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 101–150 of 1,307
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CVX | CHEVRON CORP NEW | 73K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 220K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 201K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 208K | $1M+ | SH |
| IWF | ISHARES TR | 23K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 42K | $1M+ | SH |
| TSPA | T ROWE PRICE ETF INC | 248K | $1M+ | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 159K | $1M+ | SH |
| APP | APPLOVIN CORP | 15K | $1M+ | SH |
| HYMB | SPDR SERIES TRUST | 405K | $1M+ | SH |
| JQUA | J P MORGAN EXCHANGE TRADED F | 155K | $1M+ | SH |
| DIS | DISNEY WALT CO | 86K | $1M+ | SH |
| TLT | ISHARES TR | 112K | $1M+ | SH |
| KO | COCA COLA CO | 139K | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 204K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 50K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 67K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 114K | $1M+ | SH |
| BX | BLACKSTONE INC | 61K | $1M+ | SH |
| C | CITIGROUP INC | 80K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 116K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 19K | $1M+ | SH |
| ABT | ABBOTT LABS | 73K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 32K | $1M+ | SH |
| AVES | AMERICAN CENTY ETF TR | 154K | $1M+ | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 191K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 176K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 85K | $1M+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 78K | $1M+ | SH |
| DE | DEERE & CO | 18K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 116K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 9K | $1M+ | SH |
| MRK | MERCK & CO INC | 79K | $1M+ | SH |
| IUSG | ISHARES TR | 50K | $1M+ | SH |
| EEM | ISHARES TR | 148K | $1M+ | SH |
| IDEV | ISHARES TR | 97K | $1M+ | SH |
| SPAB | SPDR SERIES TRUST | 309K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 156K | $1M+ | SH |
| SCHC | SCHWAB STRATEGIC TR | 173K | $1M+ | SH |
| LQD | ISHARES TR | 70K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 44K | $1M+ | SH |
| MS | MORGAN STANLEY | 43K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 25K | $1M+ | SH |
| PEP | PEPSICO INC | 52K | $1M+ | SH |
| GSEW | GOLDMAN SACHS ETF TR | 87K | $1M+ | SH |
| HUBB | HUBBELL INC | 17K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 51K | $1M+ | SH |
| JFLX | J P MORGAN EXCHANGE TRADED F | 146K | $1M+ | SH |
| QCOM | QUALCOMM INC | 43K | $1M+ | SH |
| ESS | ESSEX PPTY TR INC | 28K | $1M+ | SH |