Trajan Wealth LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1934415
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$2.6B
Holdings
152
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Trajan Wealth LLC disclosed 152 positions worth $2.6B in its Form 13F-HR for Q2 2026, followed by $GOOG. During the quarter the fund opened 16 new positions and exited 14 — including a new stake in $SYK and a full exit from $MDT. The portfolio is most concentrated in Other (30.2% of disclosed assets). All figures are sourced directly from Trajan Wealth LLC’s Form 13F-HR filing with the SEC under CIK 1934415.
AI Fund Analysis
DiversifyingVANGUARD INDEX FDS - S&P 5
8.3% weight
Held 10 quarters
$GOOG5.8% weight
Held 10 quarters
ISHARES TR - CORE US AGGBD
5.0% weight
Held 10 quarters
VANGUARD BD INDEX FDS - TO
4.6% weight
Held 10 quarters
$TSM4.1% weight
Held 10 quarters
VANGUARD BD INDEX FDS - TO
9 quarters accumulating
$MSFT9 quarters accumulating
$META9 quarters accumulating
$META9 quarters accumulating
$COR9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareConsumer Staples
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$221.1M321,956 sh- 78.2#57
Quality
$154.3M431,649 sh ISHARES TR - CORE US AGGBD ET
—Quality
$133.6M1,349,489 shVANGUARD BD INDEX FDS - TOTAL BND MRKT
—Quality
$122.0M1,662,225 sh- $108.4M226,936 sh
- 79.8
Quality
$103.4M277,148 sh - 79.6
Quality
$75.4M133,908 sh - 68.7
Quality
$75.3M315,739 sh - 76.4
Quality
$67.9M234,496 sh - 85.1
Quality
$59.5M115,794 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $221.1M | 321,956 |
| Alphabet Inc.$GOOG | 78.2#57 | $154.3M | 431,649 |
| ISHARES TR - CORE US AGGBD ET | — | $133.6M | 1,349,489 |
| VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $122.0M | 1,662,225 |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $108.4M | 226,936 |
| MICROSOFT CORP$MSFT | 79.8 | $103.4M | 277,148 |
| Meta Platforms, Inc.$META | 79.6 | $75.4M | 133,908 |
 AMAZON COM INC$AMZN | 68.7 | $75.3M | 315,739 |
 Apple Inc.$AAPL | 76.4 | $67.9M | 234,496 |
 Mastercard Inc$MA | 85.1 | $59.5M | 115,794 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Trajan Wealth LLC's 152 positions.
Showing top 10 of 152 holdings.
Sector Allocation
Other
$801.1M
Technology
$781.5M
Financials
$322.2M
Consumer Discretionary
$198.9M
Healthcare
$177.3M
Consumer Staples
$125.9M
Industrials
$76.0M
Energy
$69.5M
Full Holdings — Trajan Wealth LLC (Q2 2026)
All 152 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $221.1M | 8.3% | -5% | — |
| 2 | $GOOG | Alphabet Inc. | $154.3M | 5.8% | -4% | 78.2 |
| 3 | — | ISHARES TR - CORE US AGGBD ET | $133.6M | 5.0% | +3% | — |
| 4 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $122.0M | 4.6% | +7% | — |
| 5 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $108.4M | 4.1% | -11% | — |
