Perigon Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 16, 2026, for the 2025 Q4 period, Perigon Wealth Management, LLC held in its portfolio 500 assets valued at $5,589,802,131 (i.e. $5.59B).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($324.57M), APPLE INC ($307.12M), and VANGUARD INDEX FDS ($129.06M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Perigon Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 1740305 | 324566999 | COM |
| APPLE INC | 1129695 | 307118920 | COM |
| VANGUARD INDEX FDS | 205787 | 129055041 | S&P 500 ETF SHS |
| SPDR SERIES TRUST | 2536546 | 128186301 | STATE STREET SPD |
| ISHARES TR | 172240 | 117974018 | CORE S&P500 ETF |
| INVESCO QQQ TR | 178867 | 109880197 | UNIT SER 1 |
| AMAZON COM INC | 447871 | 103377672 | COM |
| VANGUARD SCOTTSDALE FDS | 1476604 | 88492891 | INTER TERM TREAS |
| MICROSOFT CORP | 182514 | 88267268 | COM |
| ALPHABET INC | 280713 | 88087790 | CAP STK CL C |
| ALPHABET INC | 215997 | 67606971 | CAP STK CL A |
| GMO ETF TRUST | 1652954 | 63572597 | GMO US QUALITY E |
| DIMENSIONAL ETF TRUST | 1544016 | 61127591 | US CORE EQUITY 2 |
| SPDR S&P 500 ETF TR | 87926 | 59958952 | TR UNIT |
| SPDR GOLD TR | 139038 | 55102104 | GOLD SHS |
| J P MORGAN EXCHANGE TRADED F | 432960 | 53388273 | BETABUILDRS US |
| BROADCOM INC | 153175 | 53013656 | COM |
| META PLATFORMS INC | 74876 | 49425297 | CL A |
| VANGUARD INDEX FDS | 97191 | 47415387 | GROWTH ETF |
| TESLA INC | 105022 | 47230478 | COM |
| VANGUARD INDEX FDS | 134863 | 45215500 | TOTAL STK MKT |
| VISA INC | 127077 | 44567340 | COM CL A |
| ISHARES TR | 209252 | 44376043 | S&P 500 VAL ETF |
| JPMORGAN CHASE & CO. | 132194 | 42595415 | COM |
| BLACKROCK ETF TRUST | 658848 | 40064530 | ISHARES US EQUIT |
| ELI LILLY & CO | 36946 | 39705655 | COM |
| FIRST TR EXCHANGE TRADED FD | 245918 | 37630421 | NASDQ CLN EDGE |
| DIMENSIONAL ETF TRUST | 955311 | 36406916 | INTL CORE EQT MK |
| HOME DEPOT INC | 103403 | 35581023 | COM |
| ISHARES TR | 344356 | 34566442 | 0-3 MNTH TREASRY |
| J P MORGAN EXCHANGE TRADED F | 465267 | 33648125 | BETABUILDERS I |
| ISHARES GOLD TR | 410366 | 33309400 | ISHARES NEW |
| OCCIDENTAL PETE CORP | 804327 | 33073926 | COM |
| SCHWAB STRATEGIC TR | 1363505 | 32778659 | INTL EQTY ETF |
| BERKSHIRE HATHAWAY INC DEL | 62689 | 31510792 | CL B NEW |
| SCHWAB STRATEGIC TR | 1157789 | 31156099 | US LRG CAP ETF |
| ISHARES TR | 633426 | 29479635 | CORE UNIVRSL USD |
| ISHARES TR | 286661 | 28631661 | CORE US AGGBD ET |
| MOODYS CORP | 55256 | 28227547 | COM |
| SCHWAB STRATEGIC TR | 851043 | 27761018 | US LCAP GR ETF |
| ISHARES TR | 80476 | 27600844 | S&P 100 ETF |
| INVESCO EXCHANGE TRADED FD T | 384283 | 27057198 | WATER RES ETF |
| ISHARES TR | 132152 | 26247940 | MSCI USA QLT FCT |
| ABBVIE INC | 111829 | 25551917 | COM |
| DIMENSIONAL ETF TRUST | 782838 | 25497043 | EMGR CRE EQT MNG |
| MASTERCARD INCORPORATED | 44220 | 25244454 | CL A |
| ISHARES TR | 347857 | 24840465 | EAFE VALUE ETF |
| ISHARES TR | 118705 | 23702870 | U.S. TECH ETF |
| ISHARES TR | 196087 | 23565696 | CORE S&P SCP ETF |
| FIDELITY MERRIMACK STR TR | 489024 | 22514679 | TOTAL BD ETF |
| AMERICAN EXPRESS CO | 60773 | 22482881 | COM |
| ISHARES TR | 58962 | 22018845 | RUS 1000 ETF |
| VANGUARD WORLD FD | 29021 | 21875198 | INF TECH ETF |
| VANGUARD TAX-MANAGED FDS | 337741 | 21098708 | VAN FTSE DEV MKT |
| ISHARES TR | 194448 | 20827280 | NATIONAL MUN ETF |
