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TREVIAN WEALTH MANAGEMENT LLC 13F portfolio summary

TREVIAN WEALTH MANAGEMENT LLC of TREVIAN WEALTH MANAGEMENT LLC has 43 current stock holdings with a reported portfolio value of $202.6M. The portfolio 1 year return is +17.34%. Top holdings include SPY (0.00%), QQQ (0.00%), VOO (45.46%), ITOT (15.72%), NBN (7.92%).

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TREVIAN WEALTH MANAGEMENT LLC

TREVIAN WEALTH MANAGEMENT LLC
Latest filing: 2026-03-31

TREVIAN WEALTH MANAGEMENT LLC runs TREVIAN WEALTH MANAGEMENT LLC and currently holds 43 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $202.64M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. TREVIAN WEALTH MANAGEMENT LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, TREVIAN WEALTH MANAGEMENT LLC's portfolio at TREVIAN WEALTH MANAGEMENT LLC has delivered returns of +17.34%. Their 3-year annualized return is +72.07%. Looking at the 5-year horizon, TREVIAN WEALTH MANAGEMENT LLC has achieved +44.88% annualized returns at TREVIAN WEALTH MANAGEMENT LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+17.34%
#0/1000
3 Year
+72.07%
#0/1000
5 Year
+44.88%
#0/1000

Portfolio Value

$202.64M

Alpha Score

42.6

#0 of 1000

Holdings

43

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change