Troutman Wealth Management, LLC

Est. AUM

$119.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CAPITAL GRP FIXED INCM ETF T	COMM	$17.1M	767349	14.30%	SOLE
2	VANGUARD BD INDEX FDS	COMM	$12.0M	162691	9.99%	SOLE
3	VANGUARD WHITEHALL FDS	COMM	$10.5M	111211	8.74%	SOLE
4	CAPITAL GROUP INTL FOCUS EQT	COMM	$9.1M	307956	7.57%	SOLE
5	CAPITAL GROUP GROWTH ETF	COMM	$7.6M	189129	6.34%	SOLE
6	CAPITAL GROUP CONSERVATIVE E	COMM	$7.4M	246978	6.14%	SOLE
7	CAPITAL GRP FIXED INCM ETF T	COMM	$7.1M	262108	5.95%	SOLE
8	SPDR SERIES TRUST	COMM	$5.7M	194432	4.73%	SOLE
9	VANGUARD INDEX FDS	COMM	$5.1M	26118	4.27%	SOLE
10	J P MORGAN EXCHANGE TRADED F	COMM	$4.7M	82947	3.92%	SOLE
11	VANGUARD INDEX FDS	COMM	$4.4M	10015	3.65%	SOLE
12	VANGUARD BD INDEX FDS	COMM	$3.9M	56499	3.24%	SOLE
13	FIRST TR EXCHANGE-TRADED ALP	COMM	$3.8M	32141	3.20%	SOLE
14	AMERICAN CENTY ETF TR	COMM	$3.6M	32212	2.97%	SOLE
15	FIRST TR EXCHANGE-TRADED FD	COMM	$2.7M	57511	2.26%	SOLE
16	CAPITAL GRP FIXED INCM ETF T	COMM	$2.5M	95877	2.06%	SOLE
17	VANGUARD STAR FDS	COMM	$2.1M	26832	1.73%	SOLE
18	INVESCO EXCH TRADED FD TR II	COMM	$1.4M	19778	1.21%	SOLE
19	SPDR GOLD TR	COMM	$1.4M	3303	1.18%	SOLE
20	SPDR SERIES TRUST	COMM	$867K	11326	0.72%	SOLE
21	SPDR SERIES TRUST	COMM	$856K	17713	0.71%	SOLE
22	JPMORGAN CHASE & CO	COMM	$717K	2437	0.60%	SOLE
23	VANGUARD INDEX FDS	COMM	$599K	6759	0.50%	SOLE
24	APPLE INC	COMM	$578K	2277	0.48%	SOLE
25	CAPITAL GROUP DIVIDEND VALUE	COMM	$559K	13135	0.47%	SOLE
26	INVESCO QQQ TR	COMM	$537K	930	0.45%	SOLE
27	BANK NEW YORK MELLON CORP	COMM	$438K	3694	0.37%	SOLE
28	STATE STR SPDR S&P 500 ETF T	COMM	$419K	644	0.35%	SOLE
29	FIRST TR EXCHANGE-TRADED FD	COMM	$379K	6348	0.32%	SOLE
30	CAPITAL GROUP GBL GROWTH EQT	COMM	$370K	11089	0.31%	SOLE
31	ALPHABET INC	COMM	$309K	1073	0.26%	SOLE
32	ALPHABET INC	COMM	$272K	948	0.23%	SOLE
33	MICROSOFT CORP	COMM	$269K	728	0.22%	SOLE
34	ISHARES TR	COMM	$236K	4660	0.20%	SOLE
35	J P MORGAN EXCHANGE TRADED F	COMM	$233K	4594	0.19%	SOLE
36	BERKSHIRE HATHAWAY INC DEL	COMM	$229K	478	0.19%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.