13F Insight
DOSSIER · 13F-HR · Q1 2026

Trajan Wealth LLC

$2.5B in tracked AUM across 150 positions as of Q1 2026.

TW
CIK 0001934415 · last filed Mar 31, 2026
Total AUM
$2.5B
as of Q1 2026
Holdings
150
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Trajan Wealth LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$203M339K8.2%02
AGG
ISHARES TR
$130M1.3M5.3%03
GOOGL
ALPHABET INC
$129M448K5.2%04
BND
VANGUARD BD
$115M1.6M4.6%05
LQD
ISHARES TR
$110M101K4.4%06
MSFT
MICROSOFT CORP
$102M277K4.1%07
TSM
TAIWAN SEMICONDUCTOR MFG LTD
$87M256K3.5%08
META
META PLATFORMS INC
$76M132K3.1%09
AAPL
APPLE INC
$66M261K2.7%10
AMZN
AMAZON COM INC
$65M314K2.6%

Filing history

2026Q1Mar 31
$2.5B▲ 3.1%
150 positionsView →2025Q4Dec 31
$2.4B▲ 3.6%
153 positionsView →2025Q3Sep 30
$2.3B▲ 13.3%
160 positionsView →2025Q2Jun 30
$2.0B▲ 11.6%
143 positionsLocked2025Q1Mar 31
$1.8B▲ 1.5%
151 positionsLocked2024Q4Dec 31
$1.8B▲ 6.5%
182 positionsLocked2024Q3Sep 30
$1.7B▲ 8.8%
185 positionsLocked2024Q2Jun 30
$1.6B▲ 5.4%
168 positionsLocked2024Q1Mar 31
$1.5B—
186 positionsLocked