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
$4.16B
$899,000 0.02% of portfolio
8,416
Q4 2025 Added 2.92%
$121B
$1.08 Million 0.02% of portfolio
1,284
Q4 2025 Reduced 1.98%
$24.2B
$986,000 0.02% of portfolio
2,797
Q4 2025 Added 2.83%
$38.8B
$1.26 Million 0.02% of portfolio
7,642
Q4 2025 Reduced 4.43%
$0
$1.3 Million 0.02% of portfolio
61,320
Q4 2025 Added 2.45%
$0
$911,000 0.02% of portfolio
42,312
Q4 2025 Added 0.63%
$31.5B
$923,000 0.02% of portfolio
13,108
Q4 2025 Added 10.64%
$2.46B
$822,000 0.02% of portfolio
59,250
Q4 2025 Added 4.74%
$37B
$1.26 Million 0.02% of portfolio
14,201
Q4 2025 Reduced 2.38%
$32.8B
$865,000 0.02% of portfolio
52,493
Q4 2025 Added 10.61%
$0
$899,000 0.02% of portfolio
20,700
Q4 2025 Added 55.72%
$107B
$980,000 0.02% of portfolio
1,179
Q4 2025 Added 2.7%
$71.6B
$1.08 Million 0.02% of portfolio
17,438
Q4 2025 Added 21.96%
$68.5B
$1.04 Million 0.02% of portfolio
7,327
Q4 2025 Added 22.24%
$0
$926,000 0.02% of portfolio
9,220
Q4 2025 Reduced 1.46%
$132B
$1.09 Million 0.02% of portfolio
4,826
Q4 2025 Reduced 0.78%
$0
$1.07 Million 0.02% of portfolio
9,440
Q4 2025 Added 100.0%
$41.3B
$970,000 0.02% of portfolio
11,713
Q4 2025 Added 49.13%
$0
$943,000 0.02% of portfolio
13,301
Q4 2025 Added 5.18%
$35.1B
$1.12 Million 0.02% of portfolio
19,671
Q4 2025 Reduced 0.93%
$114B
$1.16 Million 0.02% of portfolio
16,414
Q4 2025 Added 16.34%
$102B
$1.18 Million 0.02% of portfolio
9,621
Q4 2025 Reduced 4.5%
$43.5B
$1.14 Million 0.02% of portfolio
3,013
Q4 2025 Added 4.73%
$0
$1.08 Million 0.02% of portfolio
36,876
Q4 2025 Reduced 1.27%
$0
$970,000 0.02% of portfolio
10,046
Q4 2025 Reduced 6.47%
$0
$977,000 0.02% of portfolio
20,385
Q4 2025 Added 0.42%
$79.1B
$894,000 0.02% of portfolio
6,348
Q4 2025 Reduced 49.74%
$174B
$1.26 Million 0.02% of portfolio
8,647
Q4 2025 Added 3.67%
$22.2B
$1.03 Million 0.02% of portfolio
37,140
Q4 2025 Added 1.0%
$0
$932,000 0.02% of portfolio
17,264
Q4 2025 New
$0
$845,000 0.02% of portfolio
19,112
Q4 2025 Added 0.12%
$41.4B
$903,000 0.02% of portfolio
10,054
Q4 2025 Reduced 6.22%
$1.93B
$1.06 Million 0.02% of portfolio
29,400
Q4 2025 New
$72.7B
$1.01 Million 0.02% of portfolio
754
Q4 2025 Added 0.8%
$67.6B
$1.01 Million 0.02% of portfolio
22,274
Q4 2025 Added 1.3%
$0
$856,000 0.02% of portfolio
27,361
Q4 2025 New
$55.3B
$1.17 Million 0.02% of portfolio
96,063
Q4 2025 Added 40.54%
$70.1B
$944,000 0.02% of portfolio
5,196
Q4 2025 Added 2.69%
$0
$797,000 0.02% of portfolio
31,268
Q4 2025 Reduced 20.45%
$0
$1.03 Million 0.02% of portfolio
40,456
Q4 2025 Added 3.14%
$0
$1.21 Million 0.02% of portfolio
12,641
Q4 2025 Reduced 0.99%
$0
$1.13 Million 0.02% of portfolio
48,050
Q4 2025 Reduced 5.88%
$14B
$860,000 0.02% of portfolio
12,723
Q4 2025 Reduced 2.3%
$89.8B
$1.28 Million 0.02% of portfolio
6,601
Q4 2025 Added 7.32%
$50.1B
$1.01 Million 0.02% of portfolio
6,413
Q4 2025 Added 29.87%
$0
$1.14 Million 0.02% of portfolio
19,883
Q4 2025 Reduced 0.44%
$0
$1.26 Million 0.02% of portfolio
27,192
Q3 2025 Added 75.13%
$0
$948,000 0.02% of portfolio
24,445
Q4 2025 Reduced 4.1%
$72.4B
$1.03 Million 0.02% of portfolio
2,937
Q4 2025 Added 22.43%

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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