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Portfolio (Quarterly) Guide ↗

Trivium Point Advisory, LLC

· CIK 0001766564
13F Portfolio $553M AUM 270 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 32 Added 207 Reduced 86 Exited
Page 11 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SCHW SCHWAB CHARLES CORP Financial Services 2,492.0 $234K 0.04% -56K -95.7% $93.98 -2.1%
202 VNQ VANGUARD INDEX FDS 2,551.0 $226K 0.04% -1K -33.8% $88.70 +8.5%
203 ED CONSOLIDATED EDISON INC Utilities 1,888.0 $214K 0.04% -3K -59.4% $113.18 -4.9%
204 FNDX SCHWAB STRATEGIC TR 7,654.0 $213K 0.04% -738.0 -8.8% $27.85 +11.8%
205 SPGI S&P GLOBAL INC Financial Services 482.0 $205K 0.04% -1K -72.6% $425.34 -4.1%
206 BKNG BOOKING HOLDINGS INC Consumer Cyclical 48.0 $202K 0.04% -67.0 -58.3% $4210.31 -96.0%
207 SOFI SOFI TECHNOLOGIES INC Financial Services 11,150.0 $177K 0.03% -3K -21.7% $15.88 +9.1%
Page 11 of 11  ·  207 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.0%
Communication Services 21.8%
Financial Services 11.4%
Consumer Cyclical 9.2%
Industrials 8.4%
Healthcare 7.3%
Consumer Defensive 5.2%
Energy 4.9%
Utilities 3.3%
Real Estate 1.8%