Trajan Wealth
$2.6B 13F equity value
166 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Trajan Wealth covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 321,956 | $221M | 8.3% |
| GOOGL | ALPHABET INC | 431,649 | $154M | 5.8% |
| AGG | ISHARES TR | 1,349,489 | $134M | 5.0% |
| BND | VANGUARD BD INDEX FDS | 1,662,225 | $122M | 4.6% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 226,936 | $108M | 4.1% |
| MSFT | MICROSOFT CORP | 277,148 | $103M | 3.9% |
| META | META PLATFORMS INC | 133,908 | $75M | 2.8% |
| AMZN | AMAZON COM INC | 315,739 | $75M | 2.8% |
| AAPL | APPLE INC | 234,496 | $68M | 2.6% |
| MA | MASTERCARD INCORPORATED | 115,794 | $59M | 2.2% |
Track Trajan Wealth's 13F portfolio: $2.6B in reported holdings, 166 positions. Top holdings and quarterly changes on SentiSense.
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