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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 9 of 66  ·  1,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SHY ISHARES TR 78,896.0 $6.5M 0.12% NEW $82.82 -0.9%
162 VCSH VANGUARD SCOTTSDALE FDS 81,406.0 $6.5M 0.12% NEW $79.73 -1.2%
163 AVUV AMERICAN CENTY ETF TR 63,557.0 $6.5M 0.12% NEW $101.98 +16.1%
164 ORCL ORACLE CORP Technology 33,102.0 $6.5M 0.12% NEW $194.91 -1.0%
165 JGRO J P MORGAN EXCHANGE TRADED F 69,108.0 $6.4M 0.12% NEW $92.80 +4.1%
166 IWY ISHARES TR 23,107.0 $6.4M 0.11% NEW $276.94 +5.3%
167 CAT CATERPILLAR INC Industrials 11,017.0 $6.3M 0.11% NEW $572.86 +50.8%
168 VO VANGUARD INDEX FDS 21,375.0 $6.2M 0.11% NEW $290.22 -73.6%
169 GBIL GOLDMAN SACHS ETF TR 61,734.0 $6.2M 0.11% NEW $99.94 +0.1%
170 IBIT ISHARES BITCOIN TRUST ETF Financial Services 123,898.0 $6.2M 0.11% NEW $49.65 -12.3%
171 REGN REGENERON PHARMACEUTICALS Healthcare 7,836.0 $6.0M 0.11% NEW $771.89 -9.5%
172 AMAT APPLIED MATLS INC Technology 23,395.0 $6.0M 0.11% NEW $257.00 +60.9%
173 USMV ISHARES TR 63,617.0 $6.0M 0.11% NEW $94.16 +2.0%
174 VBIL VANGUARD INSTL INDEX FD 79,263.0 $6.0M 0.11% NEW $75.43 +0.2%
175 ESGU ISHARES TR 39,405.0 $5.9M 0.10% NEW $148.98 +7.9%
176 SUSC ISHARES TR 250,916.0 $5.9M 0.10% NEW $23.38 -2.1%
177 RMD RESMED INC Healthcare 24,351.0 $5.9M 0.10% NEW $240.88 -16.2%
178 JAVA J P MORGAN EXCHANGE TRADED F 81,198.0 $5.8M 0.10% NEW $71.72 +5.6%
179 GE GE AEROSPACE Industrials 18,886.0 $5.8M 0.10% NEW $308.02 -8.6%
180 VCIT VANGUARD SCOTTSDALE FDS 69,387.0 $5.8M 0.10% NEW $83.75 -2.2%
Page 9 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%