| 6 | $MSFT | MICROSOFT CORP | $103.4M | 3.9% | +0% | 79.8 |
| 7 | $META | Meta Platforms, Inc. | $75.4M | 2.9% | +1% | 79.6 |
| 8 | $AMZN | AMAZON COM INC | $75.3M | 2.8% | +1% | 68.7 |
| 9 | $AAPL | Apple Inc. | $67.9M | 2.6% | -10% | 76.4 |
| 10 | $MA | Mastercard Inc | $59.5M | 2.2% | -3% | 85.1 |
| 11 | $META | Meta Platforms, Inc. | $56.7M | 2.1% | +6% | 79.6 |
| 12 |  $NVDA | NVIDIA CORP | $52.8M | 2.0% | +31% | 85.9 |
| 13 |  $ENB | ENBRIDGE INC | $45.3M | 1.7% | -12% | 66.7 |
| 14 |  $BKNG | Booking Holdings Inc. | $44.4M | 1.7% | +2776% | 58.5 |
| 15 |  $GOOGL | Alphabet Inc. | $44.4M | 1.7% | +10% | 78.2 |
| 16 | $COR | Cencora, Inc. | $43.3M | 1.6% | +0% | 61.1 |
| 17 |  $V | VISA INC. | $42.4M | 1.6% | +2% | 82.9 |
| 18 |  $ELV | Elevance Health, Inc. | $41.3M | 1.6% | +4% | 59 |
| 19 |  $BRK.B | BERKSHIRE HATHAWAY INC | $40.2M | 1.5% | +52% | 73.8 |
| 20 |  $IQV | IQVIA HOLDINGS INC. | $35.3M | 1.3% | +2% | 61.4 |
| 21 |  $PM | Philip Morris International Inc. | $35.1M | 1.3% | +10% | 75.9 |
| 22 |  $COST | COSTCO WHOLESALE CORP /NEW | $34.0M | 1.3% | -4% | 66.2 |
| 23 |  $UNH | UNITEDHEALTH GROUP INC | $33.1M | 1.3% | -2% | 62.7 |
| 24 |  $VZ | VERIZON COMMUNICATIONS INC | $29.1M | 1.1% | +18% | 65.8 |
| 25 |  $UBER | Uber Technologies, Inc | $25.9M | 1.0% | -3% | 73.5 |
| 26 | — | ISHARES TR - RUSSELL 3000 ETF | $25.5M | 1.0% | +1% | — |
| 27 |  $JPM | JPMORGAN CHASE & CO | $25.2M | 0.9% | +13% | 70.7 |
| 28 |  $RBLX | Roblox Corp | $24.9M | 0.9% | +25% | 60.3 |
| 29 |  $WMT | Walmart Inc. | $24.6M | 0.9% | -3% | 60.2 |
| 30 | — | COLUMBIA ETF TR I - RESH ENHNC COR | $23.1M | 0.9% | +1% | — |
| 31 |  $AXP | AMERICAN EXPRESS CO | $22.9M | 0.9% | +9% | 69.4 |
| 32 | — | PIMCO ETF TR - MULTISECTOR BD | $22.5M | 0.8% | +1% | — |
| 33 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $22.1M | 0.8% | -1% | — |
| 34 |  $PG | PROCTER & GAMBLE Co | $21.1M | 0.8% | +16% | 64.6 |
| 35 |  $WT | WisdomTree, Inc. | $21.1M | 0.8% | +2% | 59.9 |
| 36 | — | ISHARES INC - MSCI SWITZERLAND | $20.9M | 0.8% | +3% | — |
| 37 |  $GD | GENERAL DYNAMICS CORP | $20.7M | 0.8% | +17% | 68.7 |
| 38 | — | AMERICAN CENTY ETF TR - US EQT ETF | $19.5M | 0.7% | -1% | — |
| 39 |  $COO | COOPER COMPANIES, INC. | $19.3M | 0.7% | +10% | 57 |
| 40 |  $GRMN | GARMIN LTD | $18.8M | 0.7% | -2% | — |
| 41 |  $IVZ | Invesco Ltd. | $18.5M | 0.7% | +3% | — |
| 42 | — | AMERICAN CENTY ETF TR - AVAN EMER EX ETF | $17.3M | 0.7% | -2% | — |
| 43 | $WT | WisdomTree, Inc. | $17.0M | 0.6% | +6% | 59.9 |
| 44 | — | ISHARES TR - CORE MSCI EAFE | $16.8M | 0.6% | +0% | — |
| 45 | — | ISHARES TR - BROAD USD HIGH | $16.6M | 0.6% | +8% | — |
| 46 | — | SPDR SERIES TRUST - ST STR P500ETF | $16.4M | 0.6% | +214% | — |
| 47 |  $SCHW | SCHWAB CHARLES CORP | $15.3M | 0.6% | +10% | 79.4 |
