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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 10 of 72  ·  1,435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IWY ISHARES TR 23,285.0 $6.8M 0.11% -464.0 -1.9% $290.62 -1.2%
182 VOT VANGUARD INDEX FDS 22,084.0 $6.8M 0.11% +1K +5.3% $306.30 +0.0%
183 TFLO ISHARES TR 132,442.0 $6.7M 0.11% -12K -8.5% $50.63 -0.1%
184 VOE VANGUARD INDEX FDS 33,667.0 $6.7M 0.10% +2K +5.1% $197.60 +5.7%
185 GE GE AEROSPACE Industrials 17,644.0 $6.6M 0.10% -165.0 -0.9% $373.73 +0.4%
186 NET CLOUDFLARE INC Technology 26,761.0 $6.6M 0.10% $245.28 +22.9%
187 VCSH VANGUARD SCOTTSDALE FDS 82,899.0 $6.6M 0.10% -2K -1.9% $79.03 -0.5%
188 JAVA J P MORGAN EXCHANGE TRADED F 82,266.0 $6.5M 0.10% +3K +3.3% $79.41 +4.4%
189 PRFZ INVESCO EXCHANGE TRADED FD T 117,056.0 $6.5M 0.10% -4K -3.5% $55.77 +0.2%
190 J P MORGAN EXCHANGE TRADED F 138,292.0 $6.5M 0.10% +14K +11.1% $47.15
191 BLCR BLACKROCK ETF TRUST 128,422.0 $6.5M 0.10% +946.0 +0.7% $50.37 -1.1%
192 AMGN AMGEN INC Healthcare 17,744.0 $6.4M 0.10% +2K +12.5% $362.13 +17.4%
193 SCHD SCHWAB STRATEGIC TR 201,744.0 $6.4M 0.10% +21K +11.8% $31.71 +8.8%
194 ESGU ISHARES TR 38,895.0 $6.4M 0.10% $163.67 +2.7%
195 SCHE SCHWAB STRATEGIC TR 174,945.0 $6.3M 0.10% +8K +4.8% $36.26 +0.5%
196 LQD ISHARES TR 58,016.0 $6.3M 0.10% -18K -23.3% $109.07 -3.0%
197 MO ALTRIA GROUP INC Consumer Defensive 87,304.0 $6.3M 0.10% +2K +2.3% $71.95 -9.4%
198 VBK VANGUARD INDEX FDS 17,163.0 $6.3M 0.10% +246.0 +1.4% $365.71 -2.0%
199 VCIT VANGUARD SCOTTSDALE FDS 75,644.0 $6.3M 0.10% +5K +7.0% $82.65 -1.9%
200 MMM 3M CO Industrials 38,390.0 $6.2M 0.10% -210.0 -0.5% $161.91 +11.8%
Page 10 of 72  ·  1,435 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%