TriaGen Wealth Management LLC

• AAPL
  $32.4M
• FRANKLIN
  $26.4M
• ISHARES
  $19.0M
• VANGUARD
  $17.2M
• NVDA
  $15.1M
• CAMBRIA
  $14.1M
• SCHWAB
  $13.6M
• VANGUARD
  $13.6M
• ISHARES
  $13.3M
• VANGUARD
  $10.7M
• IAU
  $7.1M
• SPDR
  $5.7M
• JPM
  $5.0M
• VANGUARD
  $4.9M
• CVX
  $4.3M
• MA
  $4.3M
• OVV
  $4.0M
• SIMPLIFY
  $4.0M
• DVN
  $4.0M
• DIS
  $3.8M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/triagen-wealth-management-llc-1843848

TriaGen Wealth Management LLC 13F holdings — Q3 2026

$413.1M portfolio (+3.3% QoQ) · 189 holdings · Q3 2026 13F · top 10 are 43% of the stock portfolio

Includes $1.8M of put/call options ($0 puts, $1.8M calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $411.3M. Weights use the stock portfolio.

• 1

  Apple Inc.

  $AAPL

  $32.4M

  7.9% of stocks

  -6%This quarter+0.3%Since filed11+ qtrsHeld
  AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
• 2

  FRANKLIN TEMPLETON ETF TR - INTL COR DIV TIL

  $26.4M

  6.4% of stocks

  +1%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 3

  ISHARES TR - FLTG RATE NT ETF

  $19.0M

  4.6% of stocks

  +4%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 4

  VANGUARD INDEX FDS - MRNGSTR MID CAP

  $17.2M

  4.2% of stocks

  +1%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 5

  NVIDIA CORP

  $NVDA

  $15.1M

  3.7% of stocks

  +33%This quarter-2.4%Since filed11+ qtrsHeld
  AIQuality86.0#3Est. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
• 6

  CAMBRIA ETF TR - EMRG SHAREHLDR

  $14.1M

  3.4% of stocks

  +1%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 7

  SCHWAB STRATEGIC TR - US LCAP GR ETF

  $13.6M

  3.3% of stocks

  +0.2%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 8

  VANGUARD WORLD FD - MRNGSTR CAP ETF

  $13.6M

  3.3% of stocks

  -0.1%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 9

  ISHARES TR - CORE DIV GRWTH

  $13.3M

  3.2% of stocks

  +2%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 10

  VANGUARD INDEX FDS - MRNGSTR SML CAP

  $10.7M

  2.6% of stocks

  +0.7%This quarter—Since filed—Held
  AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	Apple Inc.$AAPL	$32.4M	7.9%	-6%	+0.3%	11+ qtrsTrimmed 3 qtrs in a row	75.7#88	Estimated buy price is Pro: unlock with a free trial
2	FRANKLIN TEMPLETON ETF TR - INTL COR DIV TIL	$26.4M	6.4%	+1%	—	—	—	—
3	ISHARES TR - FLTG RATE NT ETF	$19.0M	4.6%	+4%	—	—	—	—
4	VANGUARD INDEX FDS - MRNGSTR MID CAP	$17.2M	4.2%	+1%	—	—	—	—
5	NVIDIA CORP$NVDA	$15.1M	3.7%	+33%	-2.4%	11+ qtrsAdded 2 qtrs in a row	86.0#3	Estimated buy price is Pro: unlock with a free trial
6	CAMBRIA ETF TR - EMRG SHAREHLDR	$14.1M	3.4%	+1%	—	—	—	—
7	SCHWAB STRATEGIC TR - US LCAP GR ETF	$13.6M	3.3%	+0.2%	—	—	—	—
8	VANGUARD WORLD FD - MRNGSTR CAP ETF	$13.6M	3.3%	-0.1%	—	—	—	—
9	ISHARES TR - CORE DIV GRWTH	$13.3M	3.2%	+2%	—	—	—	—
10	VANGUARD INDEX FDS - MRNGSTR SML CAP	$10.7M	2.6%	+0.7%	—	—	—	—

