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Perigon Wealth Management, LLC - Portfolio Stock Holdings

Perigon Wealth Management, LLC disclosed 1396 stock positions in a recent SEC 13F filing. $5,463,735,545 of stock holdings were filed, with the largest holdings including NVDA, AAPL, and VOO. This filing represented positions held on March 31, 2026, and was filed on April 10, 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:

March 31, 2026

No. of Stocks:

1396

Est. Stock Holding Value:

$5,463,735,545

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Perigon Wealth Management, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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