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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 9  ·  176 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 +9.4%
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 SCHG SCHWAB STRATEGIC TR 380,558.0 $12.4M 3.21% -3K -0.8% $32.62 +3.7%
6 MGC VANGUARD WORLD FD 47,521.0 $11.9M 3.09% $251.17 +9.4%
7 DGRO ISHARES TR 162,294.0 $11.3M 2.91% +7K +4.8% $69.42 +8.0%
8 EYLD CAMBRIA ETF TR 285,507.0 $10.9M 2.83% +6K +2.1% $38.33 +24.7%
9 VB VANGUARD INDEX FDS 37,004.0 $9.5M 2.47% +516.0 +1.4% $257.95 +14.8%
10 NVDA NVIDIA CORPORATION Technology 43,466.0 $8.1M 2.10% -2K -3.6% $186.50 +13.0%
11 IAU ISHARES GOLD TR Financial Services 88,982.0 $7.2M 1.87% +803.0 +0.9% $81.17 -2.2%
12 CVX CHEVRON CORP NEW Energy 32,006.0 $4.9M 1.26% -985.0 -3.0% $152.41 +13.3%
13 EW EDWARDS LIFESCIENCES CORP Healthcare 53,398.0 $4.6M 1.18% NEW $85.25 +2.6%
14 VBR VANGUARD INDEX FDS 20,739.0 $4.4M 1.14% +485.0 +2.4% $211.79 +12.7%
15 MCD MCDONALDS CORP Consumer Cyclical 14,352.0 $4.4M 1.14% -75.0 -0.5% $305.63 -8.2%
16 PLTR PALANTIR TECHNOLOGIES INC Technology 22,559.0 $4.0M 1.04% +13K +126.4% $177.75 -27.9%
17 COST COSTCO WHSL CORP NEW Consumer Defensive 4,525.0 $3.9M 1.01% -114.0 -2.5% $862.34 +10.4%
18 DIS DISNEY WALT CO Communication Services 32,612.0 $3.7M 0.96% -738.0 -2.2% $113.77 -9.0%
19 CNQ CANADIAN NAT RES LTD Energy 106,838.0 $3.6M 0.94% NEW $33.85 +21.5%
20 VCSH VANGUARD SCOTTSDALE FDS 45,243.0 $3.6M 0.93% $79.73 -1.1%
Page 1 of 9  ·  176 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%