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
UBS
Ubs Group Ag

Financial Services
-564
- 7.2%
$33.77 - $42.38 $19K - $23.9K
7.27K $297K
ENB
Enbridge Inc

Energy
-99
- 1.23%
$43.79 - $50.46 $4.34K - $5K
7.98K $402K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-1.6K
- 14.03%
$35.24 - $44.04 $56.4K - $70.5K
9.81K $427K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-1.48K
- 5.49%
$34.31 - $38.09 $50.8K - $56.4K
25.5K $967K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
-181
- 0.76%
$65.41 - $69.67 $11.8K - $12.6K
23.6K $1.64M
IYJ
Ishares Tr

ETFs
-154
- 0.91%
$142.42 - $148.18 $21.9K - $22.8K
16.7K $2.44M
EWX
Spdr S&P Emerging Markets Smal

ETFs
-2
- 0.02%
$61.93 - $68.12 $124 - $136
8.32K $559K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-19
- 0.34%
$108.03 - $117.04 $2.05K - $2.22K
5.6K $655K
VHT
Vanguard Health Care ETF

ETFs
-55
- 1.02%
$239.12 - $259.95 $13.2K - $14.3K
5.36K $1.39M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-894
- 0.32%
$25.21 - $25.99 $22.5K - $23.2K
283K $7.31M
BBSC
Jp Morgan Exc Trd Tr Betabuild
-67
- 1.01%
$66.0 - $75.41 $4.42K - $5.05K
6.54K $485K
IWN
Ishares Russell2000 Val ETF

ETFs
-143
- 3.56%
$157.1 - $178.94 $22.5K - $25.6K
3.88K $685K
JHMM
John Hancock Multifactor Mid C

ETFs
-509
- 2.09%
$61.22 - $65.26 $31.2K - $33.2K
23.9K $1.54M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-792
- 5.49%
$41.53 - $66.18 $32.9K - $52.4K
13.6K $773K
MPC
Marathon Petroleum Corp

Energy
-126
- 4.15%
$158.59 - $198.69 $20K - $25K
2.91K $560K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-91
- 3.41%
$284.45 - $324.95 $25.9K - $29.6K
2.57K $823K
PHM
Pultegroup Inc

Consumer Cyclical
-16
- 0.62%
$108.0 - $141.42 $1.73K - $2.26K
2.58K $340K
KWEB
Kraneshares Tr Csi China Inter

ETFs
-1.34K
- 8.38%
$33.63 - $42.59 $45.1K - $57.2K
14.7K $616K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
-496
- 2.71%
$42.52 - $47.65 $21.1K - $23.6K
17.8K $849K
SFYF
Sofi Social 50 ETF

ETFs
-306
- 2.73%
$46.13 - $54.85 $14.1K - $16.8K
10.9K $598K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-659
- 8.03%
$89.32 - $107.82 $58.9K - $71.1K
7.55K $813K
RWK
Invesco Exchange Traded Fd Tr

ETFs
-1.03K
- 4.12%
$116.93 - $128.98 $120K - $133K
24K $3M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
-17
- 0.13%
$63.92 - $70.83 $1.09K - $1.2K
12.6K $891K
BMRC
Bank Of Marin Bancorp

Financial Services
-540
- 0.87%
$21.87 - $25.83 $11.8K - $13.9K
61.8K $1.5M
CDNS
Cadence Design Systems Inc

Technology
-36
- 1.67%
$309.46 - $373.37 $11.1K - $13.4K
2.12K $744K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-349
- 0.74%
$53.93 - $57.58 $18.8K - $20.1K
46.5K $2.63M
XLI
Industrial Sector Spdr

ETFs
-32
- 0.24%
$147.94 - $154.99 $4.73K - $4.96K
13.2K $2.03M
PAVE
Global X Fds Us Infrastructure

ETFs
-305
- 1.24%
$44.02 - $47.63 $13.4K - $14.5K
24.4K $1.16M
IQV
Iqvia Holdings Inc.

Healthcare
-9
- 0.33%
$157.68 - $200.82 $1.42K - $1.81K
2.7K $512K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-699
- 2.97%
$51.78 - $57.89 $36.2K - $40.5K
22.9K $1.31M
XLE
Energy Sector Spdr

ETFs
-973
- 2.46%
$84.25 - $91.99 $82K - $89.5K
38.6K $3.45M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-13.6K
- 4.49%
$62.09 - $66.51 $842K - $902K
289K $18.8M
DFAX
Dimensional ETF Tr
-135
- 0.26%
$29.25 - $31.56 $3.95K - $4.26K
50.8K $1.6M
ARKG
Ark Genomic Revolution ETF (De

ETFs
-1.05K
- 2.78%
$22.91 - $27.85 $24.1K - $29.3K
36.7K $1.02M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-5
- 0.02%
$136.48 - $142.97 $682 - $715
23.7K $3.33M
EA
Electronic Arts Inc.

Communication Services
-5
- 0.2%
$147.79 - $202.05 $739 - $1.01K
2.5K $504K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-110
- 1.64%
$83.08 - $100.2 $9.14K - $11K
6.61K $662K
BLND
Blend Labs, Inc.

Technology
-20K
- 3.85%
$2.73 - $4.37 $54.6K - $87.4K
499K $1.82M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-171
- 7.85%
$103.83 - $179.9 $17.8K - $30.8K
2.01K $358K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-302
- 0.58%
$29.55 - $32.52 $8.92K - $9.82K
52.1K $1.67M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-52
- 0.22%
$74.93 - $80.73 $3.9K - $4.2K
23.2K $1.87M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.86K
- 2.09%
$28.15 - $30.13 $80.4K - $86.1K
134K $3.97M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-343
- 1.4%
$132.9 - $142.03 $45.6K - $48.7K
24.2K $3.4M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-446
- 1.33%
$107.27 - $113.94 $47.8K - $50.8K
33K $3.75M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-131
- 1.14%
$236.25 - $257.69 $30.9K - $33.8K
11.4K $2.92M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-709
- 1.09%
$52.12 - $55.33 $37K - $39.2K
64.6K $3.57M
QCOM
Qualcomm Inc

Technology
-891
- 2.07%
$145.84 - $173.55 $130K - $155K
42.2K $7.02M
SPYG
Spdr Portfolio

ETFs
-214
- 1.09%
$94.33 - $105.31 $20.2K - $22.5K
19.5K $2.04M
SE
Sea LTD

Consumer Cyclical
-481
- 3.67%
$146.23 - $196.5 $70.3K - $94.5K
12.6K $2.26M
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
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