Troutman Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q2 2026
Location
Malvern, PA
CIK
0002110807
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2026 38 129,971 CGCP, BND, VYMI, CGXU 13F-HR 8/13/2026 000211080726000003
Q1 2026 36 119,921 CGCP, BND, VYMI, CGXU 13F-HR 5/11/2026 000211080726000002
Q4 2025 37 120,969 CGCP, BND, VYMI, CGXU 13F-HR 2/17/2026 000211080726000001