Perigon Wealth Management 13F Holdings & Latest Moves

13F filer · Latest filing Oct 22, 2026

Latest 13F moves (filed Oct 22, 2026): 2 new positions, 12 added, 26 reduced. Largest change by value: reduced $NVDA ($374.37M held).

New positions
2
Added / reduced
12 / 26
Sold out
0

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VOO Added +14.39K (+4.80%) 314.12K $220.15M —
$SGOV Added +1.44M (+309.31%) 1.91M $192.02M —
$VUG Added +68.29K (+11.12%) 682.50K $61.50M —
$IEFA Added +214.39K (+67.68%) 531.14K $51.46M —
$IEMG Added +44.95K (+13.46%) 378.92K $30.75M —

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$NVDA Reduced -82.89K (-4.81%) 1.64M $374.37M Read
$AAPL Reduced -46.45K (-4.09%) 1.09M $363.13M Read
$IVV Reduced -8.16K (-4.84%) 160.52K $122.93M —
$QQQ Reduced -13.99K (-8.02%) 160.48K $118.72M —
$AMZN Reduced -13.28K (-2.96%) 435.54K $108.51M Read

New positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$DFSV New +564.54K 564.54K $21.15M —
$MQ New +243.05K 243.05K $4.13M Read

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VOO Added +14.39K (+4.80%) 314.12K $220.15M —
$SGOV Added +1.44M (+309.31%) 1.91M $192.02M —
$VUG Added +68.29K (+11.12%) 682.50K $61.50M —
$IEFA Added +214.39K (+67.68%) 531.14K $51.46M —
$IEMG Added +44.95K (+13.46%) 378.92K $30.75M —
$CORO Added +78.18K (+11.75%) 743.57K $27.03M —
$EFV Added +122.77K (+81.18%) 274K $21.68M —
$BND Added +58.62K (+36.61%) 218.73K $15.34M —
$RSP Added +13.53K (+22.74%) 73.03K $15.19M —
$BLCR Added +98.82K (+76.95%) 227.24K $11.13M —
$CRWD Added +27.77K (+225.59%) 40.08K $10.61M Read
$SPCX Added +17.90K (+184.15%) 27.62K $4.17M Read

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$NVDA Reduced -82.89K (-4.81%) 1.64M $374.37M Read
$AAPL Reduced -46.45K (-4.09%) 1.09M $363.13M Read
$IVV Reduced -8.16K (-4.84%) 160.52K $122.93M —
$QQQ Reduced -13.99K (-8.02%) 160.48K $118.72M —
$AMZN Reduced -13.28K (-2.96%) 435.54K $108.51M Read
$MSFT Reduced -18.75K (-9.97%) 169.41K $86.89M Read
$GOOGL Reduced -15.81K (-7.03%) 209.14K $71.96M Read
$SPY Reduced -3.55K (-3.91%) 87.18K $66.49M —
$GLD Reduced -8.19K (-5.61%) 137.65K $52.42M —
$AVGO Reduced -9.93K (-6.30%) 147.53K $51.81M Read
$META Reduced -5.05K (-6.70%) 70.25K $50.95M Read
$V Reduced -7.03K (-5.73%) 115.69K $41.57M Read
$JPM Reduced -14.77K (-11.18%) 117.41K $38.84M Read
$MU Reduced -2.35K (-7.34%) 29.67K $31.60M Read
$LLY Reduced -10.71K (-28.69%) 26.61K $30.79M Read
$AGG Reduced -44.60K (-12.25%) 319.38K $30.19M —
$TSLA Reduced -27.07K (-25.25%) 80.13K $28.43M Read
$BRK.B Reduced -7.98K (-12.91%) 53.85K $26.81M —
$ABBV Reduced -17.80K (-15.97%) 93.67K $24.50M Read
$AMD Reduced -7.91K (-17.31%) 37.80K $23.12M Read
$COST Reduced -3.19K (-14.32%) 19.07K $17.36M Read
$PLTR Reduced -15.87K (-18.95%) 67.84K $12.69M Read
$MCD Reduced -20.41K (-32.09%) 43.18K $9.97M Read
$VMBS Reduced -127.55K (-39.48%) 195.48K $8.68M —
$EFG Reduced -25.92K (-47.34%) 28.83K $3.45M —
$JLL Reduced -13.43K (-92.22%) 1.13K $346.15K Read

