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Trajan Wealth LLC
Trajan Wealth LLC is a registered investment adviser headquartered in Scottsdale, Arizona, offering integrated wealth management, retirement planning, and estate planning services. Founded in 2012, the firm employs over 100 people across a growing network of more than 50 offices in the United States. Trajan Wealth serves individuals, families, and business owners, providing fiduciary advice and personalized strategies to align portfolios with client goals and risk tolerance.
Investment Strategy
Trajan Wealth employs a disciplined, client-centric investment strategy, focusing on personalized portfolio construction that aligns with each client’s financial objectives, risk tolerance, and time horizon. The firm offers diversification through both public and private markets, including infrastructure, real estate, and venture capital opportunities. As fiduciaries, Trajan Wealth emphasizes comprehensive wealth management — integrating financial planning, tax optimization, and estate strategies — aiming to enhance and preserve wealth with a long-term perspective. Their approach involves meticulous due diligence, ongoing monitoring, and proactive adjustments, ensuring each portfolio adapts to changing market conditions and client needs.
Latest 13F Filing Activity
Trajan Wealth LLC filed their most recent 13F report on Jun 30, 2025 disclosing 142 equity positions with a total 13F market value of $2B. The fund increased holdings in Microsoft Corp., Meta Platforms Inc., Vanguard Index FDS among other positions. Trajan Wealth LLC reduced exposure to Uber Technologies Inc., Kenvue Inc., Unilever PLC among others.
Top Holdings
Equity Positions (142)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 10.09% | $206.3M | 363,119 | $480.57 | $568.03 | +$19.6M |
A AGG | ISHARES TR | 6.25% | $127.8M | 1,288,686 | $97.41 | $99.20 | +$4.6M |
M MSFT | MICROSOFT CORP | 6.00% | $122.8M | 246,840 | $425.72 | $497.41 | +$33.6M |
| ALPHABET INC | 4.34% | $88.8M | 503,844 | $159.99 | $176.23 | +$15.9M | |
M META | META PLATFORMS INC | 4.04% | $82.5M | 111,792 | $511.07 | $738.09 | +$20.8M |
Industry Allocation
Investment Team (15)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Phoenix, AZ , United States | |
D David Busch | Co-Chief Investment Officer | Scottsdale, AZ , United States | |
 | Portfolio Manager | Paradise Valley, AZ , United States | |
 | Portfolio Manager | Scottsdale, AZ , United States | |
 | Client Portfolio Manager | Scottsdale, AZ , United States | |
 | Senior Portfolio Manager | New York, NY , United States | |
P Patricia Pellett | Client Portfolio Manager | Scottsdale, AZ , United States | |
 | Portfolio Manager | Tampa, FL , United States | |
 | Portfolio Manager | Scottsdale, AZ , United States | |
T Thomas Kelleher | Client Portfolio Manager | Phoenix, AZ , United States |
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