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CIK: 0001575239
Total reported value
$6.4B
$6.4B
1053 檔
12.7%
In Q2 2025, Perigon Wealth Management, LLC's U.S. equity holdings reached a combined market value of $6.4B, distributed across 1053 disclosed stock positions.
During Q2 2025, Perigon Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1053 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.33% | -0.02% | -1.70% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.25% | -0.04% | -2.89% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.66% | -0.02% | -3.17% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.34% | +0.15% | +3.03% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.28% | — | +4.96% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.85% | -0.16% | -9.33% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.36% | +0.70% | -9.94% | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.32% | +0.02% | -1.20% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.32% | — | -9.76% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.20% | -0.10% | -1.54% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.14% | +0.13% | -0.62% | |
| 12 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 1.05% | +0.05% | +0.51% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.04% | -0.01% | -0.26% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 0.99% | +0.09% | +0.94% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 0.91% | -0.05% | +1.60% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.84% | +0.11% | +0.78% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | -0.03% | -1.50% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.84% | -0.01% | +1.54% | |
| 19 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.79% | -0.33% | -0.21% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 0.77% | +0.01% | -6.56% | |
| 21 | BBIN | JPM Betabuilders Intl Eqty | ETF-Other | 0.70% | -0.03% | +3.99% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.69% | +0.05% | +13.69% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.68% | -0.04% | +9.89% | |
| 24 | DFAI | Dimensional International Co | ETF-Other | 0.68% | -0.06% | +8.25% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.67% | -0.26% | -3.71% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | +0.07% | -0.43% | |
| 27 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.66% | — | +16.89% | |
| 28 | MCO | Moody's CORP | Stock-Financials | 0.65% | -0.04% | +0.21% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.05% | +2.60% | |
| 30 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.63% | +0.09% | -11.53% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.63% | — | +10.82% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.56% | -0.04% | +2.83% | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.54% | +0.01% | +3.93% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.54% | -0.15% | +15.51% | |
| 35 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.51% | +0.03% | +1.93% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.06% | +1.34% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.49% | +0.02% | +1.18% | |
| 38 | IAU | Ishares Gold Trust | ETF-Commodities | 0.48% | -0.14% | -2.61% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.48% | -0.04% | -12.58% | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.48% | -0.11% | +24.46% | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.48% | -0.01% | +8.33% | |
| 42 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.48% | -0.03% | +5.56% | |
| 43 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.47% | -0.27% | +47.10% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.46% | +0.01% | +0.93% | |
| 45 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.46% | +0.06% | +0.64% | |
| 46 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.46% | +0.01% | -3.31% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.44% | +0.05% | +26.82% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.44% | -0.02% | -7.99% | |
| 49 | AXP | American Express Co | Stock-Financials | 0.44% | — | +1.75% | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.41% | -0.10% | -3.62% |
According to official SEC Form 13F filings, Perigon Wealth Management, LLC reported a total U.S. public equity portfolio value of $6.4B across 1053 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, IVV) accounted for 12.7% of total reported equity market value during Q2 2025.
During Q2 2025, Perigon Wealth Management, LLC's top holdings by market value included NVDA (6.3%)、AAPL (5.3%)、IVV (2.7%). The largest single position, NVDA, represented 6.3% of total portfolio value.
In Q2 2025, Perigon Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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