§ 13F · FUND PROFILE
TriaGen Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $330.1T (13F)Positions · 171Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$26.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 172K | $46.6T | 12.1% | +6% |
| 2 | FLOT | ISHARES TR | 489K | $24.9T | 6.4% | +136% |
| 3 | DIVI | FRANKLIN TEMPLETON ETF TR | 588K | $22.9T | 5.9% | +2% |
| 4 | VO | VANGUARD INDEX FDS | 53K | $15.3T | 4.0% | +3% |
| 5 | SCHG | SCHWAB STRATEGIC TR | 381K | $12.4T | 3.2% | −1% |
| 6 | MGC | VANGUARD WORLD FD | 48K | $11.9T | 3.1% | ±0% |
| 7 | DGRO | ISHARES TR | 162K | $11.3T | 2.9% | +5% |
| 8 | EYLD | CAMBRIA ETF TR | 286K | $10.9T | 2.8% | +2% |
| 9 | VB | VANGUARD INDEX FDS | 37K | $9.5T | 2.5% | +1% |
| 10 | NVDA | NVIDIA CORPORATION | 43K | $8.1T | 2.1% | −4% |
§ 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 $330138.1 trillion in assets. The fund runs a portfolio of 171 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed