Perigon Wealth Management, LLC - Portfolio Stock Holdings
Perigon Wealth Management, LLC disclosed 1465 stock positions in a recent SEC 13F filing. $6,300,508,018 of stock holdings were filed, with the largest holdings including NVDA, AAPL, and VOO. This filing represented positions held on June 30, 2026, and was filed on Aug. 7, 2026.We estimate the fund has a total AUM of $11,294,013,832 and has 159 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
1465Est. Stock Holding Value:
$6,300,508,018Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Perigon Wealth Management, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...