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 Market Cap. of $200 Billions or more
