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
$2.27B
$1.34 Million 0.03% of portfolio
81,663
Q4 2025 Added 6.13%
$0
$1.51 Million 0.03% of portfolio
24,993
Q4 2025 Added 18.43%
$0
$1.69 Million 0.03% of portfolio
79,653
Q4 2025 Added 0.53%
$0
$1.36 Million 0.03% of portfolio
2,889
Q4 2025 Added 0.03%
$52.4B
$1.49 Million 0.03% of portfolio
40,315
Q4 2025 Added 55.32%
$0
$1.41 Million 0.03% of portfolio
37,725
Q4 2025 Added 5.95%
$0
$1.44 Million 0.03% of portfolio
32,175
Q4 2025 Added 9.97%
$0
$1.47 Million 0.03% of portfolio
36,828
Q4 2025 Added 9.49%
$59.8B
$1.46 Million 0.03% of portfolio
7,970
Q4 2025 Added 0.63%
$3.22B
$1.75 Million 0.03% of portfolio
30,025
Q4 2025 Added 1.78%
$6.15B
$1.74 Million 0.03% of portfolio
31,382
Q4 2025 Reduced 7.8%
$8.49B
$1.71 Million 0.03% of portfolio
4,297
Q4 2025 Added 26.23%
$0
$1.68 Million 0.03% of portfolio
45,134
Q4 2025 Reduced 5.31%
$0
$1.77 Million 0.03% of portfolio
25,100
Q4 2025 Added 1.79%
$0
$1.52 Million 0.03% of portfolio
5,366
Q4 2025 Added 0.17%
$0
$1.66 Million 0.03% of portfolio
13,688
Q4 2025 Added 0.01%
$0
$1.35 Million 0.03% of portfolio
26,636
Q4 2025 Added 31.85%
$74.3B
$1.66 Million 0.03% of portfolio
27,149
Q4 2025 Reduced 10.74%
$0
$1.82 Million 0.03% of portfolio
13,103
Q4 2025 Added 0.13%
$25.7B
$1.37 Million 0.03% of portfolio
9,597
Q4 2025 Added 284.5%
$42.4B
$1.35 Million 0.03% of portfolio
9,076
Q4 2025 Added 0.32%
$21.1B
$1.33 Million 0.03% of portfolio
15,851
Q4 2025 Added 8.21%
$152B
$1.84 Million 0.03% of portfolio
7,609
Q4 2025 Added 37.25%
$128B
$1.72 Million 0.03% of portfolio
17,837
Q4 2025 Reduced 2.88%
$5B
$919,000 0.02% of portfolio
9,781
Q4 2025 New
$72.3B
$941,000 0.02% of portfolio
8,237
Q4 2025 Added 4.41%
$9.23B
$1.11 Million 0.02% of portfolio
80,448
Q4 2025 Added 5.45%
$0
$935,000 0.02% of portfolio
34,790
Q4 2025 Reduced 5.32%
$5.65B
$952,000 0.02% of portfolio
24,464
Q4 2025 Reduced 1.61%
$46.9B
$1.15 Million 0.02% of portfolio
9,738
Q4 2025 Reduced 17.1%
$6.76B
$799,000 0.02% of portfolio
21,256
Q4 2025 New
$84B
$1.27 Million 0.02% of portfolio
7,049
Q4 2025 Added 33.55%
$23.9B
$949,000 0.02% of portfolio
7,216
Q4 2025 Added 245.43%
$118B
$1.1 Million 0.02% of portfolio
4,797
Q4 2025 Added 20.47%
$6.94B
$878,000 0.02% of portfolio
8,118
Q4 2025 Reduced 15.07%
$2.64B
$1.08 Million 0.02% of portfolio
16,320
Q4 2025 Added 1.28%
$89.3B
$977,000 0.02% of portfolio
8,846
Q4 2025 Added 3.97%
$1.27B
$1.06 Million 0.02% of portfolio
16,924
Q4 2025 New
$4.41B
$1.03 Million 0.02% of portfolio
38,481
Q4 2025 Reduced 8.91%
$6.81B
$917,000 0.02% of portfolio
40,364
Q4 2025 Reduced 3.09%
$3.41B
$1.1 Million 0.02% of portfolio
59,903
Q4 2025 Reduced 12.15%
$73.4B
$935,000 0.02% of portfolio
26,791
Q4 2025 Added 4.85%
$20.6B
$913,000 0.02% of portfolio
25,101
Q4 2025 Added 128.44%
$19B
$852,000 0.02% of portfolio
4,566
Q4 2025 Added 10.37%
$32.5B
$1.07 Million 0.02% of portfolio
1,178
Q4 2025 Added 89.69%
$18.3B
$1.14 Million 0.02% of portfolio
42,606
Q4 2025 New
$36B
$1.25 Million 0.02% of portfolio
12,295
Q4 2025 Added 63.24%
$47.4B
$949,000 0.02% of portfolio
14,384
Q4 2025 Reduced 5.12%
$0
$817,000 0.02% of portfolio
18,044
Q4 2025 New

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