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
$6.73B
$1.79 Million 0.04% of portfolio
33,836
Q2 2025 Reduced 7.19%
$71.7B
$1.59 Million 0.04% of portfolio
25,347
Q2 2025 Reduced 7.75%
$42.5B
$1.73 Million 0.04% of portfolio
11,700
Q2 2025 Added 1.17%
$69.7B
$1.05 Million 0.03% of portfolio
8,818
Q2 2025 Added 1.73%
$48.9B
$1.06 Million 0.03% of portfolio
7,989
Q2 2025 Added 164.71%
$56.2B
$1.41 Million 0.03% of portfolio
13,591
Q2 2025 Added 1.95%
$90.8B
$1.21 Million 0.03% of portfolio
5,473
Q2 2025 Added 8.29%
$247B
$1.43 Million 0.03% of portfolio
20,476
Q2 2025 Added 5.13%
$2.72B
$1.05 Million 0.03% of portfolio
15,576
Q2 2025 Reduced 5.51%
$396M
$1.42 Million 0.03% of portfolio
62,292
Q2 2025 Reduced 0.3%
$4.73B
$1.29 Million 0.03% of portfolio
42,054
Q2 2025 Added 4.42%
$3.5B
$1.26 Million 0.03% of portfolio
78,647
Q2 2025 Reduced 0.3%
$85.9B
$1.27 Million 0.03% of portfolio
5,959
Q2 2025 Added 93.98%
$1.07B
$1.43 Million 0.03% of portfolio
25,543
Q2 2025 Added 17.39%
$69.5B
$1.45 Million 0.03% of portfolio
15,968
Q2 2025 Reduced 22.08%
$104B
$1.17 Million 0.03% of portfolio
3,611
Q2 2025 Added 0.33%
$46.1B
$1.06 Million 0.03% of portfolio
7,620
Q2 2025 Added 2.09%
$3.69B
$1.22 Million 0.03% of portfolio
8,898
Q2 2025 Added 4.79%
$57.4B
$1.08 Million 0.03% of portfolio
13,915
Q2 2025 Added 28.36%
$125B
$1.29 Million 0.03% of portfolio
14,831
Q2 2025 Added 7.98%
$34.1B
$1.07 Million 0.03% of portfolio
17,112
Q2 2025 Added 5.08%
$88.6B
$1.14 Million 0.03% of portfolio
2,288
Q2 2025 Reduced 15.45%
$38.8B
$1.35 Million 0.03% of portfolio
8,391
Q2 2025 Reduced 7.27%
$3.42B
$1.23 Million 0.03% of portfolio
57,460
Q2 2025 Added 110.71%
$37.1B
$1.33 Million 0.03% of portfolio
13,435
Q2 2025 Reduced 0.31%
$77.4B
$1.3 Million 0.03% of portfolio
17,459
Q2 2025 Reduced 11.4%
$145B
$1.33 Million 0.03% of portfolio
4,979
Q2 2025 Added 6.03%
$1.21B
$1.08 Million 0.03% of portfolio
96,681
Q2 2025 Reduced 3.61%
$85.8B
$1.08 Million 0.03% of portfolio
3,445
Q2 2025 Added 6.16%
$26.4B
$1.14 Million 0.03% of portfolio
15,019
Q2 2025 Added 4.18%
$59.7B
$1.16 Million 0.03% of portfolio
7,224
Q2 2025 Added 13.44%
$65.1B
$1.09 Million 0.03% of portfolio
2,132
Q2 2025 Added 32.83%
$20B
$1.39 Million 0.03% of portfolio
19,332
Q2 2025 Added 48.67%
$173B
$1.06 Million 0.03% of portfolio
15,476
Q2 2025 Added 0.24%
$92.9B
$1.09 Million 0.03% of portfolio
2,502
Q2 2025 Added 22.35%
$12.7B
$1.43 Million 0.03% of portfolio
3,244
Q2 2025 Reduced 8.21%
$8.6B
$773,000 0.02% of portfolio
73,495
Q2 2025 Added 9.95%
$69B
$829,000 0.02% of portfolio
7,864
Q2 2025 Added 12.7%
$126B
$883,000 0.02% of portfolio
3,712
Q2 2025 Added 12.72%
$32.6B
$631,000 0.02% of portfolio
1,798
Q2 2025 Added 11.82%
$76.9B
$636,000 0.02% of portfolio
1,783
Q2 2025 Reduced 3.52%
$0
$758,000 0.02% of portfolio
34,532
Q2 2025 Reduced 4.39%
$53.1B
$671,000 0.02% of portfolio
2,733
Q2 2025 Reduced 8.84%
$82B
$686,000 0.02% of portfolio
185
Q2 2025 Added 55.46%
$53.7B
$880,000 0.02% of portfolio
1,063
Q2 2025 Added 18.11%
$86.1B
$659,000 0.02% of portfolio
7,234
Q2 2025 Added 7.31%
$23.5B
$633,000 0.02% of portfolio
5,954
Q2 2025 Reduced 0.2%
$6.81B
$879,000 0.02% of portfolio
38,700
Q2 2025 Added 12.82%
$22.3B
$821,000 0.02% of portfolio
7,041
Q2 2025 Added 22.22%

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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