TriaGen Wealth Management LLC Q2 2025 Filing

Filed July 23, 2025

Portfolio Value

$330.1B

Holdings

171

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (171 positions)

#	Stock	Shares	Value	% Portfolio
1	AAPLAPPLE INC	162,326	$33.3B	10.09%
2	DIVIFRANKLIN TEMPLETON ETF TR	468,136	$16.7B	5.05%
3	VOVANGUARD INDEX FDS	49,904	$14.0B	4.23%
4	SCHGSCHWAB STRATEGIC TR	378,784	$11.1B	3.35%
5	MGCVANGUARD WORLD FD	47,051	$10.6B	3.21%
6	DGROISHARES TR	142,482	$9.1B	2.76%
7	EYLDCAMBRIA ETF TR	234,876	$8.5B	2.57%
8	VBVANGUARD INDEX FDS	35,042	$8.3B	2.52%
9	NVDANVIDIA CORPORATION	49,953	$7.9B	2.39%
10	IAU*ISHARES GOLD TR	82,558	$5.1B	1.56%
11	EAELECTRONIC ARTS INC	29,056	$4.6B	1.41%
12	COSTCOSTCO WHSL CORP NEW	4,664	$4.6B	1.40%
13	LNGCHENIERE ENERGY INC	18,594	$4.5B	1.37%
14	TTWOTAKE-TWO INTERACTIVE SOFTWAR	18,530	$4.5B	1.36%
15	CBRECBRE GROUP INC	31,810	$4.5B	1.35%
16	MCDMCDONALDS CORP	14,597	$4.3B	1.29%
17	XELXCEL ENERGY INC	62,479	$4.3B	1.29%
18	COMDIREXION SHS ETF TR	147,146	$4.1B	1.23%
19	RMERESMED INC	15,614	$4.0B	1.22%
20	DPZDOMINOS PIZZA INC	8,896	$4.0B	1.21%
21	VCSHVANGUARD SCOTTSDALE FDS	49,318	$3.9B	1.19%
22	DISDISNEY WALT CO	29,919	$3.7B	1.12%
23	VBRVANGUARD INDEX FDS	18,706	$3.6B	1.10%
24	NFLXNETFLIX INC	2,720	$3.6B	1.10%
25	MSFTMICROSOFT CORP	6,475	$3.2B	0.98%
26	ZSZSCALER INC	10,189	$3.2B	0.97%
27	VTIVANGUARD INDEX FDS	9,496	$2.9B	0.87%
28	IUSGISHARES TR	17,208	$2.6B	0.78%
29	BSXBOSTON SCIENTIFIC CORP	23,771	$2.6B	0.77%
30	MCKMCKESSON CORP	3,476	$2.5B	0.77%
31	ABGCENCORA INC	8,482	$2.5B	0.77%
32	SLQTSELECTQUOTE INC	1,055,500	$2.5B	0.76%
33	VMBSVANGUARD SCOTTSDALE FDS	52,364	$2.4B	0.74%
34	BRK/BBERKSHIRE HATHAWAY INC DEL	4,993	$2.4B	0.73%
35	FDNFIRST TR EXCHANGE-TRADED FD	8,953	$2.4B	0.73%
36	MAMASTERCARD INCORPORATED	4,255	$2.4B	0.72%
37	EBAEBAY INC.	32,044	$2.4B	0.72%
38	CMECME GROUP INC	8,626	$2.4B	0.72%
39	ABNBAIRBNB INC	17,503	$2.3B	0.70%
40	WMTWALMART INC	23,433	$2.3B	0.69%
41	DBMFLITMAN GREGORY FDS TR	88,500	$2.3B	0.69%
42	FXOFIRST TR EXCHANGE TRADED FD	40,261	$2.3B	0.68%
43	FXRFIRST TR EXCHANGE TRADED FD	30,180	$2.2B	0.68%
44	ESGDISHARES TR	25,080	$2.2B	0.68%
45	JPMJPMORGAN CHASE & CO.	7,717	$2.2B	0.68%
46	FXUFIRST TR EXCHANGE TRADED FD	52,322	$2.2B	0.67%
47	QQXTFIRST TR EXCHANGE-TRADED FD	22,392	$2.2B	0.67%
48	VVISA INC	6,218	$2.2B	0.67%
