Trevian Wealth Management LLC - Portfolio overview

Trevian Wealth Management LLC has 45 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 44.69%
2. ITOT - ISHARES TR, 15.46%
3. NBN - NORTHEAST BK PORTLAND ME, 7.78%

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

Explore securities or join Upside Invest to compare portfolios.