Perigon Wealth Management, LLC

SEC CIK
0001575239

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 7, 2026.SEC

Positions
1,411
+126 vs. Q1 2026
Total value
$6.31B
+$806M (+14.6%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Perigon Wealth Management, LLC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
NVDANVIDIA CORPORATION COMStock1,722,144$344.58M5.46%+1,751+0.1%AddedView
AAPLAPPLE INC COMStock1,136,862$328.96M5.21%+3,217+0.3%AddedView
VANGUARD S&P 500 ETF922908363ETF299,727$205.86M3.26%+65,391+27.9%Added–
INVESCO QQQ TRUST SERIES I46090E103ETF174,476$128.48M2.03%−3,965−2.2%Reduced–
ISHARES CORE S&P 500 ETF464287200ETF168,683$126.32M2.00%−1,286−0.8%Reduced–
AMZNAMAZON COM INC COMStock448,813$106.97M1.69%+4,445+1.0%AddedView
GOOGALPHABET INC CAP STK CL CStock281,482$99.46M1.58%+5,945+2.2%AddedView
VANGUARD SCOTTSDALE FDS92206C706INTER TERM TREAS1,578,346$93.09M1.47%−67,125−4.1%Reduced–
GOOGLALPHABET INC CAP STK CL AStock224,945$80.39M1.27%+4,057+1.8%AddedView
GMO ETF TRUST90139K100US QUALITY ETF1,771,602$73.73M1.17%+33,274+1.9%Added–
MSFTMICROSOFT CORP COMStock188,165$70.19M1.11%+235+0.1%AddedView
DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V708ETF1,571,550$69.71M1.10%+35,247+2.3%Added–
SPYSTATE STREET SPDR S&P 500 ETFETF90,727$67.75M1.07%+297+0.3%AddedView
J P MORGAN EXCHANGE TRADED F46641Q399BETABUILDRS US475,747$64.09M1.01%+25,886+5.8%Added–
AVGOBROADCOM INC COMStock157,458$59.48M0.94%+6,787+4.5%AddedView
GLDSPDR GOLD SHARESETF145,838$53.72M0.85%+24,745+20.4%AddedView
VANGUARD MORNINGSTAR GROWTH ETF922908736ETF614,209$52.91M0.84%+510,195+490.5%Added–
ISHARES TR46436E7180-3 MTH TREASURY465,972$46.91M0.74%+60,262+14.9%Added–
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R663ETF509,900$46.73M0.74%−186,177−26.7%Reduced–
FIRST TR EXCHANGE-TRADED FD33737A108NASDQ CLN EDGE238,510$45.73M0.72%+9,676+4.2%Added–
TSLATESLA INC COMStock107,200$45.09M0.71%+1,288+1.2%AddedView
LLYELI LILLY & CO COMStock37,313$44.75M0.71%−468−1.2%ReducedView
JPMJPMORGAN CHASE & CO COMStock132,182$43.27M0.69%−311−0.2%ReducedView
METAMETA PLATFORMS INC CL AStock75,303$42.42M0.67%+1,024+1.4%AddedView
SCHWAB INTERNATIONAL EQUITY ETF808524805ETF1,522,230$42.17M0.67%+107,724+7.6%Added–
VVISA INC COM CL AStock122,717$42.1M0.67%−345−0.3%ReducedView
ISHARES TR46434V613CORE UNIVRSL USD911,989$42.09M0.67%+232,791+34.3%Added–
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK1,002,180$41.34M0.65%+2,749+0.3%Added–
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769ETF108,707$40.23M0.64%−1,441−1.3%Reduced–
ISHARES S&P 500 VALUE ETF464287408ETF173,159$39.32M0.62%−27,133−13.5%Reduced–
OXYOCCIDENTAL PETE CORP COMStock805,578$39.13M0.62%+1,595+0.2%AddedView