49	EXEEXPAND ENERGY CORPORATION	18,596	$2.2B	0.66%
50	INTCINTEL CORP	94,911	$2.1B	0.64%
51	VCITVANGUARD SCOTTSDALE FDS	24,747	$2.1B	0.62%
52	CCLCARNIVAL CORP	71,200	$2.0B	0.61%
53	FASTFASTENAL CO	47,396	$2.0B	0.60%
54	DFCADIMENSIONAL ETF TRUST	39,198	$1.9B	0.59%
55	AMZNAMAZON COM INC	8,404	$1.8B	0.56%
56	MCXMCCORMICK & CO INC	24,200	$1.8B	0.56%
57	DGXQUEST DIAGNOSTICS INC	10,119	$1.8B	0.55%
58	CVXCHEVRON CORP NEW	12,415	$1.8B	0.54%
59	SHYISHARES TR	20,546	$1.7B	0.52%
60	JPSTJ P MORGAN EXCHANGE TRADED F	32,984	$1.7B	0.51%
61	TSLATESLA INC	5,096	$1.6B	0.49%
62	IUSVISHARES TR	16,487	$1.6B	0.47%
63	TPLTEXAS PACIFIC LAND CORPORATI	1,421	$1.5B	0.45%
64	SHYGISHARES TR	34,144	$1.5B	0.45%
65	VUSBVANGUARD BD INDEX FDS	29,360	$1.5B	0.44%
66	OKEONEOK INC NEW	17,700	$1.4B	0.44%
67	GEGE AEROSPACE	5,593	$1.4B	0.44%
68	PLTRPALANTIR TECHNOLOGIES INC	9,963	$1.4B	0.41%
69	FLOTISHARES TR	26,434	$1.3B	0.41%
70	XOMEXXON MOBIL CORP	11,279	$1.2B	0.37%
71	VTEBVANGUARD MUN BD FDS	23,096	$1.1B	0.34%
72	LVSLAS VEGAS SANDS CORP	25,500	$1.1B	0.34%
73	SHWSHERWIN WILLIAMS CO	3,084	$1.1B	0.32%
74	FALNISHARES TR	36,481	$990.1M	0.30%
75	GOOGLALPHABET INC	5,414	$954.1M	0.29%
76	IEFISHARES TR	9,569	$916.4M	0.28%
77	SUBISHARES TR	8,541	$908.3M	0.28%
78	RTXRTX CORPORATION	6,199	$905.2M	0.27%
79	PGPROCTER AND GAMBLE CO	5,571	$887.6M	0.27%
80	HDHOME DEPOT INC	2,420	$887.3M	0.27%
81	SPYSPDR S&P 500 ETF TR	1,391	$859.4M	0.26%
82	CUCAAVIS BUDGET GROUP	5,038	$851.7M	0.26%
83	IBMINTERNATIONAL BUSINESS MACHS	2,805	$826.9M	0.25%
84	VEAVANGUARD TAX-MANAGED FDS	14,353	$818.3M	0.25%
85	AVGOBROADCOM INC	2,959	$815.6M	0.25%
86	DWDMORGAN STANLEY	5,771	$812.9M	0.25%
87	ORCLORACLE CORP	3,696	$808.1M	0.24%
88	CVSCVS HEALTH CORP	11,682	$805.8M	0.24%
89	HOODROBINHOOD MKTS INC	8,454	$791.5M	0.24%
90	JNJJOHNSON & JOHNSON	5,030	$768.3M	0.23%
91	SSRMSSR MINING IN	58,552	$747.6M	0.23%
92	BRK-BBERKSHIRE HATHAWAY INC DEL	1	$728.8M	0.22%
93	CELHCELSIUS HLDGS INC	15,606	$724.0M	0.22%
94	GOOGALPHABET INC	4,070	$722.0M	0.22%
95	DGDOLLAR GEN CORP NEW	6,156	$704.1M	0.21%
96	COINCOINBASE GLOBAL INC	2,004	$702.4M	0.21%
97	PGRPROGRESSIVE CORP	2,568	$685.3M	0.21%
98	ABBVABBVIE INC	3,560	$660.8M	0.20%
99	SUSAISHARES TR	5,169	$655.2M	0.20%
100	NEMNEWMONT CORP	11,243	$655.0M	0.20%

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