Institutions / Perigon Wealth Management, LLC
Perigon Wealth Management, LLC
CIK 1575239 · Institution · as of Jun 30, 2026
Portfolio value
$6.31B
Positions
1,411
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$6.31B+13.0%Positions
1,411+9.0%Top holdings
Jun 30, 2026View all 1,411 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $344.58M | 5.5% |
| Apple Inc. | $328.96M | 5.2% |
| Vanguard Index Fds | $205.86M | 3.3% |
| Invesco Qqq Tr | $128.48M | 2.0% |
| iShares Tr | $126.32M | 2.0% |
| Amazon.com Inc | $106.97M | 1.7% |
| Alphabet Inc. | $99.46M | 1.6% |
| Vanguard Scottsdale Fds | $93.09M | 1.5% |
| Alphabet Inc. | $80.39M | 1.3% |
| GMO ETF Trust | $73.73M | 1.2% |
| Microsoft Corp | $70.19M | 1.1% |
| Dimensional ETF Trust | $69.71M | 1.1% |
| State Str SPDR S&P 500 ETF T | $67.75M | 1.1% |
| J P Morgan Exchange Traded F | $64.09M | 1.0% |
| Broadcom Inc. | $59.48M | 0.9% |
| SPDR Gold Tr | $53.72M | 0.9% |
| Vanguard Index Fds | $52.91M | 0.8% |
| iShares Tr | $46.91M | 0.7% |
| SPDR Series Trust | $46.73M | 0.7% |
| First Tr Exchange-Traded Fd | $45.73M | 0.7% |
| Tesla Inc | $45.09M | 0.7% |
| ELI LILLY & Co | $44.75M | 0.7% |
| JPMORGAN CHASE & CO | $43.27M | 0.7% |
| Meta Platforms Inc | $42.42M | 0.7% |
| Schwab Strategic Tr | $42.17M | 0.7% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 922908363 | $64.52M | +94K +45.65% | 299,727 3.26% of portfolio | high |
| Q2 2026 as of | Add | 922908736 | $44.54M | +517K +531.96% | 614,209 0.84% of portfolio | medium |
| Q2 2026 as of | Trim | 464287101 | $-26.04M | -71K -88.43% | 9,314 0.05% of portfolio | medium |
| Q2 2026 as of | New | BlackRock ETF Trust - iShares International Country Rotation Active ETF | $24.35M | +665K | 665,387 0.39% of portfolio | medium |
| Q2 2026 as of | Add | 92204A702 | $23.36M | +195K +673.41% | 224,450 0.42% of portfolio | medium |
| Q2 2026 as of | Trim | iShares MSCI UAE ETF | $-15.81M | -72K -54.52% | 60,104 0.21% of portfolio | medium |
| Q2 2026 as of | Trim | 464288877 | $-15.05M | -197K -56.52% | 151,231 0.18% of portfolio | medium |
| Q2 2026 as of | New | 85208P402 | $14.34M | +460K | 460,258 0.23% of portfolio | medium |
| Q2 2026 as of | Add | Kla Corp | $14.01M | +46K +1003.13% | 51,053 0.24% of portfolio | medium |
| Q2 2026 as of | Add | 808524854 | $13.74M | +557K +660.26% | 641,573 0.25% of portfolio | medium |