Troutman Wealth Management, LLC
CIK: 0002110807SEC EDGAR →
Portfolio Value
$121.0M
Holdings
37
As of
Q4 2025
New Positions
37
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CAPITAL GRP FIXED INCM ETF T | 753,693 | $17.1M | 14.11% |
| 2 | VANGUARD BD INDEX FDS | 160,620 | $11.9M | 9.83% |
| 3 | VANGUARD WHITEHALL FDS | 113,863 | $10.2M | 8.47% |
| 4 | CAPITAL GROUP INTL FOCUS EQT | 313,727 | $9.3M | 7.66% |
| 5 | CAPITAL GROUP GROWTH ETF | 187,253 | $8.3M | 6.88% |
| 6 | CAPITAL GROUP CONSERVATIVE E | 246,257 | $7.5M | 6.21% |
| 7 | CAPITAL GRP FIXED INCM ETF T | 257,522 | $7.1M | 5.88% |
| 8 | SPDR SERIES TRUST | 191,845 | $5.6M | 4.64% |
| 9 | VANGUARD INDEX FDS | 26,206 | $5.0M | 4.14% |
| 10 | VANGUARD INDEX FDS | 10,094 | $4.9M | 4.07% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 29 | $116.8M | 96.6% |
| Unknown | 3 | $2.1M | 1.8% |
| Technology | 3 | $1.3M | 1.1% |
| Communication Services | 2 | $632K | 0.5% |