| INVESCO EXCH TRADED FD TR II | 173674 | 20722798 | S&P 500 MOMNTM |
| ISHARES TR | 223339 | 19979890 | CORE MSCI EAFE |
| DIMENSIONAL ETF TRUST | 410021 | 19188980 | US CORE EQT MKT |
| SPDR INDEX SHS FDS | 409339 | 19161159 | PORTFOLIO EMG MK |
| COSTCO WHSL CORP NEW | 22202 | 19145955 | COM |
| ISHARES TR | 278467 | 18378797 | CORE S&P MCP ETF |
| MCDONALDS CORP | 59968 | 18328043 | COM |
| ISHARES INC | 271127 | 18225137 | CORE MSCI EMKT |
| SCHWAB STRATEGIC TR | 613657 | 18170398 | US LCAP VA ETF |
| JOHNSON & JOHNSON | 87721 | 18153942 | COM |
| SELECT SECTOR SPDR TR | 113028 | 17496798 | STATE STREET HEA |
| AMERICAN CENTY ETF TR | 179585 | 16875628 | INTL SMCP VLU |
| EXXON MOBIL CORP | 138546 | 16672631 | COM |
| WALMART INC | 149110 | 16612418 | COM |
| VANGUARD MALVERN FDS | 327547 | 16200474 | STRM INFPROIDX |
| NETFLIX INC | 167662 | 15719969 | COM |
| THERMO FISHER SCIENTIFIC INC | 27049 | 15673273 | COM |
| SCHWAB CHARLES CORP | 153192 | 15305398 | COM |
| ISHARES TR | 660168 | 15200369 | US TREAS BD ETF |
| DIMENSIONAL ETF TRUST | 457656 | 15052306 | US SMALL CAP VAL |
| BLACKROCK ETF TRUST | 370715 | 14294754 | ISHARES US THEMA |
| VANGUARD INDEX FDS | 74550 | 14238282 | VALUE ETF |
| VANGUARD SPECIALIZED FUNDS | 64678 | 14214903 | DIV APP ETF |
| ISHARES TR | 56571 | 13925613 | RUSSELL 2000 ETF |
| ISHARES TR | 144452 | 13871756 | MSCI EAFE ETF |
| WELLS FARGO CO NEW | 147839 | 13778636 | COM |
| RTX CORPORATION | 75092 | 13771835 | COM |
| VANGUARD CHARLOTTE FDS | 281529 | 13603486 | TOTAL INT BD ETF |
| VANGUARD SCOTTSDALE FDS | 284415 | 13390257 | MTG-BKD SECS ETF |
| ISHARES TR | 134905 | 12987261 | RUS MID CAP ETF |
| PALANTIR TECHNOLOGIES INC | 72855 | 12949989 | CL A |
| AMERICAN CENTY ETF TR | 170605 | 12926776 | US LARGE CAP VLU |
| VANGUARD BD INDEX FDS | 173084 | 12820360 | TOTAL BND MRKT |
| ISHARES TR | 102847 | 12676866 | S&P 500 GRWT ETF |
| CME GROUP INC | 46287 | 12640106 | COM |
| INVESCO ACTIVELY MANAGED EXC | 238044 | 12621093 | QQQ INCOME ADVAN |
| SALESFORCE INC | 47294 | 12528831 | COM |
| ISHARES TR | 480921 | 12138442 | ESG AWRE 1 5 YR |
| INVESCO EXCHANGE TRADED FD T | 75167 | 11773372 | AEROSPACE DEFN |
| CISCO SYS INC | 152381 | 11737882 | COM |
| TRAVELERS COMPANIES INC | 39469 | 11448576 | COM |
| ISHARES TR | 120082 | 11434238 | MBS ETF |
| ADVANCED MICRO DEVICES INC | 53233 | 11400345 | COM |
| J P MORGAN EXCHANGE TRADED F | 243326 | 11263539 | INCOME ETF |
| CHEVRON CORP NEW | 72961 | 11120049 | COM |
| VANGUARD MUN BD FDS | 220276 | 11077693 | TAX EXEMPT BD |
| BANK AMERICA CORP | 200907 | 11049897 | COM |
| BLACKROCK ETF TRUST II | 208013 | 10976870 | ISHARES FLEXIBLE |
| ISHARES TR | 22734 | 10759915 | RUS 1000 GRW ETF |
| VANGUARD INDEX FDS | 41687 | 10753099 | SMALL CP ETF |
| T ROWE PRICE ETF INC | 247858 | 10603358 | US EQUITY RESEAR |
| PROFESIONALLY MANAGED PORTFO | 158885 | 10408556 | AKRE FOCUS ETF |
| APPLOVIN CORP | 15072 | 10155815 | COM CL A |
| J P MORGAN EXCHANGE TRADED F | 154824 | 9781762 | US QUALTY FCTR |
| DISNEY WALT CO | 85795 | 9760939 | COM |
| ISHARES TR | 111619 | 9728752 | 20 YR TR BD ETF |
| COCA COLA CO | 139140 | 9727264 | COM |
| J P MORGAN EXCHANGE TRADED F | 204407 | 9678692 | CORE PLUS BD ETF |
| INVESCO EXCHANGE TRADED FD T | 50470 | 9668016 | S&P500 EQL WGT |
| PROCTER AND GAMBLE CO | 66983 | 9599295 | COM |
| AMERICAN CENTY ETF TR | 114353 | 9413526 | INTL EQT ETF |
