What does Trevian Wealth Management LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Trevian Wealth Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD INDEX FDS

$91M152K44.8%

ISHARES TR

$31M220K15.5%

NORTHEAST BK PORTLAND ME

$16M141K7.8%

VANGUARD INDEX FDS

$7M33K3.3%

VANGUARD TAX-MANAGED FDS

$6M97K3.1%

VANGUARD INDEX FDS

$6M19K3.0%

VANGUARD INTL EQUITY INDEX F

$6M108K2.9%

ISHARES INC

$3M47K1.6%

ALPHABET INC

$3M11K1.6%

MICROSOFT CORP

$3M8K1.5%

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