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Portfolio (Quarterly) Guide ↗

Perigon Wealth Management, LLC

· CIK 0001575239
13F Portfolio $5.5B AUM 1,294 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 118 New 552 Added 461 Reduced 131 Exited
Page 4 of 28  ·  552 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 J P MORGAN EXCHANGE TRADED F 191,079.0 $9.7M 0.17% +16K +8.8% $50.61
62 MRK MERCK & CO INC Healthcare 80,209.0 $9.6M 0.17% +1K +1.4% $120.29 -6.4%
63 J P MORGAN EXCHANGE TRADED F 156,302.0 $9.6M 0.17% +1K +0.9% $61.32
64 AVES AMERICAN CENTY ETF TR 157,760.0 $9.5M 0.17% +4K +2.7% $59.98 +7.0%
65 PRF INVESCO EXCHANGE TRADED FD T 196,759.0 $9.4M 0.17% +6K +3.2% $47.53 +9.7%
66 SCHC SCHWAB STRATEGIC TR 195,442.0 $9.1M 0.17% +23K +13.2% $46.74 +5.5%
67 XLU SELECT SECTOR SPDR TR 195,974.0 $9.0M 0.16% +143K +273.4% $45.89 -3.4%
68 VEU VANGUARD INTL EQUITY INDEX F 116,912.0 $8.8M 0.16% +1K +1.0% $75.10 +7.5%
69 VZ VERIZON COMMUNICATIONS INC Communication Services 173,822.0 $8.7M 0.16% +7K +3.9% $50.20 -6.9%
70 VRT VERTIV HOLDINGS CO Industrials 34,204.0 $8.6M 0.15% +221.0 +0.7% $250.58 +35.6%
71 XLE SELECT SECTOR SPDR TR 135,579.0 $8.3M 0.15% +62K +85.1% $61.26 -0.0%
72 LQD ISHARES TR 75,645.0 $8.2M 0.15% +6K +8.0% $108.99 -1.7%
73 AVUV AMERICAN CENTY ETF TR 73,917.0 $8.2M 0.15% +10K +16.3% $110.47 +6.1%
74 EMXC ISHARES INC 100,736.0 $7.9M 0.14% +10K +10.6% $78.66 +17.1%
75 GSEW GOLDMAN SACHS ETF TR 89,962.0 $7.6M 0.14% +3K +3.6% $84.66 +6.1%
76 VWO VANGUARD INTL EQUITY INDEX F 140,875.0 $7.6M 0.14% +6K +4.7% $54.05 +7.1%
77 JFLX J P MORGAN EXCHANGE TRADED F 152,350.0 $7.6M 0.14% +6K +4.4% $49.67 +0.1%
78 PULS PGIM ETF TR 148,925.0 $7.4M 0.13% +60K +67.5% $49.50 +0.3%
79 DFIV DIMENSIONAL ETF TRUST 139,250.0 $7.3M 0.13% +987.0 +0.7% $52.78 +4.3%
80 TFLO ISHARES TR 144,795.0 $7.3M 0.13% +2K +1.4% $50.63 -0.1%
Page 4 of 28  ·  552 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.0%
Financial Services 21.7%
Communication Services 8.9%
Consumer Cyclical 8.5%
Healthcare 7.4%
Industrials 6.8%
Energy 4.3%
Consumer Defensive 3.5%
Utilities 2.0%
Basic Materials 1.5%