# EDGAR Filing Document

**Accession Number:** 0001977992
**File Stem:** 0001977992-25-000003
**Filing Date:** 2025-8
**Character Count:** 14176
**Document Hash:** 8b2aae2a892137a5370c4d8f50c0b8c6
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001977992-25-000003.hdr.sgml**: 20250812

**ACCESSION NUMBER**: 0001977992-25-000003

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250812

**DATE AS OF CHANGE**: 20250812

**EFFECTIVENESS DATE**: 20250812

**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:** 251205925

**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:** 06-30-2025

**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  08-12-2025<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:** 101

**Form 13F Information Table Value Total:** $182084374

      (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 |
| GNMA PL 004364M | GNMA | 36202EZ51 |  | 333 | 100000 | SH |  | SOLE |  | 0 | 0 | 100000 |
| LESLIES INC | COMMON STOCK | 527064109 |  | 4199 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| FHLB | GOVERNMENT AGENCY | 3130AYM94 |  | 8309 | 25000 | SH |  | SOLE |  | 0 | 0 | 25000 |
| UST INFL IDX | INFLATION PROTECTED | 912828XL9 |  | 14866 | 11000 | SH |  | SOLE |  | 0 | 0 | 11000 |
| FHLB | GOVERNMENT AGENCY | 3130B2RN7 |  | 24550 | 25000 | SH |  | SOLE |  | 0 | 0 | 25000 |
| FHLB | GOVERNMENT AGENCY | 3130B2NP6 |  | 24570 | 25000 | SH |  | SOLE |  | 0 | 0 | 25000 |
| FHLB | GOVERNMENT AGENCY | 3130B2BD6 |  | 24743 | 25000 | SH |  | SOLE |  | 0 | 0 | 25000 |
| FHLB | GOVERNMENT AGENCY | 3130B5L71 |  | 24816 | 25000 | SH |  | SOLE |  | 0 | 0 | 25000 |
| FFCB | GOVERNMENT AGENCY | 3133ERNX5 |  | 24845 | 25000 | SH |  | SOLE |  | 0 | 0 | 25000 |
| FHLMC | GOVERNMENT AGENCY | 3134HAJD6 |  | 24927 | 25000 | SH |  | SOLE |  | 0 | 0 | 25000 |
| SCHWAB MUNICIPAL MONEY INV | SCHWAB NON-SWEEP MMF | 808508105 |  | 27000 | 27000 | SH |  | SOLE |  | 0 | 0 | 27000 |
| MORGAN STANLEY PR | CERTIFICATE  DEPOSIT | 61776NCY7 |  | 38815 | 39000 | SH |  | SOLE |  | 0 | 0 | 39000 |
| ORIENTAL BANK | CERTIFICATE  DEPOSIT | 68621KCX7 |  | 39905 | 40000 | SH |  | SOLE |  | 0 | 0 | 40000 |
| UST INFL | INFLATION PROTECTED | 912810PS1 |  | 40414 | 25000 | SH |  | SOLE |  | 0 | 0 | 25000 |
| MONEY MARKET POOL | MUTUAL FUND OTHER | 808516603 |  | 41213 | 34378 | SH |  | SOLE |  | 0 | 0 | 34378 |
| FHLB | GOVERNMENT AGENCY | 3130B03V9 |  | 49913 | 50000 | SH |  | SOLE |  | 0 | 0 | 50000 |
| UST INFL IDX | INFLATION PROTECTED | 912828V49 |  | 124375 | 95000 | SH |  | SOLE |  | 0 | 0 | 95000 |
| UST INFL IDX | INFLATION PROTECTED | 912828N71 |  | 127503 | 95000 | SH |  | SOLE |  | 0 | 0 | 95000 |
| RBC BLUEBAY ACCESS CPTL COMMUNITY INVMA | NTF BOND FUNDS | 74926P779 |  | 147670 | 19228 | SH |  | SOLE |  | 0 | 0 | 19228 |
| SCHWAB GOVERNMENT MONEY INV | SCHWAB NON-SWEEP MMF | 808515613 |  | 172900 | 172900 | SH |  | SOLE |  | 0 | 0 | 172900 |
