TriaGen Wealth Management LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1843848
Institutional-grade research for retail investors
13F Reported Value
ⓘ$366.0M
Holdings
171
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
TriaGen Wealth Management LLC disclosed 171 positions worth $366.0M in its Form 13F-HR for Q1 2026, followed by $AAPL. During the quarter the fund opened 19 new positions and exited 24 and a full exit from $PLTR. The portfolio is most concentrated in Other (53.4% of disclosed assets). All figures are sourced directly from TriaGen Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 1843848.
AI Fund Analysis
StableISHARES TR
9.5% weight
Held 9 quarters
$AAPL8.2% weight
Held 9 quarters
FRANKLIN TEMPLETON ETF TR
6.4% weight
Held 9 quarters
VANGUARD INDEX FDS
4.2% weight
Held 9 quarters
CAMBRIA ETF TR
3.3% weight
Held 9 quarters
ISHARES TR
8 quarters accumulating
ISHARES TR
8 quarters accumulating
VANGUARD INDEX FDS
8 quarters accumulating
ISHARES TR
8 quarters accumulating
ISHARES TR
8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR
—Quality
$34.8M682,255 sh- 76.1#112
Quality
$30.1M118,442 sh FRANKLIN TEMPLETON ETF TR
—Quality
$23.5M590,157 shVANGUARD INDEX FDS
—Quality
$15.4M53,653 shCAMBRIA ETF TR
—Quality
$11.9M287,006 shISHARES TR
—Quality
$11.8M168,002 shVANGUARD WORLD FD
—Quality
$11.4M48,088 shSCHWAB STRATEGIC TR
—Quality
$11.0M377,754 shVANGUARD INDEX FDS
—Quality
$9.7M37,101 sh- —
Quality
$7.8M88,036 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $34.8M | 682,255 |
| Apple Inc.$AAPL | 76.1#112 | $30.1M | 118,442 |
| FRANKLIN TEMPLETON ETF TR | — | $23.5M | 590,157 |
| VANGUARD INDEX FDS | — | $15.4M | 53,653 |
| CAMBRIA ETF TR | — | $11.9M | 287,006 |
| ISHARES TR | — | $11.8M | 168,002 |
| VANGUARD WORLD FD | — | $11.4M | 48,088 |
| SCHWAB STRATEGIC TR | — | $11.0M | 377,754 |
| VANGUARD INDEX FDS | — | $9.7M | 37,101 |
 ISHARES GOLD TRUST$IAU | — | $7.8M | 88,036 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of TriaGen Wealth Management LLC's 171 positions.
Showing top 10 of 171 holdings.
Sector Allocation
Other
$195.3M
Technology
$65.9M
Financials
$28.4M
Consumer Discretionary
$16.4M
Healthcare
$12.8M
Energy
$10.2M
Consumer Staples
$9.1M
Utilities
$7.8M
Full Holdings — TriaGen Wealth Management LLC (Q1 2026)
All 171 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $34.8M | 9.5% | +39% | — |
| 2 | $AAPL | Apple Inc. | $30.1M | 8.2% | -31% | 76.1 |
| 3 | — | FRANKLIN TEMPLETON ETF TR | $23.5M | 6.4% | +0% | — |
| 4 | — | VANGUARD INDEX FDS | $15.4M | 4.2% | +1% | — |
| 5 | — | CAMBRIA ETF TR | $11.9M | 3.3% | +1% | — |
| 6 | — | ISHARES TR | $11.8M | 3.2% | +4% | — |
| 7 | — | VANGUARD WORLD FD | $11.4M | 3.1% | +1% | — |
| 8 | — | SCHWAB STRATEGIC TR | $11.0M | 3.0% | -1% | — |
| 9 | — | VANGUARD INDEX FDS | $9.7M | 2.6% | +0% | — |
| 10 | $IAU | ISHARES GOLD TRUST | $7.8M | 2.1% | -1% | — |
