Trajan Wealth LLC - Portfolio overview

Trajan Wealth LLC has 167 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 8.00%
2. AGG - ISHARES TR, 5.14%
3. GOOGL - ALPHABET INC, 5.09%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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