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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 22 of 72  ·  1,435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 BBJP J P MORGAN EXCHANGE TRADED F 25,629.0 $1.9M 0.03% -361.0 -1.4% $75.31 +1.9%
422 TIP ISHARES TR 17,604.0 $1.9M 0.03% -177.0 -1.0% $109.43 -1.9%
423 PDBC INVESCO ACTVELY MNGD ETC FD 119,802.0 $1.9M 0.03% -2K -1.6% $15.88 +16.1%
424 SPGI S&P GLOBAL INC Financial Services 4,663.0 $1.9M 0.03% -110.0 -2.3% $407.26 +5.6%
425 FDX FEDEX CORP Industrials 6,045.0 $1.9M 0.03% $313.12 +6.4%
426 FTCB FIRST TR EXCHANGE-TRADED FD 90,100.0 $1.9M 0.03% +593.0 +0.7% $20.86 -1.0%
427 VALE VALE S A Basic Materials 124,333.0 $1.9M 0.03% +6K +4.8% $15.04 -5.8%
428 EVX VANECK ETF TRUST 44,948.0 $1.9M 0.03% $41.21 +0.7%
429 DFEV DIMENSIONAL ETF TRUST 43,169.0 $1.8M 0.03% $42.67 -2.1%
430 SPG SIMON PPTY GROUP INC NEW Real Estate 8,223.0 $1.8M 0.03% +266.0 +3.3% $223.64 -0.6%
431 GM GENERAL MTRS CO Consumer Cyclical 23,603.0 $1.8M 0.03% +556.0 +2.4% $77.08 +10.4%
432 CIFR CIPHER DIGITAL INC Financial Services 74,251.0 $1.8M 0.03% -102K -57.8% $24.50 -34.4%
433 EVUS ISHARES TR 51,686.0 $1.8M 0.03% +6K +12.4% $35.11 +6.0%
434 VTWO VANGUARD SCOTTSDALE FDS 14,944.0 $1.8M 0.03% $121.42 +0.7%
435 BITB BITWISE BITCOIN ETF TR Financial Services 56,730.0 $1.8M 0.03% +9K +17.9% $31.86 +16.8%
436 AOR ISHARES TR 25,987.0 $1.8M 0.03% +2K +8.5% $69.50 +0.7%
437 FLQM FRANKLIN TEMPLETON ETF TR 30,775.0 $1.8M 0.03% -20K -38.9% $57.88 +6.7%
438 CVSB MORGAN STANLEY ETF TRUST 35,131.0 $1.8M 0.03% NEW $50.64 +0.2%
439 SPYG SPDR SERIES TRUST 14,833.0 $1.8M 0.03% $118.99 +1.9%
440 MELI MERCADOLIBRE INC Consumer Cyclical 1,038.0 $1.8M 0.03% +57.0 +5.8% $1697.39 +11.2%
Page 22 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%