Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Perigon Wealth Management, LLC (CIK 1575239) reported $6.36B across 1,416 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($344.6M, 5.42%), AAPL ($329.0M, 5.18%), VOO ($205.9M, 3.24%), QQQ ($128.5M, 2.02%), IVV ($126.3M, 1.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $344.6M | 5.42% | 1.7M | Added |
| 2 | AAPL | APPLE INC | $329.0M | 5.18% | 1.1M | Added |
| 3 | VOO | VANGUARD INDEX FDS | $205.9M | 3.24% | 299,727 | Added |
| 4 | QQQ | INVESCO QQQ TR | $128.5M | 2.02% | 174,476 | Trimmed |
| 5 | IVV | ISHARES TR | $126.3M | 1.99% | 168,683 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $107.0M | 1.68% | 448,813 | Added |
| 7 | GOOG | ALPHABET INC | $99.5M | 1.56% | 281,482 | Added |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | $93.1M | 1.46% | 1.6M | Trimmed |
| 9 | GOOGL | ALPHABET INC | $80.4M | 1.26% | 224,945 | Added |
| 10 | QLTY | GMO ETF TRUST | $73.7M | 1.16% | 1.8M | Added |
| 11 | MSFT | MICROSOFT CORP | $70.2M | 1.10% | 188,165 | Added |
| 12 | DFAC | DIMENSIONAL ETF TRUST | $69.7M | 1.10% | 1.6M | Added |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $67.8M | 1.07% | 90,727 | Added |
| 14 | BBUS | J P MORGAN EXCHANGE TRADED F | $64.1M | 1.01% | 475,747 | Added |
| 15 | AVGO | BROADCOM INC | $59.5M | 0.94% | 157,458 | Added |
| 16 | GLD | SPDR GOLD TR | $53.7M | 0.85% | 145,838 | Added |
| 17 | VUG | VANGUARD INDEX FDS | $52.9M | 0.83% | 614,209 | Added |
| 18 | BIL | SPDR SERIES TRUST | $46.7M | 0.74% | 509,900 | Trimmed |
| 19 | SGOV | ISHARES TR | $46.9M | 0.74% | 465,972 | Added |
| 20 | GRID | FIRST TR EXCHANGE-TRADED FD | $45.7M | 0.72% | 238,510 | Added |
| 21 | TSLA | TESLA INC | $45.1M | 0.71% | 107,200 | Added |
| 22 | LLY | ELI LILLY & CO | $44.8M | 0.70% | 37,313 | Trimmed |
| 23 | JPM | JPMORGAN CHASE & CO | $43.3M | 0.68% | 132,182 | Trimmed |
| 24 | META | META PLATFORMS INC | $42.4M | 0.67% | 75,303 | Added |
| 25 | V | VISA INC | $42.1M | 0.66% | 122,717 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30