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
FNX
First Tr Mid Cap Core Alphadex

ETFs
-114
- 0.68%
$115.08 - $126.88 $13.1K - $14.5K
16.8K $2.1M
EEM
Ishares Msci Emerging Markets

ETFs
-4.5K
- 5.1%
$48.07 - $53.4 $216K - $240K
83.8K $4.47M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.11K
- 0.19%
$45.6 - $46.92 $50.6K - $52.1K
583K $27.2M
VBR
Vanguard Small Cap Value ETF

ETFs
-400
- 1.71%
$195.41 - $212.37 $78.2K - $84.9K
23K $4.8M
VO
Vanguard Mid Cap ETF

ETFs
-207
- 0.94%
$279.83 - $293.74 $57.9K - $60.8K
21.8K $6.4M
SOFI
So Fi Technologies, Inc.

Financial Services
-2.52K
- 6.41%
$17.64 - $29.81 $44.4K - $75.1K
36.8K $971K
SHOP
Shopify Inc.

Technology
-163
- 1.92%
$112.11 - $157.12 $18.3K - $25.6K
8.34K $1.24M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2K
- 1.51%
$25.29 - $28.33 $50.6K - $56.7K
130K $3.63M
AVEM
American Centy ETF Tr Avantis

ETFs
-1.23K
- 2.11%
$68.33 - $75.41 $83.9K - $92.6K
57K $4.28M
IOO
Ishares Tr Global 100 ETF

ETFs
-1.52K
- 4.0%
$107.55 - $120.01 $163K - $182K
36.4K $4.37M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-40
- 0.06%
$72.65 - $78.68 $2.91K - $3.15K
64.6K $5.06M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.89K
- 1.57%
$66.38 - $71.68 $125K - $135K
118K $8.46M
AVUS
American Centy ETF Tr Avantis

ETFs
-2.05K
- 2.51%
$101.2 - $109.16 $207K - $224K
79.5K $8.65M
AMAT
Applied Materials Inc

Technology
-357
- 1.44%
$156.25 - $204.95 $55.8K - $73.2K
24.4K $5.01M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-2.96K
- 4.91%
$339.37 - $366.46 $1M - $1.08M
57.2K $20.9M
AVDE
American Centy ETF Tr Avantis

ETFs
-787
- 0.68%
$73.24 - $79.04 $57.6K - $62.2K
114K $9.01M
XLK
Technology Sector Spdr

ETFs
-612
- 2.36%
$250.97 - $282.66 $154K - $173K
25.4K $7.15M
SCHW
Schwab Charles Corp

Financial Services
-675
- 0.44%
$91.03 - $98.69 $61.4K - $66.6K
153K $14.6M
VB
Vanguard Small Cap ETF

ETFs
-432
- 0.98%
$237.58 - $259.17 $103K - $112K
43.8K $11.1M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-243
- 0.48%
$148.97 - $165.88 $36.2K - $40.3K
50.5K $8.3M
GS
Goldman Sachs Group Inc

Financial Services
-150
- 1.62%
$696.56 - $806.32 $104K - $121K
9.09K $7.24M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-1.21K
- 1.58%
$139.82 - $155.45 $169K - $188K
75.1K $11.7M
DFAU
Dimensional ETF Tr

ETFs
-10.2K
- 2.48%
$42.42 - $45.96 $431K - $467K
399K $18.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.55K
- 1.47%
$108.97 - $121.65 $169K - $188K
103K $12.5M
AMD
Advanced Micro Devices Inc

Technology
-1.26K
- 2.17%
$134.8 - $184.42 $170K - $232K
56.8K $9.18M
PL
Planet Labs Pbc

Industrials
-1K
- 0.7%
$6.14 - $12.98 $6.14K - $13K
141K $1.83M
IWM
Ishares Russell 2000 ETF

ETFs
-1.85K
- 3.19%
$214.92 - $244.84 $397K - $452K
56.1K $13.6M
BX
Blackstone Inc.

Financial Services
-615
- 0.98%
$152.77 - $188.68 $94K - $116K
61.9K $10.6M
APP
App Lovin Corp

Technology
-10.3K
- 41.79%
$335.1 - $718.54 $3.45M - $7.39M
14.3K $10.3M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-21.5K
- 1.77%
$24.46 - $26.5 $525K - $569K
1.19M $31.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-293
- 1.06%
$404.94 - $499.99 $119K - $146K
27.4K $13.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.28K
- 2.49%
$617.65 - $666.84 $1.41M - $1.52M
89.1K $59.3M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-17K
- 1.08%
$36.04 - $38.78 $614K - $661K
1.56M $60.3M
HD
Home Depot, Inc.

Consumer Cyclical
-110
- 0.1%
$357.4 - $423.42 $39.3K - $46.6K
107K $43.2M
OXY
Occidental Petroleum Corp

Energy
-632
- 0.08%
$42.54 - $48.1 $26.9K - $30.4K
809K $38.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3.41K
- 1.88%
$546.99 - $602.2 $1.87M - $2.06M
178K $107M
GOOGL
Alphabet Inc.

Communication Services
-13K
- 5.97%
$174.36 - $254.72 $2.26M - $3.3M
204K $49.7M
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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