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TriaGen Wealth Management LLC 13F holdings

Filed 2026-07-21 · TriaGen Wealth Management LLC · 185 positions · $399.8M

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TickerCompanySharesValue% of portfolio
AAPLAPPLE INC103.5K$29.9M7.5%
DIVIFRANKLIN TEMPLETON ETF TR610.3K$26.1M6.5%
FLOTISHARES TR358.0K$18.3M4.6%
VOVANGUARD INDEX FDS216.9K$17.5M4.4%
EYLDCAMBRIA ETF TR291.9K$13.3M3.3%
MGCVANGUARD WORLD FD48.1K$13.2M3.3%
DGROISHARES TR172.9K$13.1M3.3%
SCHGSCHWAB STRATEGIC TR377.7K$12.8M3.2%
VBVANGUARD INDEX FDS37.4K$11.3M2.8%
NVDANVIDIA CORPORATION49.6K$9.9M2.5%
TQQQPROSHARES TR89.6K$7.3M1.8%
IAUISHARES GOLD TR89.2K$6.7M1.7%
VBRVANGUARD INDEX FDS21.0K$5.1M1.3%
JPMJPMORGAN CHASE & CO15.1K$4.9M1.2%
BILSPDR SERIES TRUST48.7K$4.5M1.1%
VVISA INC12.7K$4.4M1.1%
COSTCOSTCO WHOLESALE CORPORATION3.9K$3.7M0.9%
VCSHVANGUARD SCOTTSDALE FDS46.3K$3.7M0.9%
DFCADIMENSIONAL ETF TRUST71.2K$3.6M0.9%
CVXCHEVRON CORPORATION21.4K$3.5M0.9%
VTIVANGUARD INDEX FDS9.4K$3.5M0.9%
LITELUMENTUM HLDGS INC4.0K$3.4M0.9%
DISDISNEY WALT CO34.9K$3.4M0.8%
CTASIMPLIFY EXCHANGE TRADED FUN127.0K$3.3M0.8%
MUMICRON TECHNOLOGY INC2.8K$3.3M0.8%
ABBVABBVIE INC12.5K$3.1M0.8%
IUSGISHARES TR16.5K$3.1M0.8%
MAMASTERCARD INCORPORATED5.6K$2.9M0.7%
EAELECTRONIC ARTS INC13.5K$2.8M0.7%
VMBSVANGUARD SCOTTSDALE FDS58.7K$2.7M0.7%
WDCWESTERN DIGITAL CORP4.2K$2.7M0.7%
NBIXNEUROCRINE BIOSCIENCES INC15.8K$2.7M0.7%
FBTFIRST TR EXCHANGE-TRADED FD10.4K$2.6M0.6%
STLDSTEEL DYNAMICS INC11.3K$2.6M0.6%
MSMORGAN STANLEY12.3K$2.6M0.6%
FTXRFIRST TR EXCHANGE TRADED FD56.3K$2.6M0.6%
QTECFIRST TR EXCHANGE-TRADED FD7.6K$2.6M0.6%
ESGDISHARES TR24.5K$2.5M0.6%
VTRSVIATRIS INC158.2K$2.5M0.6%
FXLFIRST TR EXCHANGE-TRADED FD11.4K$2.5M0.6%
VCITVANGUARD SCOTTSDALE FDS29.5K$2.4M0.6%
INTCINTEL CORP17.3K$2.4M0.6%
ABNBAIRBNB INC16.8K$2.4M0.6%
FITBFIFTH THIRD BANCORP42.4K$2.4M0.6%
XELXCEL ENERGY INC29.4K$2.4M0.6%
NEENEXTERA ENERGY INC26.5K$2.3M0.6%
EWEDWARDS LIFESCIENCES CORP25.7K$2.3M0.6%
—TRANE TECHNOLOGIES PLC4.6K$2.3M0.6%
METMETLIFE INC26.7K$2.3M0.6%
FTXLFIRST TR EXCHANGE TRADED FD7.9K$2.3M0.6%
MSFTMICROSOFT CORP5.8K$2.2M0.5%
CSCOCISCO SYS INC17.8K$2.1M0.5%
DGXQUEST DIAGNOSTICS INC9.7K$2.0M0.5%
USRTISHARES TR29.5K$2.0M0.5%
AMZNAMAZON COM INC8.2K$2.0M0.5%
BRK-BBERKSHIRE HATHAWAY INC DEL3.8K$1.9M0.5%
TPLTEXAS PACIFIC LAND CORPORATI4.3K$1.9M0.5%
GOOGLALPHABET INC5.0K$1.8M0.5%
IUSVISHARES TR16.3K$1.8M0.4%
SHYISHARES TR21.6K$1.8M0.4%
Top Fund Holdings
13F
Top Fund Holdings

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