account_balance
Investment manager · 13F filer · SEC CIK 1934415
Trajan Wealth LLC
Reported value$2.85Bas of Sep 30, 2026
Positions162 22 new, 12 sold out
Top 10 weight42.2%VOO alone is 7%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
7.2%Trimmed −10%
AGGiShares Tr
5.1%Added +13%
GOOGLAlphabet Inc.
5.1%Trimmed −3%
MSFTMicrosoft Corp
5.0%
BNDVanguard Bd Index FDS
4.5%Added +11%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.6%
METAMeta Platforms, Inc.
3.4%
AAPLApple Inc.
3.0%Added +10%
AMZNAmazon.com Inc
2.7%
NVDANVIDIA Corp
2.7%Added +26%
IEFAiShares Tr
2.2%Added +268%
MAMastercard Inc
2.2%Trimmed −3%
VOOVanguard Index FDS
7.2%Trimmed −10%
AGGiShares Tr
5.1%Added +13%
GOOGLAlphabet Inc.
5.1%Trimmed −3%
MSFTMicrosoft Corp
5.0%
BNDVanguard Bd Index FDS
4.5%Added +11%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.6%
METAMeta Platforms, Inc.
3.4%
AAPLApple Inc.
3.0%
AMZNAmazon.com Inc
2.7%
NVDA2.7%IEFA
MA2.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 7.2% Trimmed −10%
AGG iShares Tr 5.1% Added +13%
GOOGL Alphabet Inc. 5.1% Trimmed −3%MSFT Microsoft Corp 5.0% HeldBND Vanguard Bd Index FDS 4.5% Added +11%
TSM Taiwan Semiconductor Manufacturing Co Ltd 3.6% HeldMETA Meta Platforms, Inc. 3.4% HeldAAPL Apple Inc. 3.0% Added +10%AMZN Amazon.com Inc 2.7% HeldNVDA NVIDIA Corp 2.7% Added +26%IEFA iShares Tr 2.2% Added +268%
MA Mastercard Inc 2.2% Trimmed −3%What changed
Biggest moves since Jun 30, 2026
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