TriaGen Wealth Management LLC ETF holdings
Calabasas, CA
Reported $212.3M in 55 ETFs in its Form 13F for June 30, 2026.
ETF value
$212.3M
ETFs held
55
Change from prior quarter
+4.0%
With price moves
ETFs as a share of its 13F
53.3%
of $398.6M
Top 10 of 55 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DIVI | Franklin International Core Dividend Tilt Index ETF | $26.1M | 610,254 | +20,097 shares |
| FLOT | iShares Floating Rate Bond ETF | $18.3M | 358,003 | −324,252 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $17.5M | 216,882 | +163,229 shares |
| EYLD | Cambria Emerging Shareholder Yield ETF | $13.3M | 291,869 | +4,863 shares |
| MGC | Vanguard Morningstar Mega Cap ETF | $13.2M | 48,100 | +12 shares |
| DGRO | iShares Core Dividend Growth ETF | $13.1M | 172,855 | +4,853 shares |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $12.8M | 377,702 | −52 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $11.3M | 37,370 | +269 shares |
| TQQQ | ProShares UltraPro QQQ | $7.3M | 89,645 | New position |
| IAU | iShares Gold Trust | $6.7M | 89,155 | +1,119 shares |
45 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001843848. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does TriaGen Wealth Management LLC own?
TriaGen Wealth Management LLC reported 55 ETF positions worth $212.3M in its Form 13F for June 30, 2026. The largest was DIVI, at $26.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.