§ 13F · FUND PROFILE
TriaGen Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $383M (13F)Positions · 183Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$23M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | FLOT | ISHARES TR | 682K | $35M | 9.5% | +39% |
| 2 | AAPL | APPLE INC | 118K | $30M | 8.2% | −31% |
| 3 | DIVI | FRANKLIN TEMPLETON ETF TR | 590K | $23M | 6.4% | ±0% |
| 4 | VO | VANGUARD INDEX FDS | 54K | $15M | 4.2% | +1% |
| 5 | EYLD | CAMBRIA ETF TR | 287K | $12M | 3.2% | +1% |
| 6 | DGRO | ISHARES TR | 168K | $12M | 3.2% | +4% |
| 7 | MGC | VANGUARD WORLD FD | 48K | $11M | 3.1% | +1% |
| 8 | SCHG | SCHWAB STRATEGIC TR | 378K | $11M | 3.0% | −1% |
| 9 | VB | VANGUARD INDEX FDS | 37K | $10M | 2.7% | ±0% |
| 10 | IAU | ISHARES GOLD TR | 88K | $8M | 2.1% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TRIAGEN SIGNAL
AC read
TriaGen Wealth Management LLC is a Other fund managing $383 million in assets. The fund runs a portfolio of 183 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed