Perigon Wealth Management, LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-04-23
Total Holdings
1,031
Total Value
3895161744
Accession Number
0001951757-25-000439
Form Type
13F-HR
CIK
0001575239
Manager Name
Perigon Wealth Management, LLC
Data Enrichment
65% identified
665 identified366 unidentified

Holdings

1,031 positions
Manager:
SEC
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922908736
VUG|922908736
Shares:
80161(+11.6%)
Value:
$29.7B(+0.8%)
BERKSHIRE HATHAWAY INC
BRK-B|084670702
Shares:
54905(-3.8%)
Value:
$29.2B(+10.7%)
46432F339
QUAL|46432F339
Shares:
161886(+11.1%)
Value:
$27.7B(+5.8%)
464287226
464287226
Shares:
267680(+8.3%)
Value:
$26.5B(+10.5%)
46641Q373
46641Q373
Shares:
428037(+17.5%)
Value:
$26.3B(+25.4%)
MOODYS CORP /DE/
MCO|615369105
Shares:
55264(-0.1%)
Value:
$25.7B(-2.9%)
Broadcom Inc.
AVGO|11135F101
Shares:
152258(-0.1%)
Value:
$25.5B(-27.1%)
25434V203
25434V203
Shares:
772727(+6.3%)
Value:
$24.1B(+12.8%)
46436E718
46436E718
Shares:
239544(+27.3%)
Value:
$24.1B(+27.5%)
464288414
MUB|464288414
Shares:
224137(-8.2%)
Value:
$23.6B(-8.7%)
808524201
SCHX|808524201
Shares:
1064994(+44.1%)
Value:
$23.5B(+35.5%)
Mastercard Inc
MA|57636Q104
Shares:
41796(+0.2%)
Value:
$22.9B(+5.0%)
AbbVie Inc.
ABBV|00287Y109
Shares:
106220(-4.6%)
Value:
$22.3B(+15.1%)
Tesla, Inc.
TSLA|88160R101
Shares:
81628(-1.1%)
Value:
$21.2B(-38.0%)
COSTCO WHOLESALE CORP /NEW
COST|22160K105
Shares:
21712(+3.9%)
Value:
$20.5B(+6.8%)
464285204
464285204
Shares:
340342(+24.7%)
Value:
$20.1B(+43.4%)
464287804
IJR|464287804
Shares:
190707(+1.2%)
Value:
$19.9B(-9.8%)
464287408
IVE|464287408
Shares:
102625(+37.2%)
Value:
$19.6B(+35.6%)
316188309
316188309
Shares:
421247(+169.5%)
Value:
$19.2B(+173.8%)
808524300
SCHG|808524300
Shares:
767177(+8.4%)
Value:
$19.2B(-2.8%)