All holdings — TriaGen Wealth Management LLC (Q3 2026)

SortLargest valueBiggest addBiggest trimWeightSharesAI qualityName A-ZSector A-Z

189 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#	Ticker	Company	Sector	Value	Weight	Shares	QoQ	Held	AI quality	Source
11	$IAU	ISHARES GOLD TRUSTetf/fund	Financials	$7.1M	1.7%	91K	+2%	11+ qtrsAdded 2 qtrs in a row	—	13F
12	—	SPDR SERIES TRUST - ST STR BLO 1 ETFetf/fund	—	$5.7M	1.4%	62K	+28%	—	—	13F
13	$JPM	JPMORGAN CHASE & CO	Financials	$5.0M	1.2%	15K	-0.2%	11+ qtrs	71.9	13F
14	—	VANGUARD INDEX FDS - MRNGSTR SML CP Vetf/fund	—	$4.9M	1.2%	21K	+0.5%	—	—	13F
15	$CVX	CHEVRON CORP	Energy	$4.3M	1.1%	21K	-0.4%	11+ qtrs	63.7	13F
16	$MA	Mastercard Inc	Financials	$4.3M	1.1%	7,865	+39%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
17	$OVV	Ovintiv Inc.	Energy	$4.0M	1.0%	69K	New	1 qtr	AI quality score is Pro: unlock with a free trial	13F
18	—	SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES	—	$4.0M	1.0%	138K	+8%	—	—	13F
19	$DVN	DEVON ENERGY CORP/DE	Energy	$4.0M	1.0%	86K	New	1 qtr	AI quality score is Pro: unlock with a free trial	13F
20	$DIS	Walt Disney Co	Communication Services	$3.8M	0.9%	36K	+3%	11+ qtrsAdded 3 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
21	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BDetf/fund	—	$3.8M	0.9%	49K	+5%	—	—	13F
22	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$3.6M	0.9%	3,909	-0.5%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
23	—	VANGUARD INDEX FDS - MRNGSTR TTL STKetf/fund	—	$3.5M	0.8%	9,339	-0.2%	—	—	13F
24	—	DIMENSIONAL ETF TRUST - CALIF MUN BD ETFetf/fund	—	$3.4M	0.8%	72K	+2%	—	—	13F
25	$ABBV	AbbVie Inc.	Healthcare	$3.3M	0.8%	12K	-0.3%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
26	—	ISHARES TR - CORE S&P US GWT	—	$3.2M	0.8%	16K	-0.3%
27	$MU	MICRON TECHNOLOGY INC	Technology	$2.9M	0.7%	2,734	-3%
28	—	FIRST TR EXCHANGE-TRADED FD - NY ARCA BIOTECH	—	$2.9M	0.7%	11K	+1%
29	$MSFT	MICROSOFT CORP	Technology	$2.9M	0.7%	5,590	-3%
30	$JNJ	JOHNSON & JOHNSON	Healthcare	$2.8M	0.7%	11K	+154%
31	—	VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF	—	$2.8M	0.7%	62K	+6%
32	$ABNB	Airbnb, Inc.	Technology	$2.7M	0.7%	17K	-0.6%
33	$TXG	10x Genomics, Inc.	Healthcare	$2.6M	0.6%	29K	+20%
34	$MS	MORGAN STANLEY	Financials	$2.6M	0.6%	14K	+12%
35	—	FIRST TR EXCHANGE-TRADED FD - TECH ALPHADEX	—	$2.6M	0.6%	12K	+2%
36	—	ISHARES TR - ESG AW MSCI EAFE	—	$2.5M	0.6%	24K	-0.2%
37	$MET	METLIFE INC	Financials	$2.5M	0.6%	27K	-0.4%
