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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 5 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PLD PROLOGIS INC. Real Estate 1,609.0 $218K 0.07% +25.0 +1.6% $135.49 +3.1%
82 VZ VERIZON COMMUNICATIONS INC Communication Services 4,818.0 $204K 0.07% +125.0 +2.7% $42.34 +18.8%
83 MFG MIZUHO FINANCIAL GROUP INC Financial Services 14,797.0 $142K 0.05% +156.0 +1.1% $9.58 +12.1%
84 ABEV AMBEV SA Consumer Defensive 17,268.0 $54K 0.02% +513.0 +3.1% $3.14 -8.0%
85 CIG CIA ENERGETICA DE MINAS GERA Utilities 13,447.0 $28K 0.01% +722.0 +5.7% $2.10 -1.9%
Page 5 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%