Trajan Wealth LLC
RIA/Wealth
Trajan Wealth LLC is a RIA/Wealth based in Scottsdale, AZ led by Jeffrey Brent Junior, managing $2.3B across 159 long positions as of Q3 2025 with 35% ETF concentration.
Managing PartnerJeffrey Brent Junior
- Portfolio Value
- $2.3B
- Positions
- 159
- Top Holding
- VOO at 9.31%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Trajan Wealth LLC's portfolio (45.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $215.6M | 9.31% | -$6.8M Sold | — 352.1K shares | |
Software - Infrastructure Technology | $133.1M | 5.75% | +$5.2M Bought | 0.00% 257.0K shares | |
ETF ETF | $126.7M | 5.47% | -$2.5M Sold | — 1.3M shares | |
Internet Content & Information Communication Services | $122.5M | 5.29% | -$10.7K Sold | 0.00% 503.8K shares | |
ETF ETF | $89.7M | 3.87% | +$19.1M Bought | — 1.2M shares | |
Internet Content & Information Communication Services | $87.7M | 3.78% | +$5.6M Bought | 0.00% 119.4K shares | |
Semiconductors Technology | $84.2M | 3.64% | +$10.2M Bought | — 301.5K shares | |
Consumer Electronics Technology | $69.1M | 2.98% | +$6.3M Bought | 0.00% 271.2K shares | |
Financial - Credit Services Financial Services | $68.1M | 2.94% | +$1.9M Bought | 0.01% 119.7K shares | |
Electronic Gaming & Multimedia Technology | $48.3M | 2.09% | +$1.8M Bought | 0.05% 348.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Trajan Wealth LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Trajan Wealth LLC
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