Trivant Custom Portfolio Group
$182M 13F equity value
87 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 62,363 | $16M | 8.7% |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 89,914 | $9M | 5.1% |
| NVDA | NVIDIA CORP | 48,488 | $8M | 4.6% |
| GOOGL | ALPHABET INC CLASS CLASS A | 25,565 | $7M | 4.0% |
| MSFT | MICROSOFT CORP | 19,529 | $7M | 4.0% |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | 132,280 | $7M | 3.7% |
| WMT | WALMART INC | 50,197 | $6M | 3.4% |
| AMZN | AMAZON.COM INC | 25,894 | $5M | 3.0% |
| SWVXX | SCHWAB PRIME ADVANTAGE MONEY INVESTOR | 5,299,002 | $5M | 2.9% |
| COST | COSTCO WHSL CORP NEW | 5,179 | $5M | 2.8% |
Track Trivant Custom Portfolio Group's 13F portfolio: $182M in reported holdings, 87 positions. Top holdings and quarterly changes on SentiSense.