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TRIAGEN WEALTH MANAGEMENT LLC 13F portfolio summary

TRIAGEN WEALTH MANAGEMENT LLC of TRIAGEN WEALTH MANAGEMENT LLC has 170 current stock holdings with a reported portfolio value of $366.0M. The portfolio 1 year return is +16.90%. Top holdings include QQQ (0.00%), SPY (0.00%), FLOT (9.56%), AAPL (8.26%), DIVI (6.46%).

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TRIAGEN WEALTH MANAGEMENT LLC

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

TRIAGEN WEALTH MANAGEMENT LLC runs TRIAGEN WEALTH MANAGEMENT LLC and currently holds 170 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $366.05M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. TRIAGEN WEALTH MANAGEMENT LLC ranks #749 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, TRIAGEN WEALTH MANAGEMENT LLC's portfolio at TRIAGEN WEALTH MANAGEMENT LLC has delivered returns of +16.90%. Their 3-year annualized return is +50.55%. Looking at the 5-year horizon, TRIAGEN WEALTH MANAGEMENT LLC has achieved +67.27% annualized returns at TRIAGEN WEALTH MANAGEMENT LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+16.90%
#797/1000
3 Year
+50.55%
#817/1000
5 Year
+67.27%
#568/1000

Portfolio Value

$366.05M

Alpha Score

45.5

#749 of 1000

Holdings

170

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change