StockDriftsStockDriftsTop 50 Perigon Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 5.46% | 1.72M | $344.6M | +0.10%(+1.75K) | $24.21(+833.80%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.21% | 1.14M | $329.0M | +0.28%(+3.22K) | $116.79(+161.48%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 3.26% | 299.7K | $205.9M | +27.90%(+65.39K) | $544.89(+30.79%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.03% | 174.5K | $128.5M | -2.22%(-3.96K) | $311.79(+134.94%) | 2026-06-30 | |
| IVV | ISHARES TR | 2% | 168.7K | $126.3M | -0.76%(-1.29K) | $432.34(+80.17%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.69% | 448.8K | $107.0M | +1.00%(+4.45K) | $127.89(+105.29%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 1.58% | 281.5K | $99.5M | +2.16%(+5.95K) | $77.81(+340.36%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 1.47% | 1.58M | $93.1M | -4.08%(-67.12K) | $60.21(-3.04%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.27% | 224.9K | $80.4M | +1.84%(+4.06K) | $134.78(+155.76%) | 2026-06-30 | |
| QLTY | GMO ETF TRUST | 1.17% | 1.77M | $73.7M | +1.91%(+33.27K) | $37.00(+16.89%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.38% | +87.82% | +13.68% | +89.87% |
| Top 20 Holdings Unweighted | +18.74% | +67.42% | +9.72% | +59.02% |
Perigon Wealth Management, LLC reports $6.36B in US-listed equity holdings across 1,411 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (5.5%), AAPL (5.2%) and VOO (3.3%). The top 20 holdings account for 34.26% of reported assets. Its disclosed equity book has returned +87.82% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Perigon Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1575239). View Perigon Wealth Management, LLC’s 13F filings on SEC