# EDGAR Filing Document

**Accession Number:** 0001977992
**File Stem:** 0001977992-25-000015
**Filing Date:** 2025-11
**Character Count:** 13005
**Document Hash:** 3d0e3184fe51b485fb071f9821bb809a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001977992-25-000015.hdr.sgml**: 20251105

**ACCESSION NUMBER**: 0001977992-25-000015

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251105

**DATE AS OF CHANGE**: 20251105

**EFFECTIVENESS DATE**: 20251105

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Trivant Custom Portfolio Group, LLC
- **CENTRAL INDEX KEY:** 0001977992

**ORGANIZATION NAME:**
- **EIN:** 800083286
- **STATE OF INCORPORATION:** CA

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23277
- **FILM NUMBER:** 251453634

**BUSINESS ADDRESS:**
- **STREET 1:** 600 W BROADWAY #225
- **CITY:** SAN DIEGO
- **STATE:** CA
- **ZIP:** 92101
- **BUSINESS PHONE:** 6192863930

**MAIL ADDRESS:**
- **STREET 1:** 600 W BROADWAY #225
- **CITY:** SAN DIEGO
- **STATE:** CA
- **ZIP:** 92101

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Trivant Custom Portfolio Group LLC<br>**Address:** 600 W BROADWAY #225<br>SAN DIEGO, CA 92101

**Form 13F File Number:** 028-23277

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Samira Kadam<br>**Title:** Compliance Consultant<br>**Phone:** 7209961035

**Signature, Place, and Date of Signing:**

Samira Kadam  Broomfield, CO  11-05-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 84