38	$STLD	STEEL DYNAMICS INC	Materials	$2.4M	0.6%	11K	-2%
39	—	VANGUARD SCOTTSDALE FDS - INT-TERM CORP	—	$2.4M	0.6%	31K	+6%
40	—	FIRST TR EXCHANGE TRADED FD - NASDQ OIL GAS	—	$2.4M	0.6%	63K	New
41	—	FIRST TR EXCHANGE TRADED FD - NASDQ PHRMTCLS	—	$2.4M	0.6%	57K	New
42	—	FIRST TR EXCHANGE TRADED FD - NASDAQ TRANSN	—	$2.4M	0.6%	58K	+2%
43	$VRTX	VERTEX PHARMACEUTICALS INC / MA	Healthcare	$2.4M	0.6%	4,496	New
44	$V	VISA INC.	Financials	$2.3M	0.6%	6,458	-49%
45	$DGX	QUEST DIAGNOSTICS INC	Healthcare	$2.2M	0.5%	9,594	-0.8%
46	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$2.2M	0.5%	4,487	+19%
47	$EW	Edwards Lifesciences Corp	Healthcare	$2.2M	0.5%	25K	-1%
48	$FITB	FIFTH THIRD BANCORP	Financials	$2.1M	0.5%	42K	-2%
49	$TT	Trane Technologies plc	Technology	$2.1M	0.5%	4,631	-0.3%
50	$AMZN	AMAZON COM INC	Consumer Discretionary	$2.0M	0.5%	8,201	—
51	$MRNA	Moderna, Inc.	Healthcare	$2.0M	0.5%	11K	+259%
52	$STNG	Scorpio Tankers Inc.	Industrials	$2.0M	0.5%	24K	New
53	$NEE	NEXTERA ENERGY INC	Utilities	$2.0M	0.5%	26K	-0.8%
54	—	ISHARES TR - CRE U S REIT ETF	—	$2.0M	0.5%	32K	+8%
55	—	BLACKROCK ETF TRUST II - ISHA SH TERM ETF	—	$1.9M	0.5%	39K	+26%
56	$ACGL	ARCH CAPITAL GROUP LTD.	Financials	$1.9M	0.5%	21K	New
57	—	ISHARES TR - 1 3 YR TREAS BD	—	$1.9M	0.5%	23K	+7%
58	$ADM	Archer-Daniels-Midland Co	Consumer Staples	$1.8M	0.4%	23K	New
59	—	ISHARES TR - CORE S&P US VLU	—	$1.8M	0.4%	16K	-3%
60	—	J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF	—	$1.7M	0.4%	37K	+8%
61	$GOOGL	Alphabet Inc.	Technology	$1.7M	0.4%	5,044	—
62	$HL	HECLA MINING CO/DE/	Materials	$1.7M	0.4%	101K	New
63	$NUE	NUCOR CORP	Materials	$1.7M	0.4%	7,143	+4%
64	$NEM	NEWMONT Corp /DE/	Materials	$1.7M	0.4%	14K	New
65	$STT	STATE STREET CORP	Financials	$1.7M	0.4%	9,484	New
66	$IBKR	Interactive Brokers Group, Inc.	Financials	$1.7M	0.4%	19K	+17%
67	$EQIX	EQUINIX INC	Real Estate	$1.6M	0.4%	1,628	New
68	$XOM.R34088	EXXON MOBIL CORP	Energy	$1.6M	0.4%	10K	+0.1%
69	$BNY	Bank of New York Mellon Corp	Financials	$1.6M	0.4%	11K	New
70	$AMD	ADVANCED MICRO DEVICES INC	Technology	$1.6M	0.4%	2,617	+142%
71	$CF	CF Industries Holdings, Inc.	Materials	$1.6M	0.4%	14K	New
72	$MNST	Monster Beverage Corp	Consumer Staples	$1.6M	0.4%	38K	New
73	—	ISHARES TR - 0-5YR HI YL CP	—	$1.5M	0.4%	37K	+6%
74	$WAL	WESTERN ALLIANCE BANCORPORATION	Financials	$1.5M	0.4%	20K	-2%
75	$TSLA	Tesla, Inc.	Consumer Discretionary	$1.5M	0.3%	4,090	—
76	$KGC	KINROSS GOLD CORP	Materials	$1.4M	0.3%	59K	-1%