| 11 |  $NVDA | NVIDIA CORP | $7.0M | 1.9% | -8% | 90.2 |
| 12 |  $COST | COSTCO WHOLESALE CORP /NEW | $6.0M | 1.6% | +34% | 67 |
| 13 | — | VANGUARD INDEX FDS | $4.5M | 1.2% | +1% | — |
| 14 |  $CVX | CHEVRON CORP | $4.4M | 1.2% | -33% | 54.7 |
| 15 |  $EW | Edwards Lifesciences Corp | $4.0M | 1.1% | -6% | 67.6 |
| 16 | — | DIREXION SHARES ETF TRUST | $3.9M | 1.1% | NEW | — |
| 17 | — | VANGUARD SCOTTSDALE FDS | $3.7M | 1.0% | +2% | — |
| 18 | — | SIMPLIFY EXCHANGE TRADED FUN | $3.6M | 1.0% | +3% | — |
| 19 | — | DIMENSIONAL ETF TRUST | $3.3M | 0.9% | +24% | — |
| 20 | — | SPDR SERIES TRUST | $3.3M | 0.9% | +558% | — |
| 21 |  $DIS | Walt Disney Co | $3.2M | 0.9% | +3% | 68.9 |
| 22 | — | VANGUARD INDEX FDS | $3.0M | 0.8% | -1% | — |
| 23 |  $MA | Mastercard Inc | $2.8M | 0.8% | -5% | 81.7 |
| 24 |  $LITE | Lumentum Holdings Inc. | $2.8M | 0.8% | +1% | 63.4 |
| 25 |  $MCK | MCKESSON CORP | $2.8M | 0.8% | -6% | 63.7 |
| 26 |  $EA | ELECTRONIC ARTS INC. | $2.8M | 0.8% | -6% | 71.1 |
| 27 | — | VANGUARD SCOTTSDALE FDS | $2.8M | 0.8% | +4% | — |
| 28 |  $TPL | Texas Pacific Land Corp | $2.8M | 0.8% | +36% | 79.1 |
| 29 | — | ISHARES TR | $2.6M | 0.7% | -1% | — |
| 30 |  $NEE | NEXTERA ENERGY INC | $2.6M | 0.7% | +428% | 71.7 |
| 31 |  $COR | Cencora, Inc. | $2.5M | 0.7% | -5% | 59.6 |
| 32 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $2.5M | 0.7% | -53% | — |
| 33 | — | VANGUARD SCOTTSDALE FDS | $2.5M | 0.7% | +9% | — |
| 34 |  $MCD | MCDONALDS CORP | $2.4M | 0.7% | -45% | 73.9 |
| 35 |  $MRVL | Marvell Technology, Inc. | $2.4M | 0.7% | -2% | 77.3 |
| 36 |  $JPM | JPMORGAN CHASE & CO | $2.4M | 0.7% | -3% | 35.6 |
| 37 |  $CME | CME GROUP INC. | $2.4M | 0.7% | -6% | 74.5 |
| 38 | — | ISHARES TR | $2.4M | 0.6% | -2% | — |
| 39 |  $XEL | XCEL ENERGY INC | $2.3M | 0.6% | -6% | — |
| 40 |  $MSFT | MICROSOFT CORP | $2.2M | 0.6% | -6% | 83.7 |
| 41 |  $ABNB | Airbnb, Inc. | $2.2M | 0.6% | -10% | 70.1 |
| 42 |  $MU | MICRON TECHNOLOGY INC | $2.1M | 0.6% | +102% | 88.4 |
| 43 |  $STLD | STEEL DYNAMICS INC | $2.0M | 0.6% | -6% | 56 |
| 44 |  $T | AT&T INC. | $1.9M | 0.5% | +4% | 71.9 |
| 45 |  $DGX | QUEST DIAGNOSTICS INC | $1.9M | 0.5% | -1% | 69.1 |
| 46 |  $AMZN | AMAZON COM INC | $1.9M | 0.5% | -7% | 74.6 |
| 47 |  $V | VISA INC. | $1.8M | 0.5% | -2% | 83.5 |
| 48 | — | ISHARES TR | $1.8M | 0.5% | +0% | — |
| 49 |  $XOM | EXXON MOBIL CORP | $1.7M | 0.5% | +1% | 61.8 |
| 50 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.7M | 0.5% | +0% | 64.5 |
| 51 | — | ISHARES TR | $1.7M | 0.5% | +0% | — |
| 52 | — | J P MORGAN EXCHANGE TRADED F | $1.7M | 0.5% | +1% | — |
| 53 | — | ISHARES TR | $1.7M | 0.5% | -14% | — |
| 54 |  $CIEN | CIENA CORP | $1.5M | 0.4% | +1% | 70.7 |
| 55 |  $TSLA | Tesla, Inc. | $1.5M | 0.4% | -13% | 50.1 |
| 56 |  $WDC | WESTERN DIGITAL CORP | $1.5M | 0.4% | +0% | 76.8 |
| 57 | — | ISHARES TR | $1.5M | 0.4% | +4% | — |
