Trajan Wealth LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.32 Trillion distributed in 160 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $216B, Microsoft Corp with a value of $133B, Ishares Core U.S. Aggregate Bo with a value of $127B, Alphabet Inc. with a value of $122B, and Vanguard Bd Index Fd Inc Total with a value of $89.7B.
Examining the 13F form we can see an increase of $272B in the current position value, from $2.04T to 2.32T.
Trajan Wealth LLC is based out at Scottsdale, AZ
Below you can find more details about Trajan Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.32 Trillion
ETFs: $761 Billion
Technology: $449 Billion
Communication Services: $328 Billion
Financial Services: $210 Billion
Healthcare: $165 Billion
Consumer Cyclical: $115 Billion
Consumer Defensive: $108 Billion
Energy: $56 Billion
Other: $63.1 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