| BLACKSTONE INC | 60583 | 9338246 | COM |
| CITIGROUP INC | 80006 | 9335901 | COM NEW |
| NEXTERA ENERGY INC | 115757 | 9292968 | COM |
| LOCKHEED MARTIN CORP | 19040 | 9209016 | COM |
| ABBOTT LABS | 73448 | 9202334 | COM |
| MICRON TECHNOLOGY INC | 32067 | 9152244 | COM |
| AMERICAN CENTY ETF TR | 153651 | 8959396 | EMERGING MKT VAL |
| INVESCO EXCHANGE TRADED FD T | 190629 | 8944317 | RAFI US 1000 ETF |
| J P MORGAN EXCHANGE TRADED F | 175538 | 8880490 | ULTRA SHRT ETF |
| VANECK ETF TRUST | 84598 | 8760955 | MRNGSTR WDE MOAT |
| AMERICAN CENTY ETF TR | 78165 | 8737240 | US EQT ETF |
| DEERE & CO | 18482 | 8604764 | COM |
| VANGUARD INTL EQUITY INDEX F | 115723 | 8512571 | ALLWRLD EX US |
| GOLDMAN SACHS GROUP INC | 9498 | 8348695 | COM |
| MERCK & CO INC | 79128 | 8328980 | COM |
| ISHARES TR | 49554 | 8322093 | CORE S&P US GWT |
| ISHARES TR | 148373 | 8117501 | MSCI EMG MKT ETF |
| ISHARES TR | 97022 | 8002362 | CORE MSCI INTL |
| J P MORGAN EXCHANGE TRADED F | 156236 | 7889918 | MUNICIPAL ETF |
| SCHWAB STRATEGIC TR | 172730 | 7864393 | INTL SCEQT ETF |
| ISHARES TR | 70067 | 7720652 | IBOXX INV CP ETF |
| LAM RESEARCH CORP | 44366 | 7594554 | COM NEW |
| MORGAN STANLEY | 42610 | 7564586 | COM NEW |
| ISHARES TR | 90130 | 7495724 | ESG AWR MSCI USA |
| INTERNATIONAL BUSINESS MACHS | 25212 | 7468087 | COM |
| PEPSICO INC | 51776 | 7430869 | COM |
| GOLDMAN SACHS ETF TR | 86843 | 7392049 | EQUAL WEIGHT US |
| HUBBELL INC | 16600 | 7372259 | COM |
| SELECT SECTOR SPDR TR | 51066 | 7351901 | STATE STREET TEC |
| J P MORGAN EXCHANGE TRADED F | 145986 | 7331407 | FLEXIBLE DEBT ET |
| QUALCOMM INC | 42736 | 7309942 | COM |
| ESSEX PPTY TR INC | 27640 | 7232835 | COM |
| VANGUARD INTL EQUITY INDEX F | 134531 | 7232362 | FTSE EMR MKT ETF |
| ISHARES TR | 142847 | 7208056 | TRS FLT RT BD |
| UBER TECHNOLOGIES INC | 86574 | 7073972 | COM |
| ISHARES TR | 68774 | 7041804 | 0-5 YR TIPS ETF |
| GLOBAL X FDS | 107980 | 6996024 | DEFENSE TECH ETF |
| ISHARES TR | 53810 | 6932401 | ESG MSCI KLD 400 |
| DIMENSIONAL ETF TRUST | 138263 | 6899344 | INTERNATNAL VAL |
| VERIZON COMMUNICATIONS INC | 167308 | 6814450 | COM |
| ISHARES INC | 91069 | 6618862 | MSCI EMRG CHN |
| VANGUARD INTL EQUITY INDEX F | 46762 | 6596269 | TT WRLD ST ETF |
| ISHARES TR | 78896 | 6534133 | 1 3 YR TREAS BD |
| VANGUARD SCOTTSDALE FDS | 81406 | 6490499 | SHRT TRM CORP BD |
| AMERICAN CENTY ETF TR | 63557 | 6481500 | US SML CP VALU |
| ORACLE CORP | 33102 | 6451865 | COM |
| J P MORGAN EXCHANGE TRADED F | 69108 | 6413188 | ACTIVE GROWTH |
| ISHARES TR | 23107 | 6399180 | RUS TP200 GR ETF |
| CATERPILLAR INC | 11017 | 6311223 | COM |
| VANGUARD INDEX FDS | 21375 | 6203386 | MID CAP ETF |
| GOLDMAN SACHS ETF TR | 61734 | 6169607 | ACCES TREASURY |
| ISHARES BITCOIN TRUST ETF | 123898 | 6151559 | SHS BEN INT |
| REGENERON PHARMACEUTICALS | 7836 | 6048497 | COM |
| APPLIED MATLS INC | 23395 | 6012400 | COM |
| ISHARES TR | 63617 | 5990145 | MSCI USA MIN VOL |
| VANGUARD INSTL INDEX FD | 79263 | 5978811 | 0-3 MO TREAS BIL |
| ISHARES TR | 250916 | 5867588 | ESG AWRE USD ETF |
| RESMED INC | 24351 | 5865598 | COM |
| J P MORGAN EXCHANGE TRADED F | 81198 | 5823534 | ACTIVE VALUE ETF |
| GE AEROSPACE | 18886 | 5817356 | COM NEW |
| VANGUARD SCOTTSDALE FDS | 69387 | 5811194 | INT-TERM CORP |
| ARISTA NETWORKS INC | 44191 | 5790390 | COM SHS |
| INTUITIVE SURGICAL INC | 10222 | 5789261 | COM NEW |
