# EDGAR Filing Document

**Accession Number:** 0001977992
**File Stem:** 0001977992-26-000002
**Filing Date:** 2026-5
**Character Count:** 13308
**Document Hash:** f238d5c157288a0275dc99997b579cdd
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001977992-26-000002.hdr.sgml**: 20260514

**ACCESSION NUMBER**: 0001977992-26-000002

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260514

**DATE AS OF CHANGE**: 20260514

**EFFECTIVENESS DATE**: 20260514

**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:** 26978384

**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:** 03-31-2026

**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  05-14-2026<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:** 81

**Form 13F Information Table Value Total:** $182397500

      (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 |
| ISHARES RUSSELL MID-CAP GROWTH ETF | UIT EXCHANGE TRADED | 464287481 |  | 212693 | 1660 | SH |  | SOLE |  | 0 | 0 | 1660 |
| QUALCOMM INC | COMMON STOCK | 747525103 |  | 218282 | 1695 | SH |  | SOLE |  | 0 | 0 | 1695 |
| FIRST TRUST WATER ETF | UIT EXCHANGE TRADED | 33733B100 |  | 238746 | 2315 | SH |  | SOLE |  | 0 | 0 | 2315 |
| PALANTIR TECHNOLOGIES INCLASS            CLASS A | COMMON STOCK | 69608A108 |  | 273544 | 1870 | SH |  | SOLE |  | 0 | 0 | 1870 |
| LUMENTUM HLDGS INC | COMMON STOCK | 55024U109 |  | 277590 | 395 | SH |  | SOLE |  | 0 | 0 | 395 |
| AMERICAN EXPRESS CO | COMMON STOCK | 025816109 |  | 355716 | 1176 | SH |  | SOLE |  | 0 | 0 | 1176 |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF    SHARES | UIT EXCHANGE TRADED | 922042775 |  | 378613 | 5041 | SH |  | SOLE |  | 0 | 0 | 5041 |
| MASCO CORP | COMMON STOCK | 574599106 |  | 387213 | 6414 | SH |  | SOLE |  | 0 | 0 | 6414 |
| ISHARES MSCI EAFE ETF | UIT EXCHANGE TRADED | 464287465 |  | 396776 | 4085 | SH |  | SOLE |  | 0 | 0 | 4085 |
| TOAST INC               CLASS            CLASS A | COMMON STOCK | 888787108 |  | 436911 | 16481 | SH |  | SOLE |  | 0 | 0 | 16481 |
| CAPITAL ONE FINL CORP | COMMON STOCK | 14040H105 |  | 449508 | 2464 | SH |  | SOLE |  | 0 | 0 | 2464 |
| VANGUARD TOTAL STOCK MKT IDX ADM | EQUITY FUNDS | 922908728 |  | 502873 | 3219 | SH |  | SOLE |  | 0 | 0 | 3219 |
| ISHARES MORNINGSTAR     MID-CAP VALUE ETF | UIT EXCHANGE TRADED | 464288406 |  | 513293 | 6054 | SH |  | SOLE |  | 0 | 0 | 6054 |
| ORACLE CORP | COMMON STOCK | 68389X105 |  | 596237 | 4053 | SH |  | SOLE |  | 0 | 0 | 4053 |
| TESLA INC | COMMON STOCK | 88160R101 |  | 604094 | 1625 | SH |  | SOLE |  | 0 | 0 | 1625 |
| SHOPIFY INC            FCLASS            CLASS A | FOREIGN CANADIAN | 82509L107 |  | 702468 | 5922 | SH |  | SOLE |  | 0 | 0 | 5922 |
