Perigon Wealth Management, LLC
Q2 2026 13F filing
Updated 34 days ago1,435 disclosed positions worth $6.4B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORPORATION | $344.6M | 1.72M | 5.42% | — |
| 2 | A AAPL APPLE INC | $329M | 1.14M | 5.18% | — |
| 3 | V VGES VANGUARD INDEX FDS | $205.9M | 299.7K | 3.24% | — |
| 4 | Q QQQ INVESCO QQQ TR | $128.5M | 174.5K | 2.02% | — |
| 5 | E ETHA ISHARES TR | $126.3M | 168.7K | 1.99% | — |
| 6 | A AMZN AMAZON COM INC | $107M | 448.8K | 1.68% | — |
| 7 | G GOOGN ALPHABET INC | $99.5M | 281.5K | 1.56% | — |
| 8 | V VGES VANGUARD SCOTTSDALE FDS | $93.1M | 1.58M | 1.46% | — |
| 9 | G GOOGN ALPHABET INC | $80.4M | 224.9K | 1.26% | — |
| 10 | U UFPT GMO ETF TRUST | $73.7M | 1.77M | 1.16% | — |
| 11 | M MSFT MICROSOFT CORP | $70.2M | 188.2K | 1.10% | — |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $69.7M | 1.57M | 1.10% | — |
| 13 | S SPY STATE STR SPDR S&P 500 ETF T | $67.8M | 90.7K | 1.07% | — |
| 14 | ? N/A J P MORGAN EXCHANGE TRADED F | $64.1M | 475.7K | 1.01% | — |
| 15 | A AVGO BROADCOM INC | $59.5M | 157.5K | 0.94% | — |
| 16 | G GLD SPDR GOLD TR | $53.7M | 145.8K | 0.85% | — |
| 17 | V VGES VANGUARD INDEX FDS | $52.9M | 614.2K | 0.83% | — |
| 18 | E ETHA ISHARES TR | $46.9M | 466.0K | 0.74% | — |
| 19 | S STT-PG SPDR SERIES TRUST | $46.7M | 509.9K | 0.74% | — |
| 20 | F FPF FIRST TR EXCHANGE-TRADED FD | $45.7M | 238.5K | 0.72% | — |
| 21 | T TSLA TESLA INC | $45.1M | 107.2K | 0.71% | — |
| 22 | L LLY ELI LILLY & CO | $44.8M | 37.3K | 0.70% | — |
| 23 | J JPM-PM JPMORGAN CHASE & CO | $43.3M | 132.2K | 0.68% | — |
| 24 | M META META PLATFORMS INC | $42.4M | 75.3K | 0.67% | — |
| 25 | S SCHW-PJ SCHWAB STRATEGIC TR | $42.2M | 1.52M | 0.66% | — |
| 26 | V V VISA INC | $42.1M | 122.7K | 0.66% | — |
| 27 | E ETHA ISHARES TR | $42.1M | 912.0K | 0.66% | — |
| 28 | C CRDO DIMENSIONAL ETF TRUST | $41.3M | 1.00M | 0.65% | — |
| 29 | V VGES VANGUARD INDEX FDS | $40.2M | 108.7K | 0.63% | — |
| 30 | E ETHA ISHARES TR | $39.3M | 173.2K | 0.62% | — |
| 31 | O OXY-WT OCCIDENTAL PETE CORP | $39.1M | 805.6K | 0.62% | — |
| 32 | E ETHA BLACKROCK ETF TRUST | $39.1M | 574.7K | 0.61% | — |
| 33 | S SCHW-PJ SCHWAB STRATEGIC TR | $38.8M | 1.32M | 0.61% | — |
| 34 | M MU MICRON TECHNOLOGY INC | $37M | 32.0K | 0.58% | — |
| 35 | H HD HOME DEPOT INC | $36.3M | 102.9K | 0.57% | — |
| 36 | E ETHA ISHARES TR | $36M | 364.0K | 0.57% | — |
| 37 | ? N/A DIMENSIONAL ETF TRUST | $33.7M | 837.7K | 0.53% | — |
| 38 | I IVZ INVESCO EXCHANGE TRADED FD T | $33M | 477.5K | 0.52% | — |
| 39 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $30.9M | 61.8K | 0.49% | — |
| 40 | E ETHA ISHARES TR | $30.6M | 316.8K | 0.48% | — |
| 41 | S SCHW-PJ SCHWAB STRATEGIC TR | $29.3M | 865.3K | 0.46% | — |
| 42 | V VGES VANGUARD TAX-MANAGED FDS | $28.7M | 403.5K | 0.45% | — |
| 43 | E ETHA ISHARES TR | $28.7M | 113.7K | 0.45% | — |
| 44 | E ETHA ISHARES TR | $28.7M | 193.3K | 0.45% | — |
| 45 | A ABBV ABBVIE INC | $28.1M | 111.5K | 0.44% | — |
| 46 | E ETHA ISHARES INC | $27.7M | 334.0K | 0.44% | — |
| 47 | ? N/A J P MORGAN EXCHANGE TRADED F | $26.8M | 343.6K | 0.42% | — |
| 48 | V VGES VANGUARD WORLD FD | $26.8M | 224.4K | 0.42% | — |
| 49 | A AMD ADVANCED MICRO DEVICES INC | $26.6M | 45.7K | 0.42% | — |
| 50 | I IVZ INVESCO EXCH TRADED FD TR II | $26.5M | 164.1K | 0.42% | — |