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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 5 of 66  ·  1,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WFC WELLS FARGO CO NEW Financial Services 147,839.0 $13.8M 0.25% NEW $93.20 -20.8%
82 RTX RTX CORPORATION Industrials 75,092.0 $13.8M 0.25% NEW $183.40 -4.2%
83 SPTL SPDR SERIES TRUST 518,601.0 $13.7M 0.25% NEW $26.47 -3.9%
84 BNDX VANGUARD CHARLOTTE FDS 281,529.0 $13.6M 0.24% NEW $48.32 -1.6%
85 VMBS VANGUARD SCOTTSDALE FDS 284,415.0 $13.4M 0.24% NEW $47.08 -1.6%
86 IWR ISHARES TR 134,905.0 $13.0M 0.23% NEW $96.27 +7.7%
87 PLTR PALANTIR TECHNOLOGIES INC Technology 72,855.0 $12.9M 0.23% NEW $177.75 -24.8%
88 AVLV AMERICAN CENTY ETF TR 170,605.0 $12.9M 0.23% NEW $75.77 +16.0%
89 BND VANGUARD BD INDEX FDS 173,084.0 $12.8M 0.23% NEW $74.07 -1.8%
90 IVW ISHARES TR 102,847.0 $12.7M 0.23% NEW $123.26 +10.9%
91 CME CME GROUP INC Financial Services 46,287.0 $12.6M 0.23% NEW $273.08 +9.4%
92 QQA INVESCO ACTIVELY MANAGED EXC 238,044.0 $12.6M 0.23% NEW $53.02 +6.8%
93 CRM SALESFORCE INC Technology 47,294.0 $12.5M 0.22% NEW $264.91 -36.7%
94 SUSB ISHARES TR 480,921.0 $12.1M 0.22% NEW $25.24 -1.3%
95 PPA INVESCO EXCHANGE TRADED FD T 75,167.0 $11.8M 0.21% NEW $156.63 +5.1%
96 CSCO CISCO SYS INC Technology 152,381.0 $11.7M 0.21% NEW $77.03 +50.0%
97 TRV TRAVELERS COMPANIES INC Financial Services 39,469.0 $11.4M 0.20% NEW $290.07 +2.8%
98 MBB ISHARES TR 120,082.0 $11.4M 0.20% NEW $95.22 -1.7%
99 AMD ADVANCED MICRO DEVICES INC Technology 53,233.0 $11.4M 0.20% NEW $214.16 +98.0%
100 JPIE J P MORGAN EXCHANGE TRADED F 243,326.0 $11.3M 0.20% NEW $46.29 -0.9%
Page 5 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%