Trevian Wealth Management LLC
13F Portfolio Filings
Most recent 13F
Q4 2024
Location
Weston, MA
CIK
0001901929
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q4 2024
29
135,577
VOO, NBN, VXF, VTI
13F-HR
1/23/2025
000190192925000001
Q3 2024
30
121,995
VOO, NBN, VXF, VTI
13F-HR
10/9/2024
000190192924000006
Q2 2024
13
20,075
NBN, GOOG, AAPL, AMZN
13F-HR
7/15/2024
000190192924000004
Q1 2024
29
146,688
VOO, IVV, NBN, VXF
13F-HR
4/26/2024
000190192924000003
Q4 2023
30
128,485
VOO, IVV, NBN, VXF
13F-HR
1/18/2024
000190192924000002
Q3 2023
30
108,936
VOO, IVV, NBN, VTI
13F-HR
10/30/2023
000176794023000005
Q2 2023
13
12,537
NBN, GOOG, SPY, META
13F-HR
7/19/2023
000190192923000003
Q1 2023
33
106,916
VOO, IVV, NBN, VXF
13F-HR
4/14/2023
000190192923000002
Q4 2022
34
91,462
VOO, VTI, IVV, NBN
13F-HR
1/30/2023
000190192923000001
Q3 2022
35
88,601
VOO, IVV, NBN, VXF
13F-HR
10/24/2022
000190192922000004
Q2 2022
34
92,122
VOO, IVV, NBN, VEA
13F-HR
7/25/2022
000190192922000003
Q1 2022
40
103,307
VOO, IVV, VEA, VWO
13F-HR
5/3/2022
000190192922000002
Q4 2021
41
104,260
VOO, IVV, VEA, VCSH
13F-HR
1/31/2022
000190192922000001
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