PWM
AAUA

Perigon Wealth Management’s Alpha Architect US Equity 3 ETF AAUA Stock Holding History

Perigon Wealth Management’s Portfolio AAUA Stock Details AAUA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$815K Hold
14,316
– – 0.01% 673
2026
Q1 		$701K Buy
+14,316
New +$698K 0.01% 647

Other funds holding AAUA

CA
Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
EMC
Everest Management Corp Cupertino, California $268M AUM 32.42% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FC
Family CFO Los Altos, California $260M AUM 43.19% 1-Year Est. Return
LSA
Lansing Street Advisors Ambler, Pennsylvania $472M AUM 23.5% 1-Year Est. Return

Perigon Wealth Management's AAUA Position: Q2 2026 in Review

Perigon Wealth Management held its Alpha Architect US Equity 3 ETF (AAUA) position steady in Q2 2026 at 14,316 shares worth $815K. The position accounts for 0.01% of the portfolio, ranked #673.

Perigon Wealth Management first reported a position in AAUA in Q1 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold AAUA as of Q2 2026.

  • Perigon Wealth Management held 14,316 shares of Alpha Architect US Equity 3 ETF worth $815K as of Q2 2026.
  • Perigon Wealth Management left its Alpha Architect US Equity 3 ETF share count unchanged in Q2 2026.
  • Alpha Architect US Equity 3 ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #673 holding.
  • Perigon Wealth Management first reported a position in Alpha Architect US Equity 3 ETF in Q1 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Alpha Architect US Equity 3 ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.