Perigon Wealth Management, LLC Incresed Positions in Q3 2025

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.79K
+ 0.16%
$202.38 - $256.87 $363K - $461K
1.1M $280M
NVDA
Nvidia Corp

Technology
4.58K
+ 0.27%
$153.3 - $186.58 $701K - $854K
1.72M $322M
GOOG
Alphabet Inc.

Communication Services
3.43K
+ 1.25%
$175.16 - $255.24 $601K - $875K
277K $67.6M
TSLA
Tesla, Inc.

Consumer Cyclical
9.44K
+ 10.43%
$293.94 - $444.72 $2.77M - $4.2M
99.9K $44.4M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
186K
+ 52.06%
$54.35 - $59.32 $10.1M - $11.1M
545K $32.2M
VUG
Vanguard Growth ETF

ETFs
15.3K
+ 20.47%
$433.97 - $484.08 $6.65M - $7.42M
90.2K $43.3M
AVGO
Broadcom Inc.

Technology
5.69K
+ 3.7%
$264.74 - $369.57 $1.51M - $2.1M
159K $52.6M
GLD
Spdr Gold Trust

ETFs
16.8K
+ 29.36%
$300.96 - $355.47 $5.06M - $5.98M
74.1K $26.3M
OEF
Ishares S&P 100 ETF

ETFs
30.1K
+ 90.3%
N/A
63.4K $16.9M
MSFT
Microsoft Corp

Technology
8.57K
+ 5.37%
$491.09 - $535.64 $4.21M - $4.59M
168K $87M
IAU
Ishares Gold Trust

ETFs
52.6K
+ 15.87%
$61.62 - $72.77 $3.24M - $3.83M
384K $27.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
26.5K
+ 16.98%
$182.33 - $194.5 $4.83M - $5.15M
182K $35.5M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
60.8K
+ 21.7%
$100.37 - $100.74 $6.1M - $6.12M
341K $34.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.33K
+ 2.27%
$567.77 - $614.76 $1.32M - $1.43M
105K $64.3M
ABBV
Abb Vie Inc.

Healthcare
3.91K
+ 3.64%
$184.85 - $231.54 $722K - $904K
111K $25.7M
JPM
Jpmorgan Chase & CO

Financial Services
7.43K
+ 6.01%
$282.78 - $316.06 $2.1M - $2.35M
131K $41.3M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
90.3K
+ 42.35%
$42.67 - $46.91 $3.85M - $4.23M
303K $14.2M
XLU
Utilities Sector Spdr

ETFs
54.4K
+ 99.91%
$81.14 - $87.32 $4.41M - $4.75M
109K $9.49M
NEE
Nextera Energy Inc

Utilities
59.9K
+ 85.69%
$69.77 - $77.54 $4.18M - $4.65M
130K $9.81M
DFAI
Dimensional ETF Tr

ETFs
94.9K
+ 11.35%
$34.05 - $36.55 $3.23M - $3.47M
931K $33.9M
BBUS
J P Morgan Exchg Traded Fd

ETFs
11.5K
+ 2.86%
$111.77 - $121.28 $1.29M - $1.4M
414K $50M
WMT
Walmart Inc.

Consumer Defensive
37K
+ 26.93%
$94.4 - $104.27 $3.5M - $3.86M
175K $18M
EFV
Msci Eafe Value ETF

ETFs
45.7K
+ 14.31%
$62.79 - $68.42 $2.87M - $3.12M
365K $24.7M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
91.8K
+ 104.93%
$38.85 - $41.97 $3.56M - $3.85M
179K $7.51M
SCHG
Schwab Strategic Tr Us Large C

ETFs
55.6K
+ 6.97%
$28.92 - $32.19 $1.61M - $1.79M
853K $27.2M
SPTL
Spdr Portfolio Long Term Treas

ETFs
130K
+ 27.94%
$25.67 - $27.21 $3.35M - $3.55M
597K $16.1M
ORCL
Oracle Corp

Technology
6.27K
+ 22.24%
$218.96 - $328.33 $1.37M - $2.06M
34.5K $9.7M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
23.2K
+ 27.85%
$110.74 - $122.12 $2.56M - $2.83M
106K $12.9M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
38.7K
+ 88.14%
$81.55 - $85.33 $3.16M - $3.3M
82.7K $7.03M
VTI
Vanguard Total Stock Market Et

ETFs
1.52K
+ 1.29%
$303.93 - $329.86 $462K - $501K
119K $39.1M
ICE
Intercontinental Exchange, Inc.

Financial Services
20.9K
+ 119.83%
$167.28 - $188.45 $3.5M - $3.94M
38.4K $6.46M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
41.7K
+ 148.16%
$66.81 - $74.64 $2.79M - $3.11M
69.9K $5.13M
IYW
Ishares Dj Us Tech ETF

ETFs
2.18K
+ 1.9%
$171.38 - $197.01 $373K - $429K
116K $22.8M
DFAE
Dimensional ETF Tr

ETFs
33.4K
+ 4.43%
$28.84 - $31.84 $964K - $1.06M
788K $24.8M
VGT
Vanguard Information Technolog

ETFs
851
+ 3.01%
$656.44 - $753.15 $559K - $641K
29.1K $21.7M
VEA
Vanguard Ftse Developed Market

ETFs
34K
+ 11.9%
$56.02 - $60.3 $1.9M - $2.05M
319K $19.1M
RTX
Raytheon Technologies Corp

Industrials
8.37K
+ 12.53%
$144.19 - $167.33 $1.21M - $1.4M
75.2K $12.6M
JNJ
Johnson & Johnson

Healthcare
2.01K
+ 2.8%
$155.17 - $185.42 $311K - $372K
73.6K $13.6M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
20.8K
+ 4.67%
$65.91 - $70.63 $1.37M - $1.47M
466K $32.7M
C
Citigroup Inc

Financial Services
16.2K
+ 27.23%
$85.57 - $103.49 $1.38M - $1.67M
75.6K $7.67M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
49.8K
+ 48.06%
$49.09 - $50.58 $2.44M - $2.52M
153K $7.74M
CVX
Chevron Corp

Energy
11.9K
+ 19.29%
$145.57 - $161.83 $1.73M - $1.92M
73.4K $11.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.24K
+ 5.74%
$459.11 - $506.91 $1.49M - $1.64M
59.6K $29.9M
BNDX
Vanguard Total International B

ETFs
49.9K
+ 24.89%
$49.0 - $49.51 $2.44M - $2.47M
250K $12.4M
AVDV
American Centy ETF Tr Avantis

ETFs
8.07K
+ 4.76%
$79.24 - $89.03 $640K - $719K
178K $15.8M
VRT
Vertiv Holdings CO

Industrials
27.1K
+ 98.5%
N/A
54.5K $4.73M
IWR
Ishares Russell Mid Cap ETF

ETFs
18.3K
+ 17.24%
$92.26 - $97.51 $1.69M - $1.78M
124K $12M
JPIE
J P Morgan Exchange Traded Fd
48K
+ 27.42%
$46.01 - $46.55 $2.21M - $2.23M
223K $10.4M
MU
Micron Technology Inc

Technology
3.26K
+ 8.95%
$104.88 - $168.89 $342K - $551K
39.7K $6.65M
Activity Summary
Buys All Purchases 807 New Holdings 192 Increased Positions 615 Sells All Sells 338 Reductions 338 Sold out 0 Options Calls 10 Puts 0
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