All tracked 13F moves by Perigon Wealth Management

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$V Reduced -7.03K (-5.73%) 115.69K $41.57M Read
$SPY Reduced -3.55K (-3.91%) 87.18K $66.49M —
$GLD Reduced -8.19K (-5.61%) 137.65K $52.42M —
$NVDA Reduced -82.89K (-4.81%) 1.64M $374.37M Read
$MSFT Reduced -18.75K (-9.97%) 169.41K $86.89M Read
$MU Reduced -2.35K (-7.34%) 29.67K $31.60M Read
$META Reduced -5.05K (-6.70%) 70.25K $50.95M Read
$IVV Reduced -8.16K (-4.84%) 160.52K $122.93M —
$QQQ Reduced -13.99K (-8.02%) 160.48K $118.72M —
$AVGO Reduced -9.93K (-6.30%) 147.53K $51.81M Read
$AAPL Reduced -46.45K (-4.09%) 1.09M $363.13M Read
$AMZN Reduced -13.28K (-2.96%) 435.54K $108.51M Read
$GOOGL Reduced -15.81K (-7.03%) 209.14K $71.96M Read
$MQ New +243.05K 243.05K $4.13M Read
$DFSV New +564.54K 564.54K $21.15M —
$VMBS Reduced -127.55K (-39.48%) 195.48K $8.68M —
$TSLA Reduced -27.07K (-25.25%) 80.13K $28.43M Read
$PLTR Reduced -15.87K (-18.95%) 67.84K $12.69M Read
$MCD Reduced -20.41K (-32.09%) 43.18K $9.97M Read
$JPM Reduced -14.77K (-11.18%) 117.41K $38.84M Read
$JLL Reduced -13.43K (-92.22%) 1.13K $346.15K Read
$EFG Reduced -25.92K (-47.34%) 28.83K $3.45M —
$AGG Reduced -44.60K (-12.25%) 319.38K $30.19M —
$LLY Reduced -10.71K (-28.69%) 26.61K $30.79M Read
$COST Reduced -3.19K (-14.32%) 19.07K $17.36M Read
$BRK.B Reduced -7.98K (-12.91%) 53.85K $26.81M —
$AMD Reduced -7.91K (-17.31%) 37.80K $23.12M Read
$ABBV Reduced -17.80K (-15.97%) 93.67K $24.50M Read
$BND Added +58.62K (+36.61%) 218.73K $15.34M —
$VOO Added +14.39K (+4.80%) 314.12K $220.15M —
$VUG Added +68.29K (+11.12%) 682.50K $61.50M —
$SPCX Added +17.90K (+184.15%) 27.62K $4.17M Read
$EFV Added +122.77K (+81.18%) 274K $21.68M —
$IEMG Added +44.95K (+13.46%) 378.92K $30.75M —
$IEFA Added +214.39K (+67.68%) 531.14K $51.46M —
$SGOV Added +1.44M (+309.31%) 1.91M $192.02M —
$RSP Added +13.53K (+22.74%) 73.03K $15.19M —
$CRWD Added +27.77K (+225.59%) 40.08K $10.61M Read
$CORO Added +78.18K (+11.75%) 743.57K $27.03M —
$BLCR Added +98.82K (+76.95%) 227.24K $11.13M —

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks Perigon Wealth Management holds or traded

Frequently asked questions

What did Perigon Wealth Management buy and sell in its latest 13F?

It opened or added to $VOO, $SGOV, $VUG, $IEFA and $IEMG; it cut or exited $NVDA, $AAPL, $IVV, $QQQ and $AMZN.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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