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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 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GEV GE VERNOVA INC Utilities 560.0 $658K 0.22% +8.0 +1.4% $1174.86 -23.5%
82 AZN ASTRAZENECA PLC Healthcare 3,416.0 $648K 0.21% $189.60 -14.3%
83 IAU ISHARES GOLD TR Financial Services 8,506.0 $642K 0.21% +2K +24.3% $75.51 +7.7%
84 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 26,630.0 $628K 0.21% $23.58 +10.4%
85 HD HOME DEPOT INC Consumer Cyclical 1,767.0 $623K 0.21% +174.0 +10.9% $352.63 -9.3%
86 ABFL ABACUS FCF ETF TR 7,228.0 $621K 0.21% +269.0 +3.9% $85.86 -5.4%
87 GE GENERAL ELECTRIC CO Industrials 1,655.0 $618K 0.21% $373.69 -11.4%
88 APH AMPHENOL CORP NEW Technology 3,397.0 $599K 0.20% +69.0 +2.1% $176.32 -7.5%
89 ESGU ISHARES TR 3,504.0 $574K 0.19% +481.0 +15.9% $163.67 +2.0%
90 LIN LINDE PLC Basic Materials 1,082.0 $562K 0.19% +20.0 +1.9% $519.14 -6.2%
91 BIV VANGUARD BD INDEX FDS 6,909.0 $530K 0.18% -4K -34.6% $76.70 -2.4%
92 EUSB ISHARES TR 11,899.0 $517K 0.17% +3K +27.1% $43.45 -2.0%
93 MCD MCDONALDS CORP Consumer Cyclical 1,887.0 $510K 0.17% +230.0 +13.9% $270.26 -3.4%
94 FITB FIFTH THIRD BANCORP Financial Services 8,965.0 $505K 0.17% +113.0 +1.3% $56.37 -6.0%
95 CVX CHEVRON CORP NEW Energy 3,019.0 $500K 0.17% $165.74 +27.3%
96 RTX RTX CORPORATION Industrials 2,637.0 $500K 0.17% +59.0 +2.3% $189.73 +8.1%
97 NVS NOVARTIS AG Healthcare 3,165.0 $496K 0.17% -20.0 -0.6% $156.72 +2.9%
98 BAC BANK AMERICA CORP Financial Services 8,652.0 $493K 0.16% $56.98 +8.8%
99 SAN BANCO SANTANDER S.A. Financial Services 35,204.0 $486K 0.16% $13.80 +4.2%
100 SCHV SCHWAB STRATEGIC TR 13,805.0 $481K 0.16% +309.0 +2.3% $34.81 -1.4%
Page 5 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%