Notify me when Perigon Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 1,295 | $5,586,188,563 | +$720,813,641 | -$117,877,173 | +$602,936,468 | NVDA, AAPL, VOO, IVV, QQQ | 13F-HR | 16 Jan 2026, 16:41 |
| Q3 2025 | 1,204 | $4,900,909,153 | +$388,438,096 | -$129,598,330 | +$258,839,766 | NVDA, AAPL, IVV, QQQ, AMZN | 13F-HR | 17 Oct 2025, 10:51 |
| Q2 2025 | 1,053 | $4,281,099,095 | +$220,252,563 | -$182,400,727 | +$37,851,836 | NVDA, AAPL, IVV, QQQ, AMZN | 13F-HR | 15 Jul 2025, 17:40 |
| Q1 2025 | 1,024 | $3,894,175,183 | +$228,255,366 | -$214,938,474 | +$13,316,892 | AAPL, NVDA, IVV, QQQ, AMZN | 13F-HR | 23 Apr 2025, 15:44 |
| Q4 2024 | 1,037 | $4,067,736,053 | +$458,286,229 | -$132,326,312 | +$325,959,917 | AAPL, NVDA, IVV, AMZN, QQQ | 13F-HR | 22 Jan 2025, 17:00 |
| Q3 2024 | 988 | $3,718,370,823 | +$411,055,549 | -$291,935,335 | +$119,120,214 | AAPL, NVDA, IVV, QQQ, AMZN | 13F-HR | 16 Oct 2024, 17:20 |
| Q2 2024 | 862 | $3,450,331,670 | +$382,369,212 | -$162,959,897 | +$219,409,315 | AAPL, NVDA, IVV, AMZN, QQQ | 13F-HR | 02 Aug 2024, 06:05 |
| Q1 2024 | 853 | $3,298,786,078 | +$392,656,584 | -$378,127,866 | +$14,528,718 | AAPL, NVDA, IVV, AMZN, QQQ | 13F-HR | 29 Apr 2024, 13:27 |
| Q4 2023 | 826 | $3,057,104,072 | +$431,607,077 | -$94,422,070 | +$337,185,007 | AAPL, NVDA, UNP, AMZN, MSFT | 13F-HR | 29 Jan 2024, 09:27 |
| Q3 2023 | 777 | $2,465,376,887 | +$108,739,534 | -$97,037,516 | +$11,702,018 | AAPL, NVDA, UNP, VOO, OXY | 13F-HR | 30 Oct 2023, 12:09 |
| Q2 2023 | 778 | $2,538,684,908 | +$726,990,204 | -$57,524,344 | +$669,465,860 | AAPL, NVDA, UNP, MSFT, VOO | Restatement | 02 Aug 2023, 17:29 |
| Q1 2023 | 700 | $1,756,835,446 | +$103,998,096 | -$80,542,454 | +$23,455,642 | AAPL, UNP, NVDA, DFAC, VOO | 13F-HR | 03 May 2023, 16:48 |
| Q4 2022 | 686 | $1,611,614,253 | $0 | $0 | $0 | AAPL, UNP, DFAC, VOO, VTI | New Holdings | 01 May 2023, 11:04 |
| Q4 2022 | 703 | $1,614,061,647 | +$442,291,357 | -$45,297,329 | +$396,994,028 | AAPL, UNP, DFAC, VOO, VTI | 13F-HR | 14 Feb 2023, 16:46 |
| Q3 2022 | 570 | $1,156,723,000 | +$120,532,937 | -$51,445,041 | +$69,087,896 | AAPL, UNP, DFAC, GOOG, VOO | 13F-HR | 13 Dec 2022, 12:23 |
| Q2 2022 | 565 | $1,196,138,000 | +$141,342,892 | -$89,874,952 | +$51,467,940 | AAPL, UNP, DFAC, GOOG, NVDA | 13F-HR | 11 Aug 2022, 17:26 |