| J P MORGAN EXCHANGE TRADED F | 120232 | 5717868 | SHORT DURA CORE |
| INVESCO EXCHANGE TRADED FD T | 122868 | 5638387 | RAFI US 1500 |
| KLA CORP | 4628 | 5624470 | COM NEW |
| SERVICENOW INC | 36595 | 5606052 | COM |
| VERTIV HOLDINGS CO | 33983 | 5505592 | COM CL A |
| CROWDSTRIKE HLDGS INC | 11604 | 5439436 | CL A |
| PALO ALTO NETWORKS INC | 29134 | 5366464 | COM |
| 3M CO | 33498 | 5363045 | COM |
| INTERCONTINENTAL EXCHANGE IN | 32987 | 5342610 | COM |
| ISHARES TR | 55498 | 5336682 | 7-10 YR TRSY BD |
| VANGUARD INDEX FDS | 19077 | 5325154 | MCAP GR IDXVIP |
| VANGUARD SCOTTSDALE FDS | 90282 | 5302212 | SHORT TERM TREAS |
| ISHARES TR | 138692 | 5277235 | MSCI INTL VLU FT |
| WASTE MGMT INC DEL | 23995 | 5271912 | COM |
| ISHARES TR | 51119 | 5241797 | CORE S&P US VLU |
| J P MORGAN EXCHANGE TRADED F | 91377 | 5230418 | EQUITY PREMIUM |
| EQUITY RESIDENTIAL | 82554 | 5204199 | SH BEN INT |
| VANGUARD INDEX FDS | 29232 | 5184848 | MCAP VL IDXVIP |
| ISHARES TR | 70763 | 5180552 | CORE MSCI PAC |
| VANGUARD WHITEHALL FDS | 76119 | 5132718 | EM MK GOV BD ETF |
| AECOM | 53317 | 5082707 | COM |
| SCHWAB STRATEGIC TR | 195744 | 5042364 | MUN BD ETF |
| FIRST TR EXCHANGE TRADED FD | 72373 | 5027785 | RISNG DIVD ACHIV |
| SCHWAB STRATEGIC TR | 153314 | 5021022 | EMRG MKTEQ ETF |
| AMGEN INC | 15277 | 5000383 | COM |
| SSGA ACTIVE ETF TR | 121126 | 4998870 | STATE STREET BLA |
| INTUIT | 7507 | 4972856 | COM |
| SELECT SECTOR SPDR TR | 90491 | 4956186 | STATE STREET FIN |
| ISHARES TR | 45682 | 4874273 | SHRT NAT MUN ETF |
| VANGUARD INDEX FDS | 22812 | 4831344 | SM CP VAL ETF |
| VANGUARD SCOTTSDALE FDS | 52109 | 4809664 | VNG RUS1000VAL |
| AUTOMATIC DATA PROCESSING IN | 18635 | 4793408 | COM |
| VANGUARD INDEX FDS | 15774 | 4765490 | SML CP GRW ETF |
| GMO ETF TRUST | 178446 | 4746652 | GMO INTL QUALITY |
| DIMENSIONAL ETF TRUST | 110015 | 4713593 | INTERNATIONAL |
| GE VERNOVA INC | 7207 | 4710497 | COM |
| CLOUDFLARE INC | 23889 | 4709717 | CL A COM |
| GILEAD SCIENCES INC | 38064 | 4671977 | COM |
| SCHWAB STRATEGIC TR | 169768 | 4656740 | US DIVIDEND EQ |
| MARQETA INC | 971735 | 4615741 | CLASS A COM |
| SPDR S&P MIDCAP 400 ETF TR | 7644 | 4611484 | UTSER1 S&PDCRP |
| VANGUARD BD INDEX FDS | 58205 | 4587131 | SHORT TRM BOND |
| ISHARES TR | 35269 | 4467587 | GLOBAL 100 ETF |
| AMERICAN CENTY ETF TR | 57733 | 4446559 | AVANTIS EMGMKT |
| PGIM ETF TR | 88882 | 4407648 | PGIM ULTRA SH BD |
| NORFOLK SOUTHN CORP | 15144 | 4372468 | COM |
| J P MORGAN EXCHANGE TRADED F | 88166 | 4320139 | ACTIVEBLDRS EMER |
| HONEYWELL INTL INC | 22021 | 4296114 | COM |
| J P MORGAN EXCHANGE TRADED F | 64163 | 4262341 | HEDGED EQUITY LA |
| ISHARES TR | 20195 | 4247718 | RUS 1000 VAL ETF |
| VANGUARD STAR FDS | 55289 | 4170991 | VG TL INTL STK F |
| VANGUARD INTL EQUITY INDEX F | 28913 | 4144117 | FTSE SMCAP ETF |
| PACER FDS TR | 68340 | 4112021 | US CASH COWS 100 |
| ISHARES SILVER TR | 63487 | 4089833 | ISHARES |
| NUSHARES ETF TR | 182840 | 4087386 | NUVEEN ESG US |
| SCHWAB STRATEGIC TR | 173687 | 4059063 | US AGGREGATE B |
| CHUBB LIMITED | 12997 | 4056652 | COM |
| AMERIPRISE FINL INC | 8246 | 4043427 | COM |
| SCHWAB STRATEGIC TR | 133679 | 4019735 | US MID-CAP ETF |
| WISDOMTREE TR | 44915 | 4016793 | US QTLY DIV GRT |
| BLACKROCK ETF TRUST | 53875 | 3991651 | ISHARES US CARBO |
| BRISTOL-MYERS SQUIBB CO | 72670 | 3919797 | COM |
