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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 2 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AGG ISHARES TR 18,064.0 $1.8M 0.59% +2K +11.2% $98.98 -2.2%
22 JAVA J P MORGAN EXCHANGE TRADED F 21,049.0 $1.7M 0.56% +2K +9.3% $79.41 +3.5%
23 COST COSTCO WHSL CORP NEW Consumer Defensive 1,762.0 $1.6M 0.55% +25.0 +1.4% $935.53 +0.5%
24 JNJ JOHNSON & JOHNSON Healthcare 6,397.0 $1.6M 0.54% +153.0 +2.5% $253.95 +6.8%
25 FBCG FIDELITY COVINGTON TRUST 24,873.0 $1.5M 0.51% +312.0 +1.3% $62.11 -2.0%
26 TSLA TESLA INC Consumer Cyclical 3,331.0 $1.4M 0.47% +49.0 +1.5% $420.60 -15.3%
27 BINC BLACKROCK ETF TRUST II 23,782.0 $1.2M 0.41% +2K +8.1% $52.34 -1.5%
28 EMGF ISHARES INC 15,893.0 $1.2M 0.39% +531.0 +3.5% $73.26 -1.8%
29 FBND FIDELITY MERRIMACK STR TR 24,028.0 $1.1M 0.36% +2K +9.8% $45.49 -1.9%
30 AMAT APPLIED MATLS INC Technology 1,436.0 $1.0M 0.34% +24.0 +1.7% $722.79 -38.9%
31 PWRD TCW ETF TRUST 7,974.0 $980K 0.33% +98.0 +1.2% $122.96 -15.3%
32 ABBV ABBVIE INC Healthcare 3,731.0 $939K 0.31% +83.0 +2.3% $251.61 +3.3%
33 EAGG ISHARES TR 19,557.0 $927K 0.31% +6K +40.7% $47.41 -2.3%
34 UNP UNION PAC CORP Industrials 3,372.0 $917K 0.30% +68.0 +2.1% $272.01 +6.8%
35 WMT WALMART INC Consumer Defensive 8,081.0 $915K 0.30% +190.0 +2.4% $113.26 -6.5%
36 V VISA INC Financial Services 2,616.0 $897K 0.30% +73.0 +2.9% $343.06 +8.6%
37 EFV ISHARES TR 10,414.0 $797K 0.27% +1K +13.2% $76.55 +6.6%
38 LRCX LAM RESEARCH CORP Technology 1,785.0 $774K 0.26% +61.0 +3.5% $433.35 -33.0%
39 BLACKROCK ETF TRUST 9,152.0 $734K 0.24% +1K +14.6% $80.16
40 KLAC KLA CORP Technology 2,239.0 $676K 0.23% +2K +922.4% $301.74 -43.4%
Page 2 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%