**Form 13F Information Table Value Total:** $194567318

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| LUBYS INC XXXESC PEND POSS FUTR DISTR | REORG STOCK | 549ESC028 |  | 0 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| SCHWAB MUNICIPAL MONEY INV | SCHWAB NON-SWEEP MMF | 808508105 |  | 27000 | 27000 | SH |  | SOLE |  | 0 | 0 | 27000 |
| RBC BLUEBAY ACCESS CPTL COMMUNITY INVMA | NTF BOND FUNDS | 74926P779 |  | 149592 | 19228 | SH |  | SOLE |  | 0 | 0 | 19228 |
| SCHWAB GOVERNMENT MONEY INV | SCHWAB NON-SWEEP MMF | 808515613 |  | 166177 | 166177 | SH |  | SOLE |  | 0 | 0 | 166177 |
| ISHARES RUSSELL MID CAP GROWTH ETF | UIT EXCHANGE TRADED | 464287481 |  | 236415 | 1660 | SH |  | SOLE |  | 0 | 0 | 1660 |
| VANGUARD US GROWTH ADMIRAL | EQUITY FUNDS | 921910600 |  | 240771 | 1121 | SH |  | SOLE |  | 0 | 0 | 1121 |
| FIRST TRUST ISE WATER   INDEX ETF | UIT EXCHANGE TRADED | 33733B100 |  | 260090 | 2315 | SH |  | SOLE |  | 0 | 0 | 2315 |
| QUALCOMM INC | COMMON STOCK | 747525103 |  | 281980 | 1695 | SH |  | SOLE |  | 0 | 0 | 1695 |
| PALANTIR TECHNOLOGIES IN CLASS A | COMMON STOCK | 69608A108 |  | 286399 | 1570 | SH |  | SOLE |  | 0 | 0 | 1570 |
| ISHARES MSCI EAFE ETF | UIT EXCHANGE TRADED | 464287465 |  | 362356 | 3881 | SH |  | SOLE |  | 0 | 0 | 3881 |
| CONSTELLATION BRANDS INCCLASS A | COMMON STOCK | 21036P108 |  | 451683 | 3354 | SH |  | SOLE |  | 0 | 0 | 3354 |
| ISHARES MORNINGSTAR MID CAP ETF | UIT EXCHANGE TRADED | 464288406 |  | 464908 | 5786 | SH |  | SOLE |  | 0 | 0 | 5786 |
| INTUIT | COMMON STOCK | 461202103 |  | 471208 | 690 | SH |  | SOLE |  | 0 | 0 | 690 |
| VANGUARD TOTAL STOCK MKT IDX ADM | EQUITY FUNDS | 922908728 |  | 514235 | 3219 | SH |  | SOLE |  | 0 | 0 | 3219 |
| MASCO CORP | COMMON STOCK | 574599106 |  | 514621 | 7311 | SH |  | SOLE |  | 0 | 0 | 7311 |
| TESLA INC | COMMON STOCK | 88160R101 |  | 555900 | 1250 | SH |  | SOLE |  | 0 | 0 | 1250 |
| DANAHER CORP | COMMON STOCK | 235851102 |  | 622933 | 3142 | SH |  | SOLE |  | 0 | 0 | 3142 |
| SCHWAB CA MUNICIPAL MONEY INV | SCHWAB NON-SWEEP MMF | 808508204 |  | 650000 | 650000 | SH |  | SOLE |  | 0 | 0 | 650000 |
| VANGUARD S 500 ETF | UIT EXCHANGE TRADED | 922908363 |  | 765475 | 1250 | SH |  | SOLE |  | 0 | 0 | 1250 |
| SANOFI FSPONSORED ADR 1 ADR REPS  0.5  ORD SHS | AMERICAN DEPOSITORY | 80105N105 |  | 804854 | 17052 | SH |  | SOLE |  | 0 | 0 | 17052 |
| INFOSYS LTD FSPONSORED ADR  1 ADR REPS  1 ORD SHS | AMERICAN DEPOSITORY | 456788108 |  | 828843 | 50943 | SH |  | SOLE |  | 0 | 0 | 50943 |
| LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS  0.2  ORD SHS | AMERICAN DEPOSITORY | 502441306 |  | 843450 | 6896 | SH |  | SOLE |  | 0 | 0 | 6896 |
| SERVICENOW INC | COMMON STOCK | 81762P102 |  | 858621 | 933 | SH |  | SOLE |  | 0 | 0 | 933 |
| SHOPIFY INC FCLASS CLASS A | FOREIGN CANADIAN | 82509L107 |  | 858966 | 5780 | SH |  | SOLE |  | 0 | 0 | 5780 |
| CADENCE DESIGN SYS INC | COMMON STOCK | 127387108 |  | 890444 | 2535 | SH |  | SOLE |  | 0 | 0 | 2535 |
| BERKSHIRE HATHAWAY CLASS B | COMMON STOCK | 084670702 |  | 907446 | 1805 | SH |  | SOLE |  | 0 | 0 | 1805 |
| INVSC QQQ TRUST SRS 1   ETF | UIT EXCHANGE TRADED | 46090E103 |  | 973014 | 1621 | SH |  | SOLE |  | 0 | 0 | 1621 |