BLACKROCK ETF TRUST09290C103ISHARES US EQUIT574,745$39.09M0.62%−3,100−0.5%Reduced–
SCHWAB U.S. LARGE-CAP ETF808524201ETF1,317,599$38.78M0.61%+112,448+9.3%Added–
MUMICRON TECHNOLOGY INC COMStock32,019$36.96M0.59%+164+0.5%AddedView
HDHOME DEPOT INC COMStock102,898$36.29M0.57%−482−0.5%ReducedView
ISHARES CORE U.S. AGGREGATE BOND ETF464287226ETF363,971$36.03M0.57%+26,738+7.9%Added–
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF25434V302ETF837,660$33.68M0.53%+20,596+2.5%Added–
INVESCO EXCHANGE TRADED FD T46137V142WATER RES ETF477,462$32.98M0.52%+50,245+11.8%Added–
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock61,830$30.94M0.49%−628−1.0%ReducedView
ISHARES CORE MSCI EAFE ETF46432F842ETF316,752$30.59M0.48%+78,395+32.9%Added–
SCHWAB U.S. LARGE-CAP GROWTH ETF808524300ETF865,290$29.28M0.46%+15,228+1.8%Added–
VANGUARD FTSE DEVELOPED MARKETS ETF921943858ETF403,485$28.75M0.46%+53,606+15.3%Added–
ISHARES TR464287721U.S. TECH ETF113,658$28.67M0.45%−4,133−3.5%Reduced–
ISHARES CORE S&P SMALL CAP ETF464287804ETF193,257$28.66M0.45%+4,525+2.4%Added–
ABBVABBVIE INC COMStock111,476$28.05M0.44%+1,424+1.3%AddedView
ISHARES CORE MSCI EMERGING MARKETS ETF46434G103ETF333,962$27.67M0.44%+50,093+17.6%Added–
J P MORGAN EXCHANGE TRADED F46641Q373BETABUILDERS I343,632$26.83M0.42%+3,231+0.9%Added–
VANGUARD INFORMATION TECHNOLOGY ETF92204A702ETF224,450$26.83M0.42%+194,975+661.5%Added–
AMDADVANCED MICRO DEVICES INC COMStock45,712$26.55M0.42%−8,854−16.2%ReducedView
INVESCO EXCH TRADED FD TR II46138E339S&P 500 MOMNTM164,120$26.51M0.42%−23,446−12.5%Reduced–
IAUISHARES GOLD TRUSTETF344,717$26.03M0.41%+2,244+0.7%AddedView
FIDELITY MERRIMACK STR TR316188309TOTAL BD ETF563,259$25.62M0.41%+41,778+8.0%Added–
BLACKROCK ETF TRUST09290C764ISHA IN CTRY ETF665,387$24.35M0.39%+51,887+8.5%Added–
ISHARES TR464287622RUS 1000 ETF57,200$23.42M0.37%−2,003−3.4%Reduced–
ISHARES TR464287234MSCI EMG MKT ETF340,386$23.29M0.37%+162,516+91.4%Added–
JNJJOHNSON & JOHNSON COMStock90,574$23M0.36%+3,486+4.0%AddedView
MAMASTERCARD INCORPORATED CL AStock44,133$22.67M0.36%−50.0%ReducedView
AXPAMERICAN EXPRESS CO COMStock66,831$22.61M0.36%+482+0.7%AddedView
ISHARES TR464288414NATIONAL MUN ETF209,187$22.51M0.36%+4,852+2.4%Added–
SCHWAB U.S. LARGE-CAP VALUE ETF808524409ETF644,939$22.45M0.36%+15,952+2.5%Added–
VANGUARD MALVERN FDS922020805STRM INFPROIDX429,630$21.58M0.34%+42,408+11.0%Added–
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT413,676$21.38M0.34%+4,242+1.0%Added–
MCOMOODYS CORP COMStock46,339$20.99M0.33%+68+0.1%AddedView
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF539,438$20.92M0.33%+51,442+10.5%Added–
COSTCOSTCO WHOLESALE CORPORATION COMStock22,257$20.82M0.33%+520+2.4%AddedView
