Perigon Wealth Management, LLC
Annual return '25
+17.4%
SPY '25
+17.7%
Alpha
-0.3ptsvs SPY
Invested
$11B
Holdings
1,284
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 83.1% (48.4k → 8.2k shares)
5.5%
02
$AAPL
APPLE INC
Held since at least Q1 2024
5.2%
03
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
2.6%
04
$IVV
ISHARES TR
Held since at least Q1 2024
2.0%
05
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
1.9%
06
$VGIT
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
1.8%
07
$AMZN
AMAZON COM INC
Q1 2026: Exited (was 3.3k shares)
1.7%
08
$GOOG
ALPHABET INC
Q1 2026: Exited (was 22.3k shares)
1.4%
09
$MSFT
MICROSOFT CORP
Q1 2026: Exited (was 1.2k shares)
1.3%
10
$BIL
SPDR SERIES TRUST
Held since at least Q1 2024
1.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:14 UTC.