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
$109B
$3.26 Million 0.06% of portfolio
67,208
Q4 2025 Added 38.93%
$97.3B
$3.18 Million 0.06% of portfolio
37,559
Q4 2025 Added 15.93%
$1.46T
$3.1 Million 0.06% of portfolio
10,982
Q4 2025 Added 29.6%
$68.7B
$3.13 Million 0.06% of portfolio
33,242
Q4 2025 Reduced 4.21%
$32.7B
$2.94 Million 0.06% of portfolio
33,983
Q4 2025 Reduced 37.68%
$4.26B
$2.92 Million 0.06% of portfolio
59,846
Q4 2025 New
$62.3B
$2.67 Million 0.05% of portfolio
22,028
Q4 2025 Added 4.31%
$79.6B
$2.43 Million 0.05% of portfolio
18,160
Q4 2025 Added 1.98%
$1.48B
$2.59 Million 0.05% of portfolio
183,956
Q3 2025 Reduced 0.11%
$103B
$2.66 Million 0.05% of portfolio
33,888
Q4 2025 Added 0.1%
$77.2B
$2.7 Million 0.05% of portfolio
13,422
Q4 2025 Added 13.07%
$120B
$2.55 Million 0.05% of portfolio
93,661
Q4 2025 Reduced 12.07%
$5.57B
$2.51 Million 0.05% of portfolio
72,184
Q4 2025 Added 0.0%
$75.4B
$2.76 Million 0.05% of portfolio
21,668
Q4 2025 Reduced 1.79%
$71.5B
$2.5 Million 0.05% of portfolio
3,178
Q4 2025 Added 141.12%
$57.4B
$2.41 Million 0.05% of portfolio
60,111
Q4 2025 Added 6.42%
$143B
$2.44 Million 0.05% of portfolio
70,241
Q4 2025 Reduced 0.42%
$37.6B
$2.41 Million 0.05% of portfolio
33,776
Q4 2025 Added 5.09%
$86.7B
$2.65 Million 0.05% of portfolio
4,706
Q4 2025 Added 65.59%
$283B
$2.7 Million 0.05% of portfolio
20,500
Q4 2025 Added 20.89%
$23.3B
$2.6 Million 0.05% of portfolio
104,272
Q4 2025 Added 0.07%
$82.2B
$2.46 Million 0.05% of portfolio
9,578
Q4 2025 Reduced 5.31%
$98.6B
$2.53 Million 0.05% of portfolio
27,906
Q4 2025 Reduced 14.26%
$170B
$2.54 Million 0.05% of portfolio
17,375
Q4 2025 Added 3.71%
$3.66B
$2.45 Million 0.05% of portfolio
21,325
Q4 2025 Added 3.47%
$111B
$2.62 Million 0.05% of portfolio
6,044
Q4 2025 Reduced 1.05%
$55.6B
$2.82 Million 0.05% of portfolio
23,707
Q4 2025 Reduced 11.7%
$277B
$2.06 Million 0.04% of portfolio
23,059
Q4 2025 Added 9.39%
$45.2B
$1.84 Million 0.04% of portfolio
34,093
Q4 2025 Added 2.52%
$40.3B
$1.9 Million 0.04% of portfolio
6,690
Q4 2025 Reduced 2.82%
$96.4B
$1.92 Million 0.04% of portfolio
15,333
Q4 2025 Added 0.29%
$73.7B
$1.95 Million 0.04% of portfolio
7,537
Q4 2025 Added 27.14%
$29.2B
$2.07 Million 0.04% of portfolio
48,629
Q4 2025 Reduced 0.56%
$74.9B
$1.99 Million 0.04% of portfolio
8,167
Q4 2025 Reduced 5.26%
$5.29B
$1.85 Million 0.04% of portfolio
8,970
Q4 2025 Added 0.46%
$55.4B
$2.27 Million 0.04% of portfolio
7,861
Q4 2025 Added 8.23%
$103B
$2 Million 0.04% of portfolio
975
Q4 2025 Reduced 4.13%
$6.87B
$2 Million 0.04% of portfolio
15,171
Q4 2025 Added 583.07%
$79.2B
$1.99 Million 0.04% of portfolio
31,570
Q4 2025 Reduced 4.32%
$3.86B
$2.22 Million 0.04% of portfolio
23,852
Q4 2025 Reduced 17.18%
$74.3B
$2.01 Million 0.04% of portfolio
10,906
Q4 2025 Reduced 7.77%
$237B
$2.33 Million 0.04% of portfolio
15,220
Q4 2025 Reduced 6.92%
$270B
$2.28 Million 0.04% of portfolio
30,048
Q4 2025 Added 4.31%
$159B
$2.26 Million 0.04% of portfolio
4,630
Q4 2025 Added 15.32%
$28.9B
$2.15 Million 0.04% of portfolio
23,372
Q4 2025 Added 0.73%
$86.1B
$2.3 Million 0.04% of portfolio
6,934
Q4 2025 Reduced 5.35%
$136B
$1.94 Million 0.04% of portfolio
5,387
Q4 2025 Added 4.02%
$177B
$1.95 Million 0.04% of portfolio
10,042
Q4 2025 Reduced 4.03%
$136B
$1.85 Million 0.04% of portfolio
8,376
Q4 2025 Reduced 2.85%

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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