| 58 |  $GOOG | Alphabet Inc. | $1.5M | 0.4% | -1% | 80.2 |
| 59 |  $GILD | GILEAD SCIENCES, INC. | $1.5M | 0.4% | -9% | 77.8 |
| 60 |  $CELH | Celsius Holdings, Inc. | $1.4M | 0.4% | NEW | 63 |
| 61 |  $GOOGL | Alphabet Inc. | $1.4M | 0.4% | +20% | 80.2 |
| 62 |  $NKE | NIKE, Inc. | $1.4M | 0.4% | +0% | 53.4 |
| 63 | — | J P MORGAN EXCHANGE TRADED F | $1.4M | 0.4% | -9% | — |
| 64 |  $HCA | HCA Healthcare, Inc. | $1.3M | 0.3% | NEW | 70.5 |
| 65 |  $LRCX | LAM RESEARCH CORP | $1.3M | 0.3% | NEW | 82.4 |
| 66 |  $SNDK | Sandisk Corp | $1.2M | 0.3% | NEW | 88.8 |
| 67 | — | FIRST TR EXCHANGE-TRADED FD | $1.2M | 0.3% | -82% | — |
| 68 | — | VANGUARD BD INDEX FDS | $1.2M | 0.3% | -6% | — |
| 69 | — | FIRST TR EXCHANGE TRADED FD | $1.2M | 0.3% | +169% | — |
| 70 | — | FIRST TR EXCHANGE TRADED FD | $1.2M | 0.3% | -55% | — |
| 71 |  $RTX | RTX Corp | $1.2M | 0.3% | -3% | 70 |
| 72 | — | BLACKROCK ETF TRUST II | $1.2M | 0.3% | +51% | — |
| 73 | — | FIRST TR EXCHANGE-TRADED FD | $1.2M | 0.3% | -24% | — |
| 74 | — | ISHARES TR | $1.2M | 0.3% | +6% | — |
| 75 | — | VANGUARD MUN BD FDS | $1.2M | 0.3% | +0% | — |
| 76 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.1M | 0.3% | +251% | — |
| 77 | — | FIRST TR EXCHANGE-TRADED FD | $1.1M | 0.3% | +46% | — |
| 78 |  $SHW | SHERWIN WILLIAMS CO | $1.1M | 0.3% | +0% | 65.3 |
| 79 |  $JNJ | JOHNSON & JOHNSON | $1.0M | 0.3% | +0% | 72.8 |
| 80 |  $WBD | Warner Bros. Discovery, Inc. | $1.0M | 0.3% | -2% | 42.1 |
| 81 |  $AVGO | Broadcom Inc. | $997,551 | 0.3% | +0% | 86.4 |
| 82 |  $AA | Alcoa Corp | $980,490 | 0.3% | NEW | 66.2 |
| 83 |  $MKC | MCCORMICK & CO INC | $958,360 | 0.3% | +0% | 73.7 |
| 84 |  $CC | Chemours Co | $929,776 | 0.3% | NEW | 36.5 |
| 85 |  $LYB | LyondellBasell Industries N.V. | $922,654 | 0.3% | NEW | — |
| 86 | — | VANGUARD TAX-MANAGED FDS | $919,740 | 0.3% | +0% | — |
| 87 | — | ISHARES TR | $909,617 | 0.3% | +0% | — |
| 88 |  $APA | APA Corp | $908,683 | 0.3% | NEW | — |
| 89 | — | ISHARES TR | $905,461 | 0.3% | +5% | — |
| 90 |  $ACHC | Acadia Healthcare Company, Inc. | $901,521 | 0.3% | NEW | 49.3 |
| 91 |  $SSRM | SSR MINING INC. | $884,257 | 0.2% | +1% | 61.9 |
| 92 |  $MS | MORGAN STANLEY | $866,955 | 0.2% | +0% | — |
| 93 |  $CAR | AVIS BUDGET GROUP, INC. | $840,679 | 0.2% | +14% | 49.2 |
| 94 |  $CF | CF Industries Holdings, Inc. | $825,393 | 0.2% | NEW | 76.8 |
| 95 |  $PG | PROCTER & GAMBLE Co | $797,453 | 0.2% | +0% | 72.9 |
| 96 |  $SPY | SPDR S&P 500 ETF TRUST | $783,009 | 0.2% | -10% | — |
| 97 |  $HD | HOME DEPOT, INC. | $760,065 | 0.2% | -4% | 69.2 |
| 98 |  $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | $757,141 | 0.2% | +1% | 55.4 |
| 99 |  $HE | HAWAIIAN ELECTRIC INDUSTRIES INC | $747,936 | 0.2% | +1% | 48 |
| 100 |  $LNG | Cheniere Energy, Inc. | $740,046 | 0.2% | NEW | 48.4 |
| 101 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718,140 | 0.2% | +0% | 64.5 |
