Troutman Wealth Management, LLC
Troutman Wealth Management, LLC reported 38 positions worth $130.0M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: CGCP (13.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CGCP | SH | $17.5M | 13.48% | 786,014 | — | — | |
| ▸ 2 | BND | SH | $12.2M | 9.37% | 165,886 | — | — | |
| ▸ 3 | VYMI | SH | $11.1M | 8.52% | 112,800 | — | — | |
| ▸ 4 | CGXU | SH | $10.6M | 8.17% | 306,598 | — | — | |
| ▸ 5 | CGGR | SH | $9.0M | 6.94% | 190,987 | — | — | |
| ▸ 6 | CGCV | SH | $8.3M | 6.35% | 251,579 | — | — | |
| ▸ 7 | CGMS | SH | $7.4M | 5.66% | 269,059 | — | — | |
| ▸ 8 | SPTS | SH | $5.8M | 4.45% | 199,335 | — | — | |
| ▸ 9 | VTV | SH | $5.8M | 4.44% | 26,455 | — | — | |
| ▸ 10 | VUG | SH | $5.2M | 4.03% | 60,803 | — | — |
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Frequently Asked Questions
What stocks does Troutman Wealth Management, LLC hold as of Q2 2026?
Troutman Wealth Management, LLC reported 38 positions worth $130.0M in its Q2 2026 13F filing. Largest positions: CGCP (13.5%), BND (9.4%), VYMI (8.5%), CGXU (8.2%) and CGGR (6.9%).
What did Troutman Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Troutman Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.