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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 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHG SCHWAB STRATEGIC TR 380,558.0 $12.4M 3.21% -3K -0.8% $32.62 +3.7%
2 NVDA NVIDIA CORPORATION Technology 43,466.0 $8.1M 2.10% -2K -3.6% $186.50 +12.4%
3 CVX CHEVRON CORP NEW Energy 32,006.0 $4.9M 1.26% -985.0 -3.0% $152.41 +13.8%
4 MCD MCDONALDS CORP Consumer Cyclical 14,352.0 $4.4M 1.14% -75.0 -0.5% $305.63 -8.7%
5 COST COSTCO WHSL CORP NEW Consumer Defensive 4,525.0 $3.9M 1.01% -114.0 -2.5% $862.34 +10.3%
6 DIS DISNEY WALT CO Communication Services 32,612.0 $3.7M 0.96% -738.0 -2.2% $113.77 -8.7%
7 MA MASTERCARD INCORPORATED Financial Services 5,921.0 $3.4M 0.87% -32.0 -0.5% $570.88 -14.1%
8 DPZ DOMINOS PIZZA INC Consumer Cyclical 7,626.0 $3.2M 0.82% -948.0 -11.1% $416.82 -24.9%
9 CENCORA INC 8,382.0 $2.8M 0.73% -48.0 -0.6% $337.75
10 MCK MCKESSON CORP Healthcare 3,430.0 $2.8M 0.73% -19.0 -0.6% $820.29 -8.5%
11 VMBS VANGUARD SCOTTSDALE FDS 56,448.0 $2.7M 0.69% -366.0 -0.6% $47.08 -0.6%
12 ABNB AIRBNB INC Consumer Cyclical 18,995.0 $2.6M 0.67% -358.0 -1.9% $135.72 +5.5%
13 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 9,295.0 $2.4M 0.62% -9K -50.0% $256.03 -5.7%
14 FXO FIRST TR EXCHANGE TRADED FD 38,653.0 $2.3M 0.60% -730.0 -1.9% $60.35 +1.1%
15 FDN FIRST TR EXCHANGE-TRADED FD 8,552.0 $2.3M 0.59% -172.0 -2.0% $269.18 -1.3%
16 AMZN AMAZON COM INC Consumer Cyclical 9,912.0 $2.3M 0.59% -2K -14.8% $230.82 +5.4%
17 FXU FIRST TR EXCHANGE TRADED FD 50,104.0 $2.3M 0.58% -1K -2.2% $45.01 +7.1%
18 TSLA TESLA INC Consumer Cyclical 4,685.0 $2.1M 0.55% -165.0 -3.4% $449.72 -12.0%
19 BERKSHIRE HATHAWAY INC DEL 3,498.0 $1.8M 0.46% -409.0 -10.5% $502.65
20 DGX QUEST DIAGNOSTICS INC Healthcare 9,943.0 $1.7M 0.45% -64.0 -0.6% $173.53 +12.0%
Page 1 of 3  ·  53 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%