Perigon Wealth Management
$5.5B Assets Reported
1,405 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 1,720,393 | $300M | 5.4% |
| AAPL | APPLE INC | 1,133,645 | $288M | 5.2% |
| VOO | VANGUARD INDEX FDS | 234,336 | $140M | 2.5% |
| IVV | ISHARES TR | 169,969 | $111M | 2.0% |
| QQQ | INVESCO QQQ TR | 178,441 | $103M | 1.9% |
| VGIT | VANGUARD SCOTTSDALE FDS | 1,645,471 | $98M | 1.8% |
| AMZN | AMAZON COM INC | 444,368 | $93M | 1.7% |
| GOOG | ALPHABET INC | 275,537 | $79M | 1.4% |
| MSFT | MICROSOFT CORP | 187,930 | $70M | 1.3% |
| BIL | SPDR SERIES TRUST | 696,077 | $64M | 1.2% |
Track Perigon Wealth Management's 13F portfolio: $5.5B in reported holdings, 1,405 positions. Top holdings, AUM, and quarterly changes on SentiSense.