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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 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SUSC ISHARES TR 29,071.0 $673K 0.22% -2K -5.2% $23.15 -2.8%
22 VOE VANGUARD INDEX FDS 3,379.0 $668K 0.22% -43.0 -1.3% $197.63 +4.1%
23 BIV VANGUARD BD INDEX FDS 6,909.0 $530K 0.18% -4K -34.6% $76.70 -2.4%
24 NVS NOVARTIS AG Healthcare 3,165.0 $496K 0.17% -20.0 -0.6% $156.72 +2.9%
25 IJR ISHARES TR 2,880.0 $427K 0.14% -52.0 -1.8% $148.30 -3.6%
26 SUB ISHARES TR 3,187.0 $339K 0.11% -109.0 -3.3% $106.47 -0.5%
27 SHEL SHELL PLC Energy 4,313.0 $334K 0.11% -27.0 -0.6% $77.54 +20.6%
28 PM PHILIP MORRIS INTL INC Consumer Defensive 1,793.0 $324K 0.11% -12.0 -0.7% $180.91 +3.4%
29 IVW ISHARES TR 2,181.0 $300K 0.10% -116.0 -5.0% $137.53 +0.5%
30 TM TOYOTA MOTOR CORP Consumer Cyclical 1,720.0 $290K 0.10% -36.0 -2.0% $168.42 +17.6%
31 TMO THERMO FISHER SCIENTIFIC INC Healthcare 576.0 $289K 0.10% -26.0 -4.3% $501.48 +19.7%
32 ESGE ISHARES INC 4,915.0 $269K 0.09% -321.0 -6.1% $54.69 -1.5%
33 DB DEUTSCHE BANK A G Financial Services 7,836.0 $265K 0.09% -303.0 -3.7% $33.76 +17.2%
34 SCHW SCHWAB CHARLES CORP Financial Services 2,809.0 $259K 0.09% -79.0 -2.7% $92.26 +17.4%
35 SPGI S&P GLOBAL INC Financial Services 635.0 $258K 0.09% -72.0 -10.2% $407.08 +8.1%
36 NEE NEXTERA ENERGY INC Utilities 2,843.0 $250K 0.08% -23.0 -0.8% $87.77 -5.5%
37 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,569.0 $247K 0.08% -32.0 -1.2% $95.98 +17.6%
38 CRM SALESFORCE INC Technology 1,520.0 $238K 0.08% -140.0 -8.4% $156.63 +64.8%
39 SYK STRYKER CORPORATION Healthcare 753.0 $237K 0.08% -10.0 -1.3% $314.76 +0.8%
40 UBER UBER TECHNOLOGIES INC Technology 3,206.0 $231K 0.08% -179.0 -5.3% $72.16 +4.3%
Page 2 of 2  ·  40 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%