| JONES LANG LASALLE INC | 11593 | 3900678 | COM |
| VANECK ETF TRUST | 10801 | 3889599 | SEMICONDUCTR ETF |
| NEWMONT CORP | 38889 | 3883072 | COM |
| SAP SE | 15901 | 3862445 | SPON ADR |
| AT&T INC | 153895 | 3822754 | COM |
| SEI EXCHANGE TRADED FUNDS | 87631 | 3737783 | ENHANCED US LRG |
| SCHWAB STRATEGIC TR | 131033 | 3731813 | US SML CAP ETF |
| INVESCO EXCHANGE TRADED FD T | 32240 | 3670889 | S&P 500 GARP ETF |
| UNITEDHEALTH GROUP INC | 10957 | 3617171 | COM |
| VANGUARD BD INDEX FDS | 46349 | 3609629 | INTERMED TERM |
| PFIZER INC | 143130 | 3563935 | COM |
| ISHARES TR | 80772 | 3546683 | ESG ADVANCED UNI |
| EATON CORP PLC | 11008 | 3506022 | SHS |
| BOOKING HOLDINGS INC | 643 | 3444091 | COM |
| ALTRIA GROUP INC | 59456 | 3428217 | COM |
| NOVO-NORDISK A S | 67208 | 3419554 | ADR |
| TAIWAN SEMICONDUCTOR MFG LTD | 10982 | 3337456 | SPONSORED ADS |
| VANGUARD WHITEHALL FDS | 23158 | 3323597 | HIGH DIV YLD |
| ISHARES TR | 25566 | 3302051 | EXPND TEC SC ETF |
| UNITED PARCEL SERVICE INC | 33242 | 3297239 | CL B |
| SELECT SECTOR SPDR TR | 73239 | 3274509 | STATE STREET ENE |
| CAPITAL ONE FINL CORP | 13422 | 3252896 | COM |
| CUMMINS INC | 6317 | 3224821 | COM |
| ISHARES TR | 28271 | 3220621 | EAFE GRWTH ETF |
| STARBUCKS CORP | 37559 | 3162877 | COM |
| VANGUARD SCOTTSDALE FDS | 56234 | 3137858 | LONG TERM TREAS |
| SCHWAB STRATEGIC TR | 149755 | 3128385 | US REIT ETF |
| AMETEK INC | 15146 | 3109639 | COM |
| MARTIN MARIETTA MATLS INC | 4961 | 3088934 | COM |
| ENTERPRISE PRODS PARTNERS L | 95380 | 3057867 | COM |
| FREEPORT-MCMORAN INC | 60111 | 3053061 | CL B |
| SCHWAB STRATEGIC TR | 114618 | 3036238 | US TIPS ETF |
| ISHARES TR | 40454 | 3029173 | US SML CAP EQT |
| ZOETIS INC | 23707 | 2982775 | CL A |
| INVESCO EXCH TRADED FD TR II | 23543 | 2977233 | S&P MDCP 400 REV |
| BLUEROCK PVT REAL ESTATE FD | 196617 | 2949262 | COM |
| THE CIGNA GROUP | 10701 | 2945151 | COM |
| VISTA ENERGY S.A.B. DE C.V. | 59846 | 2912129 | SPONSORED ADS |
| JANUS DETROIT STR TR | 57554 | 2911089 | HENDRSON AAA CL |
| ISHARES TR | 32114 | 2882543 | SYSTEMATIC BD ET |
| GENERAL DYNAMICS CORP | 8545 | 2876851 | COM |
| EMERSON ELEC CO | 21668 | 2875779 | COM |
| VANGUARD INDEX FDS | 32441 | 2870742 | REAL ESTATE ETF |
| SELECT SECTOR SPDR TR | 18501 | 2869806 | STATE STREET IND |
| VANGUARD SCOTTSDALE FDS | 36768 | 2854706 | TOTAL CORP BND |
| DIMENSIONAL ETF TRUST | 65721 | 2854246 | US SUSTAINABILTY |
| SCHWAB STRATEGIC TR | 104361 | 2839658 | FUNDAMENTAL US L |
| NOVARTIS AG | 20500 | 2826398 | SPONSORED ADR |
| REGIONS FINANCIAL CORP NEW | 104272 | 2825780 | COM |
| WW GRAINGER INC | 2788 | 2813310 | COM |
| BLACKROCK INC | 2618 | 2802146 | COM |
| COMCAST CORP NEW | 93661 | 2799517 | CL A |
| PLANET LABS PBC | 141003 | 2780579 | COM CL A |
| ISHARES TR | 44990 | 2760586 | GLB INFRASTR ETF |
| VERTEX PHARMACEUTICALS INC | 6044 | 2740108 | COM |
| INVESCO EXCH TRADED FD TR II | 129966 | 2729296 | SR LN ETF |
| ISHARES TR | 22583 | 2695241 | 3 7 YR TREAS BD |
| CVS HEALTH CORP | 33888 | 2689318 | COM |
| ISHARES TR | 18066 | 2686207 | CORE S&P TTL STK |
| ISHARES INC | 60796 | 2685379 | ESG AWR MSCI EM |
| NORTHROP GRUMMAN CORP | 4706 | 2683430 | COM |
| TJX COS INC NEW | 17375 | 2668887 | COM |
| CAPITAL GROUP DIVIDEND VALUE | 60780 | 2652429 | SHS CREATION UNI |
| DARLING INGREDIENTS INC | 72184 | 2598624 | COM |
| TRANSMEDICS GROUP INC | 21325 | 2594187 | COM |