77	$VTRS	Viatris Inc	Healthcare	$1.4M	0.3%	79K	-50%
78	$TPL	Texas Pacific Land Corp	Financials	$1.4M	0.3%	4,263	—
79	$GOOG	Alphabet Inc.	Technology	$1.4M	0.3%	3,971	-20%
80	$HUM	HUMANA INC	Healthcare	$1.2M	0.3%	3,089	+2%
81	—	J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF	—	$1.2M	0.3%	23K	-3%
82	—	ISHARES TR - 7-10 YR TRSY BD	—	$1.1M	0.3%	13K	+6%
83	$MAN	ManpowerGroup Inc.	Industrials	$1.1M	0.3%	20K	New
84	—	VANGUARD BD INDEX FDS - VANGUARD ULTRA	—	$1.1M	0.3%	23K	-1%
85	$PANW	Palo Alto Networks Inc	Technology	$1.1M	0.3%	2,812	New
86	$RTX	RTX Corp	Industrials	$1.1M	0.3%	6,009	—
87	$SHW	SHERWIN WILLIAMS CO	Materials	$1.1M	0.3%	3,412	—
88	$DINO	HF Sinclair Corp	Energy	$1.1M	0.3%	10K	New
89	—	VANGUARD MUN BD FDS - TAX EXEMPT BD	—	$1.1M	0.3%	23K	—
90	$TEAM	Atlassian Corp	Technology	$1.1M	0.3%	6,070	New
91	$CNC	CENTENE CORP	Healthcare	$1.1M	0.3%	17K	+1%
92	$AVGO	Broadcom Inc.	Technology	$1.0M	0.3%	2,981	—
93	$CELH	Celsius Holdings, Inc.	Consumer Staples	$1.0M	0.3%	38K	-1%
94	$HOOD	Robinhood Markets, Inc.	Financials	$1.0M	0.3%	9,113	+0.9%
95	$SSRM	SSR MINING INC.	Financials	$1.0M	0.3%	31K	+0.9%
96	—	EVERPURE INC - CL A	—	$1.0M	0.3%	7,753	New
97	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$1.0M	0.3%	14K	—
98	$VLO	VALERO ENERGY CORP/TX	Energy	$1000K	0.2%	2,579	New
99	$KMX	CARMAX INC	Consumer Discretionary	$991K	0.2%	18K	New
100	—	ISHARES TR - FALN ANGLS USD	—	$927K	0.2%	36K	+6%
101	$NKE	NIKE, Inc.	Consumer Discretionary	$916K	0.2%	26K	-4%
102	—	ISHARES TR - SHRT NAT MUN ETF	—	$893K	0.2%	8,541	—
103	$MOH	MOLINA HEALTHCARE, INC.	Healthcare	$858K	0.2%	4,535	-0.7%
104	$SPY	SPDR S&P 500 ETF TRUST	—	$853K	0.2%	1,119	+1%
105	$HPQ	HP INC	Technology	$835K	0.2%	27K	New
106	$IRDM	Iridium Communications Inc.	Communication Services	$811K	0.2%	17K	+1.0%
107	$MKC	MCCORMICK & CO INC	Consumer Staples	$807K	0.2%	17K	-7%
108	$INTC	INTEL CORP	Technology	$804K	0.2%	6,687	-61%
109	$PG	PROCTER & GAMBLE Co	Consumer Staples	$802K	0.2%	5,521	—
110	$V CALL	VISA INC.	Financials	$791K	—	2,200	New
111	$MPC	Marathon Petroleum Corp	Energy	$775K	0.2%	1,960	New
112	$ESTC	Elastic N.V.	Technology	$768K	0.2%	8,379	New
113	$BRK.A	BERKSHIRE HATHAWAY INC	Financials	$747K	0.2%	1	—
114	—	ISHARES TR - ESG OPTIMIZED	—	$737K	0.2%	4,732	-0.2%
115	$RVTY	REVVITY, INC.	Healthcare	$729K	0.2%	4,767	—
116	$LNG	Cheniere Energy, Inc.	Energy	$719K	0.2%	2,673	+2%
117	$NU	Nu Holdings Ltd.	Financials	$700K	0.2%	14K	-0.1%
