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Home > Institutional Investor > Trevian Wealth Management Llc > Profile

Instuitional Investor - Trevian Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Trevian Wealth Management Llc
Portfolio Value $186,308,113
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 141,443 $86,618,866 46.49%
2.
Ishares Trust
 IEF 190,513 $27,748,069 14.89%
3.
Northeast Bank
 NBN 150,132 $15,037,386 8.07%
4.
Vanguard Index Fds - EXTEND MKT ETF
 31,095 $6,509,631 3.49%
5.
Vanguard Index Fds
 18,166 $5,961,748 3.2%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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