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 |
|---|---|
KOCOCA COLA CO | $9.2M |
HYMBSPDR SERIES TRUST | $9.2M |
TLTISHARES TR | $9.2M |
SPEMSPDR INDEX SHS FDS | $9.1M |
CVXCHEVRON CORP NEW | $8.8M |
DEDEERE & CO | $8.7M |
APPAPPLOVIN CORP | $8.6M |
AVDEAMERICAN CENTY ETF TR | $8.5M |
JCPBJ P MORGAN EXCHANGE TRADED F | $8.4M |
BINCBLACKROCK ETF TRUST II | $8.3M |
AMDADVANCED MICRO DEVICES INC | $8.2M |
AVUSAMERICAN CENTY ETF TR | $8.2M |
JPIEJ P MORGAN EXCHANGE TRADED F | $8.1M |
VEUVANGUARD INTL EQUITY INDEX F | $8.1M |
IWFISHARES TR | $8.1M |
THROBLACKROCK ETF TRUST | $8.0M |
SHYISHARES TR | $7.8M |
ESSESSEX PPTY TR INC | $7.8M |
UBERUBER TECHNOLOGIES INC | $7.7M |
PRFINVESCO EXCHANGE TRADED FD T | $7.7M |
IUSGISHARES TR | $7.6M |
AVESAMERICAN CENTY ETF TR | $7.5M |
MOATVANECK ETF TRUST | $7.4M |
LMTLOCKHEED MARTIN CORP | $7.3M |
SPABSPDR SERIES TRUST | $7.3M |
JPSTJ P MORGAN EXCHANGE TRADED F | $7.3M |
IDEVISHARES TR | $7.2M |
TFLOISHARES TR | $7.1M |
LQDISHARES TR | $7.0M |
BACVERIZON COMMUNICATIONS INC | $7.0M |
BSVVANGUARD BD INDEX FDS | $6.9M |
QCOMQUALCOMM INC | $6.9M |
VWOVANGUARD INTL EQUITY INDEX F | $6.8M |
SCHCSCHWAB STRATEGIC TR | $6.7M |
XLKSELECT SECTOR SPDR TR | $6.6M |
GSGOLDMAN SACHS GROUP INC | $6.5M |
USMVISHARES TR | $6.5M |
CATCATERPILLAR INC | $6.5M |
IBMINTERNATIONAL BUSINESS MACHS | $6.4M |
VTVANGUARD INTL EQUITY INDEX F | $6.4M |
SRLNSSGA ACTIVE ETF TR | $6.4M |
ADPAUTOMATIC DATA PROCESSING IN | $6.2M |
ORCLORACLE CORP | $6.2M |
VOVANGUARD INDEX FDS | $6.2M |
STIPISHARES TR | $6.1M |
NOWSERVICENOW INC | $6.0M |
EMXCISHARES INC | $6.0M |
RMERESMED INC | $5.8M |
GBILGOLDMAN SACHS ETF TR | $5.7M |
MQMARQETA INC | $5.7M |
JSCPJ P MORGAN EXCHANGE TRADED F | $5.7M |
VCSHVANGUARD SCOTTSDALE FDS | $5.6M |
AVUVAMERICAN CENTY ETF TR | $5.6M |
DSIISHARES TR | $5.6M |
VCITVANGUARD SCOTTSDALE FDS | $5.6M |
EQREQUITY RESIDENTIAL | $5.5M |
DFIVDIMENSIONAL ETF TRUST | $5.5M |
NETCLOUDFLARE INC | $5.4M |
IWYISHARES TR | $5.4M |
ACMAECOM | $5.2M |
JMUBJ P MORGAN EXCHANGE TRADED F | $5.1M |
ISRGINTUITIVE SURGICAL INC | $5.1M |
PRFZINVESCO EXCHANGE TRADED FD T | $5.1M |
TRVCCITIGROUP INC | $5.1M |
IEFISHARES TR | $5.0M |
VOTVANGUARD INDEX FDS | $5.0M |
SUSCISHARES TR | $5.0M |
PEPPEPSICO INC | $5.0M |
ESGUISHARES TR | $4.9M |
MRKMERCK & CO INC | $4.9M |
NEENEXTERA ENERGY INC | $4.9M |
IUSVISHARES TR | $4.8M |
SCHDSCHWAB STRATEGIC TR | $4.8M |
JGROJ P MORGAN EXCHANGE TRADED F | $4.7M |
SPYMSPDR SERIES TRUST | $4.7M |
PULSPGIM ETF TR | $4.6M |
MDYSPDR S&P MIDCAP 400 ETF TR | $4.6M |
WMWASTE MGMT INC DEL | $4.6M |
JEPIJ P MORGAN EXCHANGE TRADED F | $4.6M |
VBRVANGUARD INDEX FDS | $4.6M |
AMATAPPLIED MATLS INC | $4.5M |
MIGAMICROSTRATEGY INC | $4.5M |
SCMBSCHWAB STRATEGIC TR | $4.5M |
AIC3 AI INC | $4.5M |
MUMICRON TECHNOLOGY INC | $4.5M |
DBAINVESCO DB MULTI-SECTOR COMM | $4.5M |
VONVVANGUARD SCOTTSDALE FDS | $4.5M |
FLBLFRANKLIN TEMPLETON ETF TR | $4.5M |
SPIBSPDR SERIES TRUST | $4.5M |
XLUSELECT SECTOR SPDR TR | $4.4M |
VOEVANGUARD INDEX FDS | $4.4M |
CORZZCORE SCIENTIFIC INC NEW | $4.4M |
DWDMORGAN STANLEY | $4.4M |
CRWDCROWDSTRIKE HLDGS INC | $4.4M |
KLACKLA CORP | $4.4M |
INTUINTUIT | $4.4M |
AMGNAMGEN INC | $4.4M |
VSSVANGUARD INTL EQUITY INDEX F | $4.4M |
SCHESCHWAB STRATEGIC TR | $4.3M |
EEMISHARES TR | $4.3M |