Perigon Wealth Management, LLC

Institutional manager (13F) · CIK 1575239

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.8B

#	Issuer	Value	Shares
1	NVIDIA CORPORATION	$300M	1,720,393
2	APPLE INC	$288M	1,133,645
3	VANGUARD INDEX FDS	$140M	234,336
4	ISHARES TR	$111M	169,969
5	INVESCO QQQ TR	$103M	178,441
6	VANGUARD SCOTTSDALE FDS	$98M	1,645,471
7	AMAZON COM INC	$93M	444,368
8	ALPHABET INC	$79M	275,537
9	MICROSOFT CORP	$70M	187,930
10	SPDR SERIES TRUST	$64M	696,077
11	ALPHABET INC	$64M	220,888
12	GMO ETF TRUST	$63M	1,738,328
13	DIMENSIONAL ETF TRUST	$60M	1,536,303
14	STATE STR SPDR S&P 500 ETF T	$59M	90,430
15	J P MORGAN EXCHANGE TRADED F	$53M	449,861
16	OCCIDENTAL PETE CORP	$52M	803,983
17	SPDR GOLD TR	$52M	121,093
18	BROADCOM INC	$47M	150,671
19	VANGUARD INDEX FDS	$45M	104,014
20	META PLATFORMS INC	$42M	74,279
21	ISHARES TR	$42M	200,292
22	ISHARES TR	$41M	405,710
23	TESLA INC	$39M	105,912
24	JPMORGAN CHASE & CO	$39M	132,493
25	DIMENSIONAL ETF TRUST	$39M	999,431
26	FIRST TR EXCHANGE-TRADED FD	$37M	228,834
27	VISA INC	$37M	123,062
28	VANGUARD INDEX FDS	$35M	110,148
29	SCHWAB STRATEGIC TR	$35M	1,414,506
30	ELI LILLY & CO	$35M	37,781
31	HOME DEPOT INC	$34M	103,380
32	BLACKROCK ETF TRUST	$34M	577,845
33	ISHARES TR	$33M	337,233
34	ISHARES TR	$31M	679,198
35	SCHWAB STRATEGIC TR	$31M	1,205,151
36	ISHARES GOLD TR	$30M	342,473
37	BERKSHIRE HATHAWAY INC DEL	$30M	62,458
38	INVESCO EXCHANGE TRADED FD T	$29M	427,217
39	DIMENSIONAL ETF TRUST	$28M	817,064
40	ISHARES TR	$26M	134,275
41	J P MORGAN EXCHANGE TRADED F	$25M	340,401
42	SCHWAB STRATEGIC TR	$25M	850,062
43	ISHARES TR	$25M	332,334
44	ABBVIE INC	$24M	110,052
45	FIDELITY MERRIMACK STR TR	$24M	521,481
46	EXXON MOBIL CORP	$24M	139,474
47	ISHARES TR	$23M	188,732
48	VANGUARD TAX-MANAGED FDS	$22M	349,879
49	MASTERCARD INCORPORATED	$22M	44,138
50	ISHARES TR	$22M	204,335

All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.