Perigon Wealth Management, LLC

CIK
1575239
City
SAN FRANCISCO
State / Country
CA

Top Portfolio Positions

748 positions · $2,593,425,853 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
1,720,393 $300,036,539 11.57%
AAPL
Apple Inc.
Technology
1,133,645 $287,707,764 11.09%
QQQ
Invesco Qqq Trust, Series 1
178,441 $102,992,576 3.97%
AMZN
Amazon Com Inc
Consumer Cyclical
444,368 $92,548,523 3.57%
MSFT
Microsoft Corp
Technology
187,930 $69,566,048 2.68%
GOOGL
Alphabet Inc.
Communication Services
220,888 $63,518,553 2.45%
SPY
Spdr S&P 500 Etf Trust
90,430 $58,810,246 2.27%
OXY
Occidental Petroleum Corp /De/
Energy
803,983 $52,258,895 2.02%
GLD
Spdr Gold Trust
121,093 $52,105,106 2.01%
AVGO
Broadcom Inc.
Technology
150,671 $46,634,181 1.80%

Holdings in AI

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Report Date Value (USD) Shares
2026-03-31 $1,547,596 183,800