| BOSTON SCIENTIFIC CORP | COMMON STOCK | 101137107 |  | 713468 | 11370 | SH |  | SOLE |  | 0 | 0 | 11370 |
| CADENCE DESIGN SYS INC | COMMON STOCK | 127387108 |  | 717182 | 2581 | SH |  | SOLE |  | 0 | 0 | 2581 |
| GE VERNOVA INC | COMMON STOCK | 36828A101 |  | 741092 | 849 | SH |  | SOLE |  | 0 | 0 | 849 |
| LVMH MOET HENNESSY LOU FSPONSORED ADR           1 ADR REPS  0.2  ORD SHS | AMERICAN DEPOSITORY | 502441306 |  | 741740 | 6790 | SH |  | SOLE |  | 0 | 0 | 6790 |
| VERTIV HLDGS CO         CLASS            CLASS A | COMMON STOCK | 92537N108 |  | 754496 | 3011 | SH |  | SOLE |  | 0 | 0 | 3011 |
| SANOFI                 FSPONSORED ADR           1 ADR REPS  0.5  ORD SHS | AMERICAN DEPOSITORY | 80105N105 |  | 770398 | 15990 | SH |  | SOLE |  | 0 | 0 | 15990 |
| AMPHENOL CORP NEW       CLASS            CLASS A | COMMON STOCK | 032095101 |  | 773515 | 6122 | SH |  | SOLE |  | 0 | 0 | 6122 |
| DANAHER CORP | COMMON STOCK | 235851102 |  | 800112 | 4220 | SH |  | SOLE |  | 0 | 0 | 4220 |
| NOVO-NORDISK A S       FSPONSORED ADR           1 ADR REPS    1  ORD SHS | AMERICAN DEPOSITORY | 670100205 |  | 861604 | 23445 | SH |  | SOLE |  | 0 | 0 | 23445 |
| EASTGROUP PPTYS INC     REIT | REAL ESTATE INVESTME | 277276101 |  | 911568 | 4925 | SH |  | SOLE |  | 0 | 0 | 4925 |
| VANGUARD S 500 ETF | UIT EXCHANGE TRADED | 922908363 |  | 960263 | 1607 | SH |  | SOLE |  | 0 | 0 | 1607 |
| BYD CO LTD             FUNSPONSORED ADR         1 ADR REPS    1  ORD SHS | AMERICAN DEPOSITORY | 05606L100 |  | 961297 | 70528 | SH |  | SOLE |  | 0 | 0 | 70528 |
| OTIS WORLDWIDE CORP | COMMON STOCK | 68902V107 |  | 970514 | 12591 | SH |  | SOLE |  | 0 | 0 | 12591 |
| STATE STREET SPDR S   500 ETF TRUST | UIT EXCHANGE TRADED | 78462F103 |  | 1026237 | 1578 | SH |  | SOLE |  | 0 | 0 | 1578 |
| SCHNEIDER ELEC SA      FSPONSORED ADR           1 ADR REPS  0.2  ORD SHS | AMERICAN DEPOSITORY | 80687P106 |  | 1044784 | 19195 | SH |  | SOLE |  | 0 | 0 | 19195 |
| SALESFORCE INC | COMMON STOCK | 79466L302 |  | 1081566 | 5794 | SH |  | SOLE |  | 0 | 0 | 5794 |
| SERVICENOW INC | COMMON STOCK | 81762P102 |  | 1082302 | 10352 | SH |  | SOLE |  | 0 | 0 | 10352 |
| VANGUARD INFORMATION    TECHNOLOGY INDEX FUND   ETF SHARES | UIT EXCHANGE TRADED | 92204A702 |  | 1084257 | 1554 | SH |  | SOLE |  | 0 | 0 | 1554 |
| EVERCORE INC            CLASS                  A | COMMON STOCK | 29977A105 |  | 1086875 | 3641 | SH |  | SOLE |  | 0 | 0 | 3641 |
| RESMED INC | COMMON STOCK | 761152107 |  | 1114543 | 4965 | SH |  | SOLE |  | 0 | 0 | 4965 |
| ADVANCED MICRO DEVIC | COMMON STOCK | 007903107 |  | 1127206 | 5541 | SH |  | SOLE |  | 0 | 0 | 5541 |
