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Home > Institutional Investor > Trajan Wealth Llc > Profile

Instuitional Investor - Trajan Wealth Llc

Fund Profile
Filing Period:
Fund Name: Trajan Wealth Llc
Portfolio Value $2,044,645,200
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 363,119 $206,262,599 10.09%
2.
Ishares Trust
 IEF 1,288,686 $127,837,643 6.25%
3.
Microsoft Corp
 MSFT 246,840 $122,780,917 6%
4.
Alphabet Inc.
 GOOGL 503,844 $88,792,558 4.34%
5.
Meta Platforms Inc.
 META 111,792 $82,512,847 4.04%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)