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 651–700 of 1,307
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAT | DIMENSIONAL ETF TRUST | 12K | $500K+ | SH |
| IWV | ISHARES TR | 2K | $500K+ | SH |
| PWR | QUANTA SVCS INC | 2K | $500K+ | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 1K | $500K+ | SH |
| WMS | ADVANCED DRAIN SYS INC DEL | 5K | $500K+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 21K | $500K+ | SH |
| BAI | BLACKROCK ETF TRUST | 21K | $500K+ | SH |
| MUNI | PIMCO ETF TR | 13K | $500K+ | SH |
| ARCC | ARES CAPITAL CORP | 35K | $500K+ | SH |
| ESTC | ELASTIC N V | 9K | $500K+ | SH |
| GDX | VANECK ETF TRUST | 8K | $500K+ | SH |
| VTR | VENTAS INC | 9K | $500K+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 8K | $500K+ | SH |
| RIVN | RIVIAN AUTOMOTIVE INC | 35K | $500K+ | SH |
| IWN | ISHARES TR | 4K | $500K+ | SH |
| SNDK | SANDISK CORP | 3K | $500K+ | SH |
| OMC | OMNICOM GROUP INC | 8K | $500K+ | SH |
| COP | CONOCOPHILLIPS | 7K | $500K+ | SH |
| VRIG | INVESCO ACTIVELY MANAGED EXC | 27K | $500K+ | SH |
| ILMN | ILLUMINA INC | 5K | $500K+ | SH |
| WGS | GENEDX HOLDINGS CORP | 5K | $500K+ | SH |
| WAB | WABTEC | 3K | $500K+ | SH |
| — | META PLATFORMS INC | 13K | $500K+ | PRN (Call) |
| KKR | KKR & CO INC | 5K | $500K+ | SH |
| KMI | KINDER MORGAN INC DEL | 24K | $500K+ | SH |
| UL | UNILEVER PLC | 10K | $500K+ | SH |
| NTRA | NATERA INC | 3K | $500K+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 27K | $500K+ | SH |
| TKO | TKO GROUP HOLDINGS INC | 3K | $500K+ | SH |
| NYT | NEW YORK TIMES CO | 9K | $500K+ | SH |
| ACIO | ETF SER SOLUTIONS | 15K | $500K+ | SH |
| TMUS | T-MOBILE US INC | 3K | $500K+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 9K | $500K+ | SH |
| IDA | IDACORP INC | 5K | $500K+ | SH |
| KR | KROGER CO | 10K | $500K+ | SH |
| IOT | SAMSARA INC | 18K | $500K+ | SH |
| FIIG | FIRST TR EXCHANGE-TRADED FD | 30K | $500K+ | SH |
| AIVL | WISDOMTREE TR | 6K | $500K+ | SH |
| IQV | IQVIA HLDGS INC | 3K | $500K+ | SH |
| DBA | INVESCO DB MULTI-SECTOR COMM | 25K | $500K+ | SH |
| HYD | VANECK ETF TRUST | 12K | $500K+ | SH |
| CORZZ | CORE SCIENTIFIC INC NEW | 43K | $500K+ | SH |
| FSLR | FIRST SOLAR INC | 2K | $500K+ | SH |
| ORA | ORMAT TECHNOLOGIES INC | 6K | $500K+ | SH |
| SF | STIFEL FINL CORP | 5K | $500K+ | SH |
| VXF | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| HNNA | HENNESSY ADVISORS INC | 64K | $500K+ | SH |
| UAL | UNITED AIRLS HLDGS INC | 5K | $500K+ | SH |
| MPWR | MONOLITHIC PWR SYS INC | 675 | $500K+ | SH |
| NUVB | NUVATION BIO INC | 68K | $500K+ | SH |