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
$5.3B
$450,000 0.01% of portfolio
4,570
Q4 2025 Reduced 6.52%
$0
$590,000 0.01% of portfolio
10,826
Q4 2025 Reduced 0.82%
$59.5B
$735,000 0.01% of portfolio
16,397
Q4 2025 Added 43.91%
$21.7B
$349,000 0.01% of portfolio
2,791
Q4 2025 Reduced 7.18%
$15.6B
$699,000 0.01% of portfolio
12,966
Q4 2025 Reduced 12.24%
$27.1B
$489,000 0.01% of portfolio
925
Q4 2025 Added 51.64%
$31.1B
$520,000 0.01% of portfolio
5,475
Q4 2025 Added 20.14%
$55.9B
$539,000 0.01% of portfolio
669
Q4 2025 Reduced 0.3%
$784M
$357,000 0.01% of portfolio
48,463
Q4 2025 Added 16.5%
$21.2B
$414,000 0.01% of portfolio
888
Q4 2025 New
$15.4B
$373,000 0.01% of portfolio
4,858
Q4 2025 Added 7.12%
$5.82B
$358,000 0.01% of portfolio
23,927
Q4 2025 Added 17.42%
$1.44B
$525,000 0.01% of portfolio
13,370
Q2 2025 Added 90.21%
$0
$620,000 0.01% of portfolio
8,151
Q4 2025 Reduced 16.37%
$0
$346,000 0.01% of portfolio
19,770
Q4 2025 Added 17.05%
$0
$756,000 0.01% of portfolio
16,121
Q4 2025 Reduced 21.22%
$0
$323,000 0.01% of portfolio
5,083
Q4 2025 Reduced 0.47%
$0
$493,000 0.01% of portfolio
1,207
Q4 2025 Reduced 10.33%
$0
$560,000 0.01% of portfolio
5,153
Q4 2025 Reduced 0.5%
$0
$279,000 0.01% of portfolio
3,195
Q4 2025 Reduced 1.18%
$0
$518,000 0.01% of portfolio
5,728
Q4 2025 Reduced 3.1%
$0
$266,000 0.01% of portfolio
3,836
Q4 2025 New
$41.2B
$783,000 0.01% of portfolio
2,670
Q4 2025 Reduced 29.63%
$31.2B
$701,000 0.01% of portfolio
8,998
Q4 2025 Added 36.13%
$0
$603,000 0.01% of portfolio
2,957
Q4 2025 Added 14.48%
$766M
$407,000 0.01% of portfolio
14,396
Q4 2025 Added 11.61%
$26.8B
$537,000 0.01% of portfolio
2,126
Q4 2025 Reduced 13.65%
$33.9B
$586,000 0.01% of portfolio
2,716
Q4 2025 Added 55.47%
$0
$390,000 0.01% of portfolio
8,232
Q4 2025 Added 3.87%
$34B
$508,000 0.01% of portfolio
41,293
Q4 2025 Reduced 4.79%
$37.3B
$546,000 0.01% of portfolio
1,946
Q4 2025 Added 187.87%
$35B
$402,000 0.01% of portfolio
3,623
Q4 2025 Reduced 3.85%
$37.1B
$634,000 0.01% of portfolio
3,112
Q4 2025 Added 14.62%
$55.9B
$459,000 0.01% of portfolio
19,939
Q4 2025 Added 3.12%
$43.4B
$296,000 0.01% of portfolio
1,757
Q4 2025 New
$9.92B
$465,000 0.01% of portfolio
8,250
Q4 2025 Reduced 10.07%
$13B
$502,000 0.01% of portfolio
1,957
Q4 2025 Added 3.05%
$19.3B
$530,000 0.01% of portfolio
2,031
Q4 2025 Added 26.31%
$1.29B
$516,000 0.01% of portfolio
10,756
Q4 2025 Reduced 1.61%
$47.1B
$517,000 0.01% of portfolio
4,970
Q4 2025 Reduced 17.82%
$0
$556,000 0.01% of portfolio
6,388
Q2 2025 Reduced 1.99%
$0
$382,000 0.01% of portfolio
8,132
Q4 2025 Reduced 0.25%
$0
$625,000 0.01% of portfolio
5,536
Q4 2025 Added 0.05%
$0
$499,000 0.01% of portfolio
11,785
Q4 2025 Added 59.8%
$0
$404,000 0.01% of portfolio
11,600
Q4 2025 Added 1.15%
$15.7B
$281,000 0.01% of portfolio
1,082
Q4 2025 New
$46.4B
$469,000 0.01% of portfolio
2,033
Q4 2025 Added 14.28%
$11.9B
$370,000 0.01% of portfolio
4,577
Q4 2025 Reduced 20.22%
$44.1B
$605,000 0.01% of portfolio
7,513
Q4 2025 Added 0.67%

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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