| INTEL CORP | 70241 | 2591894 | COM |
| MONSTER BEVERAGE CORP NEW | 33776 | 2589606 | COM |
| ISHARES INC | 21602 | 2565195 | MSCI GBL MIN VOL |
| ISHARES TR | 28469 | 2549694 | CORE 80/20 AGGRE |
| AMERICAN ELEC PWR CO INC | 22028 | 2540074 | COM |
| FRANKLIN TEMPLETON ETF TR | 107970 | 2528657 | SENIOR LOAN ETF |
| FRANKLIN TEMPLETON ETF TR | 44908 | 2526524 | US MID CP MLTFCT |
| LINDE PLC | 5916 | 2522594 | SHS |
| ISHARES TR | 92371 | 2521727 | FALN ANGLS USD |
| VANGUARD WORLD FD | 20809 | 2517057 | ESG US STK ETF |
| GOLDMAN SACHS ETF TR | 47479 | 2506870 | S&P 500 PREMIUM |
| SELECT SECTOR SPDR TR | 23230 | 2502564 | STATE STREET CON |
| FIRST TR EXCHANGE-TRADED ALP | 20036 | 2501031 | COM SHS |
| ISHARES TR | 16821 | 2492386 | US INDUSTRIALS |
| C3 AI INC | 183956 | 2479727 | CL A |
| SEI EXCHANGE TRADED FUNDS | 75717 | 2463218 | SELECT INTL EQUI |
| AMPHENOL CORP NEW | 18160 | 2454149 | CL A |
| ISHARES TR | 57085 | 2447228 | 0-5YR HI YL CP |
| PHILIP MORRIS INTL INC | 15220 | 2441287 | COM |
| EQUINIX INC | 3178 | 2434634 | COM |
| SOUTHERN CO | 27906 | 2433444 | COM |
| WISDOMTREE TR | 83475 | 2432459 | ARTIFICIAL INTEL |
| S&P GLOBAL INC | 4630 | 2419413 | COM |
| SCHWAB STRATEGIC TR | 51391 | 2323405 | FUNDAMENTAL INTL |
| L3HARRIS TECHNOLOGIES INC | 7861 | 2307867 | COM |
| J P MORGAN EXCHANGE TRADED F | 44694 | 2276698 | ULTRA SHT MUNCPL |
| PNC FINL SVCS GROUP INC | 10906 | 2276411 | COM |
| FIFTH THIRD BANCORP | 48629 | 2276346 | COM |
| SCHWAB STRATEGIC TR | 86675 | 2273476 | US BRD MKT ETF |
| SHERWIN WILLIAMS CO | 6934 | 2246869 | COM |
| ISHARES TR | 46881 | 2243235 | ESG AWR US AGRGT |
| SELECT SECTOR SPDR TR | 52480 | 2240374 | STATE STREET UTI |
| RBB FUND TRUST | 48561 | 2235129 | FIRST EAGLE GBL |
| LEGG MASON ETF INVT | 60338 | 2221632 | FRANKLIN INTL LW |
| MANAGER DIRECTED PORTFOLIOS | 212655 | 2211611 | VERT GLB SUST RE |
| KRYSTAL BIOTECH INC | 8970 | 2211464 | COM |
| CHORD ENERGY CORPORATION | 23852 | 2211066 | COM NEW |
| SHELL PLC | 30048 | 2207929 | SPON ADS |
| FIRST TR EXCHNG TRADED FD VI | 64009 | 2192948 | FT VEST LADDERED |
| DIMENSIONAL ETF TRUST | 52781 | 2189356 | EMERGING MARKETS |
| JOHNSON CTLS INTL PLC | 17944 | 2148885 | SHS |
| ISHARES TR | 8577 | 2146858 | MSCI USA MMENTM |
| ASTRAZENECA PLC | 23059 | 2119788 | SPONSORED ADR |
| SCHWAB STRATEGIC TR | 84389 | 2116477 | INT-TRM U.S TRES |
| BITWISE BITCOIN ETF TR | 44415 | 2112379 | SHS BEN INT |
| FIRST TR EXCHANGE-TRADED FD | 19503 | 2101741 | INDXX NEXTG ETF |
| SNOWFLAKE INC | 9578 | 2101088 | COM SHS |
| ASML HOLDING N V | 1955 | 2091330 | N Y REGISTRY SHS |
| ISHARES TR | 19007 | 2089055 | TIPS BD ETF |
| BOEING CO | 9510 | 2064742 | COM |
| SEMPRA | 23372 | 2063513 | COM |
| ACCENTURE PLC IRELAND | 7609 | 2041275 | SHS CLASS A |
| VANGUARD INTL EQUITY INDEX F | 24231 | 2025989 | FTSE EUROPE ETF |
| MODINE MFG CO | 15171 | 2025480 | COM |
| ILLINOIS TOOL WKS INC | 8167 | 2011503 | COM |
| NIKE INC | 31570 | 2011328 | CL B |
| ATLASSIAN CORPORATION | 12395 | 2009725 | CL A |
| ISHARES U S ETF TR | 39214 | 2003853 | SHORT DURATION B |
| ALPS ETF TR | 42185 | 1983526 | ALERIAN MLP |
| FIRST TR EXCHANGE-TRADED FD | 39647 | 1981972 | FST LOW OPPT EFT |
| ECOLAB INC | 7537 | 1978661 | COM |
| ADOBE INC | 5609 | 1963236 | COM |
| MERCADOLIBRE INC | 975 | 1962935 | COM |
| GENERAL MTRS CO | 24081 | 1958334 | COM |
| UNION PAC CORP | 8376 | 1937469 | COM |
