Perigon Wealth Management, LLC
Top Portfolio Positions
691 positions ·
$2,638,659,519 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
1,740,305 | $324,566,882 | 12.30% |
| AAPL |
Apple Inc.
Technology
|
1,129,695 | $307,118,882 | 11.64% |
| QQQ |
Invesco Qqq Trust, Series 1
|
178,867 | $109,879,786 | 4.16% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
447,871 | $103,377,584 | 3.92% |
| MSFT |
Microsoft Corp
Technology
|
182,514 | $88,267,420 | 3.35% |
| GOOGL |
Alphabet Inc.
Communication Services
|
215,997 | $67,607,061 | 2.56% |
| SPY |
Spdr S&P 500 Etf Trust
|
87,926 | $59,958,497 | 2.27% |
| GLD |
Spdr Gold Trust
|
139,038 | $55,102,149 | 2.09% |
| AVGO |
Broadcom Inc.
Technology
|
153,175 | $53,013,867 | 2.01% |
| META |
Meta Platforms, Inc.
Communication Services
|
74,876 | $49,424,898 | 1.87% |
Portfolio Trend
Holdings in ARKB
Export CSVShares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $471,232 | 16,227 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $610,106 | 16,047 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $574,322 | 16,047 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $126,752 | 4,626 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $109,809 | 3,532 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $74,725 | 3,532 | Shares | Sole | 2024-10-16 | |
| No quarters match your search. | ||||||