account_balance
Investment manager · 13F filer · SEC CIK 1843848
TriaGen Wealth Management LLC
Reported value$411Mas of Sep 30, 2026
Positions186 31 new, 27 sold out
Top 10 weight42.6%AAPL alone is 8%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
7.9%Trimmed −6%
DIVIFranklin Templeton ETF Tr
6.4%
FLOTiShares Tr
4.6%Added +4%
VOVanguard Index FDS
4.2%
NVDANVIDIA Corp
3.7%Added +33%
EYLDCambria ETF Tr
3.4%
SCHGSchwab Strategic Tr
3.3%
MGCVanguard World Fd
3.3%
DGROiShares Tr
3.2%Added +2%
VBVanguard Index FDS
2.6%
IAUiShares Gold Trust
1.7%
BILSPDR Series Trust
1.4%+28%
AAPLApple Inc.
7.9%Trimmed −6%
DIVIFranklin Templeton ETF Tr
6.4%
FLOTiShares Tr
4.6%+4%
VOVanguard Index FDS
4.2%
NVDANVIDIA Corp
3.7%+33%
EYLDCambria ETF Tr
3.4%
SCHGSchwab Strategic Tr
3.3%
MGCVanguard World Fd
3.3%
DGROiShares Tr
3.2%
VBVanguard Index FDS
2.6%
BIL1.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 7.9% Trimmed −6%
DIVI Franklin Templeton ETF Tr 6.4% Held
FLOT iShares Tr 4.6% Added +4%
VO Vanguard Index FDS 4.2% Held
NVDA NVIDIA Corp 3.7% Added +33%EYLD Cambria ETF Tr 3.4% Held
SCHG Schwab Strategic Tr 3.3% Held
MGC Vanguard World Fd 3.3% Held
DGRO iShares Tr 3.2% Added +2%
VB Vanguard Index FDS 2.6% Held
IAU iShares Gold Trust 1.7% HeldBIL SPDR Series Trust 1.4% Added +28%
What changed
Biggest moves since Jun 30, 2026
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