Troutman Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 18, 2026, for the 2025 Q4 period, Troutman Wealth Management, LLC held in its portfolio 27 assets valued at $120,969,197 (i.e. $120.97M).

The most valuable assets in the portfolio included: CAPITAL GRP FIXED INCM ETF T ($26.67M), VANGUARD BD INDEX FDS ($15.78M), and VANGUARD INDEX FDS ($10.53M).

The chart below shows the top 10 valuable assets, and the table below shows the top 27 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Troutman Wealth Management, LLC Portfolio

CAPITAL GRP FIXED INCM ETF T

VANGUARD BD INDEX FDS

VANGUARD INDEX FDS

VANGUARD WHITEHALL FDS

CAPITAL GROUP INTL FOCUS EQT

CAPITAL GROUP GROWTH ETF

CAPITAL GROUP CONSERVATIVE E

SPDR SERIES TRUST

J P MORGAN EXCHANGE TRADED F

FIRST TR EXCHANGE-TRADED ALP

Troutman Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
CAPITAL GRP FIXED INCM ETF T	1106948	26666373	COMM
VANGUARD BD INDEX FDS	216464	15779388	COMM
VANGUARD INDEX FDS	43086	10529923	COMM
VANGUARD WHITEHALL FDS	113863	10247641	COMM
CAPITAL GROUP INTL FOCUS EQT	313727	9270637	COMM
CAPITAL GROUP GROWTH ETF	187253	8327145	COMM
CAPITAL GROUP CONSERVATIVE E	246257	7508371	COMM
SPDR SERIES TRUST	221491	7400631	COMM
J P MORGAN EXCHANGE TRADED F	85319	4853210	COMM
FIRST TR EXCHANGE-TRADED ALP	32340	3659014	COMM
AMERICAN CENTY ETF TR	32061	3269629	COMM
FIRST TR EXCHANGE-TRADED FD	64096	3042328	COMM
VANGUARD STAR FDS	27082	2043102	COMM
INVESCO EXCH TRADED FD TR II	19813	1415028	COMM
SPDR GOLD TR	3359	1331205	COMM
JPMORGAN CHASE & CO.	2438	785561	COMM
ALPHABET INC	2020	632838	COMM
APPLE INC	2294	623654	COMM
CAPITAL GROUP DIVIDEND VALUE	13118	572452	COMM
INVESCO QQQ TR	929	570510	COMM
SPDR S&P 500 ETF TR	642	437882	COMM
BANK NEW YORK MELLON CORP	3678	426958	COMM
CAPITAL GROUP GBL GROWTH EQT	11089	384224	COMM
INTERNATIONAL BUSINESS MACHS	1280	379123	COMM
MICROSOFT CORP	695	336200	COMM
BERKSHIRE HATHAWAY INC DEL	480	241272	COMM
ISHARES TR	4644	234898	COMM