Perigon Wealth Management, LLC Portfolio Holdings

Perigon Wealth Management, LLC

  • $5.25 Billion
  • Q4 2025

Perigon Wealth Management, LLC has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $5.25 Billion distributed in 1307 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $325M, Apple Inc. with a value of $302M, Vanguard Index Fds S&P 500 ETF with a value of $127M, Ishares Core S&P 500 ETF with a value of $116M, and Invesco Qqq Trust, Series 1 with a value of $108M.

Examining the 13F form we can see an increase of $531M in the current position value, from $4.72B to 5.25B.

Perigon Wealth Management, LLC is based out at San Francisco, CA

Below you can find more details about Perigon Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $5.25 Billion
ETFs: $2.74 Billion
Technology: $1 Billion
Financial Services: $349 Million
Consumer Cyclical: $247 Million
Communication Services: $237 Million
Healthcare: $206 Million
Industrials: $164 Million
Energy: $87.6 Million
Other: $188 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$325 Million 6.18% of portfolio
1,740,305
Q4 2025 Added 0.96%
$4.3T
$302 Million 5.75% of portfolio
1,129,695
Q4 2025 Added 2.86%
$2.39T
$105 Million 2.0% of portfolio
447,871
Q4 2025 Reduced 1.61%
$3.78T
$92.6 Million 1.76% of portfolio
182,514
Q4 2025 Added 8.63%
$1.74T
$80.2 Million 1.53% of portfolio
280,713
Q4 2025 Added 1.18%
$1.65T
$59.7 Million 1.14% of portfolio
215,997
Q4 2025 Added 5.72%
$139B
$52.5 Million 1.0% of portfolio
153,175
Q4 2025 Reduced 3.89%
$1.37T
$45.6 Million 0.87% of portfolio
74,876
Q4 2025 Added 4.48%
$1.29T
$42.9 Million 0.82% of portfolio
105,022
Q4 2025 Added 5.13%
$533B
$41.4 Million 0.79% of portfolio
127,077
Q4 2025 Added 0.72%
$881B
$39.7 Million 0.76% of portfolio
132,194
Q4 2025 Added 0.9%
$971B
$37.7 Million 0.72% of portfolio
36,946
Q4 2025 Reduced 1.26%
$367B
$37 Million 0.7% of portfolio
103,403
Q4 2025 Reduced 3.1%
$39.8B
$34.4 Million 0.65% of portfolio
804,327
Q4 2025 Reduced 0.54%
$662B
$31.9 Million 0.61% of portfolio
62,689
Q4 2025 Added 5.24%
$169B
$30.6 Million 0.58% of portfolio
36,595
Q4 2025 Added 447.58%
$87.8B
$26.5 Million 0.5% of portfolio
55,256
Q4 2025 Reduced 0.47%
$512B
$23.7 Million 0.45% of portfolio
44,220
Q4 2025 Added 0.45%
$255B
$20.7 Million 0.39% of portfolio
60,773
Q4 2025 Added 1.2%
$404B
$20.3 Million 0.39% of portfolio
22,202
Q4 2025 Reduced 3.17%
$224B
$18.3 Million 0.35% of portfolio
59,968
Q4 2025 Added 0.03%
$49.1B
$18.5 Million 0.35% of portfolio
167,662
Q4 2025 Added 931.96%
$522B
$17.5 Million 0.33% of portfolio
87,721
Q4 2025 Added 19.22%
$490B
$16.3 Million 0.31% of portfolio
138,546
Q4 2025 Added 8.18%
$222B
$15.3 Million 0.29% of portfolio
27,049
Q4 2025 Reduced 1.41%
$279B
$15.4 Million 0.29% of portfolio
149,110
Q4 2025 Reduced 14.58%
$167B
$14.1 Million 0.27% of portfolio
153,192
Q4 2025 Reduced 0.02%
$100B
$12.9 Million 0.25% of portfolio
46,287
Q4 2025 Reduced 2.92%
$258B
$13.2 Million 0.25% of portfolio
75,092
Q4 2025 Reduced 0.13%
$388B
$12.8 Million 0.24% of portfolio
53,233
Q4 2025 Reduced 6.22%
$342B
$12.7 Million 0.24% of portfolio
72,855
Q4 2025 Reduced 0.05%
$319B
$11.9 Million 0.23% of portfolio
152,381
Q4 2025 Reduced 5.48%
$317B
$12.3 Million 0.23% of portfolio
147,839
Q4 2025 Added 0.94%
$303B
$11.3 Million 0.22% of portfolio
72,961
Q4 2025 Reduced 0.66%
$67.3B
$11.3 Million 0.22% of portfolio
39,469
Q4 2025 Reduced 1.6%
$237B
$11.2 Million 0.21% of portfolio
47,294
Q4 2025 Reduced 1.8%
$413B
$10.3 Million 0.2% of portfolio
200,907
Q4 2025 Added 2.4%
$306B
$9.83 Million 0.19% of portfolio
139,140
Q4 2025 Added 0.64%
$168B
$9.93 Million 0.19% of portfolio
115,757
Q4 2025 Reduced 10.89%
$346B
$9.77 Million 0.19% of portfolio
66,983
Q4 2025 Reduced 9.97%
$228B
$9.55 Million 0.18% of portfolio
73,448
Q4 2025 Reduced 0.33%
$144B
$8.8 Million 0.17% of portfolio
18,482
Q4 2025 Added 5.83%
$193B
$9.07 Million 0.17% of portfolio
85,795
Q4 2025 Reduced 1.31%
$123B
$8.96 Million 0.17% of portfolio
19,040
Q4 2025 Added 6.67%
$163B
$8.41 Million 0.16% of portfolio
15,072
Q4 2025 Added 5.13%
$98.1B
$8.39 Million 0.16% of portfolio
60,583
Q4 2025 Reduced 2.08%
$190B
$7.86 Million 0.15% of portfolio
80,006
Q4 2025 Added 5.88%
$268B
$7.92 Million 0.15% of portfolio
32,067
Q4 2025 Reduced 19.26%
$204B
$7.65 Million 0.15% of portfolio
51,776
Q4 2025 Added 4.31%

Summary

  • Portfolio
  • No. of Stocks 1,307
  • Current Value $5.25 Billion
  • Prior Value $4.72 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 16, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 160 stocks
  • Additional Purchases 655 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 429 stocks
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