13F Insight
DOSSIER · 13F-HR · Q3 2026

TriaGen Wealth Management LLC

$413M in tracked AUM across 189 positions as of Q3 2026.

TW
CIK 0001843848 · last filed Sep 30, 2026
Total AUM
$413M
as of Q3 2026
Holdings
189
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

TriaGen Wealth Management LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$33M99K8.0%02
DIVI
FRANKLIN TEMPLETON ETF TR
$26M619K6.4%03
FLOT
ISHARES TR
$19M373K4.6%04
VO
VANGUARD INDEX FDS
$17M219K4.2%05
NVDA
NVIDIA CORPORATION
$15M66K3.7%06
EYLD
CAMBRIA ETF TR
$14M295K3.4%07
SCHG
SCHWAB STRATEGIC TR
$14M379K3.3%08
MGC
VANGUARD WORLD FD
$14M48K3.3%09
DGRO
ISHARES TR
$13M176K3.2%10
VB
VANGUARD INDEX FDS
$11M38K2.6%

Filing history

2026Q3Sep 30
$413M▲ 3.3%
189 positionsView →2026Q2Jun 30
$400M▲ 9.2%
185 positionsView →2026Q1Mar 31
$366M▼ 5.3%
171 positionsView →2025Q4Dec 31
$387M▲ 0.8%
176 positionsView →2025Q3Sep 30
$383M▲ 16.1%
183 positionsLocked2025Q2Jun 30
$330M▲ 16.4%
171 positionsLocked2025Q1Mar 31
$284M▼ 4.4%
166 positionsLocked2024Q4Dec 31
$297M▼ 0.6%
169 positionsLocked2024Q3Sep 30
$299M▲ 15.4%
171 positionsLocked2024Q2Jun 30
$259M▲ 7.4%
159 positionsLocked2024Q1Mar 31
$241M▲ 14.9%
160 positionsLocked2023Q4Dec 31
$210M▲ 7.0%
158 positionsLocked
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