Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Perigon Wealth Management, LLC (CIK 1575239) reported $5.51B across 1,276 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($300.0M, 5.44%), AAPL ($287.7M, 5.22%), VOO ($140.0M, 2.54%), IVV ($111.0M, 2.01%), QQQ ($103.0M, 1.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $300.0M | 5.44% | 1.7M | Trimmed |
| 2 | AAPL | APPLE INC | $287.7M | 5.22% | 1.1M | Added |
| 3 | VOO | VANGUARD INDEX FDS | $140.0M | 2.54% | 234,336 | Added |
| 4 | IVV | ISHARES TR | $111.0M | 2.01% | 169,969 | Trimmed |
| 5 | QQQ | INVESCO QQQ TR | $103.0M | 1.87% | 178,441 | Trimmed |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | $98.0M | 1.78% | 1.6M | Added |
| 7 | AMZN | AMAZON COM INC | $92.5M | 1.68% | 444,368 | Trimmed |
| 8 | GOOG | ALPHABET INC | $79.0M | 1.43% | 275,537 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $69.6M | 1.26% | 187,930 | Added |
| 10 | BIL | SPDR SERIES TRUST | $63.8M | 1.16% | 696,077 | Added |
| 11 | GOOGL | ALPHABET INC | $63.5M | 1.15% | 220,888 | Added |
| 12 | QLTY | GMO ETF TRUST | $62.9M | 1.14% | 1.7M | Added |
| 13 | DFAC | DIMENSIONAL ETF TRUST | $59.7M | 1.08% | 1.5M | Trimmed |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $58.8M | 1.07% | 90,430 | Added |
| 15 | BBUS | J P MORGAN EXCHANGE TRADED F | $52.7M | 0.96% | 449,861 | Added |
| 16 | GLD | SPDR GOLD TR | $52.1M | 0.95% | 121,093 | Trimmed |
| 17 | OXY | OCCIDENTAL PETE CORP | $52.3M | 0.95% | 803,983 | Trimmed |
| 18 | AVGO | BROADCOM INC | $46.6M | 0.85% | 150,671 | Trimmed |
| 19 | VUG | VANGUARD INDEX FDS | $45.4M | 0.82% | 104,014 | Added |
| 20 | IVE | ISHARES TR | $42.3M | 0.77% | 200,292 | Trimmed |
| 21 | META | META PLATFORMS INC | $42.5M | 0.77% | 74,279 | Trimmed |
| 22 | SGOV | ISHARES TR | $40.8M | 0.74% | 405,710 | Added |
| 23 | TSLA | TESLA INC | $39.4M | 0.71% | 105,912 | Added |
| 24 | JPM | JPMORGAN CHASE & CO | $39.0M | 0.71% | 132,493 | Added |
| 25 | DFAI | DIMENSIONAL ETF TRUST | $38.9M | 0.71% | 999,431 | Added |
Source: SEC Form 13F filings · as of 2026-03-31