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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 10 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PNC PNC FINL SVCS GROUP INC Financial Services 855.0 $210K 0.07% NEW $246.16 -3.5%
182 E ENI SPA Energy 4,485.0 $210K 0.07% $46.86 +18.5%
183 FERG FERGUSON ENTERPRISES INC Industrials 879.0 $209K 0.07% $237.33 -7.8%
184 MS MORGAN STANLEY Financial Services 994.0 $208K 0.07% NEW $208.98 +1.0%
185 PWR QUANTA SVCS INC Industrials 288.0 $207K 0.07% NEW $720.04 -15.1%
186 GILD GILEAD SCIENCES INC Healthcare 1,638.0 $207K 0.07% $126.34 +18.7%
187 DUK DUKE ENERGY CORP NEW Utilities 1,628.0 $206K 0.07% $126.58 -4.9%
188 CB CHUBB LIMITED Financial Services 604.0 $206K 0.07% NEW $340.74 -0.6%
189 WELL WELLTOWER INC Real Estate 904.0 $205K 0.07% NEW $227.00 +5.9%
190 VZ VERIZON COMMUNICATIONS INC Communication Services 4,818.0 $204K 0.07% +125.0 +2.7% $42.34 +18.8%
191 USB US BANCORP Financial Services 3,335.0 $201K 0.07% NEW $60.40 +1.3%
192 VRTX VERTEX PHARMACEUTICALS INC Healthcare 404.0 $201K 0.07% NEW $496.62 +10.3%
193 NATWEST GROUP PLC 10,489.0 $185K 0.06% $17.63
194 LYG LLOYDS BANKING GROUP PLC Financial Services 26,401.0 $154K 0.05% $5.83 +1.4%
195 MFG MIZUHO FINANCIAL GROUP INC Financial Services 14,797.0 $142K 0.05% +156.0 +1.1% $9.58 +12.1%
196 CENTRAIS ELET BRAS SA 10,459.0 $110K 0.04% $10.56
197 BBD BANCO BRADESCO S A Financial Services 30,762.0 $107K 0.04% $3.47 -4.3%
198 ABEV AMBEV SA Consumer Defensive 17,268.0 $54K 0.02% +513.0 +3.1% $3.14 -8.0%
199 CIG CIA ENERGETICA DE MINAS GERA Utilities 13,447.0 $28K 0.01% +722.0 +5.7% $2.10 -1.9%
Page 10 of 10  ·  199 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%