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Portfolio (Quarterly) Guide ↗

Trajan Wealth LLC

· CIK 0001934415
13F Portfolio $2.4B AUM 153 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 153 New
Page 6 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IDV ISHARES TR 55,762.0 $2.2M 0.09% NEW $39.45 +14.6%
102 IGSB ISHARES TR 39,596.0 $2.1M 0.09% NEW $52.88 -0.9%
103 PFFD GLOBAL X FDS US 105,829.0 $2.0M 0.08% NEW $18.91 -0.1%
104 PFFV GLOBAL X FDS RATE 89,308.0 $2.0M 0.08% NEW $22.22 +0.5%
105 TROW PRICE T ROWE GROUP INC Financial Services 17,396.0 $1.8M 0.07% NEW $102.38 +1.4%
106 EMB ISHARES TR 18,072.0 $1.7M 0.07% NEW $96.28 -0.7%
107 MAR MARRIOTT INTL INC Consumer Cyclical 5,556.0 $1.7M 0.07% NEW $310.26 +20.5%
108 GRMN GARMIN Technology 83,811.0 $1.7M 0.07% NEW $20.30 +1075.3%
109 QQQ INVESCO QQQ TR Financial Services 2,098.0 $1.3M 0.05% NEW $614.50 +18.8%
110 AVUV AMERICAN CENTY ETF TR 11,729.0 $1.2M 0.05% NEW $101.98 +19.0%
111 VTWO VANGUARD SCOTTSDALE FDS 11,843.0 $1.2M 0.05% NEW $99.52 +17.9%
112 VO VANGUARD INDEX FDS 3,992.0 $1.2M 0.05% NEW $290.19 -72.9%
113 TSLA TESLA INC Consumer Cyclical 1,835.0 $825K 0.03% NEW $449.72 -3.6%
114 SHW SHERWIN WILLIAMS CO Basic Materials 1,718.0 $557K 0.02% NEW $324.03 -3.9%
115 AVGO BROADCOM INC Technology 1,492.0 $516K 0.02% NEW $346.05 +22.0%
116 PLTR PALANTIR TECHNOLOGIES Technology 2,890.0 $514K 0.02% NEW $177.75 -23.2%
117 DBMF LITMAN GREGORY FDS TR 17,499.0 $491K 0.02% NEW $28.06 +11.1%
118 CWB SPDR SERIES TRUST BBG CONV SEC 5,476.0 $488K 0.02% NEW $89.20 +19.7%
119 JLL JONES LANG LASALLE INC Real Estate 1,430.0 $481K 0.02% NEW $336.47 -14.0%
120 SPY SPDR S&P 500 ETF TR Financial Services 616.0 $420K 0.02% NEW $682.40 +10.0%
Page 6 of 8  ·  153 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 31.0%
Communication Services 23.6%
Financial Services 13.7%
Consumer Cyclical 8.6%
Consumer Defensive 7.7%
Healthcare 7.0%
Energy 4.0%
Industrials 3.0%
Utilities 0.7%
Basic Materials 0.4%