Perigon Wealth Management, LLC Portfolio Holdings

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025

Perigon Wealth Management, LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.72 Billion distributed in 1214 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $322M, Apple Inc. with a value of $280M, Ishares Core S&P 500 ETF with a value of $112M, Invesco Qqq Trust, Series 1 with a value of $107M, and Amazon Com Inc with a value of $99.9M.

Examining the 13F form we can see an increase of $547M in the current position value, from $4.18B to 4.72B.

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 $4.72 Billion
ETFs: $2.32 Billion
Technology: $946 Million
Financial Services: $346 Million
Consumer Cyclical: $251 Million
Communication Services: $225 Million
Healthcare: $182 Million
Industrials: $152 Million
Consumer Defensive: $91.6 Million
Other: $174 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$322 Million 6.81% of portfolio
1,723,755
Q3 2025 Added 0.27%
$4.3T
$280 Million 5.92% of portfolio
1,098,241
Q3 2025 Added 0.16%
$2.39T
$99.9 Million 2.12% of portfolio
455,189
Q3 2025 Added 0.1%
$3.78T
$87 Million 1.84% of portfolio
168,021
Q3 2025 Added 5.37%
$1.74T
$67.6 Million 1.43% of portfolio
277,426
Q3 2025 Added 1.25%
$139B
$52.6 Million 1.11% of portfolio
159,380
Q3 2025 Added 3.7%
$1.37T
$52.6 Million 1.11% of portfolio
71,664
Q3 2025 Added 2.94%
$1.65T
$49.7 Million 1.05% of portfolio
204,312
Q3 2025 Reduced 5.97%
$1.29T
$44.4 Million 0.94% of portfolio
99,900
Q3 2025 Added 10.43%
$367B
$43.2 Million 0.92% of portfolio
106,712
Q3 2025 Reduced 0.1%
$533B
$43.1 Million 0.91% of portfolio
126,174
Q3 2025 Added 0.64%
$881B
$41.3 Million 0.88% of portfolio
131,018
Q3 2025 Added 6.01%
$39.8B
$38.2 Million 0.81% of portfolio
808,657
Q3 2025 Reduced 0.08%
$662B
$29.9 Million 0.63% of portfolio
59,565
Q3 2025 Added 5.74%
$971B
$28.6 Million 0.6% of portfolio
37,419
Q3 2025 Added 2.82%
$87.8B
$26.5 Million 0.56% of portfolio
55,517
Q3 2025 Added 0.25%
$512B
$25 Million 0.53% of portfolio
44,020
Q3 2025 Added 2.42%
$404B
$21.2 Million 0.45% of portfolio
22,928
Q3 2025 Added 4.2%
$255B
$19.9 Million 0.42% of portfolio
60,050
Q3 2025 Added 2.48%
$49.1B
$19.5 Million 0.41% of portfolio
16,247
Q3 2025 Added 6.43%
$224B
$18.2 Million 0.39% of portfolio
59,949
Q3 2025 Added 4.7%
$279B
$18 Million 0.38% of portfolio
174,556
Q3 2025 Added 26.93%
$490B
$14.4 Million 0.31% of portfolio
128,067
Q3 2025 Added 10.59%
$167B
$14.6 Million 0.31% of portfolio
153,218
Q3 2025 Reduced 0.44%
$522B
$13.6 Million 0.29% of portfolio
73,580
Q3 2025 Added 2.8%
$342B
$13.3 Million 0.28% of portfolio
72,893
Q3 2025 Reduced 40.89%
$222B
$13.3 Million 0.28% of portfolio
27,435
Q3 2025 Reduced 1.06%
$100B
$12.9 Million 0.27% of portfolio
47,678
Q3 2025 Added 3.12%
$258B
$12.6 Million 0.27% of portfolio
75,193
Q3 2025 Added 12.53%
$317B
$12.3 Million 0.26% of portfolio
146,457
Q3 2025 Added 8.91%
$303B
$11.4 Million 0.24% of portfolio
73,448
Q3 2025 Added 19.29%
$346B
$11.4 Million 0.24% of portfolio
74,400
Q3 2025 Added 9.82%
$237B
$11.4 Million 0.24% of portfolio
48,160
Q3 2025 Added 6.89%
$67.3B
$11.2 Million 0.24% of portfolio
40,110
Q3 2025 Added 8.08%
$319B
$11 Million 0.23% of portfolio
161,222
Q3 2025 Added 7.56%
$163B
$10.3 Million 0.22% of portfolio
14,336
Q3 2025 Reduced 41.79%
$98.1B
$10.6 Million 0.22% of portfolio
61,869
Q3 2025 Reduced 0.98%
$228B
$9.87 Million 0.21% of portfolio
73,692
Q3 2025 Added 3.51%
$413B
$10.1 Million 0.21% of portfolio
196,207
Q3 2025 Reduced 24.92%
$193B
$9.95 Million 0.21% of portfolio
86,935
Q3 2025 Added 6.02%
$168B
$9.81 Million 0.21% of portfolio
129,907
Q3 2025 Added 85.69%
$593B
$9.7 Million 0.21% of portfolio
34,473
Q3 2025 Added 22.24%
$181B
$9.28 Million 0.2% of portfolio
94,708
Q3 2025 Added 14.23%
$388B
$9.18 Million 0.19% of portfolio
56,764
Q3 2025 Reduced 2.17%
$306B
$9.17 Million 0.19% of portfolio
138,255
Q3 2025 Added 6.22%
$123B
$8.91 Million 0.19% of portfolio
17,850
Q3 2025 Added 13.73%
$144B
$7.99 Million 0.17% of portfolio
17,464
Q3 2025 Added 2.08%
$190B
$7.67 Million 0.16% of portfolio
75,566
Q3 2025 Added 27.23%
$17.7B
$7.49 Million 0.16% of portfolio
27,470
Q3 2025 Added 0.04%

Summary

  • Portfolio
  • No. of Stocks 1,214
  • Current Value $4.72 Billion
  • Prior Value $4.18 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 192 stocks
  • Additional Purchases 615 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 338 stocks
Track This Portfolio

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email