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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 3 of 72  ·  1,435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHG SCHWAB STRATEGIC TR 865,290.0 $29.3M 0.46% +15K +1.8% $33.84 +4.8%
42 VEA VANGUARD TAX-MANAGED FDS 403,485.0 $28.7M 0.45% +54K +15.3% $71.25 +3.4%
43 IYW ISHARES TR 113,658.0 $28.7M 0.45% -4K -3.5% $252.23 +1.0%
44 IJR ISHARES TR 193,257.0 $28.7M 0.45% +5K +2.4% $148.31 +1.0%
45 ABBV ABBVIE INC Healthcare 111,476.0 $28.1M 0.44% +1K +1.3% $251.64 -0.5%
46 IEMG ISHARES INC 333,962.0 $27.7M 0.43% +50K +17.6% $82.84 -1.1%
47 BBIN J P MORGAN EXCHANGE TRADED F 343,632.0 $26.8M 0.42% +3K +0.9% $78.08 +4.4%
48 VGT VANGUARD WORLD FD 224,450.0 $26.8M 0.42% +195K +661.5% $119.52 +2.5%
49 AMD ADVANCED MICRO DEVICES INC Technology 45,712.0 $26.6M 0.42% -9K -16.2% $580.91 -12.9%
50 SPMO INVESCO EXCH TRADED FD TR II 164,120.0 $26.5M 0.42% -23K -12.5% $161.54 -3.9%
51 IAU ISHARES GOLD TR Financial Services 344,717.0 $26.0M 0.41% +2K +0.7% $75.51 +10.1%
52 FBND FIDELITY MERRIMACK STR TR 563,259.0 $25.6M 0.40% +42K +8.0% $45.49 -1.4%
53 BLACKROCK ETF TRUST 665,387.0 $24.4M 0.38% +52K +8.5% $36.60
54 IWB ISHARES TR 57,200.0 $23.4M 0.37% -2K -3.4% $409.50 +3.4%
55 EEM ISHARES TR 340,386.0 $23.3M 0.37% +163K +91.4% $68.41 -1.6%
56 JNJ JOHNSON & JOHNSON Healthcare 90,574.0 $23.0M 0.36% +3K +4.0% $253.97 +3.3%
57 MA MASTERCARD INCORPORATED Financial Services 44,133.0 $22.7M 0.36% $513.60 +9.5%
58 AXP AMERICAN EXPRESS CO Financial Services 66,831.0 $22.6M 0.36% +482.0 +0.7% $338.25 -0.6%
59 MUB ISHARES TR 209,187.0 $22.5M 0.35% +5K +2.4% $107.62 -1.9%
60 SCHV SCHWAB STRATEGIC TR 644,939.0 $22.5M 0.35% +16K +2.5% $34.81 +1.5%
Page 3 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%