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Filers›Holding Co.›TriaGen Wealth Management LLC
DOSSIER · 13F-HR · Q1 2026

TriaGen Wealth Management LLC

TriaGen Wealth's holding co. based in Greenwich, CT — $366M in tracked AUM across 171 positions as of Q1 2026.

TW
TriaGen Wealth·Greenwich, CT·Holding Co.
CIK 0001843848 · last filed Mar 31, 2026
Total AUM
$366M
▼ 4.7%
vs prior
Holdings
171
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Financials
16% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

TriaGen 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
FLOT
ISHARES TR
$35M682K9.5%
02
AAPL
APPLE INC
$30M118K8.2%
03
DIVI
FRANKLIN TEMPLETON ETF TR
$23M590K6.4%
04
VO
VANGUARD INDEX FDS
$15M54K4.2%
05
EYLD
CAMBRIA ETF TR
$12M287K3.2%
06
DGRO
ISHARES TR
$12M168K3.2%
07
MGC
VANGUARD WORLD FD
$11M48K3.1%
08
SCHG
SCHWAB STRATEGIC TR
$11M378K3.0%
09
VB
VANGUARD INDEX FDS
$10M37K2.7%
10
IAU
ISHARES GOLD TR
$8M88K2.1%

Filing history

Filing history loading…
AI Agent · grounded in TriaGen
haiku-4-5 · 171 positions indexed
Sector mix
  • Financials16%
  • Health Care11%
  • Cons. Disc.23%
  • Communications4%
  • Industrials7%
  • Other39%
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