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Portfolio (Quarterly) Guide ↗

Perigon Wealth Management, LLC

· CIK 0001575239
13F Portfolio $5.6B AUM Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1307 New
Page 15 of 66  ·  1,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SCHP SCHWAB STRATEGIC TR 114,618.0 $3.0M 0.05% NEW $26.49 +0.2%
282 SMLF ISHARES TR 40,454.0 $3.0M 0.05% NEW $74.88 +8.2%
283 ZTS ZOETIS INC Healthcare 23,707.0 $3.0M 0.05% NEW $125.82 -38.2%
284 RWK INVESCO EXCH TRADED FD TR II 23,543.0 $3.0M 0.05% NEW $126.46 +7.1%
285 BLUEROCK PVT REAL ESTATE FD 196,617.0 $2.9M 0.05% NEW $15.00
286 CI THE CIGNA GROUP Healthcare 10,701.0 $2.9M 0.05% NEW $275.22 +5.8%
287 VIST VISTA ENERGY S.A.B. DE C.V. Energy 59,846.0 $2.9M 0.05% NEW $48.66 +61.3%
288 JAAA JANUS DETROIT STR TR 57,554.0 $2.9M 0.05% NEW $50.58 +0.1%
289 SYSB ISHARES TR 32,114.0 $2.9M 0.05% NEW $89.76 -2.6%
290 GD GENERAL DYNAMICS CORP Industrials 8,545.0 $2.9M 0.05% NEW $336.67 +1.9%
291 EMR EMERSON ELEC CO Industrials 21,668.0 $2.9M 0.05% NEW $132.72 -0.4%
292 VNQ VANGUARD INDEX FDS 32,441.0 $2.9M 0.05% NEW $88.49 +7.7%
293 XLI SELECT SECTOR SPDR TR 18,501.0 $2.9M 0.05% NEW $155.12 +8.8%
294 VTC VANGUARD SCOTTSDALE FDS 36,768.0 $2.9M 0.05% NEW $77.64 -2.5%
295 DFSU DIMENSIONAL ETF TRUST 65,721.0 $2.9M 0.05% NEW $43.43 +4.0%
296 FNDX SCHWAB STRATEGIC TR 104,361.0 $2.8M 0.05% NEW $27.21 +11.3%
297 NVS NOVARTIS AG Healthcare 20,500.0 $2.8M 0.05% NEW $137.87 +8.2%
298 RF REGIONS FINANCIAL CORP NEW Financial Services 104,272.0 $2.8M 0.05% NEW $27.10 -0.5%
299 GWW WW GRAINGER INC Industrials 2,788.0 $2.8M 0.05% NEW $1009.08 +25.4%
300 BLK BLACKROCK INC Financial Services 2,618.0 $2.8M 0.05% NEW $1070.34 -3.2%
Page 15 of 66  ·  1,307 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 35.4%
Financial Services 22.6%
Communication Services 9.2%
Consumer Cyclical 8.9%
Healthcare 7.5%
Industrials 6.2%
Consumer Defensive 3.1%
Energy 3.0%
Utilities 1.6%
Real Estate 1.2%