Perigon Wealth Management, LLC
CIK 1575239
13F filing for Q2 2026・No. 772
- Holdings
- US$6.36B
- Quarter change
- +US$843.15M
- Entries
- 1,435
- Net bought (estimate)
- +US$193.04M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 189
- Sold out 63
- Cut 460
- Added 705
- Corporate actions 2
- Unchanged 57
Largest holdings
1,411 stocks worth US$6.31B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Added | 1,722,144 | US$344.58M | 5.46% |
| AAPLAppleCOM | Added | 1,136,862 | US$328.96M | 5.21% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 299,727 | US$205.86M | 3.26% |
| QQQInvesco QQQUNIT SER 1 | Cut | 174,476 | US$128.48M | 2.03% |
| IVVISHARES TRCORE S&P500 ETF | Cut | 168,683 | US$126.32M | 2.00% |
| AMZNAmazonCOM | Added | 448,813 | US$106.97M | 1.69% |
| GOOGALPHABET INCCAP STK CL C | Added | 281,482 | US$99.46M | 1.58% |
| VANGUARD SCOTTSDALE FDSINTER TERM TREAS | Cut | 1,578,346 | US$93.09M | 1.47% |
| GOOGLAlphabetCAP STK CL A | Added | 224,945 | US$80.39M | 1.27% |
| GMO ETF TRUSTUS QUALITY ETF | Added | 1,771,602 | US$73.73M | 1.17% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.