Perigon Wealth Management, LLC Reduced Holdings in Q3 2025

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SWKS
Skyworks Solutions, Inc.

Technology
-298
- 9.23%
$67.52 - $82.97 $20.1K - $24.7K
2.93K $225K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-183
- 5.96%
$435.72 - $463.74 $79.7K - $84.9K
2.89K $1.34M
WDAY
Workday, Inc.

Technology
-66
- 3.58%
$213.69 - $247.69 $14.1K - $16.3K
1.78K $428K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-1.43K
- 9.69%
$20.22 - $21.71 $29K - $31.1K
13.4K $288K
IEV
Ishares Tr Europe ETF

ETFs
-331
- 8.11%
$61.37 - $65.49 $20.3K - $21.7K
3.75K $245K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-1.07K
- 6.77%
$17.81 - $18.39 $19.1K - $19.7K
14.7K $268K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-318
- 1.43%
$50.37 - $50.7 $16K - $16.1K
21.9K $1.11M
VONG
Vanguard Russell 1000 Growth E

ETFs
-1.54K
- 10.08%
$108.08 - $121.73 $166K - $187K
13.7K $1.65M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-84
- 1.4%
$86.07 - $90.74 $7.23K - $7.62K
5.91K $529K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-199
- 0.96%
$50.52 - $50.75 $10.1K - $10.1K
20.6K $1.05M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.22K
- 7.7%
$135.0 - $146.02 $164K - $178K
14.6K $2.13M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-223
- 1.19%
$52.39 - $53.11 $11.7K - $11.8K
18.6K $984K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-355
- 5.51%
$45.22 - $48.34 $16.1K - $17.2K
6.08K $290K
BGNE
Bei Gene, Ltd.

Healthcare
-29
- 1.21%
N/A
2.37K $537K
IRM
Iron Mountain Inc

Real Estate
-47
- 1.38%
$89.46 - $104.46 $4.2K - $4.91K
3.35K $341K
LRN
Stride, Inc.

Consumer Defensive
-87
- 5.5%
$128.23 - $169.81 $11.2K - $14.8K
1.49K $222K
VST
Vistra Corp.

Utilities
-56
- 3.6%
$182.0 - $217.92 $10.2K - $12.2K
1.5K $294K
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
-1.09K
- 7.84%
$85.43 - $92.81 $92.9K - $101K
12.8K $1.18M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-785
- 13.09%
$49.31 - $57.77 $38.7K - $45.3K
5.21K $296K
SKYY
First Trust Cloud Computing Et

ETFs
-385
- 10.55%
$118.24 - $138.53 $45.5K - $53.3K
3.26K $438K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-132
- 3.03%
$47.21 - $48.3 $6.23K - $6.38K
4.22K $203K
HYD
Vaneck High Yield Muni ETF

ETFs
-226
- 1.79%
$48.85 - $50.94 $11K - $11.5K
12.4K $629K
LYG
Lloyds Banking Group PLC

Financial Services
-3.76K
- 7.43%
$4.03 - $4.63 $15.1K - $17.4K
46.8K $212K
MNA
Iq Merger Arbitrage ETF

ETFs
-183
- 2.87%
$35.11 - $36.01 $6.43K - $6.59K
6.19K $222K
HTZ
Hertz Global Holdings, Inc

Industrials
-249
- 2.05%
$5.11 - $7.97 $1.27K - $1.98K
11.9K $81K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-1.23K
- 16.55%
N/A
6.18K $0
ESMV
Ishares Tr Ishares Esg Msci Us
-5.96K
- 43.68%
N/A
7.69K $0
Sei Exchange Traded Funds
-551
- 0.74%
N/A
74.4K $0
Natwest Group PLC
-305
- 2.06%
N/A
14.5K $0
Sei Exchange Traded Funds
-275
- 0.89%
N/A
30.8K $0
VICI
Vici Properties Inc.

Real Estate
-5
- 0.08%
$31.43 - $33.93 $157 - $170
6.62K $215K
Servicetitan Inc
-12.3K
- 46.31%
N/A
14.2K $0
Solventum Corp
-43
- 1.31%
N/A
3.25K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-611
- 6.28%
N/A
9.12K $0
Manager Directed Portfolios
-251
- 0.13%
N/A
192K $0
Lithium Amers Corp New
-10K
- 38.72%
N/A
15.8K $0
Super Micro Computer Inc
-1.23K
- 3.51%
N/A
33.7K $0
J P Morgan Exchange Traded F
-2.16K
- 3.2%
N/A
65.2K $0
Core Scientific Inc New
-1.09K
- 0.93%
N/A
116K $0
Goldman Sachs ETF Tr
-129
- 1.29%
N/A
9.88K $0
Grayscale Bitcoin Mini Tr Et
-211
- 5.01%
N/A
4K $0
Dimensional ETF Trust
-754
- 3.54%
N/A
20.5K $0
Grayscale Ethereum Trust ETF
-255
- 1.4%
N/A
18K $0
Amplify ETF Tr
-5.82K
- 30.69%
N/A
13.1K $0
Gsk PLC
-622
- 6.49%
N/A
8.96K $0
Genedx Holdings Corp
-108
- 2.08%
N/A
5.08K $0
Core Scientific Inc New
-68.5K
- 26.53%
N/A
190K $0
Arista Networks Inc
-1.1K
- 3.2%
N/A
33.1K $0
Barrick Mng Corp
-122K
- 73.53%
N/A
44K $0
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