Trajan Wealth LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.04 Trillion distributed in 143 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 $206B, Ishares Core U.S. Aggregate Bo with a value of $128B, Microsoft Corp with a value of $123B, Alphabet Inc. with a value of $88.8B, and Meta Platforms, Inc. with a value of $82.5B.
Examining the 13F form we can see an increase of $212B in the current position value, from $1.83T to 2.04T.
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
$2.04 Trillion
ETFs: $723 Billion
Technology: $368 Billion
Communication Services: $264 Billion
Financial Services: $187 Billion
Healthcare: $140 Billion
Consumer Cyclical: $114 Billion
Consumer Defensive: $104 Billion
Energy: $46.1 Billion
Other: $53 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
