DOSSIER · 13F-HR · Q2 2026

Troutman Wealth Management, LLC

$130M in tracked AUM across 38 positions as of Q2 2026.

TW
CIK 0002110807 · last filed Jun 30, 2026
Total AUM
$130M
as of Q2 2026
Holdings
38
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Troutman Wealth Management, 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
CGCP
CAPITAL GRP FIXED INCM ETF T
$18M786K13.5%
02
BND
VANGUARD BD INDEX FDS
$12M166K9.4%
03
VYMI
VANGUARD WHITEHALL FDS
$11M113K8.5%
04
CGXU
CAPITAL GROUP INTL FOCUS EQT
$11M307K8.2%
05
CGGR
CAPITAL GROUP GROWTH ETF
$9M191K6.9%
06
CGCV
CAPITAL GROUP CONSERVATIVE E
$8M252K6.4%
07
CGMS
CAPITAL GRP FIXED INCM ETF T
$7M269K5.7%
08
SPTS
SPDR SERIES TRUST
$6M199K4.4%
09
VTV
VANGUARD INDEX FDS
$6M26K4.4%
10
VUG
VANGUARD INDEX FDS
$5M61K4.0%

Filing history

2026Q2Jun 30
$130M 8.4%
38 positionsView →
2026Q1Mar 31
$120M 0.9%
36 positionsView →
2025Q4Dec 31
$121M
37 positionsView →