Trivant Custom Portfolio Group, LLC Portfolio Holdings

Trivant Custom Portfolio Group, LLC

  • $174 Billion
  • Q4 2025

Trivant Custom Portfolio Group, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $174 Billion distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17B, Nvidia Corp with a value of $11.5B, Microsoft Corp with a value of $9.36B, Ishares Tr Broad Usd Inbd Etfv with a value of $9.06B, and Alphabet Inc. with a value of $8.03B.

Examining the 13F form we can see an decrease of $20.9B in the current position value, from $195B to 174B.

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 $174 Billion
Technology: $55.1 Billion
Consumer Cyclical: $23.2 Billion
Financial Services: $17.7 Billion
Industrials: $16 Billion
ETFs: $15.8 Billion
Communication Services: $14.7 Billion
Healthcare: $11.9 Billion
Consumer Defensive: $11.4 Billion
Other: $7.76 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.45 Billion 0.83% of portfolio
3,956
Q4 2025 Added 0.08%

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $174 Billion
  • Prior Value $195 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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