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Portfolio (Quarterly) Guide ↗

Troutman Wealth Management, LLC

· CIK 0002110807
13F Portfolio $120M AUM 37 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 Added 10 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 IBM INTERNATIONAL BUSINESS MACHS Technology 1,280 $379K 0.31% SOLD
Sector Allocation
Financial Services 71.2%
Technology 17.1%
Communication Services 11.7%