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Bryan Garris

Triagen Wealth Management Llc

Assets Managed
$366.048M
Holdings
171
Last Quarter
2026 - Q1
Filed Date
1mo 1d ago
Growth Rate
-5.31%(2Q avg: -2.23%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Triagen Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 171 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 366.048M in assets, with a quarterly growth rate of -5.31% and a 2-quarter average growth rate of -2.23%. The portfolio is managed by Bryan Garris, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FLOT
Ishares Floating Rate Bond E
Recent Activity
Increased 39.39%
9.5%
$34.761M
682,255 shares@ $50.95 avg price
AAPL
Apple Inc
Recent Activity
Decreased -30.96%
8.22%
$30.059M
118,442 shares@ $253.79 avg price
DIVI
Franklin International Core
Recent Activity
Increased 0.31%
6.42%
$23.494M
590,157 shares@ $39.82 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 1.46%
4.21%
$15.408M
53,653 shares@ $287.19 avg price
EYLD
Cambria Emerg Shrhldr Yield
Recent Activity
Increased 0.53%
3.25%
$11.885M
287,006 shares@ $41.41 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 3.52%
3.23%
$11.79M
168,002 shares@ $70.19 avg price
MGC
Vanguard Mega Cap Etf
Recent Activity
Increased 1.2%
3.11%
$11.366M
48,088 shares@ $236.36 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -0.73%
3.01%
$11.004M
377,754 shares@ $29.13 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 0.27%
2.66%
$9.718M
37,101 shares@ $261.93 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -1.06%
2.13%
$7.761M
88,036 shares@ $88.17 avg price

1-10 of 171