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Home > Institutional Investor > Perigon Wealth Management, Llc > 13F Holdings

Instuitional Investor - Perigon Wealth Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 1,722,144 $344,583,921 5.42%
2.
Apple Inc.
 AAPL 1,136,862 $328,962,464 5.18%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 299,727 $205,855,657 3.24%
4.
Invesco Qqq Tr
 174,476 $128,484,184 2.02%
5.
Ishares Trust
 IEF 168,683 $126,324,875 1.99%
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.