account_balance

Investment manager · 13F filer · SEC CIK 1575239

Perigon Wealth Management, LLC

Reported value$6.46Bas of Sep 30, 2026
Positions1,436 127 new, 102 sold out
Top 10 weight27.4%NVDA alone is 6%
FiledOct 2222 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
NVDA NVIDIA Corp 5.8% Trimmed −5%AAPL Apple Inc. 5.6% Trimmed −4%
VOO Vanguard Index FDS 3.4% Added +5%
SGOV iShares Tr 3.0% Added +309%
IVV iShares Tr 1.9% Trimmed −5%
QQQ Invesco QQQ Tr 1.8% Trimmed −8%
AMZN Amazon.com Inc 1.7% Trimmed −3%GOOG Alphabet Inc. 1.5% Held
VGIT Vanguard Scottsdale FDS 1.4% Held
MSFT Microsoft Corp 1.3% Trimmed −10%GOOGL Alphabet Inc. 1.1% Trimmed −7%
QLTY Gmo ETF Trust 1.1% Trimmed −9%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 22, 2026, compared with the Aug 7, 2026 filing
add_circleNew
  • SMMU $2.39M
  • ANGU $2.31M
  • SEUS $1.8M
  • EDV $1.53M
arrow_upwardAdded
  • SGOV +309%
  • EFV +81%
  • IEFA +68%
  • IUSB +42%
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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