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Portfolio (Quarterly) Guide ↗

Perigon Wealth Management, LLC

· CIK 0001575239
13F Portfolio $6.4B AUM 1,435 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 208 New 641 Added 412 Reduced 67 Exited
Page 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 NXDR NEXTDOOR HOLDINGS INC Communication Services 46,890 $66K 0.00% SOLD
62 ACHR ARCHER AVIATION INC Industrials 11,912 $62K 0.00% SOLD
63 GRAB GRAB HOLDINGS LIMITED Technology 10,801 $40K 0.00% SOLD
64 ABEV AMBEV SA Consumer Defensive 10,214 $30K 0.00% SOLD
65 FFAI FARADAY FUTURE INTLGT ELEC I Consumer Cyclical 10,010 $3K SOLD
66 QUHUO LTD 11,306 $1K SOLD
67 CALL C3 AI INC 21,000 $2.0 SOLD
Page 4 of 4  ·  67 positions
Sector Allocation
Technology 37.4%
Financial Services 21.3%
Communication Services 8.8%
Consumer Cyclical 8.1%
Healthcare 7.1%
Industrials 6.5%
Consumer Defensive 3.2%
Energy 3.1%
Utilities 1.8%
Real Estate 1.5%