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 201–250 of 1,307
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IPAC | ISHARES TR | 71K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 64K | $1M+ | SH |
| VWOB | VANGUARD WHITEHALL FDS | 76K | $1M+ | SH |
| ACM | AECOM | 53K | $1M+ | SH |
| SCMB | SCHWAB STRATEGIC TR | 196K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 72K | $1M+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 153K | $1M+ | SH |
| AMGN | AMGEN INC | 15K | $1M+ | SH |
| SRLN | SSGA ACTIVE ETF TR | 121K | $1M+ | SH |
| INTU | INTUIT | 8K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 90K | $1M+ | SH |
| SUB | ISHARES TR | 46K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 23K | $1M+ | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 52K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 19K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 16K | $1M+ | SH |
| QLTI | GMO ETF TRUST | 178K | $1M+ | SH |
| DFSI | DIMENSIONAL ETF TRUST | 110K | $1M+ | SH |
| GEV | GE VERNOVA INC | 7K | $1M+ | SH |
| NET | CLOUDFLARE INC | 24K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 38K | $1M+ | SH |
| SPIB | SPDR SERIES TRUST | 138K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 170K | $1M+ | SH |
| MQ | MARQETA INC | 972K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 8K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 58K | $1M+ | SH |
| IOO | ISHARES TR | 35K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 58K | $1M+ | SH |
| PULS | PGIM ETF TR | 89K | $1M+ | SH |
| NSC | NORFOLK SOUTHN CORP | 15K | $1M+ | SH |
| JEMA | J P MORGAN EXCHANGE TRADED F | 88K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 22K | $1M+ | SH |
| HELO | J P MORGAN EXCHANGE TRADED F | 64K | $1M+ | SH |
| IWD | ISHARES TR | 20K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 55K | $1M+ | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 29K | $1M+ | SH |
| COWZ | PACER FDS TR | 68K | $1M+ | SH |
| XAR | SPDR SERIES TRUST | 17K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 63K | $1M+ | SH |
| NUBD | NUSHARES ETF TR | 183K | $1M+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 174K | $1M+ | SH |
| CB | CHUBB LIMITED | 13K | $1M+ | SH |
| AMP | AMERIPRISE FINL INC | 8K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 134K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 45K | $1M+ | SH |
| LCTU | BLACKROCK ETF TRUST | 54K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 73K | $1M+ | SH |
| JLL | JONES LANG LASALLE INC | 12K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 11K | $1M+ | SH |
| NEM | NEWMONT CORP | 39K | $1M+ | SH |