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 251–300 of 1,307
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SAP | SAP SE | 16K | $1M+ | SH |
| T | AT&T INC | 154K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 131K | $1M+ | SH |
| SPGP | INVESCO EXCHANGE TRADED FD T | 32K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 11K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 46K | $1M+ | SH |
| PFE | PFIZER INC | 143K | $1M+ | SH |
| EUSB | ISHARES TR | 81K | $1M+ | SH |
| ETN | EATON CORP PLC | 11K | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 62K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 643 | $1M+ | SH |
| MO | ALTRIA GROUP INC | 59K | $1M+ | SH |
| SPHY | SPDR SERIES TRUST | 145K | $1M+ | SH |
| NVO | NOVO-NORDISK A S | 67K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 11K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 23K | $1M+ | SH |
| IGM | ISHARES TR | 26K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 33K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 73K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 23K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 13K | $1M+ | SH |
| CMI | CUMMINS INC | 6K | $1M+ | SH |
| EFG | ISHARES TR | 28K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 38K | $1M+ | SH |
| VGLT | VANGUARD SCOTTSDALE FDS | 56K | $1M+ | SH |
| SCHH | SCHWAB STRATEGIC TR | 150K | $1M+ | SH |
| AME | AMETEK INC | 15K | $1M+ | SH |
| MLM | MARTIN MARIETTA MATLS INC | 5K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 95K | $1M+ | SH |
| FCX | FREEPORT-MCMORAN INC | 60K | $1M+ | SH |
| SCHP | SCHWAB STRATEGIC TR | 115K | $1M+ | SH |
| SMLF | ISHARES TR | 40K | $1M+ | SH |
| ZTS | ZOETIS INC | 24K | $1M+ | SH |
| RWK | INVESCO EXCH TRADED FD TR II | 24K | $1M+ | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD | 197K | $1M+ | SH |
| CI | THE CIGNA GROUP | 11K | $1M+ | SH |
| VIST | VISTA ENERGY S.A.B. DE C.V. | 60K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 58K | $1M+ | SH |
| SYSB | ISHARES TR | 32K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 9K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 22K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 32K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 19K | $1M+ | SH |
| VTC | VANGUARD SCOTTSDALE FDS | 37K | $1M+ | SH |
| DFSU | DIMENSIONAL ETF TRUST | 66K | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 104K | $1M+ | SH |
| NVS | NOVARTIS AG | 21K | $1M+ | SH |
| RF | REGIONS FINANCIAL CORP NEW | 104K | $1M+ | SH |
| GWW | WW GRAINGER INC | 3K | $1M+ | SH |
| BLK | BLACKROCK INC | 3K | $1M+ | SH |