| INVESCO EXCH TRADED FD TR II | 34793 | 1933448 | S&P INTL MOMNT |
| STRYKER CORPORATION | 5387 | 1893461 | COM |
| WISDOMTREE TR | 13103 | 1888982 | JAPN HEDGE EQT |
| ISHARES TR | 32556 | 1874598 | ESG MSCI USA ETF |
| CORNING INC | 20893 | 1829379 | COM |
| FEDEX CORP | 6312 | 1823417 | COM |
| ISHARES INC | 18714 | 1819344 | MSCI STH KOR ETF |
| CARRIER GLOBAL CORPORATION | 34093 | 1801484 | COM |
| VANGUARD WORLD FD | 25100 | 1797662 | ESG INTL STK ETF |
| DUKE ENERGY CORP NEW | 15333 | 1797219 | COM NEW |
| DIMENSIONAL ETF TRUST | 54301 | 1796264 | EMERGING MKTS CO |
| SYMBOTIC INC | 30025 | 1786488 | CLASS A COM |
| DBX ETF TR | 48233 | 1776407 | XTRACK USD HIGH |
| GLOBAL X FDS | 34324 | 1745709 | ARTIFICIAL ETF |
| TEXAS INSTRS INC | 10042 | 1742260 | COM |
| VALMONT INDS INC | 4297 | 1728826 | COM |
| VANECK ETF TRUST | 45134 | 1725504 | ENVIRONMENTAL SR |
| J P MORGAN EXCHANGE TRADED F | 26116 | 1721305 | BETABULDRS JAPAN |
| MEDTRONIC PLC | 17837 | 1713365 | SHS |
| DANAHER CORPORATION | 7439 | 1702837 | COM |
| SPDR SERIES TRUST | 79653 | 1702193 | BLOOMBERG EMERGI |
| SPHERE ENTERTAINMENT CO | 17819 | 1694231 | CL A |
| J P MORGAN EXCHANGE TRADED F | 23032 | 1688280 | BETABUILDERS EUR |
| FIRST TR EXCHANGE-TRADED FD | 79511 | 1688019 | CORE INVESTMENT |
| BLACKROCK ETF TRUST II | 34641 | 1686344 | ISHARES HIGH YIE |
| VANGUARD SCOTTSDALE FDS | 13688 | 1666504 | VNG RUS1000GRW |
| INVESCO ACTVELY MNGD ETC FD | 125766 | 1666400 | OPTIMUM YIELD |
| GRAIL INC | 19450 | 1664726 | COM |
| DIMENSIONAL ETF TRUST | 50485 | 1652362 | WORLD EX US CORE |
| ISHARES TR | 11707 | 1652357 | SELECT DIVID ETF |
| ISHARES TR | 76856 | 1646250 | MRNGSTR INC ETF |
| GOLDMAN SACHS ETF TR | 17366 | 1639350 | MARKETBETA US EQ |
| ISHARES TR | 16613 | 1636366 | CONV BD ETF |
| WILLIAMS COS INC | 27149 | 1631938 | COM |
| FIDELITY COVINGTON TRUST | 28554 | 1618744 | HIGH DIVID ETF |
| VANGUARD INDEX FDS | 5124 | 1613046 | LARGE CAP ETF |
| BARRICK MNG CORP | 36798 | 1602560 | COM SHS |
| BANK MARIN BANCORP | 61299 | 1594387 | COM |
| AGNICO EAGLE MINES LTD | 9393 | 1592406 | COM |
| ROCKET COS INC | 81663 | 1580996 | COM CL A |
| TRACTOR SUPPLY CO | 31382 | 1569431 | COM |
| ISHARES TR | 24049 | 1563428 | CORE 60/40 BALAN |
| GOLDMAN SACHS ETF TR | 30536 | 1554438 | DYNAMIC CAL MUNI |
| SPDR INDEX SHS FDS | 24993 | 1553065 | GLB NAT RESRCE |
| JOHN HANCOCK EXCHANGE TRADED | 23653 | 1548768 | MULTIFACTOR MI |
| SLB LIMITED | 40315 | 1547277 | COM STK |
| VANGUARD WORLD FD | 5366 | 1544510 | HEALTH CAR ETF |
| BOSTON SCIENTIFIC CORP | 16042 | 1529605 | COM |
| DOMINION ENERGY INC | 26085 | 1528315 | COM |
| BLEND LABS INC | 498885 | 1516610 | CL A |
| FORTINET INC | 19093 | 1516176 | COM |
| COINBASE GLOBAL INC | 6690 | 1512795 | COM CL A |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| ANNALY CAPITAL MANAGEMENT IN | 66907 | 1496033 | COM NEW |
| MARVELL TECHNOLOGY INC | 17467 | 1484374 | COM |
| COLGATE PALMOLIVE CO | 18707 | 1478239 | COM |
| DIMENSIONAL ETF TRUST | 43798 | 1477745 | EMERGING MKTS VA |
| SIMON PPTY GROUP INC NEW | 7970 | 1475371 | COM |
| CONSTELLATION ENERGY CORP | 4154 | 1467640 | COM |
| MARSH & MCLENNAN COS INC | 7896 | 1464943 | COM |
| ISHARES TR | 18846 | 1461164 | EAFE SML CP ETF |
| AB ACTIVE ETFS INC | 57292 | 1444326 | TAX AWARE SHRT |
| GRAYSCALE BITCOIN TRUST ETF | 20946 | 1431869 | SHS REP COM UT |
| VERALTO CORP | 13988 | 1395677 | COM SHS |
