§ 13F · FUND PROFILE
TriaGen Wealth Management LLC.
AUM · $400M (13F)Positions · 185Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$49M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 103K | $30M | 7.5% | −13% |
| 2 | DIVI | FRANKLIN TEMPLETON ETF TR | 610K | $26M | 6.5% | +3% |
| 3 | FLOT | ISHARES TR | 358K | $18M | 4.6% | −48% |
| 4 | VO | VANGUARD INDEX FDS | 217K | $17M | 4.4% | +304% |
| 5 | EYLD | CAMBRIA ETF TR | 292K | $13M | 3.3% | +2% |
| 6 | MGC | VANGUARD WORLD FD | 48K | $13M | 3.3% | ±0% |
| 7 | DGRO | ISHARES TR | 173K | $13M | 3.3% | +3% |
| 8 | SCHG | SCHWAB STRATEGIC TR | 378K | $13M | 3.2% | ±0% |
| 9 | VB | VANGUARD INDEX FDS | 37K | $11M | 2.8% | +1% |
| 10 | NVDA | NVIDIA CORPORATION | 50K | $10M | 2.5% | +23% |
§ 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 $400 million in assets. The fund runs a portfolio of 185 positions.
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