Institutional Fund
Triagen Wealth Management LLC
Calabasas, CACIK 18438485 filings on record
Portfolio Value
$366.05M
Q1 2026
Holdings
171
Reported positions
New Buys
24
Opened this quarter
QoQ Change
-5.3%
from $386.58M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr9.5%
- Apple Inc8.2%
- Franklin Templeton ETF Tr6.4%
- Vanguard Index Fds4.2%
- Cambria ETF Tr3.2%
- Ishares Tr3.2%
- Other65.2%
Portfolio Holdings
171 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 682.3K | $34.76M | 9.5% | +192.8K | Added |
| 2 | Apple Inc | 118.4K | $30.06M | 8.2% | −53.1K | Reduced |
| 3 | Franklin Templeton ETF Tr | 590.2K | $23.49M | 6.4% | +1.8K | Added |
| 4 | Vanguard Index Fds | 53.7K | $15.41M | 4.2% | +768 | Added |
| 5 | Cambria ETF Tr | 287.0K | $11.88M | 3.2% | +1.5K | Added |
| 6 | Ishares Tr | 168.0K | $11.79M | 3.2% | +5.7K | Added |
| 7 | Vanguard World Fd | 48.1K | $11.37M | 3.1% | +567 | Added |
| 8 | Schwab Strategic Tr | 377.8K | $11.00M | 3.0% | −2.8K | Reduced |
| 9 | Vanguard Index Fds | 37.1K | $9.72M | 2.7% | +97 | Added |
| 10 | Ishares Gold Tr | 88.0K | $7.76M | 2.1% | −946 | Reduced |
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