Troutman Wealth Management, LLC
CIK
2110807
Location
MALVERN, PA
Portfolio Value
Micro
$847,362
Diversification
Moderately concentrated
Filing Date
Global Rank
#8,334
/ 8,586
▲ 72
Top Industry
Banks - Diversified
45.5%
3Y Alpha vs SPY
-26.9%
Period ended 3 months ago
Filed May 11, 2026 · 36d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+3.4%
SPY
+11.2%
Annualised alpha
-26.9%
Max drawdown
−9.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
9 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
28.9%
+4.6 pts
Top 5
75.1%
+6.5 pts
Top 10
100.0%
0.0 pts
HHI
1,549
Moderately concentrated+242
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 48.3% | $2,376,842 |
| Financial Services | 28.2% | $1,384,143 |
| Technology | 17.2% | $847,362 |
| Communication Services | 6.3% | $308,551 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
4 positions
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IBM | International Business Machines Corp | 1,280 | $379,148 | |
| No positions match the current search. | ||||
2 positions ·
$847,362 total
· Technology only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 2,277 | $577,879 | 68.20% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 728 | $269,483 | 31.80% |