| 48 |  $CRM | Salesforce, Inc. | $14.5M | 0.6% | +44% | 77 |
| 49 |  $WFC | WELLS FARGO & COMPANY/MN | $14.5M | 0.6% | +10% | 61.8 |
| 50 |  $FISV | FISERV INC | $13.8M | 0.5% | +4% | 60.7 |
| 51 |  $ABNB | Airbnb, Inc. | $13.7M | 0.5% | -9% | 71 |
| 52 |  $NSC | NORFOLK SOUTHERN CORP | $13.2M | 0.5% | +12% | 63.2 |
| 53 |  $NFLX | NETFLIX INC | $12.7M | 0.5% | -5% | 78.8 |
| 54 | — | ISHARES TR - TRUST ISHARE 0-1 | $12.3M | 0.5% | -10% | — |
| 55 | — | ISHARES TR - 0-3 MTH TREASURY | $12.3M | 0.5% | +49% | — |
| 56 |  $GLW | CORNING INC /NY | $11.7M | 0.4% | -44% | 73.7 |
| 57 | — | ISHARES TR - IBOXX INV CP ETF | $11.2M | 0.4% | +1% | — |
| 58 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $11.1M | 0.4% | +6% | — |
| 59 |  $CAT | CATERPILLAR INC | $10.9M | 0.4% | -41% | 66.5 |
| 60 |  $JNJ | JOHNSON & JOHNSON | $10.1M | 0.4% | +13% | 69 |
| 61 |  $ABBV | AbbVie Inc. | $9.4M | 0.4% | +36% | 72.6 |
| 62 |  $MRK | Merck & Co., Inc. | $9.3M | 0.3% | +28% | 59.9 |
| 63 |  $C | CITIGROUP INC | $9.2M | 0.3% | -7% | 65 |
| 64 |  $KVUE | Kenvue Inc. | $9.1M | 0.3% | +63% | 60.3 |
| 65 |  $DELL | Dell Technologies Inc. | $9.0M | 0.3% | -55% | 71.2 |
| 66 |  $APD | Air Products & Chemicals, Inc. | $8.9M | 0.3% | +49% | 46.4 |
| 67 |  $MS | MORGAN STANLEY | $8.8M | 0.3% | -4% | 75.8 |
| 68 |  $MCK | MCKESSON CORP | $8.8M | 0.3% | -1% | 63.4 |
| 69 |  $AMGN | AMGEN INC | $8.7M | 0.3% | +39% | 79.2 |
| 70 |  $CB | Chubb Ltd | $8.7M | 0.3% | +32% | — |
| 71 |  $DIS | Walt Disney Co | $8.6M | 0.3% | -5% | 60.1 |
| 72 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $8.5M | 0.3% | +32% | 66.8 |
| 73 |  $KO | COCA COLA CO | $8.5M | 0.3% | +28% | 69.5 |
| 74 | — | AMERICAN CENTY ETF TR - AVANTIS CORE FI | $8.5M | 0.3% | +10% | — |
| 75 |  $MET | METLIFE INC | $8.4M | 0.3% | +30% | 56.2 |
| 76 |  $YUM | YUM BRANDS INC | $8.4M | 0.3% | +52% | 73.7 |
| 77 |  $SYK | STRYKER CORP | $8.3M | 0.3% | NEW | 72.1 |
| 78 |  $OKE | ONEOK INC /NEW/ | $8.3M | 0.3% | +44% | 71.7 |
| 79 |  $SO | SOUTHERN CO | $8.2M | 0.3% | +46% | 62 |
| 80 |  $PSA | Public Storage | $8.2M | 0.3% | +32% | 69.1 |
| 81 |  $LOW | LOWES COMPANIES INC | $8.1M | 0.3% | +61% | 60.8 |
| 82 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $8.1M | 0.3% | +25% | 70 |
| 83 | — | ISHARES TR - IBOXX HI YD ETF | $8.1M | 0.3% | +3% | — |
| 84 |  $PSX | Phillips 66 | $8.0M | 0.3% | +12% | 57.8 |
| 85 |  $HPE | Hewlett Packard Enterprise Co | $7.8M | 0.3% | -41% | 70.5 |
| 86 |  $CVX | CHEVRON CORP | $7.6M | 0.3% | +28% | 62.8 |
| 87 |  $CME | CME GROUP INC. | $7.3M | 0.3% | +59% | 69.5 |
| 88 |  $INTU | INTUIT INC. | $7.0M | 0.3% | -8% | 79.3 |
| 89 | — | PIMCO ETF TR - ULTR SH GO AC FD | $4.9M | 0.2% | -10% | — |
| 90 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $4.5M | 0.2% | -2% | — |
