Perigon Wealth Management, LLC Q4 2025 Filing

Filed January 16, 2026

Portfolio Value

$5.6B

Holdings

1,307

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,307 positions)

StockValue
CBCHUBB LIMITED
$4K
A4SAMERIPRISE FINL INC
$4K
SCHMSCHWAB STRATEGIC TR
$4K
DGRWWISDOMTREE TR
$4K
LCTUBLACKROCK ETF TRUST
$4K
BMYBRISTOL-MYERS SQUIBB CO
$4K
JLLJONES LANG LASALLE INC
$4K
SMHVANECK ETF TRUST
$4K
NEMNEWMONT CORP
$4K
SAPSAP SE
$4K
TAT&T INC
$4K
SCHASCHWAB STRATEGIC TR
$4K
SPGPINVESCO EXCHANGE TRADED FD T
$4K
UNHUNITEDHEALTH GROUP INC
$4K
BIVVANGUARD BD INDEX FDS
$4K
PFEPFIZER INC
$4K
EUSBISHARES TR
$4K
ETNEATON CORP PLC
$4K
SPYVSPDR SERIES TRUST
$4K
BKNGBOOKING HOLDINGS INC
$3K
MOALTRIA GROUP INC
$3K
SPHYSPDR SERIES TRUST
$3K
NVONOVO-NORDISK A S
$3K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$3K
VYMVANGUARD WHITEHALL FDS
$3K
IGMISHARES TR
$3K
UPSUNITED PARCEL SERVICE INC
$3K
XLESELECT SECTOR SPDR TR
$3K
SDYSPDR SERIES TRUST
$3K
COFCAPITAL ONE FINL CORP
$3K
CMICUMMINS INC
$3K
EFGISHARES TR
$3K
SBUXSTARBUCKS CORP
$3K
VGLTVANGUARD SCOTTSDALE FDS
$3K
SCHHSCHWAB STRATEGIC TR
$3K
AMEAMETEK INC
$3K
MLMMARTIN MARIETTA MATLS INC
$3K
EPDENTERPRISE PRODS PARTNERS L
$3K
FCXFREEPORT-MCMORAN INC
$3K
SCHPSCHWAB STRATEGIC TR
$3K
SMLFISHARES TR
$3K
ZTSZOETIS INC
$3K
RWKINVESCO EXCH TRADED FD TR II
$3K
BPREBLUEROCK PVT REAL ESTATE FD
$3K
CITHE CIGNA GROUP
$3K
VISTVISTA ENERGY S.A.B. DE C.V.
$3K
JAAAJANUS DETROIT STR TR
$3K
SYSBISHARES TR
$3K
GDGENERAL DYNAMICS CORP
$3K
EMREMERSON ELEC CO
$3K
VNQVANGUARD INDEX FDS
$3K
XLISELECT SECTOR SPDR TR
$3K
DFSUDIMENSIONAL ETF TRUST
$3K
VTCVANGUARD SCOTTSDALE FDS
$3K
FNDXSCHWAB STRATEGIC TR
$3K
NVSNNOVARTIS AG
$3K
RFREGIONS FINANCIAL CORP NEW
$3K
GWWWW GRAINGER INC
$3K
BLKBLACKROCK INC
$3K
CMCSACOMCAST CORP NEW
$3K
PLPLANET LABS PBC
$3K
IGFISHARES TR
$3K
VRTXVERTEX PHARMACEUTICALS INC
$3K
BKLNINVESCO EXCH TRADED FD TR II
$3K
IEIISHARES TR
$3K
CVSCVS HEALTH CORP
$3K
ITOTISHARES TR
$3K
ESGEISHARES INC
$3K
NOCNORTHROP GRUMMAN CORP
$3K
TJXTJX COS INC NEW
$3K
CGDGCAPITAL GROUP DIVIDEND VALUE
$3K
DARDARLING INGREDIENTS INC
$3K
TMDXTRANSMEDICS GROUP INC
$3K
INTCINTEL CORP
$3K
MNSTMONSTER BEVERAGE CORP NEW
$3K
ACWVISHARES INC
$3K
AOAISHARES TR
$3K
AEPAMERICAN ELEC PWR CO INC
$3K
FLBLFRANKLIN TEMPLETON ETF TR
$3K
FLQMFRANKLIN TEMPLETON ETF TR
$3K
LINLINDE PLC
$3K
FALNISHARES TR
$3K
ESGVVANGUARD WORLD FD
$3K
GPIXGOLDMAN SACHS ETF TR
$3K
IYJISHARES TR
$2K
AIC3 AI INC
$2K
SEIESEI EXCHANGE TRADED FUNDS
$2K
APHAMPHENOL CORP NEW
$2K
SHYGISHARES TR
$2K
4I1PHILIP MORRIS INTL INC
$2K
EQIXEQUINIX INC
$2K
SOSOUTHERN CO
$2K
WTAIWISDOMTREE TR
$2K
SPGIS&P GLOBAL INC
$2K
FNDFSCHWAB STRATEGIC TR
$2K
LHXL3HARRIS TECHNOLOGIES INC
$2K
FITBFIFTH THIRD BANCORP
$2K
JMSTJ P MORGAN EXCHANGE TRADED F
$2K
PNCPNC FINL SVCS GROUP INC
$2K
SCHBSCHWAB STRATEGIC TR
$2K
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