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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 4 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VXF VANGUARD INDEX FDS 3,987.0 $982K 0.33% $246.21 -3.3%
62 PWRD TCW ETF TRUST 7,974.0 $980K 0.33% +98.0 +1.2% $122.96 -15.3%
63 HSBC HSBC HLDGS PLC Financial Services 10,132.0 $963K 0.32% $95.09 +8.7%
64 VEU VANGUARD INTL EQUITY INDEX F 11,232.0 $941K 0.31% $83.75 +1.1%
65 ABBV ABBVIE INC Healthcare 3,731.0 $939K 0.31% +83.0 +2.3% $251.61 +3.3%
66 EAGG ISHARES TR 19,557.0 $927K 0.31% +6K +40.7% $47.41 -2.3%
67 UNP UNION PAC CORP Industrials 3,372.0 $917K 0.30% +68.0 +2.1% $272.01 +6.8%
68 WMT WALMART INC Consumer Defensive 8,081.0 $915K 0.30% +190.0 +2.4% $113.26 -6.5%
69 V VISA INC Financial Services 2,616.0 $897K 0.30% +73.0 +2.9% $343.06 +8.6%
70 SPY SPDR S&P 500 ETF TR Financial Services 1,199.0 $895K 0.30% -19.0 -1.6% $746.77 +2.0%
71 VXUS VANGUARD STAR FDS 9,643.0 $824K 0.27% -2K -14.3% $85.49 +1.4%
72 EFV ISHARES TR 10,414.0 $797K 0.27% +1K +13.2% $76.55 +6.6%
73 LRCX LAM RESEARCH CORP Technology 1,785.0 $774K 0.26% +61.0 +3.5% $433.35 -33.0%
74 MA MASTERCARD INCORPORATED Financial Services 1,502.0 $771K 0.26% -35.0 -2.3% $513.52 +13.2%
75 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 37,939.0 $755K 0.25% $19.89 +14.8%
76 BLACKROCK ETF TRUST 9,152.0 $734K 0.24% +1K +14.6% $80.16
77 PG PROCTER AND GAMBLE CO Consumer Defensive 4,717.0 $692K 0.23% -354.0 -7.0% $146.64 -0.3%
78 KLAC KLA CORP Technology 2,239.0 $676K 0.23% +2K +922.4% $301.74 -43.4%
79 SUSC ISHARES TR 29,071.0 $673K 0.22% -2K -5.2% $23.15 -2.8%
80 VOE VANGUARD INDEX FDS 3,379.0 $668K 0.22% -43.0 -1.3% $197.63 +4.1%
Page 4 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%