§ 13F · FUND PROFILE
Troutman Wealth Management, LLC.
AUM · $130M (13F)Positions · 38Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$544K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CGCP | CAPITAL GRP FIXED INCM ETF T | 786K | $18M | 13.5% | +2% |
| 2 | BND | VANGUARD BD INDEX FDS | 166K | $12M | 9.4% | +2% |
| 3 | VYMI | VANGUARD WHITEHALL FDS | 113K | $11M | 8.5% | +1% |
| 4 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 307K | $11M | 8.2% | ±0% |
| 5 | CGGR | CAPITAL GROUP GROWTH ETF | 191K | $9M | 6.9% | +1% |
| 6 | CGCV | CAPITAL GROUP CONSERVATIVE E | 252K | $8M | 6.4% | +2% |
| 7 | CGMS | CAPITAL GRP FIXED INCM ETF T | 269K | $7M | 5.7% | +3% |
| 8 | SPTS | SPDR SERIES TRUST | 199K | $6M | 4.4% | +3% |
| 9 | VTV | VANGUARD INDEX FDS | 26K | $6M | 4.4% | +1% |
| 10 | VUG | VANGUARD INDEX FDS | 61K | $5M | 4.0% | +507% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TROUTMAN SIGNAL
AC read
Troutman Wealth Management, LLC is a Other fund managing $130 million in assets. The fund runs a portfolio of 38 positions.
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