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 151–200 of 1,307
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VWO | VANGUARD INTL EQUITY INDEX F | 135K | $1M+ | SH |
| TFLO | ISHARES TR | 143K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 87K | $1M+ | SH |
| STIP | ISHARES TR | 69K | $1M+ | SH |
| SHLD | GLOBAL X FDS | 108K | $1M+ | SH |
| DSI | ISHARES TR | 54K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 138K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 167K | $1M+ | SH |
| EMXC | ISHARES INC | 91K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 47K | $1M+ | SH |
| SHY | ISHARES TR | 79K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 81K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 64K | $1M+ | SH |
| ORCL | ORACLE CORP | 33K | $1M+ | SH |
| JGRO | J P MORGAN EXCHANGE TRADED F | 69K | $1M+ | SH |
| IWY | ISHARES TR | 23K | $1M+ | SH |
| CAT | CATERPILLAR INC | 11K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 21K | $1M+ | SH |
| GBIL | GOLDMAN SACHS ETF TR | 62K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 124K | $1M+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 8K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 23K | $1M+ | SH |
| USMV | ISHARES TR | 64K | $1M+ | SH |
| VBIL | VANGUARD INSTL INDEX FD | 79K | $1M+ | SH |
| ESGU | ISHARES TR | 39K | $1M+ | SH |
| SUSC | ISHARES TR | 251K | $1M+ | SH |
| RMD | RESMED INC | 24K | $1M+ | SH |
| JAVA | J P MORGAN EXCHANGE TRADED F | 81K | $1M+ | SH |
| GE | GE AEROSPACE | 19K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 69K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 44K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 10K | $1M+ | SH |
| JSCP | J P MORGAN EXCHANGE TRADED F | 120K | $1M+ | SH |
| PRFZ | INVESCO EXCHANGE TRADED FD T | 123K | $1M+ | SH |
| KLAC | KLA CORP | 5K | $1M+ | SH |
| NOW | SERVICENOW INC | 37K | $1M+ | SH |
| VRT | VERTIV HOLDINGS CO | 34K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 12K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 29K | $1M+ | SH |
| MMM | 3M CO | 33K | $1M+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 33K | $1M+ | SH |
| IEF | ISHARES TR | 55K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 19K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 90K | $1M+ | SH |
| IVLU | ISHARES TR | 139K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 24K | $1M+ | SH |
| IUSV | ISHARES TR | 51K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 91K | $1M+ | SH |
| EQR | EQUITY RESIDENTIAL | 83K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 29K | $1M+ | SH |