TriaGen Wealth Management LLC

TriaGen Wealth Management LLC reported 189 holdings worth US$413M as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 14, 2026

TriaGen Wealth Management LLC reported 189 holdings worth US$413M as of Sep 30, 2026. Largest: Apple Inc, Nvidia Corporation and Jp Morgan Chase & Co. Filed Oct 14, 2026 (Form 13F).

Holdings
189
Value as reported
US$413M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc97,387US$32.4M7.9%
Nvidia Corporation66,063US$15.1M3.7%
Jp Morgan Chase & Co.15,093US$4.99M1.2%
Chevron Corporation21,299US$4.35M1.1%
Mastercard Incorporated7,865US$4.34M1.1%
Ovintiv Inc. (de)69,078US$3.99M0.97%
Devon Energy Corporation86,200US$3.97M0.96%
Walt Disney Company (the)35,835US$3.76M0.91%
Costco Wholesale Corporation3,909US$3.56M0.86%
Abbvie Inc.12,463US$3.26M0.79%
Alphabet Inc (google) Class C9,015US$3.09M0.75%
Berkshire Hathaway Inc.4,488US$2.98M0.72%
Micron Technology, Inc.2,734US$2.91M0.70%
Microsoft Corp.5,590US$2.87M0.69%
Johnson & Johnson10,511US$2.78M0.67%
Airbnb, Inc.16,699US$2.68M0.65%
10x Genomics, Inc.28,859US$2.61M0.63%
Morgan Stanley13,781US$2.59M0.63%
Metlife, Inc.26,649US$2.51M0.61%
Steel Dynamics, Inc.11,053US$2.45M0.59%
Vertex Pharmaceuticals Incorporated4,496US$2.35M0.57%
Visa Inc.6,458US$2.32M0.56%
Quest Diagnostics Incorporated9,594US$2.24M0.54%
Edwards Lifesciences Corporation25,366US$2.19M0.53%
Fifth Third Bancorp41,696US$2.11M0.51%
Amazon.com, Inc.8,201US$2.04M0.49%
Moderna, Inc.10,500US$2.02M0.49%
Scorpio Tankers Inc.24,000US$2.01M0.49%
Nextera Energy, Inc.26,293US$1.99M0.48%
Arch Capital Group Ltd.20,973US$1.94M0.47%
Archer-daniels-midland Company22,779US$1.81M0.44%
Hecla Mining Company101KUS$1.72M0.42%
Nucor Corporation7,143US$1.67M0.40%
Newmont Corporation14,452US$1.67M0.40%
State Street Corporation9,484US$1.66M0.40%
Interactive Brokers Group, Inc.19,329US$1.65M0.40%
Equinix, Inc.1,628US$1.65M0.40%
The Bank Of New York Mellon Corporation11,183US$1.62M0.39%
Advanced Micro Devices Inc2,617US$1.6M0.39%
Cf Industries Holdings, Inc.13,738US$1.58M0.38%
Monster Beverage Corporation37,536US$1.56M0.38%
Western Alliance Bancorporation19,696US$1.48M0.36%
Tesla, Inc.4,090US$1.45M0.35%
Kinross Gold Corporation59,015US$1.42M0.34%
Viatris Inc.78,797US$1.4M0.34%
Texas Pacific Land Corporation4,263US$1.39M0.34%
Humana Inc.3,089US$1.18M0.29%
Manpowergroup20,253US$1.13M0.27%
Palo Alto Networks, Inc.2,812US$1.12M0.27%
Rtx Corporation6,009US$1.12M0.27%
Sherwin-williams Company (the)3,412US$1.1M0.27%
Hf Sinclair Corporation10,256US$1.1M0.27%
Atlassian Corporation6,070US$1.09M0.26%
Centene Corporation17,033US$1.06M0.26%
Broadcom Inc.2,981US$1.05M0.25%
Celsius Holdings, Inc.37,700US$1.03M0.25%
Robinhood Markets, Inc.9,113US$1.03M0.25%
Ssr Mining Inc.30,662US$1.02M0.25%
Everpure, Inc.7,753US$1.01M0.25%
Valero Energy Corporation2,579US$1000K0.24%
Carmax Inc17,979US$991K0.24%
Nike, Inc.25,862US$916K0.22%
Molina Healthcare Inc4,535US$858K0.21%
Hp Inc.26,688US$835K0.20%
Iridium Communications Inc16,932US$811K0.20%
Mccormick & Company, Incorporated17,400US$807K0.20%
Intel Corporation6,687US$804K0.19%
Procter & Gamble Company (the)5,521US$802K0.19%
Marathon Petroleum Corporation1,960US$775K0.19%
Revvity, Inc.4,767US$729K0.18%
Cheniere Energy, Inc.2,673US$719K0.17%
Home Depot, Inc. (the)2,311US$657K0.16%
Ge Aerospace1,963US$613K0.15%
Consolidated Edison, Inc.5,953US$608K0.15%
Cisco Systems, Inc.5,344US$575K0.14%
Csx Corporation10,807US$503K0.12%
International Business Machines Corporation2,239US$492K0.12%
Capital One Financial Corporation2,538US$490K0.12%
Oracle Corporation3,357US$461K0.11%
Ge Vernova Inc.481US$457K0.11%
Allstate Corporation (the)2,027US$450K0.11%
Merck & Company, Inc.3,037US$441K0.11%
Viasat, Inc.6,118US$431K0.10%
Snowflake Inc.1,248US$424K0.10%
Aflac Incorporated3,781US$423K0.10%
Selectquote, Inc.1.03MUS$419K0.10%
Philip Morris International Inc2,139US$408K0.10%
Autozone, Inc.139US$393K0.10%
Tjx Companies, Inc. (the)2,971US$393K0.10%
Starbucks Corporation4,075US$383K0.09%
Walmart Inc.3,472US$361K0.09%
Charles Schwab Corporation (the)3,677US$359K0.09%
Meta Platforms, Inc.495US$359K0.09%
Bank Of America Corporation6,523US$355K0.09%
Mcdonald's Corporation1,534US$354K0.09%
At&t Inc.14,402US$351K0.09%
American Tower Corporation (reit)2,127US$348K0.08%
Boeing Company (the)1,836US$342K0.08%
Enphase Energy, Inc.9,802US$323K0.08%
Ametek, Inc.1,250US$310K0.07%

Every holding of TriaGen Wealth Management LLC

Source

View original at SEC

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