Perigon Wealth Management, LLC Portfolio Holdings

Perigon Wealth Management, LLC

  • $4.18 Billion
  • Q2 2025

Perigon Wealth Management, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.18 Billion distributed in 1053 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $272M, Apple Inc. with a value of $225M, Ishares Core S&P 500 ETF with a value of $114M, Invesco Qqq Trust, Series 1 with a value of $100M, and Amazon Com Inc with a value of $99.8M.

Examining the 13F form we can see an increase of $360M in the current position value, from $3.82B to 4.18B.

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 $4.18 Billion
ETFs: $2.11 Billion
Technology: $807 Million
Financial Services: $317 Million
Consumer Cyclical: $218 Million
Communication Services: $192 Million
Healthcare: $154 Million
Industrials: $119 Million
Consumer Defensive: $86.2 Million
Other: $144 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$60B
$3 Million 0.07% of portfolio
5,716
Q2 2025 Reduced 20.03%
$94.5B
$2.95 Million 0.07% of portfolio
32,199
Q2 2025 Reduced 0.78%
$92.4B
$2.73 Million 0.07% of portfolio
8,245
Q2 2025 Reduced 2.3%
$61.5B
$3.02 Million 0.07% of portfolio
29,950
Q2 2025 Added 6.22%
$43.6B
$2.6 Million 0.06% of portfolio
14,346
Q2 2025 Reduced 0.9%
$98.2B
$2.48 Million 0.06% of portfolio
53,530
Q2 2025 Reduced 14.07%
$115B
$2.59 Million 0.06% of portfolio
8,929
Q2 2025 Added 5.99%
$45.8B
$2.56 Million 0.06% of portfolio
7,310
Q2 2025 Reduced 9.36%
$146B
$2.54 Million 0.06% of portfolio
7,108
Q2 2025 Added 9.17%
$50.7B
$2.35 Million 0.06% of portfolio
2,261
Q2 2025 Added 7.98%
$92B
$2.56 Million 0.06% of portfolio
36,030
Q2 2025 Reduced 35.65%
$25.4B
$2.39 Million 0.06% of portfolio
101,815
Q2 2025 Added 7.18%
$93.3B
$2.57 Million 0.06% of portfolio
7,478
Q2 2025 Reduced 2.98%
$100B
$2.36 Million 0.06% of portfolio
25,747
Q2 2025 Added 0.74%
$3.65B
$2.57 Million 0.06% of portfolio
19,206
Q2 2025 Added 2.05%
$101B
$2.67 Million 0.06% of portfolio
6,004
Q2 2025 Added 13.71%
$51.6B
$2.25 Million 0.05% of portfolio
30,809
Q2 2025 Added 1.47%
$57.8B
$2 Million 0.05% of portfolio
6,103
Q2 2025 Reduced 7.36%
$31.3B
$2 Million 0.05% of portfolio
48,735
Q2 2025 Reduced 6.76%
$89.5B
$1.95 Million 0.05% of portfolio
6,700
Q2 2025 Reduced 0.24%
$63.5B
$1.88 Million 0.05% of portfolio
22,200
Q2 2025 Reduced 4.55%
$80.9B
$2.23 Million 0.05% of portfolio
9,009
Q2 2025 Added 1.4%
$74.1B
$2.02 Million 0.05% of portfolio
19,160
Q2 2025 Reduced 1.81%
$38.4B
$1.92 Million 0.05% of portfolio
3,494
Q2 2025 Added 3.46%
$267B
$2.03 Million 0.05% of portfolio
16,772
Q2 2025 Reduced 0.73%
$177B
$2.22 Million 0.05% of portfolio
4,207
Q2 2025 Reduced 2.55%
$110B
$2.1 Million 0.05% of portfolio
13,112
Q2 2025 Added 4.46%
$256B
$2.09 Million 0.05% of portfolio
29,676
Q2 2025 Reduced 3.73%
$177B
$2.22 Million 0.05% of portfolio
11,411
Q2 2025 Reduced 1.52%
$162B
$1.94 Million 0.05% of portfolio
15,684
Q2 2025 Added 5.05%
$132B
$1.95 Million 0.05% of portfolio
8,465
Q2 2025 Added 8.8%
$150B
$1.83 Million 0.04% of portfolio
6,135
Q2 2025 Reduced 3.89%
$70.6B
$1.6 Million 0.04% of portfolio
16,173
Q2 2025 Reduced 7.25%
$323B
$1.55 Million 0.04% of portfolio
1,933
Q2 2025 Added 8.35%
$956M
$1.71 Million 0.04% of portfolio
518,885
Q2 2025 New
$129B
$1.52 Million 0.04% of portfolio
7,250
Q2 2025 Reduced 5.73%
$217B
$1.56 Million 0.04% of portfolio
270
Q2 2025 Reduced 2.88%
$147B
$1.5 Million 0.04% of portfolio
13,926
Q2 2025 Added 2.91%
$42.3B
$1.6 Million 0.04% of portfolio
3,924
Q2 2025 Added 0.85%
$93.9B
$1.65 Million 0.04% of portfolio
14,012
Q2 2025 Added 10.01%
$77.7B
$1.48 Million 0.04% of portfolio
5,477
Q2 2025 Added 3.09%
$62.8B
$1.48 Million 0.04% of portfolio
14,010
Q2 2025 Reduced 5.72%
$53.4B
$1.79 Million 0.04% of portfolio
7,119
Q2 2025 Reduced 7.04%
$18B
$1.86 Million 0.04% of portfolio
32,227
Q2 2025 Added 24.16%
$62.9B
$1.68 Million 0.04% of portfolio
28,830
Q2 2025 Added 20.46%
$81.6B
$1.69 Million 0.04% of portfolio
9,075
Q2 2025 Added 6.44%
$70.8B
$1.87 Million 0.04% of portfolio
8,367
Q2 2025 Added 18.18%
$145B
$1.71 Million 0.04% of portfolio
4,329
Q2 2025 Added 2.85%
$1.34T
$1.68 Million 0.04% of portfolio
7,417
Q2 2025 Added 25.65%

Summary

  • Portfolio
  • No. of Stocks 1,053
  • Current Value $4.18 Billion
  • Prior Value $3.82 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 84 stocks
  • Additional Purchases 482 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 429 stocks
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