| 102 |  $EXC | EXELON CORP | $693,633 | 0.2% | +2% | 63.9 |
| 103 |  $ABBV | AbbVie Inc. | $678,572 | 0.2% | -1% | 59.3 |
| 104 |  $SLQT | SelectQuote, Inc. | $664,437 | 0.2% | +0% | 64.2 |
| 105 |  $NU | Nu Holdings Ltd. | $652,063 | 0.2% | -6% | — |
| 106 |  $ED | CONSOLIDATED EDISON INC | $648,069 | 0.2% | +2% | 71.6 |
| 107 | — | ISHARES TR | $643,225 | 0.2% | -6% | — |
| 108 |  $GE | GENERAL ELECTRIC CO | $605,893 | 0.2% | -61% | 74.8 |
| 109 | — | FIRST TR EXCHANGE-TRADED FD | $585,966 | 0.2% | +0% | — |
| 110 |  $CBOE | Cboe Global Markets, Inc. | $550,335 | 0.1% | -0% | 81.2 |
| 111 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $542,711 | 0.1% | +0% | 66.7 |
| 112 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $536,501 | 0.1% | +0% | — |
| 113 |  $TXG | 10x Genomics, Inc. | $504,213 | 0.1% | +2% | 44.1 |
| 114 |  $DOW | DOW INC. | $495,968 | 0.1% | NEW | 38 |
| 115 |  $ORCL | ORACLE CORP | $493,848 | 0.1% | -9% | 67.2 |
| 116 | — | VANGUARD INDEX FDS | $487,458 | 0.1% | +0% | — |
| 117 |  $VZ | VERIZON COMMUNICATIONS INC | $485,719 | 0.1% | +1% | 71.6 |
| 118 |  $ENPH | Enphase Energy, Inc. | $476,482 | 0.1% | +97% | 44.1 |
| 119 |  $TJX | TJX COMPANIES INC /DE/ | $473,654 | 0.1% | +0% | 70.7 |
| 120 |  $COF | CAPITAL ONE FINANCIAL CORP | $470,487 | 0.1% | -3% | 71 |
| 121 | — | VANGUARD INTL EQUITY INDEX F | $462,560 | 0.1% | +0% | — |
| 122 | — | VANECK ETF TRUST | $450,624 | 0.1% | +2% | — |
| 123 |  $AZO | AUTOZONE INC | $445,867 | 0.1% | -1% | 66.5 |
| 124 |  $GEV | GE Vernova Inc. | $445,253 | 0.1% | -12% | 70.1 |
| 125 |  $CSX | CSX CORP | $443,620 | 0.1% | +0% | 66.4 |
| 126 |  $CSCO | CISCO SYSTEMS, INC. | $442,958 | 0.1% | -5% | 72.3 |
| 127 |  $WMT | Walmart Inc. | $431,500 | 0.1% | +0% | 63.2 |
| 128 |  $RVTY | REVVITY, INC. | $417,597 | 0.1% | +0% | 52.4 |
| 129 |  $ALL | ALLSTATE CORP | $413,208 | 0.1% | +0% | 76.6 |
| 130 |  $AFL | AFLAC INC | $409,798 | 0.1% | +0% | 60.3 |
| 131 | — | VANGUARD INDEX FDS | $388,408 | 0.1% | -99% | — |
| 132 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $374,550 | 0.1% | -15% | 60.5 |
| 133 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $370,056 | 0.1% | +0% | — |
| 134 |  $ETN | Eaton Corp plc | $367,685 | 0.1% | +0% | — |
| 135 |  $BA | BOEING CO | $365,419 | 0.1% | -25% | 51.8 |
| 136 |  $MRK | Merck & Co., Inc. | $365,321 | 0.1% | +0% | 70.9 |
| 137 |  $SBUX | STARBUCKS CORP | $365,066 | 0.1% | +0% | 54.6 |
| 138 | — | PROSHARES TR | $359,898 | 0.1% | +0% | — |
| 139 |  $SCHW | SCHWAB CHARLES CORP | $345,564 | 0.1% | +0% | 77.2 |
| 140 |  $AMT | AMERICAN TOWER CORP /MA/ | $345,333 | 0.1% | +3% | 69.8 |
| 141 | — | VANGUARD WORLD FD | $341,883 | 0.1% | +0% | — |
| 142 |  $PM | Philip Morris International Inc. | $341,096 | 0.1% | -16% | 80.5 |
| 143 | — | ISHARES TR | $336,489 | 0.1% | +0% | — |
