Trajan Wealth LLC — 13F holdings

Trajan Wealth LLC reported 152 holdings worth $2.65B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

  1. VOO VANGUARD INDEX FDS — $221M (8.3%)
  2. GOOGL ALPHABET INC — $154M (5.8%)
  3. AGG ISHARES TR — $134M (5.0%)
  4. BND VANGUARD BD INDEX FDS — $122M (4.6%)
  5. TSM TAIWAN SEMICONDUCTOR MFG LTD — $108M (4.1%)
  6. MSFT MICROSOFT CORP — $103M (3.9%)
  7. META META PLATFORMS INC — $75.4M (2.8%)
  8. AMZN AMAZON COM INC — $75.3M (2.8%)
  9. AAPL APPLE INC — $67.9M (2.6%)
  10. MA MASTERCARD INCORPORATED — $59.5M (2.2%)