Trevian Wealth Management LLC - Q42025 Holdings

Trevian Wealth Management LLC holds 50 stocks with a total portfolio value of $ 210.75M as of Q42025. In Q42025, Trevian Wealth Management LLC added 12 new positions, increased stakes in 24 stocks, reduced 5 holdings, and fully exited 2 positions. The largest holding is Vanguard Index Fds (VOO), representing 43.14% of the total portfolio.