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Bryan Garris

Triagen Wealth Management Llc

Assets Managed
$399.828M
Holdings
183
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
9.23%(2Q avg: 1.96%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Triagen Wealth Management Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 183 positions.

Assets under management

The assets under management (AUM) of Triagen Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 399.828M in assets, with a quarterly growth rate of 9.23% and a 2-quarter average growth rate of 1.96%. The portfolio is managed by Bryan Garris, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -12.64%
7.49%
$29.938M
103,464 shares@ $289.37 avg price
DIVI
Franklin International Core
Recent Activity
Increased 3.41%
6.53%
$26.07M
610,254 shares@ $42.73 avg price
FLOT
Ishares Floating Rate Bond E
Recent Activity
Decreased -47.52%
4.58%
$18.276M
358,003 shares@ $51.05 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 304.24%
4.38%
$17.474M
216,882 shares@ $80.58 avg price
EYLD
Cambria Emerg Shrhldr Yield
Recent Activity
Increased 1.7%
3.32%
$13.254M
291,869 shares@ $45.41 avg price
MGC
Vanguard Mega Cap Etf
Recent Activity
Increased 0.03%
3.3%
$13.162M
48,100 shares@ $273.63 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 2.89%
3.28%
$13.101M
172,855 shares@ $75.79 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -0.01%
3.2%
$12.781M
377,702 shares@ $33.85 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 0.73%
2.84%
$11.328M
37,370 shares@ $303.13 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 23.43%
2.49%
$9.924M
49,597 shares@ $200.1 avg price

1-10 of 183