1y return+14.5%S&P 500 +20.9%
3y return+48.3%S&P 500 +68.5%
5y return+46.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $160 against $200 in the S&P 500.2
TriaGen Wealth Management LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $29.9M | 7.5% | −12.6% |
| DIVIFranklin Templeton Etf Tr | $26.1M | 6.5% | +3.4% |
| FLOTIshares Tr | $18.3M | 4.6% | −47.5% |
| VOVanguard Index Fds | $17.5M | 4.4% | +1.1% |
| EYLDCambria Etf Tr | $13.3M | 3.3% | +1.7% |
| MGCVanguard World Fd | $13.2M | 3.3% | |
| DGROIshares Tr | $13.1M | 3.3% | +2.9% |
| SCHGSchwab Strategic Tr | $12.8M | 3.2% | |
| VBVanguard Index Fds | $11.3M | 2.8% | |
| NVDANvidia Corporation | $9.9M | 2.5% | +23.4% |
| TQQQProshares Tr | $7.3M | 1.8% | New |
| IAUIshares Gold Tr | $6.7M | 1.7% | +1.3% |
| VBRVanguard Index Fds | $5.1M | 1.3% | |
| JPMJpmorgan Chase & Co | $4.9M | 1.2% | +87.0% |
| BILSpdr Series Trust | $4.5M | 1.1% | +36.4% |
| VVisa Inc | $4.4M | 1.1% | +111.8% |
| COSTCostco Wholesale Corporation | $3.7M | 0.9% | −35.2% |
| VCSHVanguard Scottsdale Fds | $3.7M | 0.9% | |
| DFCADimensional Etf Trust | $3.6M | 0.9% | +7.7% |
| CVXChevron Corporation | $3.5M | 0.9% | |
| VTIVanguard Index Fds | $3.5M | 0.9% | |
| LITELumentum Hldgs Inc | $3.4M | 0.9% | |
| DISDisney Walt Co | $3.4M | 0.8% | +4.3% |
| CTASimplify Exchange Traded Fun | $3.3M | 0.8% | +7.3% |
| MUMicron Technology Inc | $3.3M | 0.8% | −54.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2020 | +1432.6% | $9.9M |
| LITELumentum Hldgs Inc | September 30, 2025 | +427.4% | $3.4M |
| WDCWestern Digital Corp | December 31, 2025 | +270.8% | $2.7M |
| MSMorgan Stanley | December 31, 2020 | +205.0% | $2.6M |
| JPMJpmorgan Chase & Co | December 31, 2020 | +157.6% | $4.9M |
| COSTCostco Wholesale Corporation | December 31, 2020 | +148.3% | $3.7M |
| ABBVAbbvie Inc | December 31, 2020 | +134.9% | $3.1M |
| AAPLApple Inc | December 31, 2020 | +118.1% | $29.9M |
| IUSGIshares Tr | December 31, 2020 | +112.1% | $3.1M |
| SCHGSchwab Strategic Tr | December 31, 2020 | +110.8% | $12.8M |
Sold off last quarter
- COMDirexion Shares Etf Trust was $3.9M
- MCKMckesson Corp was $2.8M
- CORCencora Inc was $2.5M
- CNQCanadian Nat Res Ltd Med Ter was $2.5M
- CMECme Group Inc was $2.4M
- CIENCiena Corp was $1.5M
- GILDGilead Sciences Inc was $1.5M
- HCAHca Healthcare Inc was $1.3M
- LRCXLam Research Corp was $1.3M
- SNDKSandisk Corp was $1.2M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.6% | +14.8% |
| March 31, 2026 | −1.0% | −4.6% |
| December 31, 2025 | +0.5% | +2.4% |
| September 30, 2025 | +7.9% | +7.8% |
| June 30, 2025 | +7.9% | +10.5% |
| March 31, 2025 | −4.4% | −4.6% |
| December 31, 2024 | +1.4% | +2.1% |
| September 30, 2024 | +5.4% | +5.4% |
| June 30, 2024 | +2.3% | +4.0% |
| March 31, 2024 | +9.1% | +10.0% |
| December 31, 2023 | +9.9% | +11.2% |
| September 30, 2023 | −4.2% | −3.6% |
| June 30, 2023 | +4.3% | +8.3% |
| March 31, 2023 | +4.7% | +7.0% |
| December 31, 2022 | +4.8% | +7.1% |
| September 30, 2022 | −3.6% | −5.3% |
| June 30, 2022 | −14.8% | −16.5% |
| March 31, 2022 | −3.5% | −4.9% |
| December 31, 2021 | +9.5% | +10.7% |
| September 30, 2021 | −0.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: TriaGen Wealth Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1843848&type=13F-HR&dateb=&owner=include&count=40CIK 1843848
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1843848/000117266126002712/Filed July 21, 2026 · accession 0001172661-26-002712