account_balance

Investment manager · 13F filer · SEC CIK 2110807

Troutman Wealth Management, LLC

Reported value$130Mas of Sep 30, 2026
Positions38 0 new, 0 sold out
Top 10 weight72.1%CGCP alone is 13%
FiledNov 1041 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
CGCP Capital GRP Fixed Incm ETF T 13.1% Added +3%
BND Vanguard Bd Index FDS 9.2% Added +3%
VYMI Vanguard Whitehall FDS 8.9% Held
CGXU Capital Group Intl Focus Eqt 8.3% Added +3%
CGGR Capital Group Growth ETF 7.1% Added +3%
CGCV Capital Group Conservative E 6.4% Added +4%
CGMS Capital GRP Fixed Incm ETF T 5.6% Added +4%
SPTS SPDR Series Trust 4.5% Added +3%
VTV Vanguard Index FDS 4.5% Added +3%
VUG Vanguard Index FDS 4.3% Added +3%
JEPI J P Morgan Exchange Traded F 3.8% Added +3%
FYX First Tr Exchange-Traded Alp 3.3% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 10, 2026, compared with the Aug 13, 2026 filing
add_circleNew

None

arrow_upwardAdded
  • GOOGL +7%
  • CGMS +4%
  • BLV +4%
  • CGCV +4%
arrow_downwardTrimmed
  • FTSM −16%
  • VXUS −3%
  • BNY −2%
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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