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Home > Institutional Investor > Triagen Wealth Management Llc > Profile

Instuitional Investor - Triagen Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Triagen Wealth Management Llc
Portfolio Value $330,138,052
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 162,326 $33,304,487 10.09%
2.
Franklin Templeton Etf Tr
 468,136 $16,684,378 5.05%
3.
Vanguard Index Fds - MID CAP ETF
 49,904 $13,964,636 4.23%
4.
Schwab Strategic Trust
 FNDF 378,784 $11,064,281 3.35%
5.
Vanguard World Fd
 47,051 $10,582,711 3.21%
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%
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Returns since its inception in May 2014 (through August 15th, 2025)