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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 6 of 21  ·  412 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SLV ISHARES SILVER TR Financial Services 53,754.0 $2.9M 0.04% -8K -12.5% $53.47 +10.0%
102 SBUX STARBUCKS CORP Consumer Cyclical 27,510.0 $2.8M 0.04% -684.0 -2.4% $102.19 +4.9%
103 IBIT ISHARES BITCOIN TRUST ETF Financial Services 82,976.0 $2.8M 0.04% -47K -36.1% $33.29 +10.6%
104 ADP AUTOMATIC DATA PROCESSING IN Industrials 12,253.0 $2.7M 0.04% -7K -34.9% $223.94 +22.7%
105 FNDF SCHWAB STRATEGIC TR 50,385.0 $2.7M 0.04% -2K -3.5% $52.76 +5.1%
106 DBMF LITMAN GREGORY FDS TR 85,308.0 $2.6M 0.04% -4K -4.8% $30.61 +1.5%
107 IYJ ISHARES TR 15,561.0 $2.6M 0.04% -1K -7.2% $166.66 +0.3%
108 SEI EXCHANGE TRADED FUNDS 71,643.0 $2.5M 0.04% -415.0 -0.6% $35.49
109 SCHB SCHWAB STRATEGIC TR 87,392.0 $2.5M 0.04% -1K -1.6% $28.96 +2.9%
110 ACWV ISHARES INC 20,399.0 $2.5M 0.04% -166.0 -0.8% $120.23 +5.8%
111 DAR DARLING INGREDIENTS INC Consumer Defensive 44,810.0 $2.4M 0.04% -5K -9.6% $54.62 +25.3%
112 FEGE RBB FUND TRUST 49,991.0 $2.4M 0.04% -415.0 -0.8% $48.92 +7.3%
113 AIQ GLOBAL X FDS 37,252.0 $2.4M 0.04% -2K -4.2% $65.61 -4.3%
114 SPTM SPDR SERIES TRUST 26,598.0 $2.4M 0.04% -986.0 -3.6% $90.79 +3.0%
115 BLUEROCK PVT REAL ESTATE FD 184,993.0 $2.4M 0.04% -14K -7.1% $13.01
116 XLU SELECT SECTOR SPDR TR 52,209.0 $2.4M 0.04% -144K -73.4% $45.34 -2.3%
117 CALL DARLING INGREDIENTS INC 42,300.0 $2.3M 0.04% -7K -13.5% $54.62
118 MTUM ISHARES TR 6,723.0 $2.3M 0.04% -691.0 -9.3% $342.85 -9.6%
119 ITOT ISHARES TR 13,828.0 $2.3M 0.04% -5K -27.1% $164.26 +2.9%
120 VGK VANGUARD INTL EQUITY INDEX F 25,642.0 $2.3M 0.04% -1K -4.1% $88.54 +4.1%
Page 6 of 21  ·  412 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%