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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.33 Million 0.07% of portfolio
23,744
Q3 2025 Reduced 0.02%
$0
$3.38 Million 0.07% of portfolio
43,264
Q3 2025 Reduced 1.84%
$0
$3.18 Million 0.07% of portfolio
55,963
Q3 2025 Added 14.66%
$0
$3.4 Million 0.07% of portfolio
24,155
Q3 2025 Reduced 1.4%
$0
$2.63 Million 0.06% of portfolio
46,523
Q3 2025 Reduced 0.74%
$0
$2.66 Million 0.06% of portfolio
127,058
Q3 2025 Reduced 4.05%
$0
$3 Million 0.06% of portfolio
23,969
Q3 2025 Reduced 4.12%
$0
$2.6 Million 0.06% of portfolio
21,669
Q3 2025 Added 2.46%
$24.1B
$2.73 Million 0.06% of portfolio
64,358
Q3 2025 Added 112.0%
$0
$2.92 Million 0.06% of portfolio
11,391
Q3 2025 Reduced 1.14%
$0
$3.03 Million 0.06% of portfolio
134,836
Q3 2025 Added 47.54%
$0
$2.9 Million 0.06% of portfolio
110,240
Q3 2025 Added 1.73%
$0
$2.87 Million 0.06% of portfolio
106,370
Q3 2025 Added 11.13%
$0
$2.76 Million 0.06% of portfolio
8,466
Q3 2025 Added 10.74%
$0
$2.7 Million 0.06% of portfolio
29,531
Q3 2025 Added 5.68%
$0
$2.83 Million 0.06% of portfolio
36,112
Q3 2025 Added 1.97%
$0
$2.26 Million 0.05% of portfolio
45,424
Q3 2025 Added 18.15%
$0
$2.13 Million 0.05% of portfolio
14,605
Q3 2025 Reduced 7.7%
$0
$2.44 Million 0.05% of portfolio
16,721
Q3 2025 Reduced 0.91%
$0
$2.5 Million 0.05% of portfolio
40,843
Q3 2025 Added 1.05%
$0
$2.58 Million 0.05% of portfolio
29,312
Q3 2025 Added 1.43%
$0
$2.53 Million 0.05% of portfolio
34,080
Q3 2025 Added 18.33%
$0
$2.25 Million 0.05% of portfolio
51,930
Q3 2025 Added 3.83%
$0
$2.36 Million 0.05% of portfolio
84,830
Q3 2025 Added 13.37%
$0
$2.22 Million 0.05% of portfolio
43,403
Q3 2025 Reduced 41.8%
$0
$2.28 Million 0.05% of portfolio
44,813
Q3 2025 Reduced 6.13%
$0
$2.21 Million 0.05% of portfolio
51,386
Q3 2025 Added 0.47%
$0
$2.51 Million 0.05% of portfolio
21,208
Q3 2025 Added 1.95%
$0
$2.39 Million 0.05% of portfolio
83,513
Q3 2025 Added 81.72%
$0
$1.95 Million 0.04% of portfolio
41,573
Q3 2025 Added 2.25%
$0
$1.77 Million 0.04% of portfolio
47,798
Q3 2025 Added 0.8%
$0
$1.67 Million 0.04% of portfolio
52,131
Q3 2025 Reduced 0.58%
$0
$2.1 Million 0.04% of portfolio
16,768
Q3 2025 Reduced 0.68%
$0
$2.02 Million 0.04% of portfolio
19,503
Q1 2024 Added 0.02%
$0
$2.13 Million 0.04% of portfolio
63,585
Q3 2025 Added 12.03%
$0
$1.67 Million 0.04% of portfolio
124,301
Q3 2025 Added 0.46%
$0
$1.72 Million 0.04% of portfolio
23,475
Q3 2025 Reduced 7.57%
$0
$2 Million 0.04% of portfolio
46,028
Q3 2025 Added 9.76%
$0
$2.12 Million 0.04% of portfolio
19,049
Q3 2025 Reduced 10.26%
$0
$1.67 Million 0.04% of portfolio
21,706
Q3 2025 Reduced 10.3%
$0
$1.75 Million 0.04% of portfolio
36,422
Q3 2025 Reduced 0.52%
$0
$1.73 Million 0.04% of portfolio
30,160
Q3 2025 Added 2.54%
$0
$1.77 Million 0.04% of portfolio
26,729
Q3 2025 Added 4.25%
$0
$1.96 Million 0.04% of portfolio
56,329
Q3 2025 Reduced 9.53%
$0
$2.05 Million 0.04% of portfolio
79,795
Q3 2025 Reduced 18.75%
$0
$2.1 Million 0.04% of portfolio
83,658
Q3 2025 Added 5.7%
$0
$2.03 Million 0.04% of portfolio
13,185
Q3 2025 Reduced 0.24%
$0
$1.91 Million 0.04% of portfolio
21,515
Q3 2025 Added 1.88%
$0
$1.69 Million 0.04% of portfolio
79,231
Q3 2025 Added 1.29%

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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