| VANGUARD US GROWTH ADMIRAL | EQUITY FUNDS | 921910600 |  | 224997 | 1121 | SH |  | SOLE |  | 0 | 0 | 1121 |
| ISHARES RUSSELL MID CAP GROWTH ETF | UIT EXCHANGE TRADED | 464287481 |  | 230223 | 1660 | SH |  | SOLE |  | 0 | 0 | 1660 |
| FIRST TRUST WATER ETF | UIT EXCHANGE TRADED | 33733B100 |  | 249974 | 2315 | SH |  | SOLE |  | 0 | 0 | 2315 |
| QUALCOMM INC | COMMON STOCK | 747525103 |  | 269946 | 1695 | SH |  | SOLE |  | 0 | 0 | 1695 |
| ISHARES MSCI EAFE ETF | UIT EXCHANGE TRADED | 464287465 |  | 335749 | 3756 | SH |  | SOLE |  | 0 | 0 | 3756 |
| UST INFL IDX | INFLATION PROTECTED | 912810FS2 |  | 364193 | 225000 | SH |  | SOLE |  | 0 | 0 | 225000 |
| TESLA INC | COMMON STOCK | 88160R101 |  | 397075 | 1250 | SH |  | SOLE |  | 0 | 0 | 1250 |
| ISHARES MORNINGSTAR MID CAP ETF | UIT EXCHANGE TRADED | 464288406 |  | 432098 | 5687 | SH |  | SOLE |  | 0 | 0 | 5687 |
| VANGUARD TOTAL STOCK MKT IDX ADM | EQUITY FUNDS | 922908728 |  | 476414 | 3219 | SH |  | SOLE |  | 0 | 0 | 3219 |
| MASCO CORP | COMMON STOCK | 574599106 |  | 507929 | 7892 | SH |  | SOLE |  | 0 | 0 | 7892 |
| INTUIT | COMMON STOCK | 461202103 |  | 543465 | 690 | SH |  | SOLE |  | 0 | 0 | 690 |
| CONSTELLATION BRANDS INC | COMMON STOCK | 21036P108 |  | 605658 | 3723 | SH |  | SOLE |  | 0 | 0 | 3723 |
| SCHWAB CA MUNICIPAL MONEY INV | SCHWAB NON-SWEEP MMF | 808508204 |  | 650000 | 650000 | SH |  | SOLE |  | 0 | 0 | 650000 |
| SHOPIFY INC | FOREIGN CANADIAN | 82509L107 |  | 670184 | 5810 | SH |  | SOLE |  | 0 | 0 | 5810 |
| DANAHER CORP | COMMON STOCK | 235851102 |  | 682698 | 3456 | SH |  | SOLE |  | 0 | 0 | 3456 |
| VANGUARD S 500 ETF | UIT EXCHANGE TRADED | 922908363 |  | 708333 | 1247 | SH |  | SOLE |  | 0 | 0 | 1247 |
| LVMH MOET HENNESSY LOU FSPONSORED ADR | AMERICAN DEPOSITORY | 502441306 |  | 731848 | 6966 | SH |  | SOLE |  | 0 | 0 | 6966 |
| CADENCE DESIGN SYS INC | COMMON STOCK | 127387108 |  | 766677 | 2488 | SH |  | SOLE |  | 0 | 0 | 2488 |
| ORACLE CORP | COMMON STOCK | 68389X105 |  | 884358 | 4045 | SH |  | SOLE |  | 0 | 0 | 4045 |
| SANOFI | AMERICAN DEPOSITORY | 80105N105 |  | 891513 | 18454 | SH |  | SOLE |  | 0 | 0 | 18454 |
| INVESCO QQQ TRUST | UIT EXCHANGE TRADED | 46090E103 |  | 894008 | 1621 | SH |  | SOLE |  | 0 | 0 | 1621 |
| SPDR PORTFOLIO S 500  ETF | UIT EXCHANGE TRADED | 78464A854 |  | 955219 | 13141 | SH |  | SOLE |  | 0 | 0 | 13141 |
| BROADCOM INC | COMMON STOCK | 11135F101 |  | 956506 | 3470 | SH |  | SOLE |  | 0 | 0 | 3470 |
| FISERV INC | COMMON STOCK | 337738108 |  | 957220 | 5552 | SH |  | SOLE |  | 0 | 0 | 5552 |
| HERSHEY CO | COMMON STOCK | 427866108 |  | 958195 | 5774 | SH |  | SOLE |  | 0 | 0 | 5774 |
| INFOSYS LTD | AMERICAN DEPOSITORY | 456788108 |  | 962726 | 51955 | SH |  | SOLE |  | 0 | 0 | 51955 |
| EVERCORE INC | COMMON STOCK | 29977A105 |  | 973692 | 3606 | SH |  | SOLE |  | 0 | 0 | 3606 |
