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Portfolio (Quarterly) Guide ↗

Traveka Wealth, LLC

· CIK 0002009176
13F Portfolio $246M AUM 188 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 188 New
Page 7 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BSX BOSTON SCIENTIFIC CORP Healthcare 3,539.0 $337K 0.14% NEW $95.35 -39.6%
122 SPGI S&P GLOBAL INC Financial Services 633.0 $331K 0.14% NEW $522.52 -21.1%
123 ING ING GROEP N.V. Financial Services 11,687.0 $327K 0.13% NEW $28.00 +11.8%
124 TMO THERMO FISHER SCIENTIFIC INC Healthcare 550.0 $319K 0.13% NEW $579.60 -22.6%
125 SHEL SHELL PLC Energy 4,313.0 $317K 0.13% NEW $73.48 +15.7%
126 DB DEUTSCHE BANK A G Financial Services 8,155.0 $314K 0.13% NEW $38.56 -13.1%
127 IBM INTERNATIONAL BUSINESS MACHS Technology 1,053.0 $312K 0.13% NEW $296.29 -15.3%
128 ACN ACCENTURE PLC IRELAND Technology 1,134.0 $304K 0.12% NEW $268.20 -34.0%
129 SCHW SCHWAB CHARLES CORP Financial Services 3,032.0 $303K 0.12% NEW $99.92 -10.5%
130 NVO NOVO-NORDISK A S Healthcare 5,950.0 $303K 0.12% NEW $50.88 -13.1%
131 ACWI ISHARES TR 2,096.0 $297K 0.12% NEW $141.49 +11.6%
132 LRCX LAM RESEARCH CORP Technology 1,721.0 $295K 0.12% NEW $171.19 +88.5%
133 BHP BHP GROUP LTD Basic Materials 4,877.0 $294K 0.12% NEW $60.37 +43.3%
134 UBER UBER TECHNOLOGIES INC Technology 3,587.0 $293K 0.12% NEW $81.71 -14.2%
135 UNH UNITEDHEALTH GROUP INC Healthcare 880.0 $291K 0.12% NEW $330.30 +14.1%
136 PM PHILIP MORRIS INTL INC Consumer Defensive 1,772.0 $284K 0.12% NEW $160.37 +13.3%
137 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 12,138.0 $283K 0.12% NEW $23.31 -0.2%
138 SUSA ISHARES TR 2,000.0 $279K 0.11% NEW $139.34 +9.6%
139 VUG VANGUARD INDEX FDS 570.0 $278K 0.11% NEW $487.86 -81.9%
140 IVW ISHARES TR 2,239.0 $276K 0.11% NEW $123.26 +12.2%
Page 7 of 10  ·  188 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 37.4%
Financial Services 13.8%
Communication Services 13.7%
Healthcare 9.1%
Consumer Cyclical 9.1%
Consumer Defensive 7.0%
Industrials 4.9%
Energy 2.0%
Utilities 1.4%
Basic Materials 1.4%