J P MORGAN EXCHANGE TRADED F46641Q159INCOME ETF447,195$20.59M0.33%+188,040+72.6%Added–
AMERICAN CENTY ETF TR025072802INTL SMCP VLU188,913$19.47M0.31%+7,092+3.9%Added–
XOMEXXON MOBIL CORPCOM141,951$19.41M0.31%+2,477+1.8%AddedView
LRCXLAM RESEARCH CORP COM NEWStock43,232$18.73M0.30%+345+0.8%AddedView
AMERICAN CENTY ETF TR025072349US LARGE CAP VLU203,328$18.55M0.29%+12,965+6.8%Added–
ISHARES CORE S&P MID-CAP ETF464287507ETF231,545$17.85M0.28%−9,977−4.1%Reduced–
AMATAPPLIED MATLS INC COMStock24,431$17.66M0.28%+964+4.1%AddedView
MCDMCDONALDS CORP COMStock63,589$17.19M0.27%+3,159+5.2%AddedView
INVESCO ACTIVELY MANAGED EXC46090A689QQQ INC ADV ETF294,680$16.98M0.27%+48,591+19.7%Added–
VANGUARD MORNINGSTAR VALUE ETF922908744ETF75,754$16.51M0.26%+1,833+2.5%Added–
WMTWALMART INC COMStock143,878$16.3M0.26%−276−0.2%ReducedView
SCHWAB INTERMEDIATE-TERM US TREASURY ETF808524854ETF641,573$15.82M0.25%+48,656+8.2%Added–
ISHARES RUSSELL MIDCAP ETF464287499ETF142,889$15.76M0.25%+9,735+7.3%Added–
CSCOCISCO SYS INC COMStock132,294$15.54M0.25%−326−0.2%ReducedView
ISHARES MSCI EAFE ETF464287465ETF149,204$15.5M0.25%+3,001+2.1%Added–
VANGUARD TOTAL INTERNATIONAL BOND ETF92203J407ETF318,593$15.43M0.24%+8,139+2.6%Added–
KLACKLA CORPCOM NEW51,053$15.4M0.24%+46,182+948.1%AddedView
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF81369Y209ETF95,670$15.18M0.24%−2,511−2.6%Reduced–
VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C771ETF323,024$15.12M0.24%+19,701+6.5%Added–
ISHARES S&P 500 GROWTH ETF464287309ETF109,669$15.08M0.24%−1,306−1.2%Reduced–
VANGUARD DIVIDEND APPRECIATION ETF921908844ETF62,406$14.77M0.23%+1,565+2.6%Added–
EQIXEQUINIX INCCOM13,921$14.51M0.23%+2,394+20.8%AddedView
SPROTT FDS TR85208P402SPROTT CRITICAL460,258$14.34M0.23%+460,258New–
ISHARES U.S. TREASURY BOND ETF46429B267ETF624,075$14.22M0.23%+4,285+0.7%Added–
SPDR SERIES TRUST78464A664ST LON TREAS ETF537,440$14.1M0.22%+42,715+8.6%Added–
TRVTRAVELERS COMPANIES INC COMStock42,067$13.89M0.22%−26−0.1%ReducedView
SCHWCHARLES SCHWAB CORP (THE) COMStock149,554$13.8M0.22%+36,835+32.7%AddedView
TMOTHERMO FISHER SCIENTIFIC INC COMStock26,698$13.39M0.21%−105−0.4%ReducedView
RTXRTX CORPORATION COMStock70,395$13.36M0.21%+1,101+1.6%AddedView
VANGUARD SCOTTSDALE FDS92206C714VNG RUS1000VAL125,097$13.3M0.21%−1,783−1.4%Reduced–
INVESCO EXCHANGE TRADED FD T46137V100AEROSPACE DEFN75,032$13.25M0.21%−456−0.6%Reduced–
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF60,104$13.19M0.21%−74,171−55.2%Reduced–
T ROWE PRICE EXCHANGE-TRADED87283Q503US EQUI RESH ETF269,855$12.83M0.20%+7,155+2.7%Added–
SPDR INDEX SHS FDS78463X509ST PORT MARK ETF246,853$12.78M0.20%−60,414−19.7%Reduced–
INVESCO EXCHANGE TRADED FD T46137V357S&P500 EQL WGT59,506$12.66M0.20%+7,069+13.5%Added–

