traded Concepts Tr Et

ETFs
-150
- 1.74%
$48.42 - $49.81 $7.26K - $7.47K
8.45K $415K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-26
- 0.5%
$106.25 - $112.78 $2.76K - $2.93K
5.15K $560K
QWLD
Spdr Index Shs Fds

ETFs
-127
- 3.16%
$138.27 - $143.17 $17.6K - $18.2K
3.9K $552K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
-27
- 0.22%
$22.9 - $24.23 $618 - $654
12.2K $279K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-183
- 3.1%
$88.45 - $91.41 $16.2K - $16.7K
5.73K $518K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-215
- 4.59%
$52.99 - $55.79 $11.4K - $12K
4.47K $241K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-80
- 0.51%
$36.47 - $38.19 $2.92K - $3.06K
15.6K $584K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
-34
- 0.33%
$92.73 - $93.89 $3.15K - $3.19K
10.4K $962K
SMG
Scotts Miracle Gro CO

Basic Materials
-144
- 2.91%
$53.13 - $59.03 $7.65K - $8.5K
4.8K $272K
ADM
Archer Daniels Midland CO

Consumer Defensive
-58
- 1.26%
$56.0 - $63.38 $3.25K - $3.68K
4.54K $265K
IWV
Ishares Russell 3000 ETF

ETFs
-29
- 1.53%
$371.33 - $389.89 $10.8K - $11.3K
1.86K $708K
SFYF
Sofi Social 50 ETF

ETFs
-89
- 0.82%
$53.98 - $57.99 $4.8K - $5.16K
10.8K $590K
BWA
Borgwarner Inc

Consumer Cyclical
-376
- 3.57%
$41.21 - $46.01 $15.5K - $17.3K
10.2K $454K
DOV
Dover Corp

Industrials
-273
- 10.23%
$161.16 - $183.97 $44K - $50.2K
2.4K $438K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
-524
- 2.22%
$69.23 - $72.13 $36.3K - $37.8K
23K $1.63M
ERC
Allspring Multi Sector Income Fund

Financial Services
-221
- 1.8%
$9.3 - $9.73 $2.06K - $2.15K
12.1K $112K
ADSK
Autodesk, Inc.

Technology
-20
- 0.75%
N/A
2.65K $651K
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.76K
- 2.33%
$70.2 - $73.89 $193K - $204K
116K $8.45M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
-24
- 0.47%
$63.66 - $64.83 $1.53K - $1.56K
5.08K $323K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-140
- 1.03%
$71.0 - $74.64 $9.94K - $10.4K
13.5K $982K
GNMA
Ishares Gnma Bond ETF

ETFs
-89
- 1.03%
$44.32 - $44.89 $3.94K - $4K
8.52K $378K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-187
- 1.4%
$21.4 - $22.03 $4K - $4.12K
13.2K $286K
DGS
Wisdomtree Emerging Markets Sm

ETFs
-88
- 0.44%
$55.31 - $57.46 $4.87K - $5.06K
19.9K $1.14M
Core Scientific Inc New
-33.6K
- 28.85%
N/A
82.9K $0
Blackrock Inc
-44
- 1.65%
N/A
2.62K $0
Lam Research Corp
-655
- 1.45%
N/A
44.4K $0
Invesco Actively Managed Exc
-5.73K
- 19.43%
N/A
23.8K $0
MPC
Marathon Petroleum Corp

Energy
-106
- 3.64%
$180.89 - $200.13 $19.2K - $21.2K
2.8K $560K
Kkr & CO Inc
-2.15K
- 34.19%
N/A
4.14K $0
J P Morgan Exchange Traded F
-1.05K
- 1.6%
N/A
64.2K $0
CRH.L
Crh PLC

Basic Materials
-156
- 5.32%
N/A
2.78K $0
Liberty Global LTD
-747
- 5.43%
N/A
13K $0
Amplify ETF Tr
-647
- 4.93%
N/A
12.5K $0
Arm Holdings PLC
-5.68K
- 57.65%
N/A
4.17K $0
ATO
Atmos Energy Corp

Utilities
-35
- 2.83%
$168.85 - $179.19 $5.91K - $6.27K
1.2K $210K
Barrick Mng Corp
-7.16K
- 16.29%
N/A
36.8K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-828
- 9.07%
N/A
8.3K $0
Blackrock ETF Trust Ii
-8.65K
- 19.99%
N/A
34.6K $0
Linde PLC
-383
- 6.08%
N/A
5.92K $0
Neuberger Berman ETF Trust
-1.74K
- 24.67%
N/A
5.3K $0
Southstate Bk Corp
-866
- 27.99%
N/A
2.23K $0
FSCO
Fs Cr Opportunities Corp Com
-9.18K
- 33.09%
N/A
18.6K $0
Super Micro Computer Inc
-20.2K
- 59.88%
N/A
13.5K $0
Ferguson Enterprises Inc
-143
- 8.65%
N/A
1.51K $0
Servicetitan Inc
-2.24K
- 15.74%
N/A
12K $0
Sei Exchange Traded Funds
-321
- 1.04%
N/A
30.4K $0
American Healthcare Reit Inc
-300
- 1.4%
N/A
21.1K $0
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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