| Q1 2022 | 596 | $1,413,432,000 | +$143,023,821 | -$51,656,796 | +$91,367,025 | AAPL, UNP, DFAC, NVDA, GOOG | 13F-HR | 16 May 2022, 16:18 |
| Q4 2021 | 573 | $1,396,626,000 | +$161,962,661 | -$25,697,731 | +$136,264,930 | AAPL, UNP, NVDA, DFAC, GOOG | 13F-HR | 10 Feb 2022, 19:52 |
| Q3 2021 | 528 | $1,150,415,000 | +$98,723,357 | -$36,286,523 | +$62,436,834 | AAPL, UNP, DFAC, NVDA, GOOG | Restatement | 01 Nov 2021, 13:32 |
| Q2 2021 | 510 | $1,122,808,000 | +$118,735,658 | -$46,382,018 | +$72,353,640 | AAPL, UNP, DFAC, GOOG, NVDA | 13F-HR | 19 Jul 2021, 15:40 |
| Q1 2021 | 486 | $978,490,000 | +$151,325,705 | -$59,756,124 | +$91,569,581 | AAPL, UNP, SPY, GOOG, QQQ | 13F-HR | 17 May 2021, 16:46 |
| Q4 2020 | 1,050 | $858,514,000 | +$121,716,206 | -$51,404,763 | +$70,311,443 | AAPL, UNP, SPY, AMZN, GOOG | 13F-HR | 28 Jan 2021, 08:14 |
| Q3 2020 | 374 | $713,245,000 | +$101,985,950 | -$22,998,130 | +$78,987,820 | AAPL, UNP, QQQ, SPY, AMZN | 13F-HR | 03 Nov 2020, 09:26 |
| Q2 2020 | 346 | $628,866,000 | +$46,403,983 | -$25,412,421 | +$20,991,562 | UNP, AAPL, QQQ, SPY, GOOG | 13F-HR | 29 Jul 2020, 09:08 |
| Q1 2020 | 316 | $529,889,000 | +$136,567,077 | -$22,286,154 | +$114,280,923 | UNP, AAPL, SPY, QQQ, MSFT | 13F-HR | 16 Apr 2020, 19:22 |
| Q4 2019 | 265 | $489,495,000 | +$42,588,172 | -$17,842,400 | +$24,745,772 | UNP, AAPL, SPY, GOOG, V | 13F-HR | 13 Jan 2020, 12:38 |
| Q3 2019 | 237 | $425,683,000 | +$19,564,906 | -$25,712,055 | -$6,147,149 | UNP, AAPL, SPY, HD, GOOG | 13F-HR | 25 Oct 2019, 09:52 |
| Q2 2019 | 240 | $426,705,000 | +$29,535,440 | -$28,592,904 | +$942,536 | UNP, AAPL, SPY, OXY, HD | 13F-HR | 05 Aug 2019, 11:24 |
| Q1 2019 | 222 | $420,231,000 | +$20,665,934 | -$22,493,009 | -$1,827,075 | UNP, AAPL, SPY, OXY, GOOG | 13F-HR | 15 May 2019, 09:38 |
| Q4 2018 | 221 | $371,823,000 | +$59,358,378 | -$43,168,584 | +$16,189,794 | UNP, AAPL, SPY, OXY, GOOG | 13F-HR | 11 Feb 2019, 12:56 |
| Q3 2018 | 236 | $405,935,000 | +$99,829,292 | -$51,689,025 | +$48,140,267 | UNP, AAPL, OXY, SPY, GOOG | 13F-HR | 13 Nov 2018, 15:39 |
| Q2 2018 | 231 | $332,604,000 | +$80,776,258 | -$29,589,959 | +$51,186,299 | AAPL, OXY, SPY, GOOG, HD | Restatement | 09 Aug 2018, 16:18 |
| Q1 2018 | 633 | $271,424,000 | +$38,485,831 | -$30,294,669 | +$8,191,162 | AAPL, OXY, SPY, HD, GOOG | 13F-HR | 14 May 2018, 17:36 |
