TriaGen Wealth Management LLC: 13F holdings
CIK 18438482026Q2
| Positions | 183 |
|---|
| Reported value | $399.8m |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 183 (+12 vs prior quarter) |
|---|
| Reported value | $399.8m (+9.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 103,464 | $29.9m | 7.5% |
| DIVI FRANKLIN TEMPLETON ETF TR | 610,254 | $26.1m | 6.5% |
| FLOT ISHARES TR | 358,003 | $18.3m | 4.6% |
| VO VANGUARD INDEX FDS | 216,882 | $17.5m | 4.4% |
| EYLD CAMBRIA ETF TR | 291,869 | $13.3m | 3.3% |
| MGC VANGUARD WORLD FD | 48,100 | $13.2m | 3.3% |
| DGRO ISHARES TR | 172,855 | $13.1m | 3.3% |
| SCHG SCHWAB STRATEGIC TR | 377,702 | $12.8m | 3.2% |
| VB VANGUARD INDEX FDS | 37,370 | $11.3m | 2.8% |
| NVDA NVIDIA CORPORATION | 49,597 | $9.9m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1843848")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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