Trajan Wealth
$2.5B Assets Reported
161 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 338,912 | $203M | 8.2% |
| AGG | ISHARES TR | 1,311,668 | $130M | 5.3% |
| GOOGL | ALPHABET INC | 447,782 | $129M | 5.2% |
| BND | VANGUARD BD | 1,556,487 | $115M | 4.6% |
| LQD | ISHARES TR | 101,085 | $110M | 4.4% |
| MSFT | MICROSOFT CORP | 276,508 | $102M | 4.1% |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 256,385 | $87M | 3.5% |
| META | META PLATFORMS INC | 132,461 | $76M | 3.1% |
| AAPL | APPLE INC | 261,122 | $66M | 2.7% |
| AMZN | AMAZON COM INC | 314,070 | $65M | 2.6% |
Track Trajan Wealth's 13F portfolio: $2.5B in reported holdings, 161 positions. Top holdings, AUM, and quarterly changes on SentiSense.