Perigon Wealth Management, LLC has disclosed its latest 13F-HR filing, revealing a total reported value of approximately $6.5 billion in holdings as of September 30, 2026. This significant figure underscores the firm's robust investment strategy and its influence in the wealth management sector.
The filing, submitted on October 22, 2026, details the company's commitment to transparency and regulatory compliance, essential elements in the investment management industry. As a result, Perigon continues to establish itself as a key player among its peers.
Background
Perigon Wealth Management, LLC, located in San Francisco, California, is a registered investment advisor. The firm operates under the Central Index Key (CIK) number 0001575239. It is categorized under the SIC description for wealth management services. The recent filing history includes multiple 13F-HR submissions, indicating a consistent approach to reporting its investment activities.
What the Filing Says
The latest filing reveals that Perigon holds a total of 1,467 positions with a cumulative value of $6,496,496,851. The report was signed by Jonathan Robbins, the Chief Compliance Officer, emphasizing the firm's adherence to regulatory standards.
Impact
This filing may affect various stakeholders, including clients and competitors within the wealth management industry. Clients may gain insights into the firm's investment strategies, while competitors will analyze the asset allocations and holdings to gauge Perigon's market positioning.
What's Next
The filing does not specify what happens next for Perigon Wealth Management, leaving the market to speculate on future investment strategies and potential adjustments in their portfolio.