Perigon Wealth Management, LLC

CIK 0001575239 · SAN FRANCISCO, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

Perigon Wealth Management, LLC reported 1,435 positions worth $6.36B as of June 30, 2026 (13F filed August 7, 2026). Largest holding: NVDA (5.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$6.36B
2026 Q2
Positions
1,435
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
25.0%
Est. Net Flow (Q)
2026 Q2
10 / 1435 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$344.6M5.42%1,722,144
2AAPLAPPLE INCSH$329.0M5.18%1,136,862
3VOOVANGUARD INDEX FDSSH$205.9M3.24%299,727
4QQQINVESCO QQQ TRSH$128.5M2.02%174,476
5IVVISHARES TRSH$126.3M1.99%168,683
6AMZNAMAZON COM INCSH$107.0M1.68%448,813
7GOOGALPHABET INCSH$99.5M1.56%281,482
8VGITVANGUARD SCOTTSDALE FDSSH$93.1M1.46%1,578,346
9GOOGLALPHABET INCSH$80.4M1.26%224,945
10QLTYGMO ETF TRUSTSH$73.7M1.16%1,771,602

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Perigon Wealth Management, LLC hold as of Q2 2026?

Perigon Wealth Management, LLC reported 1435 positions worth $6.36B in its Q2 2026 13F filing. Largest positions: NVDA (5.4%), AAPL (5.2%), VOO (3.2%), QQQ (2.0%) and IVV (2.0%).

What did Perigon Wealth Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Perigon Wealth Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.