StockDriftsStockDriftsTop 50 Triagen Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.89% | 97.4K | $32.4M | -5.87%(-6.08K) | $183.28(+87.11%) | 2026-09-30 | |
| DIVI | FRANKLIN TEMPLETON ETF TR | 6.42% | 618.8K | $26.4M | +1.40%(+8.56K) | $30.63(+37.86%) | 2026-09-30 | |
| FLOT | ISHARES TR | 4.62% | 372.6K | $19.0M | +4.07%(+14.56K) | $50.98(+0.01%) | 2026-09-30 | |
| VO | VANGUARD INDEX FDS | 4.18% | 219.1K | $17.2M | +1.01%(+2.20K) | $55.13(+45.27%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.67% | 66.1K | $15.1M | +33.20%(+16.47K) | $120.70(+79.86%) | 2026-09-30 | |
| EYLD | CAMBRIA ETF TR | 3.42% | 295.4K | $14.1M | +1.20%(+3.50K) | $31.08(+53.11%) | 2026-09-30 | |
| SCHG | SCHWAB STRATEGIC TR | 3.31% | 378.6K | $13.6M | +0.24%(+898) | $16.31(+118.13%) | 2026-09-30 | |
| MGC | VANGUARD WORLD FD | 3.3% | 48.1K | $13.6M | -0.09%(-43) | $148.59(+90.38%) | 2026-09-30 | |
| DGRO | ISHARES TR | 3.23% | 176.4K | $13.3M | +2.04%(+3.52K) | $53.56(+46.54%) | 2026-09-30 | |
| VB | VANGUARD INDEX FDS | 2.6% | 37.6K | $10.7M | +0.71%(+265) | $199.48(+42.58%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.76% | +71.76% | +9.19% | +55.19% |
| Top 20 Holdings Unweighted | +20.63% | +75.56% | +8.97% | +53.69% |
Triagen Wealth Management LLC reports $413.08M in US-listed equity holdings across 186 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (7.9%), DIVI (6.4%) and FLOT (4.6%). The top 20 holdings account for 54.07% of reported assets. Its disclosed equity book has returned +71.76% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Triagen Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Triagen Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1843848). View Triagen Wealth Management LLC’s 13F filings on SEC