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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 8 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MRK MERCK & CO INC Healthcare 2,608.0 $275K 0.11% NEW $105.25 +14.4%
142 CRH PLC 2,190.0 $273K 0.11% NEW $124.77
143 DBEF DBX ETF TR 5,645.0 $272K 0.11% NEW $48.11 +10.6%
144 BTI BRITISH AMERN TOB PLC Consumer Defensive 4,750.0 $269K 0.11% NEW $56.62 +14.7%
145 SYK STRYKER CORPORATION Healthcare 762.0 $268K 0.11% NEW $351.38 -11.2%
146 C CITIGROUP INC Financial Services 2,289.0 $267K 0.11% NEW $116.70 +7.5%
147 KLAC KLA CORP Technology 218.0 $265K 0.11% NEW $1214.08 +65.6%
148 T AT&T INC Communication Services 10,386.0 $258K 0.10% NEW $24.84 +0.9%
149 SPOT SPOTIFY TECHNOLOGY S A Communication Services 443.0 $257K 0.10% NEW $580.71 -9.0%
150 USXF ISHARES TR 4,453.0 $256K 0.10% NEW $57.58 +17.0%
151 SHOP SHOPIFY INC Technology 1,587.0 $255K 0.10% NEW $160.97 -35.2%
152 HON HONEYWELL INTL INC Industrials 1,283.0 $250K 0.10% NEW $195.07 +18.7%
153 IWN ISHARES TR 1,374.0 $249K 0.10% NEW $181.21 +18.2%
154 GFI GOLD FIELDS LTD Basic Materials 5,687.0 $248K 0.10% NEW $43.66 -6.2%
155 BLK BLACKROCK INC Financial Services 231.0 $247K 0.10% NEW $1070.11 +0.6%
156 CSCO CISCO SYS INC Technology 3,205.0 $247K 0.10% NEW $77.03 +52.6%
157 ESGE ISHARES INC 5,400.0 $239K 0.10% NEW $44.17 +23.4%
158 CRWD CROWDSTRIKE HLDGS INC Technology 508.0 $238K 0.10% NEW $469.09 +43.7%
159 NOW SERVICENOW INC Technology 1,537.0 $235K 0.10% NEW $153.18 -34.1%
160 BA BOEING CO Industrials 1,061.0 $230K 0.09% NEW $217.09 +0.7%
Page 8 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%