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Jonathan Robbins

Perigon Wealth Management, Llc

Assets Managed
$5.512B
Holdings
1294
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
-1.38%(2Q avg: 6.3%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Perigon Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1294 positions.

Assets under management

The assets under management (AUM) of Perigon Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 5.512B in assets, with a quarterly growth rate of -1.38% and a 2-quarter average growth rate of 6.3%. The portfolio is managed by Jonathan Robbins, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -1.14%
5.45%
$300.037M
1.72M shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.35%
5.22%
$287.708M
1.134M shares@ $253.79 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 13.88%
2.55%
$140.027M
234,336 shares@ $597.55 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.31%
2.02%
$111.026M
169,969 shares@ $653.22 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.23%
1.87%
$102.993M
178,441 shares@ $577.19 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 11.44%
1.78%
$97.988M
1.645M shares@ $59.56 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.78%
1.68%
$92.549M
444,368 shares@ $208.27 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -1.84%
1.44%
$79.04M
275,537 shares@ $286.86 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.97%
1.27%
$69.566M
187,930 shares@ $370.17 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 5.85%
1.16%
$63.788M
696,077 shares@ $91.64 avg price

1-10 of 1294