Trivant Custom Portfolio Group, LLC Portfolio Holdings

Trivant Custom Portfolio Group, LLC

  • $182 Billion
  • Q2 2025

Trivant Custom Portfolio Group, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $182 Billion distributed in 101 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.9B, Nvidia Corp with a value of $10.6B, Microsoft Corp with a value of $9.67B, Ishares Tr Broad Usd Inbd Etfv with a value of $8.93B, and Ishares Barclays 0 5 Year Tips with a value of $6.66B.

Examining the 13F form we can see an increase of $8.15B in the current position value, from $174B to 182B.

Trivant Custom Portfolio Group, LLC is based out at San Diego, CA

Below you can find more details about Trivant Custom Portfolio Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $182 Billion
Technology: $47.7 Billion
Consumer Cyclical: $22.7 Billion
ETFs: $22 Billion
Financial Services: $15.7 Billion
Industrials: $15.4 Billion
Healthcare: $12.4 Billion
Consumer Defensive: $11.7 Billion
Communication Services: $11.7 Billion
Other: $8.34 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 101
  • Current Value $182 Billion
  • Prior Value $174 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 28 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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