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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 17 of 72  ·  1,435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 FITB FIFTH THIRD BANCORP Financial Services 55,876.0 $3.1M 0.05% +2K +4.0% $56.37 +1.6%
322 GCAL GOLDMAN SACHS ETF TR 60,715.0 $3.1M 0.05% +9K +17.0% $51.20 -1.5%
323 BOXX EA SERIES TRUST 26,236.0 $3.1M 0.05% +5K +24.0% $117.09 +0.7%
324 MSGE SPHERE ENTERTAINMENT CO Communication Services 17,649.0 $3.1M 0.05% +699.0 +4.1% $173.03 -52.7%
325 SPHY SPDR SERIES TRUST 129,284.0 $3.0M 0.05% -9K -6.4% $23.44 -0.7%
326 FALN ISHARES TR 110,414.0 $3.0M 0.05% +17K +18.2% $27.24 -0.9%
327 NXTG FIRST TR EXCHANGE-TRADED FD 19,503.0 $3.0M 0.05% $153.34 -1.2%
328 VNQ VANGUARD INDEX FDS 30,858.0 $3.0M 0.05% -943.0 -3.0% $96.43 +1.2%
329 HONEYWELL AEROSPACE INC 13,458.0 $3.0M 0.05% NEW $221.07
330 XMMO INVESCO EXCHANGE TRADED FD T 17,450.0 $3.0M 0.05% NEW $170.14 -5.3%
331 IGF ISHARES TR 43,999.0 $2.9M 0.05% +2K +4.1% $66.60 -1.1%
332 EWY ISHARES INC 14,472.0 $2.9M 0.05% -4K -22.7% $201.90 -15.8%
333 AOA ISHARES TR 29,823.0 $2.9M 0.05% -670.0 -2.2% $97.60 +1.1%
334 DFSE DIMENSIONAL ETF TRUST 59,449.0 $2.9M 0.05% $48.88 -2.5%
335 EAGG ISHARES TR 61,255.0 $2.9M 0.05% +9K +16.4% $47.41 -1.6%
336 SLV ISHARES SILVER TR Financial Services 53,754.0 $2.9M 0.04% -8K -12.5% $53.47 +7.4%
337 SBUX STARBUCKS CORP Consumer Cyclical 27,510.0 $2.8M 0.04% -684.0 -2.4% $102.19 +3.7%
338 SEIM SEI EXCHANGE TRADED FUNDS 49,916.0 $2.8M 0.04% +16K +48.2% $56.15 -2.1%
339 GPIX GOLDMAN SACHS ETF TR 49,933.0 $2.8M 0.04% $55.57 +1.0%
340 IBIT ISHARES BITCOIN TRUST ETF Financial Services 82,976.0 $2.8M 0.04% -47K -36.1% $33.29 +9.9%
Page 17 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%