TriaGen Wealth Management LLC
All holdings · as of Dec 31, 2025
| 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% |
| ELECTRONIC ARTS INC. | $2.94M | 0.8% |
| ISHARES TR | $2.87M | 0.7% |
| Cencora Inc | $2.83M | 0.7% |
| MCKESSON CORP | $2.81M | 0.7% |
| DIMENSIONAL ETF TRUST | $2.68M | 0.7% |
| JPMORGAN CHASE & CO | $2.68M | 0.7% |
| VANGUARD SCOTTSDALE FDS | $2.66M | 0.7% |
| Airbnb, Inc. | $2.58M | 0.7% |
| CBRE Group Inc | $2.53M | 0.7% |
| Medtronic plc | $2.42M | 0.6% |
| ISHARES TR | $2.38M | 0.6% |
| TAKE TWO INTERACTIVE SOFTWARE INC | $2.38M | 0.6% |
| CME Group Inc | $2.33M | 0.6% |
| FIRST TR EXCHANGE TRADED FD | $2.33M | 0.6% |
| XCEL ENERGY INC | $2.31M | 0.6% |
| FIRST TR EXCHANGE-TRADED FD | $2.30M | 0.6% |
| Amazon.com Inc | $2.29M | 0.6% |
| VANGUARD SCOTTSDALE FDS | $2.27M | 0.6% |
| AppLovin Corp | $2.27M | 0.6% |
| First Trust Exchange-Traded Fund VI | $2.26M | 0.6% |
| FIRST TR EXCHANGE TRADED FD | $2.26M | 0.6% |
| BOSTON SCIENTIFIC CORP | $2.25M | 0.6% |
| Visa Inc | $2.15M | 0.6% |
| Marvell Technology, Inc. | $2.12M | 0.5% |
| Tesla Inc | $2.11M | 0.5% |