| TENCENT HLDGS LTD      FUNSPONSORED ADR         1 ADR REPS    1  ORD SHS | AMERICAN DEPOSITORY | 88032Q109 |  | 1142385 | 18070 | SH |  | SOLE |  | 0 | 0 | 18070 |
| HERSHEY CO | COMMON STOCK | 427866108 |  | 1205346 | 5798 | SH |  | SOLE |  | 0 | 0 | 5798 |
| CROWDSTRIKE HLDGS INC   CLASS                  A | COMMON STOCK | 22788C105 |  | 1234086 | 3161 | SH |  | SOLE |  | 0 | 0 | 3161 |
| RHEINMETALL            FSPONSORED ADR           1 ADR REPS  0.2  ORD SHS | AMERICAN DEPOSITORY | 76206K107 |  | 1335640 | 3975 | SH |  | SOLE |  | 0 | 0 | 3975 |
| WILLIAMS SONOMA INC | COMMON STOCK | 969904101 |  | 1350336 | 7406 | SH |  | SOLE |  | 0 | 0 | 7406 |
| BOOKING HLDGS INC       FORWARD SPLIT           WITH STOCK SPLIT SHARES | COMMON STOCK | 09857L108 |  | 1410457 | 335 | SH |  | SOLE |  | 0 | 0 | 335 |
| STATE STREET SPDR       PORTFOLIO S 500 ETF | UIT EXCHANGE TRADED | 78464A854 |  | 1459057 | 19063 | SH |  | SOLE |  | 0 | 0 | 19063 |
| SEMPRA | COMMON STOCK | 816851109 |  | 1486701 | 15300 | SH |  | SOLE |  | 0 | 0 | 15300 |
| PROCTER  GAMBLE CO | COMMON STOCK | 742718109 |  | 1509976 | 10454 | SH |  | SOLE |  | 0 | 0 | 10454 |
| ABBOTT LABS | COMMON STOCK | 002824100 |  | 1517976 | 14785 | SH |  | SOLE |  | 0 | 0 | 14785 |
| ELI LILLY AND CO | COMMON STOCK | 532457108 |  | 1551652 | 1687 | SH |  | SOLE |  | 0 | 0 | 1687 |
| NETFLIX INC | COMMON STOCK | 64110L106 |  | 1588013 | 16516 | SH |  | SOLE |  | 0 | 0 | 16516 |
| DEERE  CO | COMMON STOCK | 244199105 |  | 1609911 | 2858 | SH |  | SOLE |  | 0 | 0 | 2858 |
| AUTOZONE INC | COMMON STOCK | 053332102 |  | 1719290 | 509 | SH |  | SOLE |  | 0 | 0 | 509 |
| ULTA BEAUTY INC | COMMON STOCK | 90384S303 |  | 1765192 | 3377 | SH |  | SOLE |  | 0 | 0 | 3377 |
| MSCI INC | COMMON STOCK | 55354G100 |  | 1776038 | 3295 | SH |  | SOLE |  | 0 | 0 | 3295 |
| UBER TECHNOLOGIES INC | COMMON STOCK | 90353T100 |  | 1842127 | 25610 | SH |  | SOLE |  | 0 | 0 | 25610 |
| STATE STREET SPDR       PORTFOLIO EMERGING      MARKETS ETF | UIT EXCHANGE TRADED | 78463X509 |  | 1881372 | 40106 | SH |  | SOLE |  | 0 | 0 | 40106 |
| TAIWAN SEMICONDUCTOR M FSPONSORED ADR           1 ADR REPS    5  ORD SHS | AMERICAN DEPOSITORY | 874039100 |  | 1909755 | 5651 | SH |  | SOLE |  | 0 | 0 | 5651 |
| BERKSHIRE HATHAWAY      CLASS                  B | COMMON STOCK | 084670702 |  | 1932614 | 4033 | SH |  | SOLE |  | 0 | 0 | 4033 |
| AMETEK INC NEW | COMMON STOCK | 031100100 |  | 2086366 | 9733 | SH |  | SOLE |  | 0 | 0 | 9733 |
| MERCADOLIBRE INC | COMMON STOCK | 58733R102 |  | 2099030 | 1214 | SH |  | SOLE |  | 0 | 0 | 1214 |
