CIK 1843848
TriaGen Wealth Management LLC
Institutional 13F holdings & portfolio
Holdings
176
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 176
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IBKR | INTERACTIVE BROKERS GROUP IN | 32K | $1M+ | SH |
| STLD | STEEL DYNAMICS INC | 12K | $1M+ | SH |
| SHY | ISHARES TR | 22K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| DGX | QUEST DIAGNOSTICS INC | 10K | $1M+ | SH |
| GE | GE AEROSPACE | 6K | $1M+ | SH |
| IUSV | ISHARES TR | 16K | $1M+ | SH |
| NKE | NIKE INC | 26K | $1M+ | SH |
| JPIB | J P MORGAN EXCHANGE TRADED F | 34K | $1M+ | SH |
| GOOGL | ALPHABET INC | 5K | $1M+ | SH |
| SHOP | SHOPIFY INC | 10K | $1M+ | SH |
| T | AT&T INC | 64K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 30K | $1M+ | SH |
| SLQT | SELECTQUOTE INC | 1.1M | $1M+ | SH |
| LITE | LUMENTUM HLDGS INC | 4K | $1M+ | SH |
| SHYG | ISHARES TR | 34K | $1M+ | SH |
| MISL | FIRST TR EXCHANGE-TRADED FD | 34K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 11K | $1M+ | SH |
| MKC | MCCORMICK & CO INC | 19K | $1M+ | SH |
| GOOG | ALPHABET INC | 4K | $1M+ | SH |
| VUSB | VANGUARD BD INDEX FDS | 25K | $1M+ | SH |
| TPL | TEXAS PACIFIC LAND CORPORATI | 4K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 10K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 23K | $1M+ | SH |
| NEM | NEWMONT CORP | 12K | $1M+ | SH |
| RTX | RTX CORPORATION | 6K | $1M+ | SH |
| AVGO | BROADCOM INC | 3K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO | 3K | $1M+ | SH |
| IEF | ISHARES TR | 11K | $1M+ | SH |
| WBD | WARNER BROS DISCOVERY INC | 37K | $1M+ | SH |
| OKE | ONEOK INC NEW | 14K | $1M+ | SH |
| HOOD | ROBINHOOD MKTS INC | 9K | $500K+ | SH |
| KSS | KOHLS CORP | 48K | $500K+ | SH |
| WDC | WESTERN DIGITAL CORP | 6K | $500K+ | SH |
| MS | MORGAN STANLEY | 5K | $500K+ | SH |
| CVS | CVS HEALTH CORP | 12K | $500K+ | SH |
| CIEN | CIENA CORP | 4K | $500K+ | SH |
| SUB | ISHARES TR | 9K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $500K+ | SH |
| FXR | FIRST TR EXCHANGE TRADED FD | 11K | $500K+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 14K | $500K+ | SH |
| FALN | ISHARES TR | 32K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC | 3K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 4K | $500K+ | SH |
| DG | DOLLAR GEN CORP NEW | 6K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 6K | $500K+ | SH |
| CALI | BLACKROCK ETF TRUST II | 15K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| ABBV | ABBVIE INC | 3K | $500K+ | SH |