118	$HD	HOME DEPOT, INC.	Consumer Discretionary	$657K	0.2%	2,311	—
119	$MUFG	MITSUBISHI UFJ FINANCIAL GROUP INC	Financials	$632K	0.1%	12K	-0.6%
120	$GE	GENERAL ELECTRIC CO	Industrials	$613K	0.1%	1,963	-6%
121	$ED	CONSOLIDATED EDISON INC	Utilities	$608K	0.1%	5,953	+2%
122	—	VANGUARD INDEX FDS - MRNGSTR GRWT ETF	—	$603K	0.1%	6,696	—
123	—	FIRST TR EXCHANGE-TRADED FD - SHS	—	$584K	0.1%	12K	—
124	$CSCO	CISCO SYSTEMS, INC.	Technology	$575K	0.1%	5,344	-70%
125	$ABBV CALL	AbbVie Inc.	Healthcare	$523K	—	2,000	-9%
126	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	—	$508K	0.1%	8,558	—
127	$CSX	CSX CORP	Industrials	$503K	0.1%	11K	—
128	—	VANGUARD WORLD FD - INF TECH ETF	—	$494K	0.1%	3,928	+0.2%
129	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$492K	0.1%	2,239	—
130	$COF	CAPITAL ONE FINANCIAL CORP	Financials	$490K	0.1%	2,538	-1%
131	—	VANECK ETF TRUST - JP MRGAN EM LOC	—	$486K	0.1%	20K	+9%
132	$AAPL CALL	Apple Inc.	Technology	$466K	—	1,400	New
133	$ORCL	ORACLE CORP	Technology	$461K	0.1%	3,357	—
134	$GEV	GE Vernova Inc.	Industrials	$457K	0.1%	481	-4%
135	$ALL	ALLSTATE CORP	Financials	$450K	0.1%	2,027	+0.8%
136	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$448K	0.1%	605	+9%
137	$ETN	Eaton Corp plc	Industrials	$442K	0.1%	1,028	—
138	$MRK	Merck & Co., Inc.	Healthcare	$441K	0.1%	3,037	—
139	$VSAT	VIASAT INC	Communication Services	$431K	0.1%	6,118	-0.4%
140	$SNOW	Snowflake Inc.	Technology	$424K	0.1%	1,248	New
141	$AFL	AFLAC INC	Financials	$423K	0.1%	3,781	—
142	$SLQT	SelectQuote, Inc.	Financials	$419K	0.1%	1.03M	-2%
143	$PM	Philip Morris International Inc.	Consumer Staples	$408K	0.1%	2,139	+2%
144	—	ISHARES TR - CORE S&P500 ETF	—	$395K	0.1%	515	—
145	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	—	$394K	0.1%	600	—
146	$AZO	AUTOZONE INC	Consumer Discretionary	$393K	0.1%	139	+4%
147	$TJX	TJX COMPANIES INC /DE/	Consumer Discretionary	$393K	0.1%	2,971	+0.1%
148	$SBUX	STARBUCKS CORP	Consumer Discretionary	$383K	0.1%	4,075	—
149	$WMT	Walmart Inc.	Consumer Staples	$361K	0.1%	3,472	—
150	—	PROSHARES TR - S&P MDCP 400 DIV	—	$360K	0.1%	4,165	—

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Every 13F TriaGen Wealth Management LLC has filed, 23 earlier quarters. Pick one to see what it held then.

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Q3 2026 13F filed with the SEC on Oct 14, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of TriaGen Wealth Management's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)