Troutman Wealth Management, LLC
Troutman Wealth Management, LLC reported 39 holdings worth US$130M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Troutman Wealth Management, LLC reported 39 holdings worth US$130M as of Jun 30, 2026. Largest: Jp Morgan Chase & Co., Alphabet Inc (google) Class C and Apple Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 39
- Value as reported
- US$130M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Jp Morgan Chase & Co. | 2,470 | US$809K | 0.62% |
| Alphabet Inc (google) Class C | 2,011 | US$719K | 0.55% |
| Apple Inc | 2,340 | US$677K | 0.52% |
| The Bank Of New York Mellon Corporation | 3,709 | US$536K | 0.41% |
| Microsoft Corp. | 727 | US$271K | 0.21% |
| Berkshire Hathaway Inc. | 479 | US$240K | 0.18% |
| Abbvie Inc. | 859 | US$216K | 0.17% |