CIK 1575239
Perigon Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
1,307
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,307
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 1.7M | $1M+ | SH |
| AAPL | APPLE INC | 1.1M | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 206K | $1M+ | SH |
| IVV | ISHARES TR | 172K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 179K | $1M+ | SH |
| AMZN | AMAZON COM INC | 448K | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 1.5M | $1M+ | SH |
| MSFT | MICROSOFT CORP | 183K | $1M+ | SH |
| GOOG | ALPHABET INC | 281K | $1M+ | SH |
| GOOGL | ALPHABET INC | 216K | $1M+ | SH |
| QLTY | GMO ETF TRUST | 1.7M | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 1.5M | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 658K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 88K | $1M+ | SH |
| GLD | SPDR GOLD TR | 139K | $1M+ | SH |
| BBUS | J P MORGAN EXCHANGE TRADED F | 433K | $1M+ | SH |
| AVGO | BROADCOM INC | 153K | $1M+ | SH |
| META | META PLATFORMS INC | 75K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 97K | $1M+ | SH |
| TSLA | TESLA INC | 105K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 135K | $1M+ | SH |
| V | VISA INC | 127K | $1M+ | SH |
| IVE | ISHARES TR | 209K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 132K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 659K | $1M+ | SH |
| LLY | ELI LILLY & CO | 37K | $1M+ | SH |
| GRID | FIRST TR EXCHANGE TRADED FD | 246K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 955K | $1M+ | SH |
| HD | HOME DEPOT INC | 103K | $1M+ | SH |
| SGOV | ISHARES TR | 344K | $1M+ | SH |
| BBIN | J P MORGAN EXCHANGE TRADED F | 465K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 410K | $1M+ | SH |
| OXY | OCCIDENTAL PETE CORP | 804K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 1.4M | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 63K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 1.2M | $1M+ | SH |
| IUSB | ISHARES TR | 633K | $1M+ | SH |
| AGG | ISHARES TR | 287K | $1M+ | SH |
| MCO | MOODYS CORP | 55K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 851K | $1M+ | SH |
| OEF | ISHARES TR | 80K | $1M+ | SH |
| PHO | INVESCO EXCHANGE TRADED FD T | 384K | $1M+ | SH |
| QUAL | ISHARES TR | 132K | $1M+ | SH |
| ABBV | ABBVIE INC | 112K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 783K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 44K | $1M+ | SH |
| EFV | ISHARES TR | 348K | $1M+ | SH |
| IYW | ISHARES TR | 119K | $1M+ | SH |
| IJR | ISHARES TR | 196K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 489K | $1M+ | SH |