| 91 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $4.3M | 0.2% | +0% | — |
| 92 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $4.1M | 0.1% | +5% | — |
| 93 |  $MCD | MCDONALDS CORP | $4.0M | 0.1% | -3% | 69 |
| 94 | — | AMERICAN CENTY ETF TR - AVANTIS SHFXDINC | $3.7M | 0.1% | -3% | — |
| 95 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $3.6M | 0.1% | +2% | — |
| 96 | — | ISHARES TR - 10+ YR INVST GRD | $3.2M | 0.1% | +14% | — |
| 97 | — | SPDR SERIES TRUST - ST STR SP500DIV | $2.9M | 0.1% | -4% | — |
| 98 |  $ADP | AUTOMATIC DATA PROCESSING INC | $2.7M | 0.1% | -5% | 69.8 |
| 99 | — | ISHARES TR - 3 7 YR TREAS BD | $2.7M | 0.1% | -0% | — |
| 100 | — | ISHARES TR - MBS ETF | $2.5M | 0.1% | -1% | — |
| 101 | — | ISHARES INC - MSCI EMRG CHN | $2.3M | 0.1% | -14% | — |
| 102 | — | ISHARES TR - ISHS 1-5YR INVS | $2.2M | 0.1% | +1% | — |
| 103 | — | ISHARES TR - INTL SEL DIV ETF | $2.2M | 0.1% | -4% | — |
| 104 |  $NOTV | Inotiv, Inc. | $2.2M | 0.1% | +2% | 27.2 |
| 105 | — | GLOBAL X FDS - RATE PREFERRED | $2.2M | 0.1% | +2% | — |
| 106 | — | ISHARES TR - INTRM GOV CR ETF | $2.1M | 0.1% | -7% | — |
| 107 |  $TROW | PRICE T ROWE GROUP INC | $1.9M | 0.1% | +1% | 69 |
| 108 | — | ISHARES TR - JPMORGAN USD EMG | $1.8M | 0.1% | -1% | — |
| 109 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | $1.6M | 0.1% | +2% | — |
| 110 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $1.4M | 0.1% | -1% | — |
| 111 | — | VANGUARD INDEX FDS - MID CAP ETF | $1.4M | 0.1% | +315% | — |
| 112 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.4M | 0.1% | -15% | — |
| 113 |  $SPY | SPDR S&P 500 ETF TRUST | $842,695 | 0.0% | +116% | — |
| 114 | — | SPDR SERIES TRUST - ST STR CONV ETF | $760,454 | 0.0% | +14% | — |
| 115 | — | LITMAN GREGORY FDS TR - IMGP DBI MAN ETF | $502,188 | 0.0% | -4% | — |
| 116 |  $STRL | STERLING INFRASTRUCTURE, INC. | $419,680 | 0.0% | NEW | 70.6 |
| 117 |  $MC | Moelis & Co | $380,417 | 0.0% | -6% | — |
| 118 | — | SIMPLIFY EXCHANGE TRADED FUN - HIGH YIELD ETF | $311,261 | 0.0% | +1% | — |
| 119 |  $ARW | ARROW ELECTRONICS, INC. | $301,122 | 0.0% | -7% | 55.7 |
| 120 | — | BLACKROCK ETF TRUST II - ISHAR INTER ETF | $291,728 | 0.0% | NEW | — |
| 121 | — | NEW YORK LIFE INVTS ACTIVE E - MACKAY MUN INTER | $290,276 | 0.0% | NEW | — |
| 122 |  $HLI | HOULIHAN LOKEY, INC. | $289,184 | 0.0% | -5% | 67.8 |
| 123 | $WT | WisdomTree, Inc. | $285,092 | 0.0% | -4% | 59.9 |
| 124 |  $TOL | Toll Brothers, Inc. | $275,132 | 0.0% | -6% | 58.1 |
| 125 | — | HARBOR ETF TRUST - COMM ALL WEA ETF | $272,715 | 0.0% | -7% | — |
| 126 |  $CRDO | Credo Technology Group Holding Ltd | $271,950 | 0.0% | NEW | 55.1 |
| 127 | — | ISHARES TR - 1 3 YR TREAS BD | $269,567 | 0.0% | -5% | — |
