Institutions / TriaGen Wealth Management LLC
TriaGen Wealth Management LLC
CIK 1843848 · Institution · as of Dec 31, 2025
Portfolio value
$386.58M
Positions
176
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 176 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $46.64M | 12.1% |
| iShares Tr | $24.89M | 6.4% |
| Franklin Templeton ETF Tr | $22.88M | 5.9% |
| Vanguard Index Fds | $15.35M | 4.0% |
| Schwab Strategic Tr | $12.41M | 3.2% |
| Vanguard World Fd | $11.94M | 3.1% |
| iShares Tr | $11.27M | 2.9% |
| Cambria ETF Tr | $10.94M | 2.8% |
| Vanguard Index Fds | $9.55M | 2.5% |
| NVIDIA Corp | $8.11M | 2.1% |
| iShares Gold Tr | $7.22M | 1.9% |
| Chevron Corp | $4.88M | 1.3% |
| Edwards Lifesciences Corp | $4.55M | 1.2% |
| Vanguard Index Fds | $4.39M | 1.1% |
| Mcdonald'S Corp | $4.39M | 1.1% |
| Palantir Technologies Inc | $4.01M | 1.0% |
| Costco Wholesale Corp /New | $3.90M | 1.0% |
| Walt Disney Co | $3.71M | 1.0% |
| Canadian Nat Res Ltd | $3.62M | 0.9% |
| Vanguard Scottsdale Fds | $3.61M | 0.9% |
| Mastercard Inc | $3.38M | 0.9% |
| Domino's Pizza Inc. | $3.18M | 0.8% |
| Vanguard Index Fds | $3.16M | 0.8% |
| Simplify Exchange Traded Fun | $3.13M | 0.8% |
| Microsoft Corp | $3.12M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.