Trilogy Capital Inc. - Portfolio overview

Trilogy Capital Inc. has 415 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 9.51%
2. DLN - WISDOMTREE TR, 4.52%
3. IVV - ISHARES TR, 4.10%

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

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