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
$0
$2.89 Million 0.06% of portfolio
23,543
Q4 2025 Reduced 1.78%
$0
$3.27 Million 0.06% of portfolio
25,566
Q4 2025 Reduced 1.02%
$0
$3.24 Million 0.06% of portfolio
28,271
Q4 2025 Reduced 44.27%
$24.1B
$2.92 Million 0.06% of portfolio
63,487
Q4 2025 Reduced 1.35%
$0
$2.94 Million 0.06% of portfolio
40,454
Q4 2025 Added 18.7%
$0
$2.9 Million 0.06% of portfolio
32,114
Q4 2025 New
$0
$2.91 Million 0.06% of portfolio
57,554
Q4 2025 Added 28.43%
$37.2B
$2.96 Million 0.06% of portfolio
4,961
Q4 2025 Added 5.67%
$69.1B
$3.39 Million 0.06% of portfolio
38,889
Q4 2025 Added 1.33%
$109B
$3.26 Million 0.06% of portfolio
67,208
Q4 2025 Added 38.93%
$0
$3.24 Million 0.06% of portfolio
23,457
Q4 2025 Reduced 1.21%
$0
$3.41 Million 0.06% of portfolio
144,606
Q4 2025 Reduced 11.67%
$0
$3.17 Million 0.06% of portfolio
149,755
Q4 2025 Added 2.76%
$0
$3.07 Million 0.06% of portfolio
114,618
Q4 2025 Added 7.75%
$97.3B
$3.18 Million 0.06% of portfolio
37,559
Q4 2025 Added 15.93%
$1.46T
$3.1 Million 0.06% of portfolio
10,982
Q4 2025 Added 29.6%
$0
$3.27 Million 0.06% of portfolio
23,158
Q4 2025 Reduced 4.13%
$0
$3.18 Million 0.06% of portfolio
56,234
Q4 2025 Added 0.48%
$0
$2.91 Million 0.06% of portfolio
32,441
Q4 2025 Added 9.85%
$32.7B
$2.94 Million 0.06% of portfolio
33,983
Q4 2025 Reduced 37.68%
$4.26B
$2.92 Million 0.06% of portfolio
59,846
Q4 2025 New
$62.3B
$2.67 Million 0.05% of portfolio
22,028
Q4 2025 Added 4.31%
$79.6B
$2.43 Million 0.05% of portfolio
18,160
Q4 2025 Added 1.98%
$1.48B
$2.59 Million 0.05% of portfolio
183,956
Q3 2025 Reduced 0.11%
$103B
$2.66 Million 0.05% of portfolio
33,888
Q4 2025 Added 0.1%
$0
$2.61 Million 0.05% of portfolio
60,780
Q4 2025 Added 4.2%
$77.2B
$2.7 Million 0.05% of portfolio
13,422
Q4 2025 Added 13.07%
$120B
$2.55 Million 0.05% of portfolio
93,661
Q4 2025 Reduced 12.07%
$5.57B
$2.51 Million 0.05% of portfolio
72,184
Q4 2025 Added 0.0%
$75.4B
$2.76 Million 0.05% of portfolio
21,668
Q4 2025 Reduced 1.79%
$71.5B
$2.5 Million 0.05% of portfolio
3,178
Q4 2025 Added 141.12%
$0
$2.56 Million 0.05% of portfolio
107,970
Q4 2025 Reduced 29.37%
$0
$2.49 Million 0.05% of portfolio
44,908
Q4 2025 Reduced 3.47%
$57.4B
$2.41 Million 0.05% of portfolio
60,111
Q4 2025 Added 6.42%
$46.8B
$2.58 Million 0.05% of portfolio
2,788
Q4 2025 Reduced 3.53%
$143B
$2.44 Million 0.05% of portfolio
70,241
Q4 2025 Reduced 0.42%
$0
$2.72 Million 0.05% of portfolio
129,966
Q4 2025 Added 2.29%
$0
$2.6 Million 0.05% of portfolio
21,602
Q4 2025 Reduced 0.31%
$0
$2.64 Million 0.05% of portfolio
18,066
Q4 2025 Added 23.7%
$0
$2.4 Million 0.05% of portfolio
16,821
Q4 2025 Added 0.6%
$0
$2.8 Million 0.05% of portfolio
44,990
Q4 2025 Added 10.15%
$0
$2.7 Million 0.05% of portfolio
22,583
Q4 2025 Reduced 26.8%
$0
$2.53 Million 0.05% of portfolio
28,469
Q4 2025 Reduced 2.88%
$0
$2.71 Million 0.05% of portfolio
60,796
Q4 2025 Added 32.08%
$0
$2.44 Million 0.05% of portfolio
57,085
Q4 2025 Added 9.93%
$0
$2.52 Million 0.05% of portfolio
92,371
Q4 2025 Added 8.89%
$37.6B
$2.41 Million 0.05% of portfolio
33,776
Q4 2025 Added 5.09%
$86.7B
$2.65 Million 0.05% of portfolio
4,706
Q4 2025 Added 65.59%
$283B
$2.7 Million 0.05% of portfolio
20,500
Q4 2025 Added 20.89%

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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