Troutman Wealth Management, LLC - Portfolio overview

Troutman Wealth Management, LLC has 36 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Real Estate and Financial Services.

Largest reported holdings by portfolio allocation

1. CGCP - CAPITAL GRP FIXED INCM ETF T, 14.29%
2. BND - VANGUARD BD INDEX FDS, 9.99%
3. VYMI - VANGUARD WHITEHALL FDS, 8.74%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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