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
$2.04 Million 0.04% of portfolio
19,505
Q3 2025 Reduced 1.09%
$0
$1.87 Million 0.04% of portfolio
23,186
Q3 2025 Reduced 0.22%
$0
$1.95 Million 0.04% of portfolio
42,094
Q3 2025 Added 0.58%
$0
$1.86 Million 0.04% of portfolio
47,666
Q3 2025 Reduced 1.61%
$0
$1.94 Million 0.04% of portfolio
24,351
Q3 2025 Added 5.07%
$0
$1.71 Million 0.04% of portfolio
24,658
Q3 2025 Added 16.9%
$0
$1.68 Million 0.04% of portfolio
13,086
Q3 2025 Added 94.27%
$0
$1.46 Million 0.03% of portfolio
45,710
Q3 2025 Reduced 12.69%
$0
$1.6 Million 0.03% of portfolio
50,846
Q3 2025 Reduced 0.26%
$0
$1.47 Million 0.03% of portfolio
26,309
Q3 2025 Added 11.81%
$0
$1.23 Million 0.03% of portfolio
27,181
Q3 2025 Added 7.29%
$0
$1.55 Million 0.03% of portfolio
31,407
Q3 2025 Added 37.79%
$0
$1.18 Million 0.03% of portfolio
12,785
Q3 2025 Reduced 7.84%
$0
$1.26 Million 0.03% of portfolio
25,540
Q3 2025 Reduced 2.04%
$0
$1.31 Million 0.03% of portfolio
22,854
Q3 2025 Reduced 2.97%
$0
$1.2 Million 0.03% of portfolio
18,851
Q3 2025 Added 20.45%
$0
$1.21 Million 0.03% of portfolio
4,447
Q3 2025 Added 0.77%
$0
$1.34 Million 0.03% of portfolio
12,125
Q3 2025 Reduced 3.59%
$0
$1.61 Million 0.03% of portfolio
25,021
Q3 2025 Added 2.84%
$0
$1.47 Million 0.03% of portfolio
69,002
Q3 2025 Added 16.44%
$0
$1.36 Million 0.03% of portfolio
13,608
Q3 2025 Added 11.12%
$0
$1.65 Million 0.03% of portfolio
46,535
Q3 2025 New
$0
$1.42 Million 0.03% of portfolio
27,683
Q3 2025 New
$0
$1.64 Million 0.03% of portfolio
23,556
Q3 2025 Reduced 0.76%
$0
$1.54 Million 0.03% of portfolio
23,873
Q3 2025 Reduced 2.09%
$0
$1.28 Million 0.03% of portfolio
59,854
Q3 2025 Added 6.7%
$0
$1.29 Million 0.03% of portfolio
35,605
Q3 2025 Added 282.32%
$0
$1.33 Million 0.03% of portfolio
29,258
Q3 2025 Added 19.92%
$0
$1.31 Million 0.03% of portfolio
33,637
Q3 2025 Added 19.9%
$0
$1.34 Million 0.03% of portfolio
2,888
Q3 2025 Reduced 5.96%
$0
$1.25 Million 0.03% of portfolio
21,103
Q2 2025 Added 1.03%
$0
$1.48 Million 0.03% of portfolio
4,795
Q3 2025 Added 13.57%
$0
$1.25 Million 0.03% of portfolio
12,767
Q3 2025 Added 4.29%
$0
$1.65 Million 0.03% of portfolio
13,687
Q3 2025 Reduced 10.08%
$0
$1.39 Million 0.03% of portfolio
5,357
Q3 2025 Reduced 1.02%
$0
$1.2 Million 0.03% of portfolio
51,050
Q3 2025 Added 19.98%
$0
$1.2 Million 0.03% of portfolio
27,192
Q3 2025 Added 75.13%
$0
$1.02 Million 0.02% of portfolio
36,744
Q3 2025 Reduced 2.78%
$0
$808,000 0.02% of portfolio
17,417
Q3 2025 Added 0.42%
$0
$986,000 0.02% of portfolio
13,619
Q2 2025 Added 42.18%
$0
$994,000 0.02% of portfolio
27,876
Q3 2025 Added 18.63%
$0
$884,000 0.02% of portfolio
26,977
Q2 2025 Reduced 30.28%
$5.65B
$915,000 0.02% of portfolio
24,864
Q3 2025 Added 1.64%
$0
$818,000 0.02% of portfolio
33,122
Q3 2025 New
$0
$842,000 0.02% of portfolio
3,009
Q3 2025 Added 0.84%
$0
$876,000 0.02% of portfolio
20,852
Q3 2025 Reduced 9.99%
$0
$1.09 Million 0.02% of portfolio
118,027
Q3 2025 Added 3.95%
$0
$1.16 Million 0.02% of portfolio
24,388
Q3 2025 Reduced 1.24%
$0
$1.11 Million 0.02% of portfolio
21,938
Q3 2025 Reduced 1.43%

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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