| SCHNEIDER ELEC SA | AMERICAN DEPOSITORY | 80687P106 |  | 984541 | 18444 | SH |  | SOLE |  | 0 | 0 | 18444 |
| KIMCO RLTY CORP         REIT | REAL ESTATE INVESTME | 49446R109 |  | 1010389 | 48068 | SH |  | SOLE |  | 0 | 0 | 48068 |
| PROGRESSIVE CORP OH | COMMON STOCK | 743315103 |  | 1022341 | 3831 | SH |  | SOLE |  | 0 | 0 | 3831 |
| SPDR S 500 ETF | UIT EXCHANGE TRADED | 78462F103 |  | 1034281 | 1674 | SH |  | SOLE |  | 0 | 0 | 1674 |
| BYD CO LTD | AMERICAN DEPOSITORY | 05606L100 |  | 1121379 | 11955 | SH |  | SOLE |  | 0 | 0 | 11955 |
| ZOETIS INC | COMMON STOCK | 98978V103 |  | 1129858 | 7245 | SH |  | SOLE |  | 0 | 0 | 7245 |
| TENCENT HLDGS LTD | AMERICAN DEPOSITORY | 88032Q109 |  | 1141005 | 17690 | SH |  | SOLE |  | 0 | 0 | 17690 |
| UBER TECHNOLOGIES INC | COMMON STOCK | 90353T100 |  | 1143765 | 12259 | SH |  | SOLE |  | 0 | 0 | 12259 |
| WILLIAMS SONOMA INC | COMMON STOCK | 969904101 |  | 1198809 | 7338 | SH |  | SOLE |  | 0 | 0 | 7338 |
| RESMED INC | COMMON STOCK | 761152107 |  | 1218792 | 4724 | SH |  | SOLE |  | 0 | 0 | 4724 |
| SEMPRA | COMMON STOCK | 816851109 |  | 1223155 | 16143 | SH |  | SOLE |  | 0 | 0 | 16143 |
| TAIWAN SEMICONDUCTOR M FSPONSORED ADR | AMERICAN DEPOSITORY | 874039100 |  | 1233691 | 5447 | SH |  | SOLE |  | 0 | 0 | 5447 |
| ELI LILLY AND CO | COMMON STOCK | 532457108 |  | 1284665 | 1648 | SH |  | SOLE |  | 0 | 0 | 1648 |
| NETFLIX INC | COMMON STOCK | 64110L106 |  | 1305652 | 975 | SH |  | SOLE |  | 0 | 0 | 975 |
| SHERWIN-WILLIAMS CO | COMMON STOCK | 824348106 |  | 1446919 | 4214 | SH |  | SOLE |  | 0 | 0 | 4214 |
| ASML HLDG N V | AMERICAN DEPOSITORY | N07059210 |  | 1448112 | 1807 | SH |  | SOLE |  | 0 | 0 | 1807 |
| OTIS WORLDWIDE CORP | COMMON STOCK | 68902V107 |  | 1458466 | 14729 | SH |  | SOLE |  | 0 | 0 | 14729 |
| ADVANCED MICRO DEVIC | COMMON STOCK | 007903107 |  | 1467530 | 10342 | SH |  | SOLE |  | 0 | 0 | 10342 |
| NOVO-NORDISK A S | AMERICAN DEPOSITORY | 670100205 |  | 1507121 | 21836 | SH |  | SOLE |  | 0 | 0 | 21836 |
| SPDR INDEX SHARES EMERG MARKT ETF | UIT EXCHANGE TRADED | 78463X509 |  | 1550308 | 36273 | SH |  | SOLE |  | 0 | 0 | 36273 |
| ULTA BEAUTY INC | COMMON STOCK | 90384S303 |  | 1577489 | 3372 | SH |  | SOLE |  | 0 | 0 | 3372 |
| SALESFORCE INC | COMMON STOCK | 79466L302 |  | 1578057 | 5787 | SH |  | SOLE |  | 0 | 0 | 5787 |
| CROWDSTRIKE HLDGS INC | COMMON STOCK | 22788C105 |  | 1588538 | 3119 | SH |  | SOLE |  | 0 | 0 | 3119 |
| BANK OF AMERICA CORP | COMMON STOCK | 060505104 |  | 1622035 | 34278 | SH |  | SOLE |  | 0 | 0 | 34278 |
| RHEINMETALL | AMERICAN DEPOSITORY | 76206K107 |  | 1643486 | 3890 | SH |  | SOLE |  | 0 | 0 | 3890 |
| AMETEK INC NEW | COMMON STOCK | 031100100 |  | 1767798 | 9769 | SH |  | SOLE |  | 0 | 0 | 9769 |
| DEERE  CO | COMMON STOCK | 244199105 |  | 1834123 | 3607 | SH |  | SOLE |  | 0 | 0 | 3607 |
