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Home > Institutional Investor > Perigon Wealth Management, Llc > Profile

Instuitional Investor - Perigon Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Perigon Wealth Management, Llc
Portfolio Value $6,496,496,851
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 1,639,250 $374,371,971 5.76%
2.
Apple Inc.
 AAPL 1,090,415 $363,129,905 5.59%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 314,115 $220,150,707 3.39%
4.
Ishares Tr
 1,907,278 $192,024,719 2.96%
5.
Ishares Trust
 IEF 160,520 $122,934,417 1.89%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.