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
$86.7B
$1.73 Million 0.04% of portfolio
2,842
Q3 2025 Added 24.21%
$2.84B
$1.83 Million 0.04% of portfolio
141,169
Q3 2025 Reduced 0.7%
$159B
$1.95 Million 0.04% of portfolio
4,015
Q3 2025 Reduced 4.56%
$28.9B
$2.09 Million 0.04% of portfolio
23,203
Q3 2025 Added 54.49%
$270B
$2.06 Million 0.04% of portfolio
28,807
Q3 2025 Reduced 2.93%
$136B
$1.91 Million 0.04% of portfolio
5,179
Q3 2025 Added 19.64%
$177B
$2.04 Million 0.04% of portfolio
10,464
Q3 2025 Reduced 8.3%
$6.15B
$1.94 Million 0.04% of portfolio
34,036
Q3 2025 Added 0.59%
$136B
$2.04 Million 0.04% of portfolio
8,622
Q3 2025 Added 1.85%
$74.3B
$1.93 Million 0.04% of portfolio
30,416
Q3 2025 Added 20.0%
$351M
$1.23 Million 0.03% of portfolio
146,133
Q4 2024 Reduced 0.03%
$152B
$1.37 Million 0.03% of portfolio
5,544
Q3 2025 Reduced 9.63%
$46.9B
$1.43 Million 0.03% of portfolio
11,747
Q3 2025 Added 47.04%
$277B
$1.62 Million 0.03% of portfolio
21,079
Q3 2025 Added 2.94%
$417M
$1.5 Million 0.03% of portfolio
61,752
Q3 2025 Reduced 0.87%
$147B
$1.62 Million 0.03% of portfolio
16,551
Q3 2025 Added 18.85%
$65.7B
$1.43 Million 0.03% of portfolio
17,894
Q3 2025 Added 12.06%
$111B
$1.3 Million 0.03% of portfolio
3,961
Q3 2025 Added 9.69%
$69.4B
$1.49 Million 0.03% of portfolio
18,154
Q3 2025 Added 2.59%
$4.32B
$1.21 Million 0.03% of portfolio
18,692
Q3 2025 Added 2.08%
$160B
$1.31 Million 0.03% of portfolio
6,605
Q3 2025 Added 42.26%
$73.7B
$1.62 Million 0.03% of portfolio
5,928
Q3 2025 Added 8.23%
$68.9B
$1.38 Million 0.03% of portfolio
5,858
Q3 2025 Added 64.64%
$100B
$1.58 Million 0.03% of portfolio
25,883
Q3 2025 Added 51.8%
$136B
$1.19 Million 0.03% of portfolio
2,800
Q3 2025 Added 50.7%
$17.1B
$1.38 Million 0.03% of portfolio
4,267
Q3 2025 New
$5.29B
$1.58 Million 0.03% of portfolio
8,929
Q3 2025 Added 0.35%
$14.8B
$1.65 Million 0.03% of portfolio
33,693
Q3 2025 Added 4.55%
$73.7B
$1.31 Million 0.03% of portfolio
15,616
Q3 2025 Added 12.22%
$38.8B
$1.29 Million 0.03% of portfolio
7,996
Q3 2025 Reduced 4.71%
$37B
$1.33 Million 0.03% of portfolio
14,547
Q3 2025 Added 8.28%
$132B
$1.2 Million 0.03% of portfolio
4,864
Q3 2025 Reduced 2.31%
$35.1B
$1.21 Million 0.03% of portfolio
19,856
Q3 2025 Added 40.67%
$102B
$1.44 Million 0.03% of portfolio
10,074
Q3 2025 Added 24.96%
$2.27B
$1.49 Million 0.03% of portfolio
76,947
Q3 2025 New
$64.5B
$1.43 Million 0.03% of portfolio
4,430
Q3 2025 Added 28.59%
$174B
$1.24 Million 0.03% of portfolio
8,341
Q3 2025 Reduced 1.92%
$59.8B
$1.49 Million 0.03% of portfolio
7,920
Q3 2025 Added 9.63%
$3.22B
$1.59 Million 0.03% of portfolio
29,500
Q3 2025 Added 15.97%
$59.7B
$1.2 Million 0.03% of portfolio
2,438
Q3 2025 Added 14.35%
$18.6B
$1.18 Million 0.03% of portfolio
24,162
Q3 2025 Added 24.98%
$8.49B
$1.32 Million 0.03% of portfolio
3,404
Q3 2025 Added 97.68%
$42.4B
$1.38 Million 0.03% of portfolio
9,047
Q3 2025 Reduced 22.68%
$21.1B
$1.21 Million 0.03% of portfolio
14,649
Q3 2025 Added 34.12%
$9.23B
$1 Million 0.02% of portfolio
76,288
Q3 2025 Added 3.8%
$72.3B
$881,000 0.02% of portfolio
7,889
Q3 2025 Added 0.32%
$84B
$1.02 Million 0.02% of portfolio
5,278
Q3 2025 Reduced 3.56%
$118B
$978,000 0.02% of portfolio
3,982
Q3 2025 Added 7.27%
$72.4B
$855,000 0.02% of portfolio
2,399
Q3 2025 Added 34.55%

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
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