Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Trajan Wealth LLC (CIK 1934415) reported $2.48B across 150 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($202.5M, 8.18%), AGG ($130.2M, 5.26%), GOOGL ($128.8M, 5.20%), BND ($114.6M, 4.63%), LQD ($110.1M, 4.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $202.5M | 8.18% | 338,912 | Trimmed |
| 2 | AGG | ISHARES TR | $130.2M | 5.26% | 1.3M | Added |
| 3 | GOOGL | ALPHABET INC | $128.8M | 5.20% | 447,782 | Trimmed |
| 4 | BND | VANGUARD BD | $114.6M | 4.63% | 1.6M | Added |
| 5 | LQD | ISHARES TR | $110.1M | 4.45% | 101,085 | Added |
| 6 | MSFT | MICROSOFT CORP | $102.4M | 4.13% | 276,508 | Added |
| 7 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $86.6M | 3.50% | 256,385 | Trimmed |
| 8 | META | META PLATFORMS INC | $75.8M | 3.06% | 132,461 | Added |
| 9 | AAPL | APPLE INC | $66.3M | 2.68% | 261,122 | Trimmed |
| 10 | AMZN | AMAZON COM INC | $65.4M | 2.64% | 314,070 | Added |
| 11 | MA | MASTERCARD INCORPORATED | $59.5M | 2.40% | 119,130 | Trimmed |
| 12 | BSV | VANGUARD BD | $53.7M | 2.17% | 684,435 | Added |
| 13 | ENB | ENBRIDGE INC | $51.6M | 2.08% | 952,414 | Added |
| 14 | ABC | CENCORA INC | $48.0M | 1.94% | 152,936 | Added |
| 15 | COST | COSTCO WHSL CORP | $37.5M | 1.52% | 37,665 | Trimmed |
| 16 | V | VISA INC | $36.6M | 1.48% | 121,035 | Added |
| 17 | BKNG | BOOKING HOLDINGS INC | $36.5M | 1.47% | 8,663 | Added |
| 18 | NVDA | NVIDIA CORPORATION | $35.2M | 1.42% | 202,008 | Added |
| 19 | GOOG | ALPHABET INC | $32.8M | 1.33% | 114,377 | Trimmed |
| 20 | IQV | IQVIA HLDGS INC | $30.4M | 1.23% | 178,071 | Added |
| 21 | ELV | ELEVANCE HEALTH INC | $30.1M | 1.21% | 102,696 | Added |
| 22 | VZ | VERIZON COMMUNICATIONS INC | $29.3M | 1.18% | 584,233 | Added |
| 23 | PM | PHILIP MORRIS INTL INC | $29.1M | 1.18% | 175,998 | Added |
| 24 | WMT | WALMART INC | $27.8M | 1.12% | 223,431 | Trimmed |
| 25 | UBER | UBER TECHNOLOGIES INC | $26.6M | 1.07% | 369,775 | Added |
Source: SEC Form 13F filings · as of 2026-03-31