Trivant Custom Portfolio Group, LLC

DOSSIER · 13F-HR · Q1 2026

Trivant Custom Portfolio Group, LLC

$182M in tracked AUM across 82 positions as of Q1 2026.

TC

CIK 0001977992 · last filed Mar 31, 2026

Total AUM

$182M

as of Q1 2026

Holdings

82

—

positions

Whale Score

55

55

tracked

Activity

—

no data

changes this Q

AI Analysis · 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