Troutman Wealth Management, LLC: 13F holdings
CIK 21108072026Q2
| Positions | 38 |
|---|
| Reported value | $130.0m |
|---|
| Filed | 2026-08-13 |
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Change since last quarter
| Positions | 38 (+2 vs prior quarter) |
|---|
| Reported value | $130.0m (+8.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CGCP CAPITAL GRP FIXED INCM ETF T | 786,014 | $17.5m | 13.5% |
| BND VANGUARD BD INDEX FDS | 165,886 | $12.2m | 9.4% |
| VYMI VANGUARD WHITEHALL FDS | 112,800 | $11.1m | 8.5% |
| CGXU CAPITAL GROUP INTL FOCUS EQT | 306,598 | $10.6m | 8.2% |
| CGGR CAPITAL GROUP GROWTH ETF | 190,987 | $9.0m | 6.9% |
| CGCV CAPITAL GROUP CONSERVATIVE E | 251,579 | $8.3m | 6.4% |
| CGMS CAPITAL GRP FIXED INCM ETF T | 269,059 | $7.4m | 5.7% |
| SPTS SPDR SERIES TRUST | 199,335 | $5.8m | 4.4% |
| VTV VANGUARD INDEX FDS | 26,455 | $5.8m | 4.4% |
| VUG VANGUARD INDEX FDS | 60,803 | $5.2m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2110807")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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