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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
Page 6 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IDV ISHARES TR 54,043.0 $2.3M 0.09% -2K -3.1% $42.56 +4.3%
102 GVI ISHARES TR 21,549.0 $2.3M 0.09% -2K -7.9% $106.68 -1.0%
103 IGSB ISHARES TR 40,992.0 $2.2M 0.09% +1K +3.5% $52.56 -0.6%
104 PFFV GLOBAL X FDS RATE 96,341.0 $2.1M 0.09% +7K +7.9% $21.83 +2.0%
105 PFFD GLOBAL X FDS US 113,522.0 $2.1M 0.08% +8K +7.3% $18.40 +2.4%
106 EMXC ISHARES INC 26,120.0 $2.1M 0.08% -8K -23.1% $78.66 +19.0%
107 EMB ISHARES TR 18,597.0 $1.7M 0.07% +525.0 +2.9% $93.93 +0.8%
108 TROW PRICE T ROWE GROUP INC Financial Services 16,708.0 $1.5M 0.06% -688.0 -4.0% $90.14 +13.6%
109 AVUV AMERICAN CENTY ETF TR 11,695.0 $1.3M 0.05% $110.47 +6.1%
110 QQQ INVESCO QQQ TR Financial Services 2,230.0 $1.3M 0.05% +132.0 +6.3% $577.19 +22.8%
111 VTWO VANGUARD SCOTTSDALE FDS 12,848.0 $1.3M 0.05% +1K +8.5% $100.17 +12.0%
112 VO VANGUARD INDEX FDS 4,298.0 $1.2M 0.05% +306.0 +7.7% $287.15 -73.3%
113 AVGO BROADCOM INC Technology 2,316.0 $717K 0.03% +824.0 +55.2% $309.52 +37.4%
114 CWB SPDR SERIES TRUST BBG CONV SEC 6,177.0 $565K 0.02% +701.0 +12.8% $91.52 +14.2%
115 SHW SHERWIN WILLIAMS CO Basic Materials 1,643.0 $527K 0.02% -75.0 -4.4% $320.56 -3.6%
116 DBMF LITMAN GREGORY FDS TR 17,177.0 $518K 0.02% -322.0 -1.8% $30.15 +3.6%
117 STX SEAGATE TECHNOLOGY HLDNGS Technology 1,300.0 $509K 0.02% -25.0 -1.9% $391.76 +105.4%
118 TSLA TESLA INC Consumer Cyclical 1,359.0 $505K 0.02% -476.0 -25.9% $371.75 +19.2%
119 JLL JONES LANG LASALLE INC Real Estate 1,423.0 $433K 0.02% $304.32 -5.1%
120 MC MOELIS & CO Financial Services 6,197.0 $353K 0.01% +1K +27.6% $57.00 +13.6%
Page 6 of 8  ·  150 positions

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%