Troutman Wealth Management, LLC
13F Portfolio Filings
Most recent 13F
Q1 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
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