Trajan Wealth LLC Q3 2025 Filing

Filed November 10, 2025

Portfolio Value

$2.3T

Holdings

160

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (160 positions)

#StockSharesValue% PortfolioType
101
IGLBISHARES TR
49,648$2.6B0.11%
102
IDV*ISHARES TR
64,902$2.4B0.10%
103
IGSBISHARES TR
41,176$2.2B0.09%
104
EMXCISHARES INC
31,726$2.1B0.09%
105
PFFDGLOBAL X FDS US
107,636$2.1B0.09%
106
SYYSYSCO CORP
25,093$2.1B0.09%
107
PFFVGLOBAL X FDS RATE
89,236$2.1B0.09%
108
RTXRTX CORPORATION
11,332$1.9B0.08%
109
TROWPRICE T ROWE GROUP INC
18,425$1.9B0.08%
110
EMBISHARES TR
18,964$1.8B0.08%
111
NDQINVESCO QQQ TR
2,343$1.4B0.06%
112
MARMARRIOTT INTL INC
4,999$1.3B0.06%
113
VOVANGUARD INDEX FDS
4,244$1.2B0.05%
114
VTWOVANGUARD SCOTTSDALE FDS
12,697$1.2B0.05%
115
AVUVAMERICAN CENTY ETF TR
12,441$1.2B0.05%
116
TSLATESLA INC
1,378$612.8M0.03%
117
SHWSHERWIN WILLIAMS CO
1,643$568.9M0.02%
118
DBMFLITMAN GREGORY FDS TR
20,195$551.5M0.02%
119
CWBSPDR SERIES TRUST BBG CONV SEC
5,136$464.8M0.02%
120
JLLJONES LANG LASALLE INC
1,465$437.0M0.02%
121
CDXSIMPLIFY
17,934$410.9M0.02%
122
AVGOBROADCOM INC
1,223$403.5M0.02%
123
HLIHOULIHAN LOKEY INC
1,832$376.1M0.02%
124
MCMOELIS & CO
5,112$364.6M0.02%
125
CRWDCROWDSTRIKE HLDGS INC
730$358.0M0.02%
126
SPYSPDR S&P 500 ETF TR
528$351.8M0.02%
127
BAHBOOZ ALLEN HAMILTON HLDG
3,517$351.5M0.02%
128
NCLONUSHARES ETF TR
13,462$338.0M0.01%
129
WTMFWISDOMTREE TR
8,449$320.1M0.01%
130
STXSEAGATE TECHNOLOGY HLDNGS
1,300$306.9M0.01%
131
SHYISHARES TR
3,698$306.8M0.01%
132
HGERHARBOR ETF TRUST HARBOR
11,206$289.1M0.01%
133
FMFFIRST TR EXCHANGE-TRADED FD
5,832$284.0M0.01%
134
OREALTY INCOME CORP
4,391$266.9M0.01%
135
NVDUDIREXION SHS ETF TR
2,005$262.9M0.01%
136
TOLTOLL BROTHERS INC
1,898$262.2M0.01%
137
CRDTSIMPLIFY
10,741$254.1M0.01%
138
PLTRPALANTIR TECHNOLOGIES
1,359$247.9M0.01%
139
WSMWILLIAMS SONOMA INC
1,264$247.0M0.01%
140
DVNDEVON ENERGY CORP
6,966$244.2M0.01%
141
CTASIMPLIFY
8,465$236.8M0.01%
142
CIENCIENA CORP
1,616$235.4M0.01%
143
ACMAECOM
1,781$232.4M0.01%
144
AAALCOA CORP
6,926$227.8M0.01%
145
ALLYALLY FINL INC
5,775$226.4M0.01%
146
HIIHUNTINGTON INGALLS INDS INC
785$226.0M0.01%
147
BWABORGWARNER INC
5,058$222.3M0.01%
148
APPAPPLOVIN CORP
306$219.9M0.01%
149
TIPISHARES TR TIPS
1,962$218.2M0.01%
150
AOSSMITH A O CORP
2,934$215.8M0.01%
151
CMACOMERICA INC
3,149$215.8M0.01%
152
MTZMASTEC INC
1,013$215.6M0.01%
153
VDEVANGUARD WORLD FD
1,671$210.3M0.01%
154
ABMABM INDS INC
4,522$208.6M0.01%
155
ARWARROW ELECTRS INC
1,673$202.4M0.01%
156
FAFFIRST AMERN FINL CORP
3,139$201.6M0.01%
157
MCYMERCURY GENL CORP NEW
2,367$200.7M0.01%
158
MDUMDU RES GROUP INC
11,001$195.9M0.01%
159
VYXNCR VOYIX CORPORATION
13,527$169.8M0.01%
160
DXCDXC TECHNOLOGY CO
12,178$166.0M0.01%
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