13F Insight
DOSSIER · 13F-HR · Q1 2026

Trivant Custom Portfolio Group, LLC

Trivant Custom Portfolio's asset manager based in Greenwich, CT — $182M in tracked AUM across 82 positions as of Q1 2026.

TC
Trivant Custom Portfolio·Greenwich, CT·Asset Manager
CIK 0001977992 · last filed Mar 31, 2026
Total AUM
$182M
▲ 0.1%
vs prior
Holdings
82
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Trivant Custom Portfolio Group, 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
AAPL
APPLE INC
$16M62K8.7%
02
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
$9M90K5.1%
03
NVDA
NVIDIA CORP
$8M48K4.6%
04
GOOGL
ALPHABET INC CLASS CLASS A
$7M26K4.0%
05
MSFT
MICROSOFT CORP
$7M20K4.0%
06
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
$7M132K3.7%
07
WMT
WALMART INC
$6M50K3.4%
08
AMZN
AMAZON.COM INC
$5M26K3.0%
09
SWVXX
SCHWAB PRIME ADVANTAGE MONEY INVESTOR
$5M5.3M2.9%
10
COST
COSTCO WHSL CORP NEW
$5M5K2.8%

Filing history

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