| ASML HLDG N V          FSPONSORED ADR           1 ADR REPS    1  ORD SHS | AMERICAN DEPOSITORY | N07059210 |  | 2422402 | 1834 | SH |  | SOLE |  | 0 | 0 | 1834 |
| BROADCOM INC | COMMON STOCK | 11135F101 |  | 2517245 | 8133 | SH |  | SOLE |  | 0 | 0 | 8133 |
| UBS GROUP AG           F | FOREIGN ORDINARIES | H42097107 |  | 2518530 | 64462 | SH |  | SOLE |  | 0 | 0 | 64462 |
| VISA INC                CLASS            CLASS A | COMMON STOCK | 92826C839 |  | 2913157 | 9639 | SH |  | SOLE |  | 0 | 0 | 9639 |
| NORTHROP GRUMMAN CORP | COMMON STOCK | 666807102 |  | 3044837 | 4463 | SH |  | SOLE |  | 0 | 0 | 4463 |
| STRYKER CORP | COMMON STOCK | 863667101 |  | 3049567 | 9281 | SH |  | SOLE |  | 0 | 0 | 9281 |
| CHENIERE ENERGY INC | COMMON STOCK | 16411R208 |  | 3120225 | 10996 | SH |  | SOLE |  | 0 | 0 | 10996 |
| LOWES COS INC | COMMON STOCK | 548661107 |  | 3213408 | 13600 | SH |  | SOLE |  | 0 | 0 | 13600 |
| META PLATFORMS INC      CLASS            CLASS A | COMMON STOCK | 30303M102 |  | 3429347 | 5994 | SH |  | SOLE |  | 0 | 0 | 5994 |
| CHEVRON CORP NEW | COMMON STOCK | 166764100 |  | 3960687 | 19143 | SH |  | SOLE |  | 0 | 0 | 19143 |
| REGAN TOTAL RETURN INCOME INSTITUTIONAL | EQUITY FUNDS | 00777X579 |  | 4162132 | 437199 | SH |  | SOLE |  | 0 | 0 | 437199 |
| JPMORGAN CHASE  CO | COMMON STOCK | 46625H100 |  | 4579777 | 15569 | SH |  | SOLE |  | 0 | 0 | 15569 |
| GE AEROSPACE | COMMON STOCK | 369604301 |  | 5152128 | 18156 | SH |  | SOLE |  | 0 | 0 | 18156 |
| COSTCO WHSL CORP NEW | COMMON STOCK | 22160K105 |  | 5160519 | 5179 | SH |  | SOLE |  | 0 | 0 | 5179 |
| SCHWAB PRIME ADVANTAGE MONEY INVESTOR | SCHWAB NON-SWEEP MMF | 808515605 |  | 5299002 | 5299002 | SH |  | SOLE |  | 0 | 0 | 5299002 |
| AMAZON.COM INC | COMMON STOCK | 023135106 |  | 5392943 | 25894 | SH |  | SOLE |  | 0 | 0 | 25894 |
| WALMART INC | COMMON STOCK | 931142103 |  | 6238483 | 50197 | SH |  | SOLE |  | 0 | 0 | 50197 |
| ISHARES BROAD USD       INVESTMENT GRADE        CORPORATE BOND ETF | UIT EXCHANGE TRADED | 464288620 |  | 6776704 | 132280 | SH |  | SOLE |  | 0 | 0 | 132280 |
| MICROSOFT CORP | COMMON STOCK | 594918104 |  | 7228937 | 19529 | SH |  | SOLE |  | 0 | 0 | 19529 |
| ALPHABET INC            CLASS            CLASS A | COMMON STOCK | 02079K305 |  | 7351471 | 25565 | SH |  | SOLE |  | 0 | 0 | 25565 |
| NVIDIA CORP | COMMON STOCK | 67066G104 |  | 8456266 | 48488 | SH |  | SOLE |  | 0 | 0 | 48488 |
| ISHARES 0-5 YEAR TIPS   BOND ETF | UIT EXCHANGE TRADED | 46429B747 |  | 9299796 | 89914 | SH |  | SOLE |  | 0 | 0 | 89914 |
| APPLE INC | COMMON STOCK | 037833100 |  | 15827041 | 62363 | SH |  | SOLE |  | 0 | 0 | 62363 |

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