Trivant Custom Portfolio Group, LLC

DOSSIER · 13F-HR · Q2 2026

Trivant Custom Portfolio Group, LLC

$188M in tracked AUM across 82 positions as of Q2 2026.

TC

CIK 0001977992 · last filed Jun 30, 2026

Total AUM

$188M

as of Q2 2026

Holdings

82

—

positions

Whale Score

57

57

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Trivant Custom Portfolio Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

AAPL

APPLE INC

$18M62K9.6%02

NVDA

NVIDIA CORP

$9M47K5.0%03

STIP

ISHARES 0-5 YEAR TIPS BOND ETF

$9M91K4.9%04

GOOGL

ALPHABET INC CLASS A

$9M26K4.9%05

MSFT

MICROSOFT CORP

$7M19K3.8%06

USIG

ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF