Trevian Wealth Management LLC - Q12026 Holdings

Trevian Wealth Management LLC holds 43 stocks with a total portfolio value of $ 202.64M as of Q12026. In Q12026, Trevian Wealth Management LLC added 1 new position, increased stakes in 14 stocks, reduced 15 holdings, and fully exited 8 positions. The largest holding is Vanguard Index Fds (VOO), representing 44.76% of the total portfolio.