Perigon Wealth Management
Perigon Wealth Management reported 1,436 stocks worth $6.5B in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are NVDA (5.8%), AAPL (5.6%) and VOO (3.4%). Compared with Q2 2026, the fund opened new positions in XOM and DFSV, added to VOO, SGOV and VGIT, trimmed NVDA, AAPL and IVV and sold out of XOM, MQ and EWY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $374M | 5.8% | 1.6M | −83K (−5%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $363M | 5.6% | 1.1M | −46K (−4%) | 8 of 8 | |
| 3 |  VOO Vanguard S&P 500 ETF | $220M | 3.4% | 314K | +14K (+5%) | 8 of 8 | |
| 4 |  SGOV Ishares TR | $192M | 3.0% | 1.9M | +1.4M (+309%) | 8 of 8 | |
| 5 |  IVV Ishares TR | $123M | 1.9% | 161K | −8,163 (−5%) | 8 of 8 | |
| 6 |  QQQ Invesco Qqq TR | $119M | 1.8% | 160K | −14K (−8%) | 8 of 8 | |
| 7 |  AMZN Amazon Com Inc | $109M | 1.7% | 436K | −13K (−3%) | 8 of 8 | |
| 8 |  GOOG Alphabet Inc | $95.2M | 1.5% | 279K | −2,005 (−1%) | 8 of 8 | |
| 9 |  VGIT Vanguard Scottsdale Fds | $90.5M | 1.4% | 1.6M | +19K (+1%) | 8 of 8 | |
| 10 |  MSFT Microsoft Corp | $86.9M | 1.4% | 169K | −19K (−10%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $20.9M | 539K |
 XOM Exxon Mobil Corp | $19.4M | 142K |
 MQ Marqeta Inc | $4M | 973K |
 EWY Ishares Inc | $2.9M | 14K |
 BMRC Bank Marin Bancorp | $1.7M | 61K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 22, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Perigon Wealth Management 13F FAQ
What does Perigon Wealth Management own?
Perigon Wealth Management reported 1,436 stocks worth $6.5B in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are NVDA (5.8%), AAPL (5.6%) and VOO (3.4%). The table above lists every position in the filing (the top 10 without an account).
What did Perigon Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 133 new positions, 703 added to, 502 trimmed and 108 sold out. New positions include XOM and DFSV. It sold all of XOM, MQ and EWY.
When will Perigon Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Perigon Wealth Management's portfolio worth?
The Q3 2026 filing reports $6.5B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.