account_balance
Investment manager · 13F filer · SEC CIK 2072223
Valtrion Capital Management, LLC
Reported value$154Mas of Sep 30, 2026
Positions112 13 new, 4 sold out
Top 10 weight55.7%VOO alone is 26%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
25.5%Added +13%
NOBLProshares Tr
10.7%Added +11%
BNDVanguard Bd Index FDS
6.8%Added +15%
PANWPalo Alto Networks Inc
2.4%Added +15%
AAPLApple Inc.
2.4%Added +17%
CRWDCrowdStrike Holdings, Inc.
2.1%Added +3%
VONGVanguard Scottsdale FDS
1.8%
AVGOBroadcom Inc.
1.4%
MSFTMicrosoft Corp
1.3%
NVDA1.2%IXUS1.2%
CIBR1.2%
VOOVanguard Index FDS
25.5%Added +13%
NOBLProshares Tr
10.7%Added +11%
BNDVanguard Bd Index FDS
6.8%Added +15%
VONG1.8%
AVGOMSFTCIBR
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
VOO Vanguard Index FDS 25.5% Added +13%
NOBL Proshares Tr 10.7% Added +11%
BND Vanguard Bd Index FDS 6.8% Added +15%
PANW Palo Alto Networks Inc 2.4% Added +15%AAPL Apple Inc. 2.4% Added +17%CRWD CrowdStrike Holdings, Inc. 2.1% Added +3%VONG Vanguard Scottsdale FDS 1.8% Held
AVGO Broadcom Inc. 1.4% Trimmed −8%MSFT Microsoft Corp 1.3% Added +12%NVDA NVIDIA Corp 1.2% Added +12%IXUS iShares Tr 1.2% Held
CIBR First Tr Exchange-Traded Fd 1.2% Trimmed −11%
What changed
Biggest moves since Jun 30, 2026
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