| Q4 2017 | 602 | $267,970,000 | +$29,173,903 | -$83,330,302 | -$54,156,399 | OXY, SPY, AAPL, HD, GOOG | 13F-HR | 14 Feb 2018, 13:44 |
| Q3 2017 | 639 | $308,066,098 | +$22,418,044 | -$191,678,555 | -$169,260,511 | AAPL, OXY, SPY, GOOG, HD | 13F-HR | 05 Dec 2017, 12:33 |
| Q2 2017 | 574 | $459,672,000 | +$20,391,560 | -$42,406,745 | -$22,015,185 | AAPL, OXY, SPY, GOOG, DIS | 13F-HR | 12 Sep 2017, 13:48 |
| Q1 2017 | 611 | $471,224,000 | +$34,577,727 | -$18,672,212 | +$15,905,515 | AAPL, OXY, SPY, GOOG, DIS | 13F-HR | 05 Jun 2017, 18:36 |
| Q4 2016 | 695 | $409,043,000 | +$84,533,730 | -$45,035,546 | +$39,498,184 | OXY, GOOG, DIS, META, HD | 13F-HR | 07 Mar 2017, 15:11 |
| Q3 2016 | 614 | $389,355,000 | +$41,949,809 | -$41,211,691 | +$738,118 | OXY, AAPL, GOOG, LLY, SPY | 13F-HR | 15 Nov 2016, 19:35 |
| Q2 2016 | 436 | $376,236,000 | +$126,922,018 | -$65,954,122 | +$60,967,896 | MRK, OXY, AAPL, LLY, GOOG | 13F-HR | 19 Aug 2016, 14:37 |
| Q1 2016 | 261 | $288,383,000 | +$41,869,000 | -$103,241,025 | -$61,372,025 | DFA US Core Equity 2 Port, OXY, ALTR, AAPL, MRK | 13F-HR | 03 Jun 2016, 17:10 |
| Q4 2015 | 217 | $362,254,000 | +$66,794,736 | -$57,843,146 | +$8,951,590 | OXY, ALTR, MRK, AAPL, IVV | 13F-HR | 03 Mar 2016, 17:50 |
| Q3 2015 | 207 | $337,010,000 | +$9,962,743 | -$22,650,281 | -$12,687,538 | ALTR, IVV, OXY, AAPL, LLY | 13F-HR | 02 Dec 2015, 17:19 |
| Q2 2015 | 211 | $379,934,000 | +$23,552,705 | -$14,607,137 | +$8,945,568 | ALTR, IVV, OXY, AAPL, LLY | 13F-HR | 31 Aug 2015, 14:34 |
| Q1 2015 | 214 | $364,663,000 | +$70,502,460 | -$46,584,443 | +$23,918,017 | ALTR, IVV, OXY, AAPL, LLY | 13F-HR | 11 May 2015, 17:24 |
| Q4 2014 | 205 | $332,858,000 | +$16,319,979 | -$18,216,054 | -$1,896,075 | IVV, ALTR, OXY, AAPL, LLY | 13F-HR | 17 Feb 2015, 17:38 |
| Q3 2014 | 201 | $335,865,000 | +$13,755,091 | -$26,306,370 | -$12,551,279 | IVV, OXY, ALTR, AAPL, LLY | 13F-HR | 14 Nov 2014, 20:26 |
| Q2 2014 | 194 | $350,815,000 | +$175,990,699 | -$5,074,940 | +$170,915,759 | IVV, OXY, ALTR, AAPL, LLY | 13F-HR | 12 Aug 2014, 13:57 |
| Q1 2014 | 133 | $181,608,000 | +$7,218,763 | -$5,736,122 | +$1,482,641 | OXY, AAPL, GOOGL, CVX, GILD | 13F-HR | 12 May 2014, 16:49 |
| Q4 2013 | 131 | $180,319,000 | $0 | $0 | $0 | OXY, AAPL, GOOGL, GILD, CVX | 13F-HR | 18 Feb 2014, 12:41 |
| Q3 2011 | 570 | $674,000,000 | $0 | $0 | $0 | DFAC, GOOG, VOO, QQQ, ESGU | 13F-HR | 14 Nov 2022, 16:55 |