| BYD CO LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | AMERICAN DEPOSITORY | 05606L100 |  | 1013705 | 71945 | SH |  | SOLE |  | 0 | 0 | 71945 |
| KIMCO RLTY CORP REIT | REAL ESTATE INVESTME | 49446R109 |  | 1016528 | 46523 | SH |  | SOLE |  | 0 | 0 | 46523 |
| SCHNEIDER ELEC SA FSPONSORED ADR 1 ADR REPS  0.2  ORD SHS | AMERICAN DEPOSITORY | 80687P106 |  | 1045725 | 18667 | SH |  | SOLE |  | 0 | 0 | 18667 |
| ZOETIS INC CLASS A | COMMON STOCK | 98978V103 |  | 1070184 | 7314 | SH |  | SOLE |  | 0 | 0 | 7314 |
| HERSHEY CO | COMMON STOCK | 427866108 |  | 1083768 | 5794 | SH |  | SOLE |  | 0 | 0 | 5794 |
| SPDR S 500 ETF | UIT EXCHANGE TRADED | 78462F103 |  | 1105193 | 1659 | SH |  | SOLE |  | 0 | 0 | 1659 |
| SPDR PORTFOLIO S 500  ETF | UIT EXCHANGE TRADED | 78464A854 |  | 1112447 | 14200 | SH |  | SOLE |  | 0 | 0 | 14200 |
| ORACLE CORP | COMMON STOCK | 68389X105 |  | 1125522 | 4002 | SH |  | SOLE |  | 0 | 0 | 4002 |
| BROADCOM INC | COMMON STOCK | 11135F101 |  | 1163922 | 3528 | SH |  | SOLE |  | 0 | 0 | 3528 |
| OTIS WORLDWIDE CORP | COMMON STOCK | 68902V107 |  | 1179721 | 12903 | SH |  | SOLE |  | 0 | 0 | 12903 |
| EVERCORE INC CLASS A | COMMON STOCK | 29977A105 |  | 1211991 | 3593 | SH |  | SOLE |  | 0 | 0 | 3593 |
| ELI LILLY AND CO | COMMON STOCK | 532457108 |  | 1290996 | 1692 | SH |  | SOLE |  | 0 | 0 | 1692 |
| RESMED INC | COMMON STOCK | 761152107 |  | 1313083 | 4797 | SH |  | SOLE |  | 0 | 0 | 4797 |
| NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1  ORD SHS | AMERICAN DEPOSITORY | 670100205 |  | 1331538 | 23996 | SH |  | SOLE |  | 0 | 0 | 23996 |
| SALESFORCE INC | COMMON STOCK | 79466L302 |  | 1369623 | 5779 | SH |  | SOLE |  | 0 | 0 | 5779 |
| WILLIAMS SONOMA INC | COMMON STOCK | 969904101 |  | 1432453 | 7329 | SH |  | SOLE |  | 0 | 0 | 7329 |
| SEMPRA | COMMON STOCK | 816851109 |  | 1450118 | 16116 | SH |  | SOLE |  | 0 | 0 | 16116 |
| TENCENT HLDGS LTD FUNSPONSORED ADR 1 ADR REPS  1 ORD SHS | AMERICAN DEPOSITORY | 88032Q109 |  | 1533552 | 18010 | SH |  | SOLE |  | 0 | 0 | 18010 |
| NETFLIX INC | COMMON STOCK | 64110L106 |  | 1534618 | 1280 | SH |  | SOLE |  | 0 | 0 | 1280 |
| TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS  5 ORD SHS | AMERICAN DEPOSITORY | 874039100 |  | 1544753 | 5531 | SH |  | SOLE |  | 0 | 0 | 5531 |
| CROWDSTRIKE HLDGS INC CLASS  A | COMMON STOCK | 22788C105 |  | 1545187 | 3151 | SH |  | SOLE |  | 0 | 0 | 3151 |
| DEERE  CO | COMMON STOCK | 244199105 |  | 1660311 | 3631 | SH |  | SOLE |  | 0 | 0 | 3631 |
| ADVANCED MICRO DEVIC | COMMON STOCK | 007903107 |  | 1664981 | 10291 | SH |  | SOLE |  | 0 | 0 | 10291 |
| SPDR INDEX SHARES EMERG MARKT ETF | UIT EXCHANGE TRADED | 78463X509 |  | 1706646 | 36459 | SH |  | SOLE |  | 0 | 0 | 36459 |
| BANK OF AMERICA CORP | COMMON STOCK | 060505104 |  | 1710105 | 33148 | SH |  | SOLE |  | 0 | 0 | 33148 |
| ASML HLDG N V FSPONSORED ADR 1 ADR REPS  1 ORD SHS | AMERICAN DEPOSITORY | N07059210 |  | 1768700 | 1827 | SH |  | SOLE |  | 0 | 0 | 1827 |
| RHEINMETALL FSPONSORED ADR 1 ADR REPS  0.2  ORD SHS | AMERICAN DEPOSITORY | 76206K107 |  | 1841070 | 3953 | SH |  | SOLE |  | 0 | 0 | 3953 |
