Trajan Wealth LLC
All 13F Filings
- Location
- Scottsdale, AZ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 2,400,146
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/6/2026 | 153 | 2,400,146 | 13F-HR | Trajan Wealth LLC |
| Q3 2025 | 11/10/2025 | 160 | 2,316,346 | 13F-HR | Trajan Wealth LLC |
| Q2 2025 | 8/11/2025 | 143 | 2,044,645 | 13F-HR | Trajan Wealth LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.02 M | 84.1% | 76.25 K | 0 | 76.25 K |
| ETFs | 315.5 K | 13.1% | 0 | 1.148 K | -1.148 K |
| Debt | 49.08 K | 2.0% | 7.415 K | 0 | 7.415 K |
| Other | 16.03 K | 0.7% | 1.275 K | 0 | 1.275 K |
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Fund Snapshot
Q4 2025
Latest filed
2/6/2026
Total value ($000)
2,400,146
Holdings
153
QoQ value change ($000)
83,800
(3.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.