Troutman Wealth Management, LLC has filed its Form 13F-HR for the period ending September 30, 2026. The filing reveals that the firm holds equity securities in 39 separate companies.
The largest holding disclosed in the report is a position in Alphabet Inc., with 2,094 shares. Other notable equity positions include Apple Inc. with 2,342 shares, and Microsoft Corporation with 723 shares. The firm also holds significant positions in exchange-traded funds (ETFs), including the SPDR S&P 500 ETF Trust, which is held in three separate classes totaling 233,680 shares.
The portfolio is heavily weighted toward ETFs, with multiple funds from the Capital Group and Vanguard families comprising a large portion of the total holdings. Specific ETFs listed in the filing include the Capital Group Conservative Equity ETF, the Vanguard Bond Index Funds, and the First Trust Exchange-Traded Funds.
John P. Quinn serves as the counsel for Troutman Wealth Management, LLC, which is headquartered in Malvern, Pennsylvania.
