Perigon Wealth Management, LLC
Investment Portfolio & 13F Holdings Analysis
About
Perigon Wealth Management, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 1031 holdings worth $3.9 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified665 identified366 unidentified
Holdings
1,031 positions
Manager:
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46434V613
Shares:
660001(-25.9%)
Value:
$30.4B(-24.4%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Apple Inc.(AAPLcusip037833100) | 1.1M | All Managers (Combined) | $250.8M | ||
Nvidia Corp(NVDAcusip67066G104) | 1.7M | All Managers (Combined) | $189.5M | ||
189.6K | All Managers (Combined) | $106.5M | |||
176.1K | All Managers (Combined) | $82.6M | |||
Amazon Com Inc(AMZNcusip023135106) | 433.2K | All Managers (Combined) | $82.4M | ||
Microsoft Corp(MSFTcusip594918104) | 175.9K | All Managers (Combined) | $66.0M | ||
114.0K | All Managers (Combined) | $58.6M | |||
101.2K | All Managers (Combined) | $56.6M | |||
1.6M | All Managers (Combined) | $52.8M | |||
125.7K | QoQ -0.43% (-555)YoY NEW(+125.7K) | All Managers (Combined) | $44.1M | YoY NEW(+$44.1M) | |
Alphabet Inc.(GOOGcusip02079K107) | 275.7K | All Managers (Combined) | $43.1M | ||
70.7K | All Managers (Combined) | $40.8M | |||
400.5K | All Managers (Combined) | $40.4M | |||
811.0K | All Managers (Combined) | $40.0M | |||
Home Depot, Inc.(HDcusip437076102) | 105.1K | All Managers (Combined) | $38.5M | ||
Alphabet Inc.(GOOGLcusip02079K305) | 215.6K | All Managers (Combined) | $33.3M | ||
115.9K | All Managers (Combined) | $31.9M | |||
125.5K | All Managers (Combined) | $30.8M | |||
(cusip46434V613)✕ | 660.0K | All Managers (Combined) | $30.4M | ||
Eli Lilly & Co(LLYcusip532457108) | 36.5K | All Managers (Combined) | $30.2M |