Options (24)

Put and call positions reported in the same filing. The value is that of the underlying shares, as reported on Form 13F.

Perigon Wealth Management, LLC option positions in Q2 2026
SecurityClassPutsCalls
FACEBOOK INC30303M902CALL–$6.87M
NVIDIA CORPORATION67066G904CALL–$6.12M
INVESCO QQQ TR46090E953PUT$5.01M–
AMAZON COM INC023135906CALL–$4.17M
MICRON TECHNOLOGY INC595112903CALL–$3.81M
DARLING INGREDIENTS INC237266901CALL–$2.31M
SPDR GOLD TR78463V907CALL–$2.21M
WESTERN DIGITAL CORP.958102905CALL–$1.28M
ADVANCED MICRO DEVICES INC007903957PUT$1.22M–
BROADCOM INC11135F901CALL–$1.21M
SPDR S&P 500 ETF TR78462F953PUT$1.05M–
SEAGATE TECHNOLOGY HLDNGS PLG7997R903CALL–$965K
CORNING INC219350905CALL–$715.2K
TRANSMEDICS GROUP INC89377M909CALL–$697.41K
FREEPORT-MCMORAN INC35671D907CALL–$654.06K
VERTIV HOLDINGS CO92537N908CALL–$535.71K
LILLY ELI & CO532457908CALL–$479.77K
HIMS & HERS HEALTH INC433000906COM CL A–$263.49K
ARISTA NETWORKS INC040413905COM SHS–$254.82K
ZETA GLOBAL HOLDINGS CORP98956A905CALL–$244.03K
GLOBALFOUNDRIES INCG39387908CALL–$238.99K
CROWDSTRIKE HLDGS INC22788C905CALL–$228.94K
SPDR S&P 500 ETF TR78462F903CALL–$224.03K
VALE S A91912E905CALL–$180.48K

Sold out since Q1 2026 (63)

Positions held at the end of Q1 2026 that are no longer in this filing.

Perigon Wealth Management, LLC positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
HONHoneywell TechnologiesCOM25,448$5.75M0.10%
ZTSZOETIS INC CL AStock24,016$2.84M0.05%
ISHARES INC464286103MSCI AUST ETF30,835$855.98K0.02%
MSTRSTRATEGY INC CL A NEWStock5,464$681.92K0.01%
DDDUPONT DE NEMOURS INCCOM14,157$648.37K0.01%
MOSMOSAIC COCOM23,741$605.4K0.01%
ISHARES TR46435G672CORE INTL AGGR8,944$447.58K0.01%
JANUS DETROIT STR TR47103U886HENDRSN SHRT ETF9,048$442.11K0.01%
COTERRA ENERGY INC COM127097103Stock11,098$389.97K0.01%
NEXTNAV INC65345N114*W EXP 10/28/20260,400$382.33K0.01%
ROPROPER TECHNOLOGIES INC COMStock1,011$357.77K0.01%
TYLTYLER TECHNOLOGIES INCCOM1,026$351.28K0.01%
GAPGAP INCCOM14,346$347.17K0.01%
AGMFEDERAL AGRIC MTG CORPCL C2,132$316.28K0.01%
CRCLCIRCLE INTERNET GROUP INCCOM CL A3,240$309.13K0.01%
FNFFIDELITY NATIONAL FINANCIALCOM SHS6,303$292.34K0.01%
HASHASBRO INCCOM3,024$283.08K0.01%
ALCALCON AG ORD SHSStock3,724$280.6K0.01%
OCCIDENTAL PETE CORP WT EXP 080327674599162Stock6,411$275.03K0.00%
SPROTT ETF TRUST85210B102GOLD MINERS ETF3,500$264.22K0.00%
MYRGMYR GROUP INCCOM933$263.41K0.00%
CCLCARNIVAL CORPUNIT 99/99/99999,682$250.58K0.00%
TOPBUILD COR COM89055F103Stock711$249.77K0.00%
NTRNUTRIEN LTDCOM3,302$249.15K0.00%
GLOBAL X FDS37960A4381 3 MO T BI ET2,482$249.09K0.00%
FISVFISERV INC COMStock4,450$248.31K0.00%
MSGEMADISON SQUARE GARDEN ENTMTCOM CL A4,152$244.59K0.00%
SPDR SERIES TRUST78468R101ST SHO TREAS ETF8,225$240K0.00%
MDLNMEDLINE INCCOM CL A5,230$232.74K0.00%
CRHCRH PLCORD2,179$229.03K0.00%
CAPITAL GROUP NEW GEOGRAPHY14021N105SHS7,194$227.12K0.00%
BABAALIBABA GROUP HLDG LTD SPONSORED ADSADR1,807$226.68K0.00%
GLDMWORLD GOLD TRSPDR GLD MINIS2,379$220.51K0.00%
FSSLFS SPECIALTY LENDING FDCOM SH BEN INT17,616$220.38K0.00%
SLABSILICON LABORATORIES INC COMStock1,044$217.31K0.00%
NFGNATIONAL FUEL GAS CO COMStock2,296$215.73K0.00%
BLACKROCK ETF TRUST II092528405FLOATING RT LOAN4,250$215.67K0.00%
EGOELDORADO GOLD CORP NEWCOM6,199$212.27K0.00%
CWENCLEARWAY ENERGY INCCL A5,390$211.11K0.00%
MEDPMEDPACE HLDGS INCCOM439$210.8K0.00%
CHWYCHEWY INCCL A7,732$208.76K0.00%
DOXAMDOCS LTDSHS3,184$207.79K0.00%
EFXEQUIFAX INCCOM1,153$207.58K0.00%
LULULULULEMON ATHLETICA INC COMStock1,348$206.36K0.00%
PROASSURANCE CORP74267C106COM8,258$204.14K0.00%
ISHARES MSCI INDIA ETF46429B598ETF4,337$203.13K0.00%
INFYINFOSYS LTDSPONSORED ADR11,888$160.61K0.00%
FTHYFIRST TR HIGH YIELD OPPRT 20COM11,124$150.51K0.00%
GBDCGOLUB CAP BDC INCCOM10,319$130.65K0.00%
FSKFS KKR CAP CORPCOM11,876$120.9K0.00%
DMADESTRA MULTI-ALTERNATIVE FDCOMMON SHARES13,794$111.87K0.00%
ERCALLSPRING MULTI SECTOR INCOMCOM12,071$108.76K0.00%
DMACDIAMEDICA THERAPEUTICS INCCOM NEW13,957$94.49K0.00%
WUWESTERN UN CO COMStock10,759$93.93K0.00%
AEGAEGON LTDAMER REG 1 CERT11,787$85.57K0.00%
SHLSSHOALS TECHNOLOGIES GROUP INCL A11,334$74.58K0.00%
FSCOFS CREDIT OPPORTUNITIES CORPCOMMON STOCK13,705$69.9K0.00%
NXDRNEXTDOOR HOLDINGS INCCOM CL A46,890$65.65K0.00%
ACHRARCHER AVIATION INC COM CL AStock11,912$61.59K0.00%
GRABGRAB HOLDINGS LIMITEDCLASS A ORD10,801$39.53K0.00%
ABEVAMBEV SASPONSORED ADR10,214$29.83K0.00%
FFAIFARADAY FUTURE INTLGT ELEC ICOM NEW CL A10,010$2.75K0.00%
QUHUO LTD74841Q308SPONSORED ADS11,306$1.22K0.00%

