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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 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG ALPHABET INC 10,286.0 $3.6M 1.21% $353.32
22 AMZN AMAZON COM INC Consumer Cyclical 14,981.0 $3.6M 1.19% +270.0 +1.8% $238.33 +7.0%
23 BSV VANGUARD BD INDEX FDS 42,413.0 $3.3M 1.10% +246.0 +0.6% $77.91 -1.0%
24 CMF ISHARES TR 49,410.0 $2.8M 0.95% -278.0 -0.6% $57.64 -3.3%
25 LLY ELI LILLY & CO Healthcare 2,362.0 $2.8M 0.94% +36.0 +1.6% $1199.30 -3.3%
26 META META PLATFORMS INC Communication Services 4,725.0 $2.7M 0.89% $563.33 +2.7%
27 BERKSHIRE HATHAWAY INC DEL 5,130.0 $2.6M 0.85% +34.0 +0.7% $500.40
28 BND VANGUARD BD INDEX FDS 33,353.0 $2.4M 0.81% -3K -8.1% $73.41 -2.2%
29 AVGO BROADCOM INC Technology 6,420.0 $2.4M 0.81% +209.0 +3.4% $377.73 -2.1%
30 VSS VANGUARD INTL EQUITY INDEX F 15,597.0 $2.4M 0.80% $154.29 +2.7%
31 ITOT ISHARES TR 14,081.0 $2.3M 0.77% $164.27 +1.4%
32 JPM JPMORGAN CHASE & CO Financial Services 6,662.0 $2.2M 0.72% -158.0 -2.3% $327.32 +8.4%
33 VB VANGUARD INDEX FDS 7,028.0 $2.1M 0.71% $303.12 -2.4%
34 KO COCA COLA CO Consumer Defensive 25,398.0 $2.1M 0.69% +138.0 +0.6% $81.27 +8.3%
35 AMD ADVANCED MICRO DEVICES INC Technology 3,446.0 $2.0M 0.67% +49.0 +1.4% $580.87 -20.9%
36 TLH ISHARES TR 19,299.0 $1.9M 0.64% +3K +16.9% $100.35 -4.1%
37 DYNF BLACKROCK ETF TRUST 27,069.0 $1.8M 0.61% +965.0 +3.7% $68.01 +1.6%
38 AGG ISHARES TR 18,064.0 $1.8M 0.59% +2K +11.2% $98.98 -2.2%
39 HYMB SPDR SER TR 68,076.0 $1.7M 0.58% $25.44 -3.7%
40 JAVA J P MORGAN EXCHANGE TRADED F 21,049.0 $1.7M 0.56% +2K +9.3% $79.41 +3.5%
Page 2 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%