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 351–400 of 1,307
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SHEL | SHELL PLC | 30K | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 64K | $1M+ | SH |
| DFSE | DIMENSIONAL ETF TRUST | 53K | $1M+ | SH |
| JCI | JOHNSON CTLS INTL PLC | 18K | $1M+ | SH |
| MTUM | ISHARES TR | 9K | $1M+ | SH |
| FNX | FIRST TR EXCHANGE-TRADED ALP | 17K | $1M+ | SH |
| AZN | ASTRAZENECA PLC | 23K | $1M+ | SH |
| SCHR | SCHWAB STRATEGIC TR | 84K | $1M+ | SH |
| BITB | BITWISE BITCOIN ETF TR | 44K | $1M+ | SH |
| NXTG | FIRST TR EXCHANGE-TRADED FD | 20K | $1M+ | SH |
| SNOW | SNOWFLAKE INC | 10K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 20K | $1M+ | SH |
| ASML | ASML HOLDING N V | 2K | $1M+ | SH |
| TIP | ISHARES TR | 19K | $1M+ | SH |
| BA | BOEING CO | 10K | $1M+ | SH |
| SRE | SEMPRA | 23K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 8K | $1M+ | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 24K | $1M+ | SH |
| MOD | MODINE MFG CO | 15K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 8K | $1M+ | SH |
| NKE | NIKE INC | 32K | $1M+ | SH |
| TEAM | ATLASSIAN CORPORATION | 12K | $1M+ | SH |
| NEAR | ISHARES U S ETF TR | 39K | $1M+ | SH |
| XLY | SELECT SECTOR SPDR TR | 17K | $1M+ | SH |
| AMLP | ALPS ETF TR | 42K | $1M+ | SH |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 40K | $1M+ | SH |
| ECL | ECOLAB INC | 8K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 42K | $1M+ | SH |
| ADBE | ADOBE INC | 6K | $1M+ | SH |
| MELI | MERCADOLIBRE INC | 975 | $1M+ | SH |
| SLYV | SPDR SERIES TRUST | 22K | $1M+ | SH |
| GM | GENERAL MTRS CO | 24K | $1M+ | SH |
| UNP | UNION PAC CORP | 8K | $1M+ | SH |
| IDMO | INVESCO EXCH TRADED FD TR II | 35K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 5K | $1M+ | SH |
| DXJ | WISDOMTREE TR | 13K | $1M+ | SH |
| USXF | ISHARES TR | 33K | $1M+ | SH |
| GLW | CORNING INC | 21K | $1M+ | SH |
| FDX | FEDEX CORP | 6K | $1M+ | SH |
| EWY | ISHARES INC | 19K | $1M+ | SH |
| CARR | CARRIER GLOBAL CORPORATION | 34K | $1M+ | SH |
| VSGX | VANGUARD WORLD FD | 25K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 15K | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 54K | $1M+ | SH |
| SYM | SYMBOTIC INC | 30K | $1M+ | SH |
| HYLB | DBX ETF TR | 48K | $1M+ | SH |
| AIQ | GLOBAL X FDS | 34K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 10K | $1M+ | SH |
| VMI | VALMONT INDS INC | 4K | $1M+ | SH |
| EVX | VANECK ETF TRUST | 45K | $1M+ | SH |