| 128 | — | NUSHARES ETF TR - NUVEN AA-BBB CLO | $263,817 | 0.0% | -3% | — |
| 129 |  $TTMI | TTM TECHNOLOGIES INC | $261,828 | 0.0% | NEW | 62.6 |
| 130 |  $WSM | WILLIAMS SONOMA INC | $261,771 | 0.0% | -5% | 66.1 |
| 131 | — | FIRST TR EXCHANGE-TRADED FD - MNGD FUTRS STRGY | $260,023 | 0.0% | -5% | — |
| 132 |  $ALLY | Ally Financial Inc. | $258,561 | 0.0% | -6% | 64.5 |
| 133 |  $CIEN | CIENA CORP | $257,053 | 0.0% | -7% | 72.9 |
| 134 |  $BAH | Booz Allen Hamilton Holding Corp | $250,931 | 0.0% | -5% | 58 |
| 135 |  $ICLR | ICON PLC | $247,363 | 0.0% | NEW | — |
| 136 |  $MTZ | MASTEC INC | $244,227 | 0.0% | -6% | 58.8 |
| 137 |  $BWA | BORGWARNER INC | $243,024 | 0.0% | -7% | 56 |
| 138 |  $O | REALTY INCOME CORP | $241,334 | 0.0% | -23% | 73.7 |
| 139 | — | GRANITESHARES ETF TR - 2X LONG NVDA ETF | $230,193 | 0.0% | NEW | — |
| 140 |  $BC | BRUNSWICK CORP | $229,807 | 0.0% | -6% | 45.7 |
| 141 |  $OC | Owens Corning | $229,061 | 0.0% | NEW | 49.2 |
| 142 | — | VANECK ETF TRUST - SHRT HGH YLD MUN | $218,626 | 0.0% | NEW | — |
| 143 | — | DIMENSIONAL ETF TRUST - NATL MUN BD ETF | $217,749 | 0.0% | NEW | — |
| 144 | — | HARTFORD FDS EXCHANGE TRADED - MUN OPORTUNITE | $217,333 | 0.0% | NEW | — |
| 145 |  $WLY | JOHN WILEY & SONS, INC. | $215,675 | 0.0% | NEW | 51.7 |
| 146 |  $STLD | STEEL DYNAMICS INC | $211,333 | 0.0% | NEW | 57.7 |
| 147 |  $RHI | ROBERT HALF INC. | $210,756 | 0.0% | NEW | 46.2 |
| 148 | — | SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY OPPORT | $209,655 | 0.0% | -0% | — |
| 149 |  $ABM | ABM INDUSTRIES INC /DE/ | $204,477 | 0.0% | NEW | 56.1 |
| 150 |  $DVN | DEVON ENERGY CORP/DE | $203,460 | 0.0% | -6% | 74.8 |
| 151 |  $VYX | NCR Voyix Corp | $191,415 | 0.0% | -6% | 41.5 |
| 152 |  $DXC | DXC Technology Co | $117,431 | 0.0% | -4% | 54.8 |
New Positions (16)
$SYK STRYKER CORP$8.3M$STRL STERLING INFRASTRUCTURE, INC.$419,680 BLACKROCK ETF TRUST II - ISHAR INTER ETF$291,728
NEW YORK LIFE INVTS ACTIVE E - MACKAY MUN INTER$290,276
$CRDO Credo Technology Group Holding Ltd$271,950$TTMI TTM TECHNOLOGIES INC$261,828$ICLR ICON PLC$247,363 GRANITESHARES ETF TR - 2X LONG NVDA ETF$230,193
$OC Owens Corning$229,061 VANECK ETF TRUST - SHRT HGH YLD MUN$218,626
DIMENSIONAL ETF TRUST - NATL MUN BD ETF$217,749
HARTFORD FDS EXCHANGE TRADED - MUN OPORTUNITE$217,333
$WLY JOHN WILEY & SONS, INC.$215,675$STLD STEEL DYNAMICS INC$211,333$RHI ROBERT HALF INC.$210,756Exited Positions (14)
$MDT Medtronic plc
$AVGO Broadcom Inc.
$SHW SHERWIN WILLIAMS CO
$STX Seagate Technology Holdings plc
$TSLA Tesla, Inc.
$JLL JONES LANG LASALLE INC
$XOM.R34088 EXXON MOBIL CORP SCHWAB STRATEGIC TR
VANGUARD WORLD FD
$AA Alcoa Corp SIMPLIFY
$HII HUNTINGTON INGALLS INDUSTRIES, INC.
$DAR DARLING INGREDIENTS INC. PUTNAM ETF TRUST
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