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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 $383,348,526
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 161,904 $41,225,676 10.75%
2.
Franklin Templeton Etf Tr
 579,521 $21,621,941 5.64%
3.
Vanguard Index Fds - MID CAP ETF
 51,492 $15,125,260 3.95%
4.
Schwab Strategic Trust
 FNDF 383,491 $12,237,198 3.19%
5.
Vanguard World Fd
 47,552 $11,606,968 3.03%
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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