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Portfolio (Quarterly) Guide ↗

Trajan Wealth LLC

· CIK 0001934415
13F Portfolio $2.5B AUM 150 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 88 Added 47 Reduced 11 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYM SPDR SERIES TRUST 59,558.0 $4.6M 0.18% NEW $76.54 +13.7%
2 MBB ISHARES TR 26,932.0 $2.6M 0.10% NEW $94.95 -1.5%
3 XOM EXXON MOBIL CORP Energy 1,851.0 $314K 0.01% NEW $169.69 -10.0%
4 SCHF SCHWAB STRATEGIC TR 11,877.0 $294K 0.01% NEW $24.75 +7.9%
5 ARW ARROW ELECTRS INC Technology 1,516.0 $217K 0.01% NEW $143.41 +45.3%
6 CTA SIMPLIFY 7,079.0 $214K 0.01% NEW $30.22 +6.0%
7 DAR DARLING INGREDIENTS INC Consumer Defensive 3,277.0 $203K 0.01% NEW $61.85 +1.5%
8 FTCA PUTNAM ETF TRUST 11,936.0 $87K 0.00% NEW $7.28 +0.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.4%
Communication Services 20.8%
Financial Services 14.1%
Consumer Cyclical 9.3%
Consumer Defensive 8.8%
Healthcare 6.7%
Energy 5.2%
Industrials 3.1%
Utilities 0.8%
Basic Materials 0.5%