TriaGen Wealth Management LLC
CIK 1843848 · Holdings on Mar 31, 2026 · First reported Apr 29, 2026
Top ten holdings
Q1 2026- FLOT9.50%
- AAPL8.21%
- DIVI6.42%
- VO4.21%
- EYLD3.25%
- DGRO3.22%
- MGC3.10%
- SCHG3.01%
- VB2.65%
- IAU2.12%
Share classes counted separately45.69%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AAPLWeight decreased · -3.86 pp12.07% → 8.21%Shares -53.12K (-30.96%)
- FLOTWeight increased · +3.06 pp6.44% → 9.50%Shares +192.79K (+39.39%)
- BILWeight increased · +0.76 pp0.13% → 0.89%Shares +30.27K (+557.94%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | FLOTISHARES FLOATING RATE BOND EFLTG RATE NT ETF View history and evidence | $34.76M | 9.50% | 682.25K shares | 6.44% → 9.50%+3.06 pp +192.79K (+39.39%) | Added | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $30.06M | 8.21% | 118.44K shares | 12.07% → 8.21%-3.86 pp -53.12K (-30.96%) | Reduced | ↗▾ |
| 03 | DIVIFRANKLIN INTERNATIONAL COREINTL COR DIV TIL View history and evidence | $23.49M | 6.42% | 590.16K shares | 5.92% → 6.42%+0.50 pp +1.79K (+0.30%) | Added | ↗▾ |
| 04 | VOVNGRD MRNGSTR MD-CAP ETF-USDMID CAP ETF View history and evidence | $15.41M | 4.21% | 53.65K shares | 3.97% → 4.21%+0.24 pp +768 (+1.45%) | Added | ↗▾ |
| 05 | EYLDCAMBRIA EMERG SHRHLDR YIELDEMRG SHAREHLDR View history and evidence | $11.88M | 3.25% | 287.01K shares | 2.83% → 3.25%+0.42 pp +1.50K (+0.53%) | Added | ↗▾ |
| 06 | DGROISHARES CORE DIVIDEND GROWTHCORE DIV GRWTH View history and evidence | $11.79M | 3.22% | 168.00K shares | 2.91% → 3.22%+0.31 pp +5.71K (+3.52%) | Added | ↗▾ |
| 07 | MGCVNGRD MRNGSTR MG CAP ETF-USDMEGA CAP INDEX View history and evidence | $11.37M | 3.10% | 48.09K shares | 3.09% → 3.10%+0.01 pp +567 (+1.19%) | Added | ↗▾ |
| 08 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $11.00M | 3.01% | 377.75K shares | 3.21% → 3.01%-0.20 pp -2.80K (-0.74%) | Reduced | ↗▾ |
| 09 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $9.72M | 2.65% | 37.10K shares | 2.47% → 2.65%+0.18 pp +97 (+0.26%) | Added | ↗▾ |
| 10 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $7.76M | 2.12% | 88.04K shares | 1.87% → 2.12%+0.25 pp -946 (-1.06%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 29
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PLTR PALANTIR TECHNOLOGIES INC-A | Non-derivative | -22,559 | -$4.01M | SEC filing ↗ | SEC filing ↗ |
| DPZ DOMINO'S PIZZA INC | Non-derivative | -7,626 | -$3.18M | SEC filing ↗ | SEC filing ↗ |
| CBRE CBRE GROUP INC - A | Non-derivative | -15,730 | -$2.53M | SEC filing ↗ | SEC filing ↗ |
3 / 29 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1843848 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-04-29
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 366047784
}Research all 171 reported holdings.
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