| SHOPIFY INC | 8647 | 1391907 | CL A SUB VTG SHS |
| FASTENAL CO | 34616 | 1389134 | COM |
| SPDR DOW JONES INDL AVERAGE | 2889 | 1388231 | UT SER 1 |
| PACER FDS TR | 29434 | 1387372 | ARISTOTLE PACIFI |
| HEICO CORP NEW | 4269 | 1381391 | COM |
| YUM BRANDS INC | 9076 | 1373025 | COM |
| CHIME FINL INC | 54502 | 1371815 | COM SHS CL A |
| ZOOM COMMUNICATIONS INC | 15851 | 1367783 | CL A |
| DOORDASH INC | 6031 | 1365855 | CL A |
| SCHWAB STRATEGIC TR | 37725 | 1360361 | FUNDAMENTAL EMER |
| INVESCO EXCHANGE TRADED FD T | 22874 | 1355952 | S&P 500 TOP 50 |
| VICTORY PORTFOLIOS II | 26636 | 1354199 | SHORT TRM BD ETF |
| AIRBNB INC | 9738 | 1321670 | COM CL A |
| RIO TINTO PLC | 16414 | 1313572 | SPONSORED ADR |
| XYLEM INC | 9597 | 1306984 | COM |
| HCA HEALTHCARE INC | 2795 | 1305086 | COM |
| ANALOG DEVICES INC | 4797 | 1300975 | COM |
| NUSHARES ETF TR | 61320 | 1299062 | NUVEEN ENHNC YLD |
| AUTOZONE INC | 383 | 1298945 | COM |
| ISHARES INC | 20029 | 1282625 | MSCI EMERG MRKT |
| SERVICETITAN INC | 12006 | 1278639 | SHS CL A |
| EXACT SCIENCES CORP | 12567 | 1276304 | COM |
| JACOBS SOLUTIONS INC | 9628 | 1275300 | COM |
| WISDOMTREE TR | 27192 | 1258707 | INDIA ERNGS FD |
| VANGUARD SCOTTSDALE FDS | 12641 | 1258021 | VNG RUS2000IDX |
| ISHARES TR | 11412 | 1256995 | TRUST ISHARE 0-1 |
| VALE S A | 96063 | 1251701 | SPONSORED ADS |
| FIRST TR EXCHANGE-TRADED FD | 27572 | 1247499 | HIGH INCM STRGC |
| OTIS WORLDWIDE CORP | 14201 | 1240417 | COM |
| RBB FD INC | 24866 | 1240312 | US TREAS 3 MNTH |
| AMERICAN TOWER CORP NEW | 7049 | 1237648 | COM |
| ROYAL CARIBBEAN GROUP | 4417 | 1232132 | COM |
| BLACKROCK ETF TRUST II | 24300 | 1226178 | ISHARES SHORT-TE |
| WELLTOWER INC | 6601 | 1225251 | COM |
| CONSOLIDATED EDISON INC | 12295 | 1221103 | COM |
| NRG ENERGY INC | 7642 | 1216927 | COM NEW |
| INVESCO ACTIVELY MANAGED EXC | 23760 | 1210810 | S&P 500 EQUAL WE |
| CORE SCIENTIFIC INC NEW | 82881 | 1206747 | COM |
| INVESCO EXCH TRADED FD TR II | 25103 | 1204937 | S&P500 HDL VOL |
| GLOBAL X FDS | 24968 | 1193214 | US INFR DEV ETF |
| DIMENSIONAL ETF TRUST | 31321 | 1190200 | INTL SMALL CAP V |
| US BANCORP DEL | 22274 | 1188564 | COM NEW |
| MONGODB INC | 2797 | 1173873 | CL A |
| GOLDMAN SACHS ETF TR | 28255 | 1173148 | ACCESS US AGRAT |
| ROCKWELL AUTOMATION INC | 3013 | 1172151 | COM |
| INVESCO EXCH TRADED FD TR II | 18341 | 1155683 | S&P GBL WATER |
| AES CORP | 80448 | 1153626 | COM |
| WISDOMTREE TR | 19883 | 1138097 | EMG MKTS SMCAP |
| FRANKLIN TEMPLETON ETF TR | 45500 | 1131585 | FRANKLIN DYN MUN |
| ALCOA CORP | 21256 | 1129543 | COM |
| GARTNER INC | 4465 | 1126430 | COM |
| ISHARES TR | 13050 | 1125530 | MSCI EAFE MIN VL |
| VIRTUS ETF TR II | 48050 | 1121727 | SEIX SR LN ETF |
| GOLDMAN SACHS ETF TR | 22110 | 1115875 | ULTRA SHORT BOND |
| BANK HAWAII CORP | 16320 | 1115799 | COM |
| EAGLE MATLS INC | 5373 | 1110483 | COM |
| REALTY INCOME CORP | 19671 | 1108875 | COM |
| WESTERN DIGITAL CORP | 6413 | 1104714 | COM |
| COMFORT SYS USA INC | 1178 | 1099578 | COM |
| ISHARES TR | 11561 | 1099309 | ESG AW MSCI EAFE |
| PROGRESSIVE CORP | 4826 | 1098952 | COM |
| 4D MOLECULAR THERAPEUTICS IN | 146133 | 1095998 | COM |
| FIRST TR EXCHANGE TRADED FD | 15323 | 1094828 | NASDAQ CYB ETF |
| TRANE TECHNOLOGIES PLC | 2808 | 1092752 | SHS |
| ROBINHOOD MKTS INC | 9621 | 1088084 | COM CL A |
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