Trajan Wealth LLC: 13F holdings
CIK 19344152026Q2
| Positions | 152 |
|---|
| Reported value | $2.6bn |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 152 (+2 vs prior quarter) |
|---|
| Reported value | $2.6bn (+7.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 321,956 | $221.1m | 8.3% |
| GOOGL ALPHABET INC | 431,649 | $154.3m | 5.8% |
| AGG ISHARES TR | 1,349,489 | $133.6m | 5.0% |
| BND VANGUARD BD INDEX FDS | 1,662,225 | $122.0m | 4.6% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 226,936 | $108.4m | 4.1% |
| MSFT MICROSOFT CORP | 277,148 | $103.4m | 3.9% |
| META META PLATFORMS INC | 133,908 | $75.4m | 2.8% |
| AMZN AMAZON COM INC | 315,739 | $75.3m | 2.8% |
| AAPL APPLE INC | 234,496 | $67.9m | 2.6% |
| MA MASTERCARD INCORPORATED | 115,794 | $59.5m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1934415")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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