| AMETEK INC NEW | COMMON STOCK | 031100100 |  | 1843528 | 9806 | SH |  | SOLE |  | 0 | 0 | 9806 |
| ULTA BEAUTY INC | COMMON STOCK | 90384S303 |  | 1862777 | 3407 | SH |  | SOLE |  | 0 | 0 | 3407 |
| MSCI INC | COMMON STOCK | 55354G100 |  | 1872453 | 3300 | SH |  | SOLE |  | 0 | 0 | 3300 |
| MERCADOLIBRE INC | COMMON STOCK | 58733R102 |  | 1981725 | 848 | SH |  | SOLE |  | 0 | 0 | 848 |
| ABBOTT LABS | COMMON STOCK | 002824100 |  | 1982982 | 14805 | SH |  | SOLE |  | 0 | 0 | 14805 |
| AUTOZONE INC | COMMON STOCK | 053332102 |  | 2183732 | 509 | SH |  | SOLE |  | 0 | 0 | 509 |
| UBER TECHNOLOGIES INC | COMMON STOCK | 90353T100 |  | 2318068 | 23661 | SH |  | SOLE |  | 0 | 0 | 23661 |
| CHENIERE ENERGY INC | COMMON STOCK | 16411R208 |  | 2341576 | 9965 | SH |  | SOLE |  | 0 | 0 | 9965 |
| CHEVRON CORP NEW | COMMON STOCK | 166764100 |  | 2484795 | 16001 | SH |  | SOLE |  | 0 | 0 | 16001 |
| UBS GROUP AG F | FOREIGN ORDINARIES | H42097107 |  | 2643229 | 64469 | SH |  | SOLE |  | 0 | 0 | 64469 |
| NORTHROP GRUMMAN CORP | COMMON STOCK | 666807102 |  | 2734628 | 4488 | SH |  | SOLE |  | 0 | 0 | 4488 |
| VISA INC CLASS A | COMMON STOCK | 92826C839 |  | 3277779 | 9602 | SH |  | SOLE |  | 0 | 0 | 9602 |
| BONDBLOXX BBB 5 10 YR   COR BND ETF | UIT EXCHANGE TRADED | 09789C747 |  | 3403289 | 65060 | SH |  | SOLE |  | 0 | 0 | 65060 |
| STRYKER CORP | COMMON STOCK | 863667101 |  | 3440282 | 9306 | SH |  | SOLE |  | 0 | 0 | 9306 |
| LOWES COS INC | COMMON STOCK | 548661107 |  | 3472099 | 13816 | SH |  | SOLE |  | 0 | 0 | 13816 |
| REGAN TOTAL RETURN INCOME INSTITUTIONAL | EQUITY FUNDS | 00777X579 |  | 4324212 | 448570 | SH |  | SOLE |  | 0 | 0 | 448570 |
| META PLATFORMS INC CLASS A | COMMON STOCK | 30303M102 |  | 4544343 | 6188 | SH |  | SOLE |  | 0 | 0 | 6188 |
| SCHWAB PRIME ADVANTAGE MONEY INVESTOR | SCHWAB NON-SWEEP MMF | 808515605 |  | 4590987 | 4590987 | SH |  | SOLE |  | 0 | 0 | 4590987 |
| BOOKING HLDGS INC | COMMON STOCK | 09857L108 |  | 4664969 | 864 | SH |  | SOLE |  | 0 | 0 | 864 |
| COSTCO WHSL CORP NEW | COMMON STOCK | 22160K105 |  | 4853086 | 5243 | SH |  | SOLE |  | 0 | 0 | 5243 |
| JPMORGAN CHASE  CO | COMMON STOCK | 46625H100 |  | 4989156 | 15817 | SH |  | SOLE |  | 0 | 0 | 15817 |
| WALMART INC | COMMON STOCK | 931142103 |  | 5245548 | 50898 | SH |  | SOLE |  | 0 | 0 | 50898 |
| GE AEROSPACE | COMMON STOCK | 369604301 |  | 5680685 | 18884 | SH |  | SOLE |  | 0 | 0 | 18884 |
| AMAZON.COM INC | COMMON STOCK | 023135106 |  | 5819483 | 26504 | SH |  | SOLE |  | 0 | 0 | 26504 |
| ALPHABET INC CLASS CLASS A | COMMON STOCK | 02079K305 |  | 6332998 | 26051 | SH |  | SOLE |  | 0 | 0 | 26051 |
| ISHARES 0-5 YEAR TIPS BOND ETF | UIT EXCHANGE TRADED | 46429B747 |  | 7049349 | 68202 | SH |  | SOLE |  | 0 | 0 | 68202 |
| ISHARES BRD USD INV GRD CORP BD ETF | UIT EXCHANGE TRADED | 464288620 |  | 9258972 | 177307 | SH |  | SOLE |  | 0 | 0 | 177307 |
| MICROSOFT CORP | COMMON STOCK | 594918104 |  | 10071380 | 19445 | SH |  | SOLE |  | 0 | 0 | 19445 |
| NVIDIA CORP | COMMON STOCK | 67066G104 |  | 12480824 | 66893 | SH |  | SOLE |  | 0 | 0 | 66893 |
| APPLE INC | COMMON STOCK | 037833100 |  | 16004563 | 62854 | SH |  | SOLE |  | 0 | 0 | 62854 |

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