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Portfolio (Quarterly)
Guide ↗
Troutman Wealth Management, LLC
·
CIK 0002110807
13F Portfolio
$120M AUM
37 positions
Filed May 11, 2026
EDGAR ↗
← All Funds
Q1 2026
Q4 2025
·
All
8 Added
10 Reduced
1 Exited
#
Ticker
Company
Sector
Shares
Value ↓
% Port
Status
1
IBM
INTERNATIONAL BUSINESS MACHS
Technology
1,280
$379K
0.31%
SOLD
Sector Allocation
Financial Services
71.2%
Technology
17.1%
Communication Services
11.7%