Troutman Wealth Management, LLC
All 13F Filings
- Location
- Malvern, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 129,971
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 38 | 129,971 | 13F-HR | Troutman Wealth Management, LLC |
| Q1 2026 | 5/8/2026 | 36 | 119,921 | 13F-HR | Troutman Wealth Management, LLC |
| Q4 2025 | 2/18/2026 | 37 | 120,969 | 13F-HR | Troutman Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 31.15 K | 24.0% | 4.045 K | 0 | 4.045 K |
| ETFs | 98.82 K | 76.0% | 6.002 K | 0 | 6.002 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
129,971
Holdings
38
QoQ value change ($000)
10,050
(8.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.