Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TriaGen Wealth Management LLC (CIK 1843848) reported $366.0M across 171 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FLOT ($34.8M, 9.50%), AAPL ($30.1M, 8.21%), DIVI ($23.5M, 6.42%), VO ($15.4M, 4.21%), EYLD ($11.9M, 3.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FLOT | ISHARES TR | $34.8M | 9.50% | 682,255 | Added |
| 2 | AAPL | APPLE INC | $30.1M | 8.21% | 118,442 | Trimmed |
| 3 | DIVI | FRANKLIN TEMPLETON ETF TR | $23.5M | 6.42% | 590,157 | Added |
| 4 | VO | VANGUARD INDEX FDS | $15.4M | 4.21% | 53,653 | Added |
| 5 | EYLD | CAMBRIA ETF TR | $11.9M | 3.25% | 287,006 | Added |
| 6 | DGRO | ISHARES TR | $11.8M | 3.22% | 168,002 | Added |
| 7 | MGC | VANGUARD WORLD FD | $11.4M | 3.10% | 48,088 | Added |
| 8 | SCHG | SCHWAB STRATEGIC TR | $11.0M | 3.01% | 377,754 | Trimmed |
| 9 | VB | VANGUARD INDEX FDS | $9.7M | 2.65% | 37,101 | Added |
| 10 | IAU | ISHARES GOLD TR | $7.8M | 2.12% | 88,036 | Trimmed |
| 11 | NVDA | NVIDIA CORPORATION | $7.0M | 1.91% | 40,185 | Trimmed |
| 12 | COST | COSTCO WHOLESALE CORPORATION | $6.0M | 1.65% | 6,066 | Added |
| 13 | VBR | VANGUARD INDEX FDS | $4.5M | 1.24% | 20,845 | Added |
| 14 | CVX | CHEVRON CORPORATION | $4.4M | 1.21% | 21,397 | Trimmed |
| 15 | EW | EDWARDS LIFESCIENCES CORP | $4.0M | 1.10% | 50,291 | Trimmed |
| 16 | COM | DIREXION SHARES ETF TRUST | $3.9M | 1.06% | 115,648 | New |
| 17 | VCSH | VANGUARD SCOTTSDALE FDS | $3.7M | 1.00% | 46,339 | Added |
| 18 | CTA | SIMPLIFY EXCHANGE TRADED FUN | $3.6M | 0.98% | 118,288 | Added |
| 19 | DFCA | DIMENSIONAL ETF TRUST | $3.3M | 0.90% | 66,076 | Added |
| 20 | BIL | SPDR SERIES TRUST | $3.3M | 0.89% | 35,700 | Added |
| 21 | DIS | DISNEY WALT CO | $3.2M | 0.88% | 33,505 | Added |
| 22 | VTI | VANGUARD INDEX FDS | $3.0M | 0.82% | 9,387 | Trimmed |
| 23 | MA | MASTERCARD INCORPORATED | $2.8M | 0.77% | 5,648 | Trimmed |
| 24 | LITE | LUMENTUM HLDGS INC | $2.8M | 0.77% | 4,008 | Added |
| 25 | MCK | MCKESSON CORP | $2.8M | 0.76% | 3,218 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31