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Portfolio (Quarterly) Guide ↗

TriaGen Wealth Management LLC

· CIK 0001843848
13F Portfolio $387M AUM 176 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 18 New 31 Added 53 Reduced 25 Exited
Page 1 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 171,564.0 $46.6M 12.06% +10K +6.0% $271.86 +9.5%
2 FLOT ISHARES TR 489,463.0 $24.9M 6.44% +282K +136.4% $50.86 +0.3%
3 DIVI FRANKLIN TEMPLETON ETF TR 588,371.0 $22.9M 5.92% +9K +1.5% $38.89 +12.5%
4 VO VANGUARD INDEX FDS 52,885.0 $15.3M 3.97% +1K +2.7% $290.22 -72.4%
5 DGRO ISHARES TR 162,294.0 $11.3M 2.91% +7K +4.8% $69.42 +7.9%
6 EYLD CAMBRIA ETF TR 285,507.0 $10.9M 2.83% +6K +2.1% $38.33 +25.0%
7 VB VANGUARD INDEX FDS 37,004.0 $9.5M 2.47% +516.0 +1.4% $257.95 +14.8%
8 IAU ISHARES GOLD TR Financial Services 88,982.0 $7.2M 1.87% +803.0 +0.9% $81.17 -2.0%
9 VBR VANGUARD INDEX FDS 20,739.0 $4.4M 1.14% +485.0 +2.4% $211.79 +12.7%
10 PLTR PALANTIR TECHNOLOGIES INC Technology 22,559.0 $4.0M 1.04% +13K +126.4% $177.75 -27.8%
11 CTA SIMPLIFY EXCHANGE TRADED FUN 114,909.0 $3.1M 0.81% +14K +13.8% $27.26 -0.6%
12 MSFT MICROSOFT CORP Technology 6,444.0 $3.1M 0.81% +40.0 +0.6% $483.59 -21.7%
13 DFCA DIMENSIONAL ETF TRUST 53,456.0 $2.7M 0.69% +6K +11.8% $50.08 +0.2%
14 JPM JPMORGAN CHASE & CO. Financial Services 8,302.0 $2.7M 0.69% +625.0 +8.1% $322.22 +1.7%
15 JPIB J P MORGAN EXCHANGE TRADED F 34,252.0 $1.7M 0.43% +176.0 +0.5% $48.70 -0.9%
16 LITE LUMENTUM HLDGS INC Technology 3,959.0 $1.5M 0.38% +2K +139.2% $368.59 +127.1%
17 TPL TEXAS PACIFIC LAND CORPORATI Energy 4,263.0 $1.2M 0.32% +3K +200.0% $287.22 +24.1%
18 IEF ISHARES TR 11,417.0 $1.1M 0.28% +82.0 +0.7% $96.16 -1.8%
19 WBD WARNER BROS DISCOVERY INC Communication Services 37,388.0 $1.1M 0.28% +15K +64.7% $28.82 -8.3%
20 KSS KOHLS CORP Consumer Cyclical 48,007.0 $980K 0.25% +533.0 +1.1% $20.41 -14.7%
Page 1 of 2  ·  31 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 38.4%
Financial Services 14.0%
Healthcare 10.2%
Consumer Cyclical 9.6%
Communication Services 7.6%
Energy 6.0%
Consumer Defensive 3.9%
Industrials 3.6%
Utilities 2.8%
Basic Materials 2.5%