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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$325 Million 6.18% of portfolio
1,740,305
Q4 2025 Added 0.96%
$4.3T
$302 Million 5.75% of portfolio
1,129,695
Q4 2025 Added 2.86%
$0
$127 Million 2.42% of portfolio
205,787
Q4 2025 Added 95.98%
$0
$116 Million 2.21% of portfolio
172,240
Q4 2025 Added 2.8%
$0
$108 Million 2.06% of portfolio
178,867
Q4 2025 Added 0.49%
$2.39T
$105 Million 2.0% of portfolio
447,871
Q4 2025 Reduced 1.61%
$3.78T
$92.6 Million 1.76% of portfolio
182,514
Q4 2025 Added 8.63%
$0
$88.6 Million 1.69% of portfolio
1,476,604
Q4 2025 Added 9,969.59%
$1.74T
$80.2 Million 1.53% of portfolio
280,713
Q4 2025 Added 1.18%
$0
$60.2 Million 1.15% of portfolio
657,660
Q4 2025 Added 6,380.69%
$1.65T
$59.7 Million 1.14% of portfolio
215,997
Q4 2025 Added 5.72%
$0
$59.6 Million 1.14% of portfolio
1,544,016
Q4 2025 Reduced 1.26%
$0
$58.5 Million 1.11% of portfolio
87,926
Q4 2025 Reduced 1.26%
$139B
$52.5 Million 1.0% of portfolio
153,175
Q4 2025 Reduced 3.89%
$0
$52.6 Million 1.0% of portfolio
432,960
Q4 2025 Added 4.57%
$130B
$52.3 Million 1.0% of portfolio
139,038
Q4 2025 Added 87.7%
$1.37T
$45.6 Million 0.87% of portfolio
74,876
Q4 2025 Added 4.48%
$0
$44.5 Million 0.85% of portfolio
134,863
Q4 2025 Added 13.15%
$0
$43.9 Million 0.83% of portfolio
209,252
Q4 2025 Added 41.06%
$1.29T
$42.9 Million 0.82% of portfolio
105,022
Q4 2025 Added 5.13%
$533B
$41.4 Million 0.79% of portfolio
127,077
Q4 2025 Added 0.72%
$881B
$39.7 Million 0.76% of portfolio
132,194
Q4 2025 Added 0.9%
$0
$39.5 Million 0.75% of portfolio
658,848
Q4 2025 Added 20.97%
$971B
$37.7 Million 0.72% of portfolio
36,946
Q4 2025 Reduced 1.26%
$0
$37.6 Million 0.71% of portfolio
245,918
Q4 2025 Added 12,104.37%
$367B
$37 Million 0.7% of portfolio
103,403
Q4 2025 Reduced 3.1%
$0
$35.4 Million 0.67% of portfolio
955,311
Q4 2025 Added 2.56%
$0
$34.6 Million 0.66% of portfolio
344,356
Q4 2025 Added 1.06%
$39.8B
$34.4 Million 0.65% of portfolio
804,327
Q4 2025 Reduced 0.54%
$0
$33.4 Million 0.64% of portfolio
465,267
Q4 2025 Reduced 0.14%
$0
$32.6 Million 0.62% of portfolio
1,363,505
Q4 2025 Added 134.93%
$662B
$31.9 Million 0.61% of portfolio
62,689
Q4 2025 Added 5.24%
$65.3B
$31.6 Million 0.6% of portfolio
410,366
Q4 2025 Added 6.85%
$0
$30.7 Million 0.58% of portfolio
1,157,789
Q4 2025 Reduced 2.65%
$169B
$30.6 Million 0.58% of portfolio
36,595
Q4 2025 Added 447.58%
$0
$29.5 Million 0.56% of portfolio
633,426
Q4 2025 Added 8.69%
$0
$28.7 Million 0.55% of portfolio
286,661
Q4 2025 Added 5.24%
$0
$27.5 Million 0.52% of portfolio
384,283
Q4 2025 New
$0
$27.5 Million 0.52% of portfolio
851,043
Q4 2025 Reduced 0.21%
$414B
$26.2 Million 0.5% of portfolio
111,829
Q4 2025 Added 0.65%
$87.8B
$26.5 Million 0.5% of portfolio
55,256
Q4 2025 Reduced 0.47%
$0
$25.7 Million 0.49% of portfolio
132,152
Q4 2025 Reduced 27.53%
$0
$25.4 Million 0.48% of portfolio
782,838
Q4 2025 Reduced 0.67%
$0
$24.4 Million 0.47% of portfolio
347,857
Q4 2025 Reduced 4.63%
$0
$23.6 Million 0.45% of portfolio
118,705
Q4 2025 Added 1.96%
$512B
$23.7 Million 0.45% of portfolio
44,220
Q4 2025 Added 0.45%
$0
$22.9 Million 0.44% of portfolio
196,087
Q4 2025 Added 1.31%
$0
$22.6 Million 0.43% of portfolio
489,024
Q4 2025 Added 4.65%
$0
$21.9 Million 0.42% of portfolio
29,021
Q4 2025 Reduced 0.32%

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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