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.
Stock Holdings Table
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