Perigon Wealth Management, LLC Asset Management

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$114B
$10.6 Million 0.22% of portfolio
61,869
Q3 2025 Reduced 0.98%
$51.1B
$3.84 Million 0.08% of portfolio
7,808
Q3 2025 Added 0.7%
$4.29B
$1.1 Million 0.02% of portfolio
42,243
Q3 2025 Added 0.45%
$86.5B
$927,000 0.02% of portfolio
8,508
Q3 2025 Added 17.61%
$66.7M
$710,000 0.02% of portfolio
63,798
Q4 2024 Added 33.15%
$0
$697,000 0.01% of portfolio
34,153
Q3 2025 Reduced 1.1%
$4.36B
$552,000 0.01% of portfolio
8,684
Q3 2025 Added 0.84%
$0
$538,000 0.01% of portfolio
18,178
Q3 2025 Added 2.6%
$42B
$495,000 0.01% of portfolio
4,270
Q3 2025 Added 22.35%
$6.94B
$307,000 0.01% of portfolio
6,913
Q3 2025 New
$0
$291,000 0.01% of portfolio
12,199
Q2 2025 Reduced 2.09%
$0
$283,000 0.01% of portfolio
6,844
Q3 2025 Added 0.26%
$75.6B
$279,000 0.01% of portfolio
2,099
Q3 2025 Reduced 52.24%
$26.8B
$256,000 0.01% of portfolio
1,909
Q3 2025 Added 16.12%
$0
$230,000 0.0% of portfolio
18,924
Q3 2025 Reduced 18.5%
$0
$221,000 0.0% of portfolio
6,032
Q3 2025 Reduced 26.28%
$0
$209,000 0.0% of portfolio
14,052
Q3 2025 Added 0.17%
$10.4B
$204,000 0.0% of portfolio
8,931
Q3 2025 New
$0
$204,000 0.0% of portfolio
5,160
Q3 2025 New
$21B
$200,000 0.0% of portfolio
3,190
Q3 2025 New
$0
$174,000 0.0% of portfolio
15,168
Q2 2025 Reduced 8.45%
$0
$166,000 0.0% of portfolio
15,351
Q4 2024 Added 42.83%
$2.38B
$142,000 0.0% of portfolio
10,387
Q3 2025 Reduced 12.67%
$0
$117,000 0.0% of portfolio
12,292
Q3 2025 New
$0
$111,000 0.0% of portfolio
12,962
Q3 2025 New
$0
$109,000 0.0% of portfolio
13,312
Q2 2025 Added 8.21%
$0
$108,000 0.0% of portfolio
10,306
Q2 2024 New
$0
$107,000 0.0% of portfolio
11,767
Q3 2024 Reduced 2.24%
$0
$88,000 0.0% of portfolio
15,396
Q3 2025 Reduced 21.55%
$0
$58,000 0.0% of portfolio
18,264
Q3 2024 Reduced 3.69%
Filter Shares Options
Track This Portfolio

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email