Institutions / Trajan Wealth LLC
Trajan Wealth LLC
CIK 1934415 · Institution · as of Dec 31, 2025
Portfolio value
$2.40B
Positions
153
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 153 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $217.17M | 9.0% |
| Alphabet Inc. | $158.86M | 6.6% |
| Microsoft Corp | $128.35M | 5.3% |
| iShares Tr | $127.60M | 5.3% |
| Vanguard Bd | $105.36M | 4.4% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $93.75M | 3.9% |
| Meta Platforms Inc | $82.83M | 3.5% |
| Apple Inc. | $73.13M | 3.0% |
| Mastercard Inc | $68.31M | 2.8% |
| Vanguard Bd | $49.08M | 2.0% |
| Cencora Inc | $48.46M | 2.0% |
| Amazon.com Inc | $47.98M | 2.0% |
| Alphabet Inc. | $47.59M | 2.0% |
| Booking Holdings Inc | $43.43M | 1.8% |
| Enbridge Inc | $41.62M | 1.7% |
| Iqvia Holdings Inc. | $36.55M | 1.5% |
| Visa Inc | $34.01M | 1.4% |
| Warren E. Buffett | $33.74M | 1.4% |
| Costco Wholesale Corp /New | $33.60M | 1.4% |
| Elevance Health Inc | $32.33M | 1.3% |
| ROBLOX Corp | $29.19M | 1.2% |
| Unitedhealth Group Inc | $27.49M | 1.1% |
| Walmart Inc. | $25.48M | 1.1% |
| Philip Morris International Inc. | $24.08M | 1.0% |
| iShares Tr | $22.48M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.