TriaGen Wealth Management LLC
CIK 1843848
13F filing for Q2 2026・No. 4,479
- Holdings
- US$399.83M
- Quarter change
- +US$33.78M
- Entries
- 185
- Net bought (estimate)
- +US$6.05M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 37
- Sold out 26
- Cut 55
- Added 51
- Corporate actions 0
- Unchanged 39
Largest holdings
182 stocks worth US$398.57M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 103,464 | US$29.94M | 7.51% |
| FRANKLIN TEMPLETON ETF TRINTL COR DIV TIL | Added | 610,254 | US$26.07M | 6.54% |
| ISHARES TRFLTG RATE NT ETF | Cut | 358,003 | US$18.28M | 4.59% |
| VANGUARD INDEX FDSMID CAP ETF | AddedSplit 4:1 | 216,882 | US$17.47M | 4.38% |
| CAMBRIA ETF TREMRG SHAREHLDR | Added | 291,869 | US$13.25M | 3.33% |
| VANGUARD WORLD FDMEGA CAP INDEX | Added | 48,100 | US$13.16M | 3.30% |
| ISHARES TRCORE DIV GRWTH | Added | 172,855 | US$13.1M | 3.29% |
| SCHWAB STRATEGIC TRUS LCAP GR ETF | Cut | 377,702 | US$12.78M | 3.21% |
| VANGUARD INDEX FDSSMALL CP ETF | Added | 37,370 | US$11.33M | 2.84% |
| NVDANvidiaCOM | Added | 49,597 | US$9.92M | 2.49% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 21, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.