Troutman Wealth Management, LLC Top Holdings and 13F Report (2026) About Troutman Wealth Management, LLCInvestment ActivityTroutman Wealth Management, LLC has $119.92 million in total holdings as of March 31, 2026.Troutman Wealth Management, LLC owns shares of 36 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 0.80% of the portfolio was purchased this quarter.About 0.82% of the portfolio was sold this quarter.This quarter, Troutman Wealth Management, LLC has purchased 37 new stocks and bought additional shares in 18 stocks.Troutman Wealth Management, LLC sold shares of 16 stocks and completely divested from 1 stock this quarter.Largest Holdings Capital Group Core Plus Income ETF $17,142,568Vanguard Total Bond Market ETF $11,980,562Vanguard International High Dividend Yield ETF $10,480,556Capital Group International Focus Equity ETF $9,081,626Capital Group Growth ETF $7,601,098 Largest Purchases this Quarter Capital Group Core Plus Income ETF 13,656 shares (about $305.07K)Vanguard Total Bond Market ETF 2,071 shares (about $152.51K)Capital Group U.S. Multi-Sector Income ETF 4,586 shares (about $124.88K)JPMorgan Equity Premium Income ETF 2,203 shares (about $124.87K)SPDR Portfolio Short Term Treasury ETF 2,587 shares (about $75.49K) Largest Sales this Quarter Vanguard International High Dividend Yield ETF 2,652 shares (about $249.93K)Capital Group International Focus Equity ETF 5,771 shares (about $170.19K)SPDR Portfolio S&P 500 ETF 490 shares (about $37.50K)Vanguard Growth ETF 79 shares (about $34.51K)SPDR Gold Shares 56 shares (about $24.10K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTroutman Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCGCPCapital Group Core Plus Income ETF$17,142,568$305,075 â–²1.8%767,34914.3%ETFBNDVanguard Total Bond Market ETF$11,980,562$152,508 â–²1.3%162,69110.0%ETFVYMIVanguard International High Dividend Yield ETF$10,480,556$249,925 â–¼-2.3%111,2118.7%ETFCGXUCapital Group International Focus Equity ETF$9,081,626$170,187 â–¼-1.8%307,9567.6%ETFCGGRCapital Group Growth ETF$7,601,098$75,396 â–²1.0%189,1296.3%ETFCAPITAL GROUP CONSERVATIVE E$7,362,410$21,493 â–²0.3%246,9786.1%COMMCGMSCapital Group U.S. Multi-Sector Income ETF$7,137,190$124,877 â–²1.8%262,1086.0%ETFSPTSSPDR Portfolio Short Term Treasury ETF$5,673,523$75,489 â–²1.3%194,4324.7%ETFVTVVanguard Value ETF$5,124,434$17,266 â–¼-0.3%26,1184.3%ETFJEPIJPMorgan Equity Premium Income ETF$4,701,461$124,867 â–²2.7%82,9473.9%ETFVUGVanguard Growth ETF$4,374,601$34,508 â–¼-0.8%10,0153.6%ETFBLVVanguard Long-Term Bond ETF$3,886,034$45,051 â–²1.2%56,4993.2%ETFFYXFirst Trust Small Cap Core AlphaDEX Fund$3,836,150$23,751 â–¼-0.6%32,1413.2%ManufacturingAVUVAvantis U.S. Small Cap Value ETF$3,558,428$16,681 â–²0.5%32,2123.0%ETFFVDFirst Trust Value Line Dividend Index Fund$2,704,744$8,230 â–¼-0.3%57,5112.3%ETFCGSDCapital Group Short Duration Income ETF$2,472,679$3,714 â–²0.2%95,8772.1%ETFVXUSVanguard Total International Stock ETF$2,068,988$19,277 â–¼-0.9%26,8321.7%ETFSPLVInvesco S&P 500 Low Volatility ETF$1,446,547$2,560 â–¼-0.2%19,7781.2%ETFGLDSPDR Gold Shares$1,421,248$24,096 â–¼-1.7%3,3031.2%FinanceSPLGSPDR Portfolio S&P 500 ETF$866,900$37,505 â–¼-4.1%11,3260.7%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$855,902$5,654 â–¼-0.7%17,7130.7%ETFJPMJPMorgan Chase & Co.$716,795$294 â–¼0.0%2,4370.6%FinanceVNQVanguard Real Estate ETF$599,499$2,395 â–¼-0.4%6,7590.5%ETFAAPLApple$577,919$4,315 â–¼-0.7%2,2770.5%Computer and TechnologyCGDVCapital Group Dividend Value ETF$558,746$723 â–²0.1%13,1350.5%ETFQQQInvesco QQQ$536,720$577 â–²0.1%9300.4%FinanceBKBNY$438,217$1,898 â–²0.4%3,6940.4%FinanceSPYSPDR S&P 500 ETF Trust$418,807$1,301 â–²0.3%6440.3%FinanceFTSMFirst Trust Enhanced Short Maturity ETF$379,460$3,706 â–¼-1.0%6,3480.3%ManufacturingCGGOCapital Group Global Growth Equity ETF$370,0300.0%11,0890.3%ETFGOOGLAlphabet$308,6210.0%1,0730.3%Computer and TechnologyGOOGAlphabet$271,814$287 â–²0.1%9480.2%Computer and TechnologyMSFTMicrosoft$269,388$12,211 â–²4.7%7280.2%Computer and TechnologyICSHiShares Ultra Short-Term Bond Active ETF$235,879$810 â–²0.3%4,6600.2%ETFJPSTJPMorgan Ultra-Short Income ETF$232,503$962 â–²0.4%4,5940.2%ETFBRK.BBerkshire Hathaway$229,058$958 â–¼-0.4%4780.2%FinanceIBMInternational Business Machines$0$379,123 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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