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)
| Stock | Value |
|---|---|
NVDANVIDIA CORPORATION | $271.2M |
AAPLAPPLE INC | $225.0M |
IVVISHARES TR | $114.0M |
NDQINVESCO QQQ TR | $100.1M |
AMZNAMAZON COM INC | $97.7M |
MSFTMICROSOFT CORP | $79.3M |
VOOVANGUARD INDEX FDS | $58.3M |
DFACDIMENSIONAL ETF TRUST | $56.7M |
SPYSPDR S&P 500 ETF TR | $56.4M |
METAMETA PLATFORMS INC | $51.4M |
GOOGALPHABET INC | $48.6M |
BBUSJ P MORGAN EXCHANGE TRADED F | $45.0M |
VVISA INC | $44.5M |
AVGOBROADCOM INC | $42.4M |
HDHOME DEPOT INC | $39.2M |
GOOGLALPHABET INC | $36.0M |
JPMJPMORGAN CHASE & CO. | $35.8M |
VTIVANGUARD INDEX FDS | $35.8M |
OXYOCCIDENTAL PETE CORP | $34.0M |
VUGVANGUARD INDEX FDS | $32.8M |
BBINJ P MORGAN EXCHANGE TRADED F | $30.0M |
SCHXSCHWAB STRATEGIC TR | $29.6M |
AGGISHARES TR | $29.2M |
DFAIDIMENSIONAL ETF TRUST | $28.9M |
QUALISHARES TR | $28.5M |
LLYELI LILLY & CO | $28.4M |
SGOVISHARES TR | $28.2M |
MCOMOODYS CORP | $27.8M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $27.4M |
IUSBISHARES TR | $27.0M |
TSLATESLA INC | $26.9M |
MAMASTERCARD INCORPORATED | $24.2M |
SCHGSCHWAB STRATEGIC TR | $23.3M |
IVEISHARES TR | $23.2M |
DFAEDIMENSIONAL ETF TRUST | $21.8M |
COSTCOSTCO WHSL CORP NEW | $21.8M |
IJRISHARES TR | $21.1M |
IAU*ISHARES GOLD TR | $20.7M |
MUBISHARES TR | $20.5M |
NFLXNETFLIX INC | $20.4M |
IWBISHARES TR | $20.4M |
FBNDFIDELITY MERRIMACK STR TR | $20.3M |
EFVISHARES TR | $20.3M |
ABBVABBVIE INC | $19.9M |
IYWISHARES TR | $19.8M |
DYNFBLACKROCK ETF TRUST | $19.5M |
VGTVANGUARD WORLD FD | $18.7M |
IJHISHARES TR | $18.7M |
AXPAMERICAN EXPRESS CO | $18.7M |
GQ9SPDR GOLD TR | $17.5M |
DFAUDIMENSIONAL ETF TRUST | $17.4M |
AQLTISHARES TR | $17.0M |
MCDMCDONALDS CORP | $16.7M |
VEAVANGUARD TAX-MANAGED FDS | $16.3M |
SCHVSCHWAB STRATEGIC TR | $16.1M |
PLTRPALANTIR TECHNOLOGIES INC | $16.0M |
VTIPVANGUARD MALVERN FDS | $15.1M |
IEMGISHARES INC | $14.8M |
XLVSELECT SECTOR SPDR TR | $14.8M |
AQLTISHARES TR | $14.4M |
SCHWSCHWAB CHARLES CORP | $14.0M |
AVDVAMERICAN CENTY ETF TR | $13.4M |
WMTWALMART INC | $13.4M |
VIGVANGUARD SPECIALIZED FUNDS | $13.4M |
RSPINVESCO EXCHANGE TRADED FD T | $13.1M |
EFGISHARES TR | $12.8M |
CMECME GROUP INC | $12.7M |
BNDVANGUARD BD INDEX FDS | $12.6M |
EFAISHARES TR | $12.6M |
IWMISHARES TR | $12.5M |
XOMEXXON MOBIL CORP | $12.5M |
DFSVDIMENSIONAL ETF TRUST | $12.5M |
SPTLSPDR SERIES TRUST | $12.4M |
BACBANK AMERICA CORP | $12.4M |
CRMSALESFORCE INC | $12.3M |
SCHFSCHWAB STRATEGIC TR | $12.3M |
VTVVANGUARD INDEX FDS | $12.1M |
IVWISHARES TR | $11.6M |
VMBSVANGUARD SCOTTSDALE FDS | $11.3M |
TMOTHERMO FISHER SCIENTIFIC INC | $11.2M |
AVLVAMERICAN CENTY ETF TR | $11.2M |
JNJJOHNSON & JOHNSON | $10.9M |
MBBISHARES TR | $10.9M |
PPAINVESCO EXCHANGE TRADED FD T | $10.8M |
PGPROCTER AND GAMBLE CO | $10.8M |
WFCWELLS FARGO CO NEW | $10.8M |
VTEBVANGUARD MUN BD FDS | $10.6M |
VBVANGUARD INDEX FDS | $10.5M |
CSCOCISCO SYS INC | $10.4M |
DISDISNEY WALT CO | $10.2M |
JQUAJ P MORGAN EXCHANGE TRADED F | $10.1M |
OEFISHARES TR | $10.1M |
TRVTRAVELERS COMPANIES INC | $9.9M |
BNDXVANGUARD CHARLOTTE FDS | $9.9M |
SUSBISHARES TR | $9.9M |
IWRISHARES TR | $9.8M |
RTXRTX CORPORATION | $9.8M |
ABTABBOTT LABS | $9.7M |
KLMNINVESCO EXCH TRADED FD TR II | $9.4M |
BXBLACKSTONE INC | $9.3M |
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