Trajan Wealth LLC
Annual return '25
+14.2%
SPY '25
+17.7%
Alpha
-3.5ptsvs SPY
Invested
$2.5B
Holdings
150
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Q1 2025: New position (363.2k shares)
8.2%
02
$AGG
ISHARES TR
Q1 2025: New position (1.25M shares)
5.3%
03
$GOOGL
ALPHABET INC
Q1 2025: New position (471.3k shares)
5.2%
04
$BND
VANGUARD BD
Q1 2025: New position (801.3k shares)
4.6%
05
$LQD
ISHARES TR
Q1 2025: New position (106.8k shares)
4.4%
06
$MSFT
MICROSOFT CORP
Q1 2025: New position (237.5k shares)
4.1%
07
$TSM
TAIWAN SEMICONDUCTOR MFG LTD
Q1 2025: New position (243.7k shares)
3.5%
08
$META
META PLATFORMS INC
Q1 2025: New position (107.0k shares)
3.1%
09
$AAPL
APPLE INC
Q1 2025: New position (215.4k shares)
2.7%
10
$AMZN
AMAZON COM INC
Q1 2025: New position (201.3k shares)
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 17:50 UTC.