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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 6 of 66  ·  1,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CVX CHEVRON CORP NEW Energy 72,961.0 $11.1M 0.20% NEW $152.41 +24.3%
102 VTEB VANGUARD MUN BD FDS 220,276.0 $11.1M 0.20% NEW $50.29 -0.9%
103 BAC BANK AMERICA CORP Financial Services 200,907.0 $11.0M 0.20% NEW $55.00 -9.0%
104 BINC BLACKROCK ETF TRUST II 208,013.0 $11.0M 0.20% NEW $52.77 -1.4%
105 IWF ISHARES TR 22,734.0 $10.8M 0.19% NEW $473.30 -73.8%
106 VB VANGUARD INDEX FDS 41,687.0 $10.8M 0.19% NEW $257.95 +9.3%
107 TSPA T ROWE PRICE ETF INC 247,858.0 $10.6M 0.19% NEW $42.78 +9.3%
108 AKRE PROFESIONALLY MANAGED PORTFO 158,885.0 $10.4M 0.19% NEW $65.51 -18.5%
109 APP APPLOVIN CORP Technology 15,072.0 $10.2M 0.18% NEW $673.82 -25.8%
110 HYMB SPDR SERIES TRUST 405,095.0 $10.1M 0.18% NEW $24.94 -0.5%
111 J P MORGAN EXCHANGE TRADED F 154,824.0 $9.8M 0.17% NEW $63.18
112 DIS DISNEY WALT CO Communication Services 85,795.0 $9.8M 0.17% NEW $113.77 -9.7%
113 TLT ISHARES TR 111,619.0 $9.7M 0.17% NEW $87.16 -4.0%
114 KO COCA COLA CO Consumer Defensive 139,140.0 $9.7M 0.17% NEW $69.91 +15.1%
115 JCPB J P MORGAN EXCHANGE TRADED F 204,407.0 $9.7M 0.17% NEW $47.35 -1.8%
116 RSP INVESCO EXCHANGE TRADED FD T 50,470.0 $9.7M 0.17% NEW $191.56 +5.3%
117 PG PROCTER AND GAMBLE CO Consumer Defensive 66,983.0 $9.6M 0.17% NEW $143.31 -0.3%
118 AVDE AMERICAN CENTY ETF TR 114,353.0 $9.4M 0.17% NEW $82.32 +9.2%
119 BX BLACKSTONE INC Financial Services 60,583.0 $9.3M 0.17% NEW $154.14 -24.6%
120 C CITIGROUP INC Financial Services 80,006.0 $9.3M 0.17% NEW $116.69 +5.8%
Page 6 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%