Filer Snapshot

Trevian Wealth Management LLC

CIK 0001901929. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

20

Latest Filing

21 Apr 2026

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 21 Apr 2026 for CIK 0001901929.

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Business address
18 Page Rd, Weston, MA, 02493
Top securities (13F)
VOO, ITOT, NBN, VXF, VEA, VTI, VWO, IEMG, GOOG, MSFT, SPY, ONEQ, IEFA, GOOGL, AAPL, AMZN, SBUX, VIG, VB, and VT
State of incorporation
MA
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Trevian Wealth Management LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $202.64M across 43 reported holdings for Q1 2026.
  • Largest parsed 13F holding: VOO at $90.7M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 43 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 21 Apr 2026

VOO

44.8%

Vanguard Index Fds

$90.7M

ITOT

15.5%

Ishares Tr

$31.37M

NBN

7.8%

Northeast Bk Portland Me

$15.8M

VXF

3.3%

Vanguard Index Fds

$6.78M

VEA

3.1%

Vanguard Tax Managed Fds

$6.19M

Latest update

What changed recently for Trevian Wealth Management LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

21 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 21 Apr 2026.

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Benchmark Context

Benchmark context for this company

Trevian Wealth Management LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
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Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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Filer Overview

Trevian Wealth Management LLC has filed 20 SEC EDGAR filings since 31 Jan 2022. Common forms include 13F-HR, N-PX.

Trevian Wealth Management LLC SEC filings Trevian Wealth Management LLC 13F portfolio

Latest Filings

Recent SEC filings for Trevian Wealth Management LLC with direct links to document and filing folders.

13F-HR File 028-21548

13F-HR filing

Filing date
21 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-21548

13F-HR filing

Filing date
05 Feb 2026
Reporting date
31 Dec 2025
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13F-HR File 028-21548

13F-HR filing

Filing date
23 Oct 2025
Reporting date
30 Sep 2025
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N-PX File 028-21548

N-PX filing

Filing date
08 Aug 2025
Reporting date
30 Jun 2025
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13F-HR File 028-21548

13F-HR filing

Filing date
24 Jul 2025
Reporting date
30 Jun 2025
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13F-HR File 028-21548

13F-HR filing

Filing date
17 Apr 2025
Reporting date
31 Mar 2025
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13F-HR File 028-21548

13F-HR filing

Filing date
23 Jan 2025
Reporting date
31 Dec 2024
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13F-HR File 028-21548

13F-HR filing

Filing date
09 Oct 2024
Reporting date
30 Sep 2024
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N-PX File 028-21548

N-PX filing

Filing date
02 Oct 2024
Reporting date
30 Jun 2024
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13F-HR File 028-21548

13F-HR filing

Filing date
15 Jul 2024
Reporting date
30 Jun 2024
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13F-HR File 028-21548

13F-HR filing

Filing date
26 Apr 2024
Reporting date
31 Mar 2024
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13F-HR File 028-21548

13F-HR filing

Filing date
18 Jan 2024
Reporting date
31 Dec 2023
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13F-HR File 028-21548

13F-HR filing

Filing date
30 Oct 2023
Reporting date
30 Sep 2023
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13F-HR File 028-21548

13F-HR filing

Filing date
19 Jul 2023
Reporting date
30 Jun 2023
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13F-HR File 028-21548

13F-HR filing

Filing date
14 Apr 2023
Reporting date
31 Mar 2023
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13F-HR File 028-21548

13F-HR filing

Filing date
30 Jan 2023
Reporting date
31 Dec 2022
SEC evidence
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13F-HR File 028-21548

13F-HR filing

Filing date
24 Oct 2022
Reporting date
30 Sep 2022
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13F-HR File 028-21548

13F-HR filing

Filing date
25 Jul 2022
Reporting date
30 Jun 2022
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13F-HR File 028-21548

13F-HR filing

Filing date
03 May 2022
Reporting date
31 Mar 2022
SEC evidence
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13F-HR File 028-21548

13F-HR filing

Filing date
31 Jan 2022
Reporting date
31 Dec 2021
SEC evidence
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About this filer

Trevian Wealth Management LLC files with the SEC under CIK 0001901929. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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