Perigon Wealth Management, LLC: 13F holdings

CIK 15752392026Q2

Positions1,435
Reported value$6.4bn
Filed2026-08-07

Change since last quarter

Positions1,435 (+141 vs prior quarter)
Reported value$6.4bn (+15.3%)

Top 10 holdings

SecuritySharesValueWeight
NVDA NVIDIA CORPORATION1,722,144$344.6m5.4%
AAPL APPLE INC1,136,862$329.0m5.2%
VOO VANGUARD INDEX FDS299,727$205.9m3.2%
QQQ INVESCO QQQ TR174,476$128.5m2.0%
IVV ISHARES TR168,683$126.3m2.0%
AMZN AMAZON COM INC448,813$107.0m1.7%
GOOG ALPHABET INC281,482$99.5m1.6%
VGIT VANGUARD SCOTTSDALE FDS1,578,346$93.1m1.5%
GOOGL ALPHABET INC224,945$80.4m1.3%
QLTY GMO ETF TRUST1,771,602$73.7m1.2%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1575239")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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