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Portfolio (Quarterly) Guide ↗

Traveka Wealth, LLC

· CIK 0002009176
13F Portfolio $301M AUM 199 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 28 New 85 Added 40 Reduced 15 Exited
Page 1 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 41,237.0 $30.9M 10.27% +3K +6.8% $748.88 +2.2%
2 IXUS ISHARES TR 135,685.0 $12.9M 4.31% +9K +7.3% $95.44 +1.3%
3 GOVT ISHARES TR 386,951.0 $8.8M 2.93% +62K +19.1% $22.78 -2.0%
4 NVDA NVIDIA CORPORATION Technology 42,095.0 $8.4M 2.80% +702.0 +1.7% $200.09 +8.7%
5 AAPL APPLE INC Technology 25,740.0 $7.4M 2.48% +274.0 +1.1% $289.36 +12.4%
6 IEFA ISHARES TR 58,312.0 $5.6M 1.87% +1K +2.3% $96.58 +2.9%
7 MBB ISHARES TR 57,586.0 $5.4M 1.81% +9K +18.0% $94.52 -2.2%
8 VNQI VANGUARD INTL EQUITY INDEX F 119,962.0 $5.4M 1.79% +2K +1.5% $44.85 -0.9%
9 MSFT MICROSOFT CORP Technology 12,653.0 $4.7M 1.57% +177.0 +1.4% $373.01 +34.3%
10 SYSB ISHARES TR 43,141.0 $3.8M 1.27% +7K +19.5% $88.72 -2.4%
11 IEMG ISHARES INC 45,307.0 $3.8M 1.25% +844.0 +1.9% $82.84 -1.7%
12 AMZN AMAZON COM INC Consumer Cyclical 14,981.0 $3.6M 1.19% +270.0 +1.8% $238.33 +7.0%
13 BSV VANGUARD BD INDEX FDS 42,413.0 $3.3M 1.10% +246.0 +0.6% $77.91 -1.0%
14 LLY ELI LILLY & CO Healthcare 2,362.0 $2.8M 0.94% +36.0 +1.6% $1199.30 -3.3%
15 BERKSHIRE HATHAWAY INC DEL 5,130.0 $2.6M 0.85% +34.0 +0.7% $500.40
16 AVGO BROADCOM INC Technology 6,420.0 $2.4M 0.81% +209.0 +3.4% $377.73 -2.1%
17 KO COCA COLA CO Consumer Defensive 25,398.0 $2.1M 0.69% +138.0 +0.6% $81.27 +8.3%
18 AMD ADVANCED MICRO DEVICES INC Technology 3,446.0 $2.0M 0.67% +49.0 +1.4% $580.87 -20.9%
19 TLH ISHARES TR 19,299.0 $1.9M 0.64% +3K +16.9% $100.35 -4.1%
20 DYNF BLACKROCK ETF TRUST 27,069.0 $1.8M 0.61% +965.0 +3.7% $68.01 +1.6%
Page 1 of 5  ·  85 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 38.8%
Financial Services 14.2%
Communication Services 11.8%
Healthcare 9.4%
Consumer Cyclical 7.9%
Consumer Defensive 6.6%
Industrials 6.3%
Utilities 1.6%
Energy 1.6%
Basic Materials 1.3%