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
VXFVANGUARD INDEX FDS
$446K
TYLTYLER TECHNOLOGIES INC
$445K
PSXPHILLIPS 66
$444K
SKYYFIRST TR EXCHANGE TRADED FD
$444K
FNDASCHWAB STRATEGIC TR
$443K
TFCTRUIST FINL CORP
$443K
WDAYWORKDAY INC
$443K
IJJISHARES TR
$442K
ISCBISHARES TR
$441K
WQTMWISDOMTREE TR
$439K
BBSCJ P MORGAN EXCHANGE TRADED F
$436K
VODVODAFONE GROUP PLC NEW
$436K
URTHISHARES INC
$434K
INCMFRANKLIN TEMPLETON ETF TR
$433K
RINGISHARES INC
$432K
FBTCFIDELITY WISE ORIGIN BITCOIN
$431K
MPLXMPLX LP
$429K
MGKVANGUARD WORLD FD
$428K
THOTHOR INDS INC
$428K
HSICHENRY SCHEIN INC
$428K
FOURSHIFT4 PMTS INC
$427K
IQVIQVIA HLDGS INC
$427K
OUNZVANECK MERK GOLD ETF
$426K
DOCSDOXIMITY INC
$425K
EMEEMCOR GROUP INC
$425K
URAGLOBAL X FDS
$423K
URIUNITED RENTALS INC
$421K
MCHPMICROCHIP TECHNOLOGY INC.
$421K
TEXTEREX CORP NEW
$420K
DHID R HORTON INC
$420K
REEVEREST GROUP LTD
$420K
OBDCBLUE OWL CAPITAL CORPORATION
$418K
USIGISHARES TR
$417K
DGROISHARES TR
$417K
UCONFIRST TR EXCHNG TRADED FD VI
$416K
GRMNGARMIN LTD
$416K
DALDELTA AIR LINES INC DEL
$408K
SYYSYSCO CORP
$407K
KMIKINDER MORGAN INC DEL
$402K
EAELECTRONIC ARTS INC
$400K
NUSCNUSHARES ETF TR
$399K
SPDWSPDR INDEX SHS FDS
$397K
XITKSPDR SERIES TRUST
$397K
PNQIINVESCO EXCHANGE TRADED FD T
$397K
KRBNKRANESHARES TRUST
$395K
KMAYISHARES TR
$395K
HIGHARTFORD INSURANCE GROUP INC
$394K
CAVACAVA GROUP INC
$393K
IDMOINVESCO EXCH TRADED FD TR II
$392K
TANINVESCO EXCH TRADED FD TR II
$391K
MSCIMSCI INC
$389K
CAHCARDINAL HEALTH INC
$389K
DUHPDIMENSIONAL ETF TRUST
$386K
CALFPACER FDS TR
$385K
DEMWISDOMTREE TR
$383K
MGAMAGNA INTL INC
$382K
ETHEGRAYSCALE ETHEREUM TRUST ETF
$381K
CBRECBRE GROUP INC
$378K
FFORD MTR CO
$378K
SONYSONY GROUP CORP
$378K
T7DTRANSDIGM GROUP INC
$378K
XLBSELECT SECTOR SPDR TR
$377K
MBLYMOBILEYE GLOBAL INC
$377K
UAUNDER ARMOUR INC
$376K
EWEDWARDS LIFESCIENCES CORP
$375K
MPWRMONOLITHIC PWR SYS INC
$373K
UITBVICTORY PORTFOLIOS II
$373K
STTSTATE STR CORP
$371K
TBILRBB FD INC
$370K
GSKGSK PLC
$368K
LPLALPL FINL HLDGS INC
$367K
WECWEC ENERGY GROUP INC
$366K
ENBENBRIDGE INC
$366K
FNDBSCHWAB STRATEGIC TR
$366K
GSGISHARES S&P GSCI COMMODITY-
$366K
ITA*ISHARES TR
$365K
SDVYFIRST TR EXCHANGE-TRADED FD
$365K
IWSISHARES TR
$365K
IQLTISHARES TR
$364K
SFSTIFEL FINL CORP
$364K
GNMAISHARES TR
$362K
IGVISHARES TR
$361K
IYRISHARES TR
$359K
SCHJSCHWAB STRATEGIC TR
$359K
LSTRLANDSTAR SYS INC
$357K
ILCBISHARES TR
$356K
RELXRELX PLC
$356K
HLTHILTON WORLDWIDE HLDGS INC
$355K
AG8AGILENT TECHNOLOGIES INC
$354K
FFLCFIDELITY COVINGTON TRUST
$354K
XMHQINVESCO EXCHANGE TRADED FD T
$354K
NJRNEW JERSEY RES CORP
$354K
GLGLOBE LIFE INC
$352K
NNAVWNEXTNAV INC
$352K
ODFLOLD DOMINION FREIGHT LINE IN
$349K
IRMIRON MTN INC DEL
$349K
XLRESELECT SECTOR SPDR TR
$349K
BBVABANCO BILBAO VIZCAYA ARGENTA
$348K
CGUSCAPITAL GROUP CORE EQUITY ET
$346K
FEXFIRST TR EXCHANGE-TRADED ALP
$344K
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