§ 13F · FUND PROFILE
Troutman Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 37Turnover · — · Q4Filed · Feb 18, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$121.0T 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 FEB 18, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CGCP | CAPITAL GRP FIXED INCM ETF T | 754K | $17.1T | 14.1% | NEW |
| 2 | BND | VANGUARD BD INDEX FDS | 161K | $11.9T | 9.8% | NEW |
| 3 | VYMI | VANGUARD WHITEHALL FDS | 114K | $10.2T | 8.5% | NEW |
| 4 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 314K | $9.3T | 7.7% | NEW |
| 5 | CGGR | CAPITAL GROUP GROWTH ETF | 187K | $8.3T | 6.9% | NEW |
| 6 | CGCV | CAPITAL GROUP CONSERVATIVE E | 246K | $7.5T | 6.2% | NEW |
| 7 | CGMS | CAPITAL GRP FIXED INCM ETF T | 258K | $7.1T | 5.9% | NEW |
| 8 | SPTS | SPDR SERIES TRUST | 192K | $5.6T | 4.6% | NEW |
| 9 | VTV | VANGUARD INDEX FDS | 26K | $5.0T | 4.1% | NEW |
| 10 | VUG | VANGUARD INDEX FDS | 10K | $4.9T | 4.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TROUTMAN SIGNAL
AC read
Troutman Wealth Management, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed