Troutman Wealth Management

Latest statistics and disclosures from Troutman Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Troutman Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Troutman Wealth Management

Troutman Wealth Management holds 36 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Capital Grp Fixed Incm Etf T Comm (CGCP) 14.3 $17M 767k 22.34
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Vanguard Bd Index Fds Comm (BND) 10.0 $12M 163k 73.64
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Vanguard Whitehall Fds Comm (VYMI) 8.7 $11M 111k 94.24
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Capital Group Intl Focus Eqt Comm (CGXU) 7.6 $9.1M 308k 29.49
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Capital Group Growth Etf Comm (CGGR) 6.3 $7.6M 189k 40.19
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Capital Group Conservative E Comm (CGCV) 6.1 $7.4M 247k 29.81
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Capital Grp Fixed Incm Etf T Comm (CGMS) 6.0 $7.1M 262k 27.23
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Spdr Series Trust Comm (SPTS) 4.7 $5.7M 194k 29.18
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Vanguard Index Fds Comm (VTV) 4.3 $5.1M 26k 196.20
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J P Morgan Exchange Traded F Comm (JEPI) 3.9 $4.7M 83k 56.68
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Vanguard Index Fds Comm (VUG) 3.6 $4.4M 10k 436.80
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Vanguard Bd Index Fds Comm (BLV) 3.2 $3.9M 57k 68.78
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First Tr Exchange-traded A Comm (FYX) 3.2 $3.8M 32k 119.35
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American Centy Etf Tr Comm (AVUV) 3.0 $3.6M 32k 110.47
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First Tr Exchange-traded Comm (FVD) 2.3 $2.7M 58k 47.03
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Capital Grp Fixed Incm Etf T Comm (CGSD) 2.1 $2.5M 96k 25.79
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Vanguard Star Fds Comm (VXUS) 1.7 $2.1M 27k 77.11
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Invesco Exch Traded Fd Tr Ii Comm (SPLV) 1.2 $1.4M 20k 73.14
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Spdr Gold Tr Comm (GLD) 1.2 $1.4M 3.3k 430.29
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Spdr Series Trust Comm (SPYM) 0.7 $867k 11k 76.54
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Spdr Series Trust Comm (SPSM) 0.7 $856k 18k 48.32
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Jpmorgan Chase & Co Comm (JPM) 0.6 $717k 2.4k 294.13
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Vanguard Index Fds Comm (VNQ) 0.5 $600k 6.8k 88.70
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Apple Comm (AAPL) 0.5 $578k 2.3k 253.81
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Capital Group Dividend Value Comm (CGDV) 0.5 $559k 13k 42.54
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Invesco Qqq Tr Comm (QQQ) 0.4 $537k 930.00 577.12
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Bank New York Mellon Corp Comm (BK) 0.4 $438k 3.7k 118.63
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State Str Spdr S&p 500 Etf T Comm (SPY) 0.3 $419k 644.00 650.32
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First Tr Exchange-traded Comm (FTSM) 0.3 $380k 6.3k 59.78
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Capital Group Gbl Growth Eqt Comm (CGGO) 0.3 $370k 11k 33.37
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Alphabet Comm (GOOGL) 0.3 $309k 1.1k 287.62
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Alphabet Comm (GOOG) 0.2 $272k 948.00 286.72
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Microsoft Corp Comm (MSFT) 0.2 $269k 728.00 370.04
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Ishares Tr Comm (ICSH) 0.2 $236k 4.7k 50.62
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J P Morgan Exchange Traded F Comm (JPST) 0.2 $233k 4.6k 50.61
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Berkshire Hathaway Inc Del Comm (BRK.B) 0.2 $229k 478.00 479.20
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Past Filings by Troutman Wealth Management

SEC 13F filings are viewable for Troutman Wealth Management going back to 2026