Troutman Wealth Management, LLC - Portfolio Stock Holdings

Troutman Wealth Management, LLC disclosed 38 stock positions in a recent SEC 13F filing. $130,278,403 of stock holdings were filed, with the largest holdings including CGCP, BND, and VYMI. This filing represented positions held on Sept. 30, 2026, and was filed today.

We estimate the fund has a total AUM of $152,502,715 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.