| 144 |  $BAC | BANK OF AMERICA CORP /DE/ | $318,016 | 0.1% | -1% | 68.4 |
| 145 |  $HON | HONEYWELL INTERNATIONAL INC | $308,998 | 0.1% | +0% | 65.7 |
| 146 |  $CEG | Constellation Energy Corp | $308,851 | 0.1% | +0% | 62.5 |
| 147 | — | VANGUARD WORLD FD | $303,966 | 0.1% | +6% | — |
| 148 | — | AMPLIFY ETF TR | $302,725 | 0.1% | +0% | — |
| 149 |  $INTC | INTEL CORP | $295,097 | 0.1% | +0% | 41.5 |
| 150 |  $META | Meta Platforms, Inc. | $292,358 | 0.1% | -4% | 80.9 |
| 151 |  $VSAT | VIASAT INC | $276,769 | 0.1% | NEW | 53.3 |
| 152 |  $UNP | UNION PACIFIC CORP | $275,149 | 0.1% | -2% | 74 |
| 153 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $272,271 | 0.1% | -23% | — |
| 154 |  $JBL | JABIL INC | $272,005 | 0.1% | +2% | 51.9 |
| 155 |  $AME | AMETEK INC/ | $267,950 | 0.1% | +0% | 74.2 |
| 156 | — | ISHARES INC | $262,074 | 0.1% | +2% | — |
| 157 |  $LMT | LOCKHEED MARTIN CORP | $259,888 | 0.1% | +0% | 65 |
| 158 | — | FIRST TR EXCH TRADED FD III | $257,113 | 0.1% | -5% | — |
| 159 |  $KO | COCA COLA CO | $256,113 | 0.1% | +0% | 74 |
| 160 |  $PNW | PINNACLE WEST CAPITAL CORP | $249,558 | 0.1% | +0% | 55.5 |
| 161 |  $AMGN | AMGEN INC | $248,054 | 0.1% | +0% | 79.5 |
| 162 |  $AMAT | APPLIED MATERIALS INC /DE | $246,089 | 0.1% | NEW | 74.8 |
| 163 |  $ALB | ALBEMARLE CORP | $235,723 | 0.1% | NEW | 50.2 |
| 164 |  $ETR | ENTERGY CORP /DE/ | $233,372 | 0.1% | NEW | 65.1 |
| 165 |  $EMR | EMERSON ELECTRIC CO | $226,796 | 0.1% | +0% | 65.9 |
| 166 |  $UBER | Uber Technologies, Inc | $205,072 | 0.1% | +8% | 79.3 |
| 167 |  $MSI | Motorola Solutions, Inc. | $203,532 | 0.1% | NEW | 73.8 |
| 168 |  $AMD | ADVANCED MICRO DEVICES INC | $202,413 | 0.1% | -68% | 78.8 |
| 169 |  $CASY | CASEYS GENERAL STORES INC | $200,162 | 0.1% | NEW | 59.9 |
| 170 |  $MUJ | BLACKROCK MUNIHOLDINGS NEW JERSEY QUALITY FUND, INC. | $115,700 | 0.0% | +0% | — |
| 171 |  $VCV | Invesco California Value Municipal Income Trust | $107,532 | 0.0% | +0% | — |
New Positions (19)
DIREXION SHARES ETF TRUST$3.9M
$CELH Celsius Holdings, Inc.$1.4M$HCA HCA Healthcare, Inc.$1.3M$LRCX LAM RESEARCH CORP$1.3M$SNDK Sandisk Corp$1.2M$AA Alcoa Corp$980,490$CC Chemours Co$929,776$LYB LyondellBasell Industries N.V.$922,654$APA APA Corp$908,683$ACHC Acadia Healthcare Company, Inc.$901,521$CF CF Industries Holdings, Inc.$825,393$LNG Cheniere Energy, Inc.$740,046$DOW DOW INC.$495,968$VSAT VIASAT INC$276,769$AMAT APPLIED MATERIALS INC /DE$246,089Exited Positions (24)
$PLTR Palantir Technologies Inc.
$DPZ DOMINOS PIZZA INC
$CBRE CBRE GROUP, INC.
$MDT Medtronic plc
$TTWO TAKE TWO INTERACTIVE SOFTWARE INC
$APP AppLovin Corp
$BSX BOSTON SCIENTIFIC CORP
$IBKR Interactive Brokers Group, Inc.
$SHOP SHOPIFY INC.
$NEM NEWMONT Corp /DE/
$OKE ONEOK INC /NEW/
$HOOD Robinhood Markets, Inc.
$KSS KOHLS Corp
$CVS CVS HEALTH Corp
$DG DOLLAR GENERAL CORPBrowse Top Institutional Investors
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