| AUTOZONE INC | COMMON STOCK | 053332102 |  | 1867252 | 503 | SH |  | SOLE |  | 0 | 0 | 503 |
| MERCADOLIBRE INC | COMMON STOCK | 58733R102 |  | 1889654 | 723 | SH |  | SOLE |  | 0 | 0 | 723 |
| MSCI INC | COMMON STOCK | 55354G100 |  | 1891130 | 3279 | SH |  | SOLE |  | 0 | 0 | 3279 |
| ABBOTT LABS | COMMON STOCK | 002824100 |  | 1988602 | 14621 | SH |  | SOLE |  | 0 | 0 | 14621 |
| UBS GROUP AG | FOREIGN ORDINARIES | H42097107 |  | 2182371 | 64529 | SH |  | SOLE |  | 0 | 0 | 64529 |
| NORTHROP GRUMMAN CORP | COMMON STOCK | 666807102 |  | 2274409 | 4549 | SH |  | SOLE |  | 0 | 0 | 4549 |
| CHEVRON CORP NEW | COMMON STOCK | 166764100 |  | 2317817 | 16187 | SH |  | SOLE |  | 0 | 0 | 16187 |
| CHENIERE ENERGY INC | COMMON STOCK | 16411R208 |  | 2342906 | 9621 | SH |  | SOLE |  | 0 | 0 | 9621 |
| LOWES COS INC | COMMON STOCK | 548661107 |  | 3057147 | 13779 | SH |  | SOLE |  | 0 | 0 | 13779 |
| BONDBLOXX BBB 5 10 YR   COR BND ETF | UIT EXCHANGE TRADED | 09789C747 |  | 3352760 | 65039 | SH |  | SOLE |  | 0 | 0 | 65039 |
| VISA INC | COMMON STOCK | 92826C839 |  | 3393410 | 9558 | SH |  | SOLE |  | 0 | 0 | 9558 |
| STRYKER CORP | COMMON STOCK | 863667101 |  | 3671913 | 9281 | SH |  | SOLE |  | 0 | 0 | 9281 |
| SCHWAB PRIME ADVANTAGE MONEY INVESTOR | SCHWAB NON-SWEEP MMF | 808515605 |  | 4096178 | 4096178 | SH |  | SOLE |  | 0 | 0 | 4096178 |
| REGAN TOTAL RETURN INCOME INSTITUTIONAL | EQUITY FUNDS | 00777X579 |  | 4298105 | 449123 | SH |  | SOLE |  | 0 | 0 | 449123 |
| META PLATFORMS INC | COMMON STOCK | 30303M102 |  | 4605682 | 6240 | SH |  | SOLE |  | 0 | 0 | 6240 |
| JPMORGAN CHASE  CO | COMMON STOCK | 46625H100 |  | 4618266 | 15930 | SH |  | SOLE |  | 0 | 0 | 15930 |
| ALPHABET INC | COMMON STOCK | 02079K305 |  | 4650710 | 26390 | SH |  | SOLE |  | 0 | 0 | 26390 |
| GE AEROSPACE | COMMON STOCK | 369604301 |  | 4898904 | 19033 | SH |  | SOLE |  | 0 | 0 | 19033 |
| WALMART INC | COMMON STOCK | 931142103 |  | 4958522 | 50711 | SH |  | SOLE |  | 0 | 0 | 50711 |
| BOOKING HLDGS INC | COMMON STOCK | 09857L108 |  | 5007693 | 865 | SH |  | SOLE |  | 0 | 0 | 865 |
| COSTCO WHSL CORP NEW | COMMON STOCK | 22160K105 |  | 5182344 | 5235 | SH |  | SOLE |  | 0 | 0 | 5235 |
| AMAZON COM INC | COMMON STOCK | 023135106 |  | 5896984 | 26879 | SH |  | SOLE |  | 0 | 0 | 26879 |
| ISHARES 0-5 YEAR TIPS BOND ETF | UIT EXCHANGE TRADED | 46429B747 |  | 6657856 | 64696 | SH |  | SOLE |  | 0 | 0 | 64696 |
| ISHARES BROAD USD | UIT EXCHANGE TRADED | 464288620 |  | 8934974 | 173697 | SH |  | SOLE |  | 0 | 0 | 173697 |
| MICROSOFT CORP | COMMON STOCK | 594918104 |  | 9668007 | 19437 | SH |  | SOLE |  | 0 | 0 | 19437 |
| NVIDIA CORP | COMMON STOCK | 67066G104 |  | 10634232 | 67310 | SH |  | SOLE |  | 0 | 0 | 67310 |
| APPLE INC | COMMON STOCK | 037833100 |  | 12937477 | 63057 | SH |  | SOLE |  | 0 | 0 | 63057 |

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