13F Filings History of Trajan Wealth LLC

Latest 13F report
Q4 2025 - 06 Feb 2026
Value $
$2,398,445,195
Signature - Title
John DeMarco - CCO
Location
Scottsdale, AZ
Summary
This page shows a list of all the recent 13F filings made by Trajan Wealth LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Trajan Wealth LLC reported 153 stock holdings with total value $2,398,445,195 as of Q4 2025. Top holdings included VOO, GOOGL, MSFT, AGG, and BND.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 153 $2,398,445,195 +$135,165,866 -$48,120,876 +$87,044,990 VOO, GOOGL, MSFT, AGG, BND 13F-HR 06 Feb 2026, 12:38
Q3 2025 160 $2,316,346,433 +$169,542,853 -$37,067,783 +$132,475,070 VOO, MSFT, AGG, GOOGL, BND 13F-HR 10 Nov 2025, 12:18
Q2 2025 143 $2,042,777,390 +$110,503,398 -$35,129,759 +$75,373,639 VOO, AGG, MSFT, GOOGL, META 13F-HR 11 Aug 2025, 14:20
Q1 2025 151 $1,832,485,104 +$160,467,496 -$101,912,474 +$58,555,022 VOO, AGG, MSFT, GOOGL, MA 13F-HR 12 May 2025, 18:03
Q4 2024 178 $1,805,875,722 +$128,433,803 -$35,467,295 +$92,966,508 VOO, AGG, MSFT, GOOGL, META 13F-HR 13 Feb 2025, 15:49
Q3 2024 181 $1,695,698,601 +$123,935,896 -$61,879,914 +$62,055,982 VOO, AGG, MSFT, GOOGL, META 13F-HR 25 Oct 2024, 16:08
Q2 2024 164 $1,558,265,666 +$72,667,184 -$23,466,366 +$49,200,818 VOO, AGG, MSFT, GOOGL, META 13F-HR 26 Jul 2024, 15:11
Q1 2024 183 $1,478,003,268 $0 $0 $0 VOO, AGG, MSFT, GOOGL, MA 13F-HR 14 May 2024, 13:03