Perigon Wealth Management, LLC Portfolio Holdings

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025

Perigon Wealth Management, LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.72 Billion distributed in 1214 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $322M, Apple Inc. with a value of $280M, Ishares Core S&P 500 ETF with a value of $112M, Invesco Qqq Trust, Series 1 with a value of $107M, and Amazon Com Inc with a value of $99.9M.

Examining the 13F form we can see an increase of $547M in the current position value, from $4.18B to 4.72B.

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 $4.72 Billion
ETFs: $2.32 Billion
Technology: $946 Million
Financial Services: $346 Million
Consumer Cyclical: $251 Million
Communication Services: $225 Million
Healthcare: $182 Million
Industrials: $152 Million
Consumer Defensive: $91.6 Million
Other: $174 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$75.4M
$710,000 0.02% of portfolio
63,798
Q4 2024 Added 33.15%
$124M
$343,000 0.01% of portfolio
49,321
Q3 2025 Added 30.25%
$188M
$28,000 0.0% of portfolio
11,000
Q3 2023 New
$68.8M
$27,000 0.0% of portfolio
14,699
Q3 2025 Reduced 4.67%
$124M
$109,000 0.0% of portfolio
38,529
Q4 2024 Reduced 4.93%
$273M
$190,000 0.0% of portfolio
91,251
Q3 2025 Added 0.0%
$87.6M
$221,000 0.0% of portfolio
72,685
Q4 2024 Reduced 9.35%

Summary

  • Portfolio
  • No. of Stocks 1,214
  • Current Value $4.72 Billion
  • Prior Value $4.18 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 192 stocks
  • Additional Purchases 615 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 338 stocks
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