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Trajan Wealth, L.L.C.
Jeffrey B. Junior · Investment Advisor · Multi-Strategy
Trajan Wealth, L.L.C. is an independent registered investment advisory firm based in Scottsdale, Arizona. Founded in 2010 by Jeffrey B. Junior, a U.S. Marine Corps veteran, the firm provides comprehensive wealth management and retirement planning services. It operates as a fiduciary, offering personalized investment strategies, estate planning, and tax preparation under one roof. The firm focuses on delivering low-cost, transparent financial solutions tailored to the unique needs of individuals and families, particularly those transitioning into retirement.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +14.1% |
| YTD return | +8.8% |
| Sharpe ratio | 2.67 |
| Win rate | 67% |
| AUM | $1.3B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.3B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://trajanwealth.com/ |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| GOOGL | Alphabet Inc Class A | 15.4% | +37.4% |
| MSFT | Microsoft Corporation | 11.0% | -0.6% |
| TSM | Taiwan Semiconductor Manufacturing | 7.7% | +46.8% |
| AMZN | Amazon.com Inc | 6.6% | +9.5% |
| META | Meta Platforms Inc. | 6.3% | -11.7% |
| AAPL | Apple Inc | 5.7% | +25.0% |
| MA | Mastercard Inc | 5.3% | +2.4% |
| NVDA | NVIDIA Corporation | 4.8% | +9.2% |
| BKNG | Booking Holdings Inc | 4.2% | -8.3% |
| COR | Cencora Inc. | 3.8% | +6.5% |
| V | Visa Inc. Class A | 3.6% | +9.9% |
| IQV | IQVIA Holdings Inc | 3.5% | +34.4% |
| ELV | Elevance Health Inc | 3.4% | +20.0% |
| BRK-A | Berkshire Hathaway Inc | 3.2% | +1.7% |
| PM | Philip Morris International Inc | 3.0% | +9.5% |
| COST | Costco Wholesale Corp | 2.8% | -0.9% |
| VZ | Verizon Communications Inc | 2.7% | +2.0% |
| UNH | UnitedHealth Group Incorporated | 2.6% | +15.6% |
| JPM | JPMorgan Chase & Co | 2.2% | +1.9% |
| UBER | Uber Technologies Inc | 2.2% | +5.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 24, 2026 | BUY | VZ | 2.3% → 2.7% |
| Aug 24, 2026 | SELL | UBER | 2.3% → 2.2% |
| Aug 24, 2026 | SELL | GOOGL | 15.8% → 15.4% |
| Aug 24, 2026 | SELL | MSFT | 11.2% → 11.0% |
| Aug 24, 2026 | SELL | AAPL | 6.5% → 5.7% |
Investment Style Analysis
Trajan Wealth, L.L.C. is widely recognized for employing a Multi-Strategy strategy. As of Sep 4, 2026, the firm oversees approximately $1.3B in assets under management (AUM). The portfolio demonstrates a clear preference for the Internet Content & Information and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 24, Trajan Wealth, L.L.C. made a significant move by increasing exposure to VZ. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Trajan Wealth’s investment philosophy is centered on long-term value creation, strategic asset allocation, and proactive risk management. The firm employs a disciplined, research-driven approach that combines fundamental, technical, and cyclical analysis to build diversified portfolios of common stocks and exchange-traded funds (ETFs). As a fiduciary, Trajan Wealth emphasizes capital preservation and tax efficiency, avoiding high-fee products and market timing. Their strategy is designed to be resilient across economic cycles, focusing on high-quality investments with strong fundamentals to help clients achieve their specific financial goals and secure their retirement income.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Trajan Wealth, L.L.C..
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Frequently asked questions
How is the simulated portfolio for Trajan Wealth, L.L.C. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Trajan Wealth, L.L.C.'s largest holding?
As of the latest filing, Trajan Wealth, L.L.C.'s top position is Alphabet Inc Class A (GOOGL), representing 15.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is Trajan Wealth, L.L.C.'s historical performance and risk profile?
Our simulation indicates a total return of +14.1% with a win rate of 67%. Notably, the portfolio maintains a Sharpe Ratio of 2.67, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Trajan Wealth, L.L.C. primarily invest in?
Trajan Wealth, L.L.C. has a strong preference for the Internet Content & Information sector, which makes up 21.7% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is Trajan Wealth, L.L.C.'s portfolio concentrated or diversified?
Trajan Wealth, L.L.C. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 34.1% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Trajan Wealth, L.L.C. performed in 2026?
Our AI-simulated model portfolio for Trajan Wealth, L.L.C. tracks a Year-to-Date (YTD) return of +8.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Jeffrey B. Junior manage Trajan Wealth, L.L.C. directly?
Yes, Jeffrey B. Junior serves as the key portfolio manager for Trajan Wealth, L.L.C., overseeing the investment strategy and final capital allocation decisions.