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
$12.2B
$220,000 0.0% of portfolio
2,014
Q4 2025 New
Gmo ETF Trust
-
$0 0.0% of portfolio
-
Q4 2025 New
Gmo ETF Trust
-
$0 0.0% of portfolio
-
Q4 2025 Added 24.4%
$19.5B
$262,000 0.0% of portfolio
561
Q4 2025 Reduced 10.38%
$7.29B
$227,000 0.0% of portfolio
6,523
Q4 2025 Added 7.91%
Unilever PLC
-
$0 0.0% of portfolio
-
Q4 2025 New
$4.23B
$224,000 0.0% of portfolio
19,400
Q4 2025 New
Usa Rare Earth Inc
-
$0 0.0% of portfolio
-
Q4 2025 New
$5.47B
$130,000 0.0% of portfolio
12,087
Q4 2025 Added 6.15%
$0
$212,000 0.0% of portfolio
8,723
Q4 2025 Added 1.67%
$0
$207,000 0.0% of portfolio
1,500
Q3 2025 New
$0
$224,000 0.0% of portfolio
1,907
Q2 2025 New
$0
$215,000 0.0% of portfolio
1,164
Q4 2025 New
Vanguard Instl Index Fd
-
$0 0.0% of portfolio
-
Q4 2025 Added 28.62%
$0
$259,000 0.0% of portfolio
5,458
Q4 2025 Reduced 10.29%
$0
$250,000 0.0% of portfolio
660
Q3 2024 New
$13B
$178,000 0.0% of portfolio
16,641
Q4 2025 Reduced 1.65%
$72.7B
$261,000 0.0% of portfolio
1,498
Q4 2025 Reduced 0.2%
$0
$112,000 0.0% of portfolio
12,071
Q4 2025 Reduced 1.8%
$7.79B
$208,000 0.0% of portfolio
1,625
Q4 2025 New
$14.5B
$170,000 0.0% of portfolio
64,268
Q4 2025 New
$0
$245,000 0.0% of portfolio
2,930
Q4 2024 New
$0
$241,000 0.0% of portfolio
4,465
Q4 2025 Reduced 4.59%
$3.16B
$228,000 0.0% of portfolio
12,400
Q4 2025 New
$18.9B
$207,000 0.0% of portfolio
2,305
Q4 2025 Reduced 5.3%
$75.2B
$225,000 0.0% of portfolio
6,114
Q4 2025 New
$146B
$0 0.0% of portfolio
-
Q4 2025 New
$34.2B
$204,000 0.0% of portfolio
2,213
Q4 2025 New
$8.65B
$250,000 0.0% of portfolio
2,452
Q4 2025 New
$6.38B
$196,000 0.0% of portfolio
6,798
Q4 2025 Reduced 16.7%
$23.9B
$0 0.0% of portfolio
-
Q4 2025 Reduced 5.32%
$20.1B
$59,000 0.0% of portfolio
10,940
Q4 2025 New
$10.7B
$217,000 0.0% of portfolio
9,228
Q4 2025 Added 3.33%
Linde PLC
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 6.08%
$378M
$125,000 0.0% of portfolio
15,000
Q4 2025 New
Liberty Global LTD
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 5.43%
Liberty Global LTD
-
$0 0.0% of portfolio
-
Q4 2025 Added 9.26%
$8.76B
$234,000 0.0% of portfolio
16,265
Q4 2025 Added 1.68%
Te Connectivity PLC
-
$0 0.0% of portfolio
-
Q4 2025 Added 25.15%
$4.96B
$196,000 0.0% of portfolio
102
Q4 2025 New
Bunge Global Sa
-
$0 0.0% of portfolio
-
Q4 2025 New
Ferrovial Se
-
$0 0.0% of portfolio
-
Q4 2025 New
$51.8B
$207,000 0.0% of portfolio
1,053
Q4 2025 Added 5.83%
Nebius Group N.V.
-
$0 0.0% of portfolio
-
Q4 2025 Added 38.15%

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
Track This Portfolio

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email