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
$181B
$7.93 Million 0.15% of portfolio
86,574
Q4 2025 Reduced 8.59%
$18.6B
$7.12 Million 0.14% of portfolio
53,317
Q4 2025 Added 2.39%
$17.7B
$7.54 Million 0.14% of portfolio
27,640
Q4 2025 Added 0.62%
$265B
$7.37 Million 0.14% of portfolio
9,498
Q4 2025 Added 4.44%
$23.2B
$7.18 Million 0.14% of portfolio
16,600
Q4 2025 Added 32.38%
$266B
$7.49 Million 0.14% of portfolio
25,212
Q4 2025 Added 13.3%
$235B
$7.35 Million 0.14% of portfolio
79,128
Q4 2025 Added 4.82%
$593B
$7.28 Million 0.14% of portfolio
33,102
Q4 2025 Reduced 3.98%
$187B
$7.13 Million 0.14% of portfolio
42,736
Q4 2025 Added 1.32%
$270B
$6.79 Million 0.13% of portfolio
42,610
Q4 2025 Added 28.07%
$172B
$6.86 Million 0.13% of portfolio
167,308
Q4 2025 Added 1.33%
$291B
$6.08 Million 0.12% of portfolio
11,017
Q4 2025 Added 3.73%
$115B
$6.24 Million 0.12% of portfolio
11,604
Q4 2025 Added 30.73%
$328B
$5.67 Million 0.11% of portfolio
18,886
Q4 2025 Added 4.67%
$193B
$5.59 Million 0.11% of portfolio
10,222
Q4 2025 Added 0.13%
$61.4B
$5.98 Million 0.11% of portfolio
29,134
Q4 2025 Reduced 1.3%
$91.4B
$5.54 Million 0.11% of portfolio
33,498
Q4 2025 Added 4.72%
$183B
$5.22 Million 0.1% of portfolio
15,277
Q4 2025 Reduced 6.49%
$197B
$5.35 Million 0.1% of portfolio
23,395
Q4 2025 Reduced 4.31%
$59.6B
$5.03 Million 0.1% of portfolio
23,889
Q4 2025 Reduced 16.71%
$84.9B
$5.02 Million 0.1% of portfolio
32,987
Q4 2025 Reduced 14.03%
$161B
$5.25 Million 0.1% of portfolio
4,628
Q4 2025 Reduced 5.65%
$74.3B
$5.43 Million 0.1% of portfolio
7,836
Q4 2025 Added 16.94%
$85.9B
$5.02 Million 0.1% of portfolio
23,995
Q4 2025 Added 6.68%
$104B
$4.68 Million 0.09% of portfolio
18,635
Q4 2025 Reduced 5.8%
$22.5B
$4.91 Million 0.09% of portfolio
82,554
Q4 2025 Reduced 0.93%
$156B
$4.72 Million 0.09% of portfolio
38,064
Q4 2025 Reduced 0.06%
$182B
$4.85 Million 0.09% of portfolio
7,507
Q4 2025 Added 22.12%
$2.17B
$4.74 Million 0.09% of portfolio
971,735
Q4 2025 Added 0.03%
$132B
$4.32 Million 0.08% of portfolio
22,021
Q4 2025 Added 5.95%
$65.7B
$4.3 Million 0.08% of portfolio
15,144
Q4 2025 Reduced 2.13%
$181B
$3.92 Million 0.07% of portfolio
153,895
Q4 2025 Reduced 4.78%
$104B
$3.46 Million 0.07% of portfolio
59,456
Q4 2025 Added 3.73%
$47B
$3.63 Million 0.07% of portfolio
8,246
Q4 2025 Added 5.61%
$14.5B
$3.51 Million 0.07% of portfolio
11,593
Q4 2025 New
$141B
$3.59 Million 0.07% of portfolio
143,130
Q4 2025 Reduced 4.82%
$279B
$3.8 Million 0.07% of portfolio
15,901
Q4 2025 Added 3.24%
$300B
$3.51 Million 0.07% of portfolio
10,957
Q4 2025 Added 29.38%
$140B
$3.88 Million 0.07% of portfolio
11,008
Q4 2025 Reduced 6.12%
$123B
$3.84 Million 0.07% of portfolio
12,997
Q4 2025 Added 10.06%
$44.4B
$2.93 Million 0.06% of portfolio
15,146
Q4 2025 Added 0.66%
$191B
$3.09 Million 0.06% of portfolio
643
Q4 2025 Added 0.16%
$99.5B
$3.4 Million 0.06% of portfolio
72,670
Q4 2025 Added 22.78%
$82.8B
$2.9 Million 0.06% of portfolio
10,701
Q4 2025 Reduced 8.52%
$65.2B
$2.92 Million 0.06% of portfolio
6,317
Q4 2025 Reduced 4.63%
$70.2B
$3.08 Million 0.06% of portfolio
95,380
Q4 2025 Reduced 2.9%
$94.5B
$2.94 Million 0.06% of portfolio
8,545
Q4 2025 Added 8.81%
$37.2B
$2.96 Million 0.06% of portfolio
4,961
Q4 2025 Added 5.67%
$69.1B
$3.39 Million 0.06% of portfolio
38,889
Q4 2025 Added 1.33%

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
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