StockDriftsStockDriftsTop 50 TriaGen Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.51% | 103.5K | $29.9M | -12.65%(-14.98K) | $183.28(+66.62%) | 2026-06-30 | |
| DIVI | FRANKLIN TEMPLETON ETF TR | 6.54% | 610.3K | $26.1M | +3.41%(+20.10K) | $30.46(+47.03%) | 2026-06-30 | |
| FLOT | ISHARES TR | 4.59% | 358.0K | $18.3M | -47.53%(-324.25K) | $50.97(-0.02%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 4.38% | 216.9K | $17.5M | +1.06%(+2.27K) | $54.89(+53.64%) | 2026-06-30 | |
| EYLD | CAMBRIA ETF TR | 3.33% | 291.9K | $13.3M | +1.69%(+4.86K) | $30.90(+53.96%) | 2026-06-30 | |
| MGC | VANGUARD WORLD FD | 3.3% | 48.1K | $13.2M | +0.02%(+12) | $147.81(+92.19%) | 2026-06-30 | |
| DGRO | ISHARES TR | 3.29% | 172.9K | $13.1M | +2.89%(+4.85K) | $52.96(+50.26%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 3.21% | 377.7K | $12.8M | -0.01%(-52) | $16.27(+118.97%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 2.84% | 37.4K | $11.3M | +0.73%(+269) | $198.81(+55.15%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.49% | 49.6K | $9.9M | +23.42%(+9.41K) | $89.64(+152.18%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.72% | +63.16% | +8.42% | +49.81% |
| Top 20 Holdings Unweighted | +18.45% | +66.21% | +8.21% | +48.36% |
TriaGen Wealth Management LLC reports $399.83M in US-listed equity holdings across 182 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (7.5%), DIVI (6.5%) and FLOT (4.6%). The top 20 holdings account for 53.35% of reported assets. Its disclosed equity book has returned +63.16% on a three-year cumulative basis. Figures reflect the Q2 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