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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 7 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CRWD CROWDSTRIKE HLDGS INC Technology 456.0 $348K 0.12% NEW $190.94 +6.6%
122 ING ING GROEP N.V. Financial Services 10,881.0 $341K 0.11% $31.38 +15.6%
123 UNILEVER PLC 5,645.0 $339K 0.11% +1K +23.5% $60.13
124 SUB ISHARES TR 3,187.0 $339K 0.11% -109.0 -3.3% $106.47 -0.5%
125 AMGN AMGEN INC Healthcare 926.0 $335K 0.11% +52.0 +6.0% $362.19 +20.3%
126 SHEL SHELL PLC Energy 4,313.0 $334K 0.11% -27.0 -0.6% $77.54 +20.0%
127 ACWI ISHARES TR 2,096.0 $329K 0.11% $156.97 +2.0%
128 PM PHILIP MORRIS INTL INC Consumer Defensive 1,793.0 $324K 0.11% -12.0 -0.7% $180.91 +4.1%
129 C CITIGROUP INC Financial Services 2,308.0 $323K 0.11% +19.0 +0.8% $139.97 -4.3%
130 VUG VANGUARD INDEX FDS 3,702.0 $319K 0.11% +3K +341.2% $86.15 +1.9%
131 SNDK SANDISK CORP Technology 136.0 $309K 0.10% NEW $2273.73 -32.2%
132 SUSA ISHARES TR 2,000.0 $309K 0.10% $154.30 +1.9%
133 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 12,307.0 $308K 0.10% $25.06 +16.1%
134 ISRG INTUITIVE SURGICAL INC Healthcare 772.0 $307K 0.10% +83.0 +12.1% $397.52 -4.8%
135 IBM INTERNATIONAL BUSINESS MACHS Technology 1,087.0 $306K 0.10% +36.0 +3.4% $281.29 -18.0%
136 IWN ISHARES TR 1,374.0 $304K 0.10% $221.20 +0.7%
137 IVW ISHARES TR 2,181.0 $300K 0.10% -116.0 -5.0% $137.53 +1.2%
138 MRVL MARVELL TECHNOLOGY INC Technology 1,000.0 $298K 0.10% NEW $297.89 -30.7%
139 BTI BRITISH AMERN TOB PLC Consumer Defensive 4,775.0 $295K 0.10% $61.76 -9.7%
140 ORCL ORACLE CORP Technology 1,991.0 $292K 0.10% +50.0 +2.6% $146.51 -1.8%
Page 7 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%