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 51–100 of 1,307
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | 61K | $1M+ | SH |
| IWB | ISHARES TR | 59K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 29K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 338K | $1M+ | SH |
| MUB | ISHARES TR | 194K | $1M+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 174K | $1M+ | SH |
| IEFA | ISHARES TR | 223K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 410K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 409K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 22K | $1M+ | SH |
| IJH | ISHARES TR | 278K | $1M+ | SH |
| MCD | MCDONALDS CORP | 60K | $1M+ | SH |
| IEMG | ISHARES INC | 271K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 614K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 88K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 113K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 180K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 139K | $1M+ | SH |
| WMT | WALMART INC | 149K | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 328K | $1M+ | SH |
| NFLX | NETFLIX INC | 168K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 27K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 153K | $1M+ | SH |
| GOVT | ISHARES TR | 660K | $1M+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 458K | $1M+ | SH |
| THRO | BLACKROCK ETF TRUST | 371K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 75K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 65K | $1M+ | SH |
| IWM | ISHARES TR | 57K | $1M+ | SH |
| EFA | ISHARES TR | 144K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 148K | $1M+ | SH |
| RTX | RTX CORPORATION | 75K | $1M+ | SH |
| SPTL | SPDR SERIES TRUST | 519K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 282K | $1M+ | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 284K | $1M+ | SH |
| IWR | ISHARES TR | 135K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 73K | $1M+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 171K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 173K | $1M+ | SH |
| IVW | ISHARES TR | 103K | $1M+ | SH |
| CME | CME GROUP INC | 46K | $1M+ | SH |
| QQA | INVESCO ACTIVELY MANAGED EXC | 238K | $1M+ | SH |
| CRM | SALESFORCE INC | 47K | $1M+ | SH |
| SUSB | ISHARES TR | 481K | $1M+ | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 75K | $1M+ | SH |
| CSCO | CISCO SYS INC | 152K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC | 39K | $1M+ | SH |
| MBB | ISHARES TR | 120K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 53K | $1M+ | SH |
| JPIE | J P MORGAN EXCHANGE TRADED F | 243K | $1M+ | SH |