13F filings by quarter

Perigon Wealth Management, LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 7, 20261,411$6.31Bvs. Q1 2026SEC
Q1 2026Apr 10, 20261,285$5.51Bvs. Q4 2025SEC
Q4 2025Jan 16, 20261,295$5.59Bvs. Q3 2025SEC
Q3 2025Oct 17, 20251,204$4.9Bvs. Q2 2025SEC
Q2 2025Jul 16, 20251,053$4.28Bvs. Q1 2025SEC
Q1 2025Apr 23, 20251,024$3.89Bvs. Q4 2024SEC
Q4 2024Jan 22, 20251,037$4.07Bvs. Q3 2024SEC
Q3 2024Oct 16, 2024988$3.72Bvs. Q2 2024SEC
Q2 2024Aug 2, 2024862$3.45Bvs. Q1 2024SEC
Q1 2024Apr 29, 2024853$3.3Bvs. Q4 2023SEC
Q4 2023Jan 29, 2024826$3.06Bvs. Q3 2023SEC
Q3 2023Oct 30, 2023777$2.47Bvs. Q2 2023SEC
Q2 2023Aug 2, 2023Amended778$2.55Bvs. Q1 2023SEC
Q1 2023May 3, 2023700$1.76Bvs. Q4 2022SEC
Q4 2022May 1, 2023Amended688$3.23Bvs. Q3 2022SECSEC
Q3 2022Dec 13, 2022570$1.16Bvs. Q2 2022SEC
Q2 2022Aug 11, 2022565$1.2Bvs. Q1 2022SEC
Q1 2022May 16, 2022596$1.41Bvs. Q4 2021SEC
Q4 2021Feb 11, 2022573$1.4Bvs. Q3 2021SEC
Q3 2021Nov 1, 2021Amended528$1.15Bvs. Q2 2021SEC
Q2 2021Jul 19, 2021510$1.12Bvs. Q1 2021SEC
Q1 2021May 17, 2021486$978.49M–SEC