Perigon Wealth Management, LLC Q2 2025 Filing

Filed July 16, 2025

Portfolio Value

$4.3B

Holdings

1,053

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,053 positions)

StockValue
ISCFISHARES TR
$1.4M
BMRCBANK MARIN BANCORP
$1.4M
AEPAMERICAN ELEC PWR CO INC
$1.4M
TTDTHE TRADE DESK INC
$1.4M
SHVISHARES TR
$1.4M
VSGXVANGUARD WORLD FD
$1.4M
DONSPDR DOW JONES INDL AVERAGE
$1.4M
NRANRG ENERGY INC
$1.3M
VHTVANGUARD WORLD FD
$1.3M
FTCBFIRST TR EXCHANGE-TRADED FD
$1.3M
OTISOTIS WORLDWIDE CORP
$1.3M
PGRPROGRESSIVE CORP
$1.3M
PYPLPAYPAL HLDGS INC
$1.3M
BXSLBLACKSTONE SECD LENDING FD
$1.3M
MDTMEDTRONIC PLC
$1.3M
COFCAPITAL ONE FINL CORP
$1.3M
BNLBROADSTONE NET LEASE INC
$1.3M
DGSWISDOMTREE TR
$1.2M
SPHDINVESCO EXCH TRADED FD TR II
$1.2M
IYLDISHARES TR
$1.2M
XLGINVESCO EXCHANGE TRADED FD T
$1.2M
FDVVFIDELITY COVINGTON TRUST
$1.2M
KRYSKRYSTAL BIOTECH INC
$1.2M
ITGARTNER INC
$1.2M
AMTAMERICAN TOWER CORP NEW
$1.2M
IAKISHARES TR
$1.2M
VVVANGUARD INDEX FDS
$1.2M
GSUSGOLDMAN SACHS ETF TR
$1.2M
FLRTPACER FDS TR
$1.2M
NUAGNUSHARES ETF TR
$1.2M
CEGCONSTELLATION ENERGY CORP
$1.2M
SPGSIMON PPTY GROUP INC NEW
$1.2M
GNRSPDR INDEX SHS FDS
$1.1M
NOCNORTHROP GRUMMAN CORP
$1.1M
FLTRVANECK ETF TRUST
$1.1M
SRESEMPRA
$1.1M
HISFFIRST TR EXCHANGE-TRADED FD
$1.1M
WTAIWISDOMTREE TR
$1.1M
GSSTGOLDMAN SACHS ETF TR
$1.1M
ICVTISHARES TR
$1.1M
TTTRANE TECHNOLOGIES PLC
$1.1M
SNPSSYNOPSYS INC
$1.1M
RDFNREDFIN CORP
$1.1M
RCLROYAL CARIBBEAN GROUP
$1.1M
MRVLMARVELL TECHNOLOGY INC
$1.1M
BCCCGLOBAL X FDS
$1.1M
MNSTMONSTER BEVERAGE CORP NEW
$1.1M
VTWOVANGUARD SCOTTSDALE FDS
$1.1M
EFAVISHARES TR
$1.1M
ABNBAIRBNB INC
$1.1M
ICSHISHARES TR
$1.1M
HESHESS CORP
$1.1M
SOXXISHARES TR
$1.1M
BOHBANK HAWAII CORP
$1.1M
AEMAGNICO EAGLE MINES LTD
$1.0M
NUHYNUSHARES ETF TR
$1.0M
RIORIO TINTO PLC
$1.0M
JNKSPDR SERIES TRUST
$1.0M
CTVACORTEVA INC
$1.0M
CVSCVS HEALTH CORP
$1.0M
XLYSELECT SECTOR SPDR TR
$1.0M
SEIMSEI EXCHANGE TRADED FUNDS
$1.0M
SPFFGLOBAL X FDS
$1.0M
HEFAISHARES TR
$1.0M
BRXBRIXMOR PPTY GROUP INC
$1.0M
SEIXVIRTUS ETF TR II
$1.0M
SEIVSEI EXCHANGE TRADED FUNDS
$1.0M
SLVISHARES SILVER TR
$996K
AIQGLOBAL X FDS
$996K
IGSBISHARES TR
$992K
SYMSYMBOTIC INC
$988K
EEMVISHARES INC
$983K
SHOPSHOPIFY INC
$981K
MUNIPIMCO ETF TR
$976K
OKEONEOK INC NEW
$971K
VRIGINVESCO ACTIVELY MANAGED EXC
$969K
HYLSFIRST TR EXCHANGE-TRADED FD
$969K
USBUS BANCORP DEL
$968K
CITCINTAS CORP
$963K
EXPEAGLE MATLS INC
$958K
DYHTARGET CORP
$958K
EMLCVANECK ETF TRUST
$958K
SPHQINVESCO EXCHANGE TRADED FD T
$953K
FXEINVESCO CURRENCYSHARES EURO
$953K
TTENTOTALENERGIES SE
$950K
KXIISHARES TR
$939K
SHMSPDR SERIES TRUST
$936K
KDPKEURIG DR PEPPER INC
$935K
GLWCORNING INC
$931K
XSOEWISDOMTREE TR
$930K
IJKISHARES TR
$929K
ROKROCKWELL AUTOMATION INC
$925K
ARKGARK ETF TR
$920K
DHRDANAHER CORPORATION
$917K
DFUSDIMENSIONAL ETF TRUST
$913K
TMUST-MOBILE US INC
$912K
DASHDOORDASH INC
$912K
GRALGRAIL INC
$912K
SEISSEI EXCHANGE TRADED FUNDS
$911K
MATXMATSON INC
$894K
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