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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 8 of 72  ·  1,435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CRWD CROWDSTRIKE HLDGS INC Technology 12,309.0 $9.4M 0.15% -245.0 -1.9% $190.78 +11.6%
142 MS MORGAN STANLEY Financial Services 44,661.0 $9.3M 0.15% +1K +2.6% $209.04 +4.1%
143 GSEW GOLDMAN SACHS ETF TR 98,211.0 $9.3M 0.15% +8K +9.2% $94.42 +3.6%
144 EMXC ISHARES INC 88,593.0 $9.1M 0.14% -12K -12.1% $102.30 -7.3%
145 VWO VANGUARD INTL EQUITY INDEX F 151,626.0 $9.1M 0.14% +11K +7.6% $59.69 -0.1%
146 IUSG ISHARES TR 48,107.0 $9.0M 0.14% -556.0 -1.1% $188.09 +1.6%
147 IWD ISHARES TR 36,028.0 $8.7M 0.14% +15K +72.1% $242.43 +5.9%
148 JFLX J P MORGAN EXCHANGE TRADED F 172,635.0 $8.7M 0.14% +20K +13.3% $50.40 -1.0%
149 VT VANGUARD INTL EQUITY INDEX F 55,277.0 $8.7M 0.14% +6K +13.1% $156.95 +2.0%
150 HYMB SPDR SERIES TRUST 330,455.0 $8.4M 0.13% -32K -8.8% $25.44 -2.6%
151 DFLV DIMENSIONAL ETF TRUST 210,479.0 $8.3M 0.13% +190K +926.1% $39.54 +6.0%
152 DFIV DIMENSIONAL ETF TRUST 152,495.0 $8.2M 0.13% +13K +9.5% $54.02 +6.8%
153 SPAB SPDR SERIES TRUST 320,908.0 $8.2M 0.13% +18K +6.0% $25.52 -1.6%
154 ESS ESSEX PPTY TR INC Real Estate 27,937.0 $8.1M 0.13% +156.0 +0.6% $291.59 -2.7%
155 APP APPLOVIN CORP Technology 15,558.0 $8.0M 0.13% +556.0 +3.7% $515.25 -40.4%
156 INTC INTEL CORP Technology 57,407.0 $8.0M 0.13% -10K -15.3% $139.63 -30.8%
157 BINC BLACKROCK ETF TRUST II 153,005.0 $8.0M 0.13% -33K -17.8% $52.34 -0.7%
158 DSI ISHARES TR 56,065.0 $8.0M 0.13% +1K +2.1% $142.39 +2.7%
159 IDEV ISHARES TR 89,352.0 $8.0M 0.12% -1K -1.3% $89.01 +3.8%
160 SMH VANECK ETF TRUST 11,990.0 $7.9M 0.12% +1K +11.4% $655.86 -13.1%
Page 8 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%