BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 8 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DBEF DBX ETF TR 5,336.0 $292K 0.10% $54.63 +1.5%
142 TM TOYOTA MOTOR CORP Consumer Cyclical 1,720.0 $290K 0.10% -36.0 -2.0% $168.42 +17.6%
143 TMO THERMO FISHER SCIENTIFIC INC Healthcare 576.0 $289K 0.10% -26.0 -4.3% $501.48 +19.7%
144 SONY SONY GROUP CORP Technology 14,178.0 $284K 0.10% +420.0 +3.0% $20.06 +23.7%
145 XLK SELECT SECTOR SPDR TR 1,465.0 $279K 0.09% NEW $190.52 -3.6%
146 ANET ARISTA NETWORKS INC Technology 1,620.0 $275K 0.09% NEW $169.84 +11.4%
147 ESGE ISHARES INC 4,915.0 $269K 0.09% -321.0 -6.1% $54.69 -1.5%
148 PSX PHILLIPS 66 Energy 1,565.0 $265K 0.09% +30.0 +1.9% $169.07 +49.1%
149 DB DEUTSCHE BANK A G Financial Services 7,836.0 $265K 0.09% -303.0 -3.7% $33.76 +17.2%
150 SCHW SCHWAB CHARLES CORP Financial Services 2,809.0 $259K 0.09% -79.0 -2.7% $92.26 +17.4%
151 SPGI S&P GLOBAL INC Financial Services 635.0 $258K 0.09% -72.0 -10.2% $407.08 +8.1%
152 T AT&T INC Communication Services 12,352.0 $256K 0.09% +2K +17.3% $20.70 +25.7%
153 BK BANK NEW YORK MELLON CORP Financial Services 1,752.0 $253K 0.08% +16.0 +0.9% $144.61 -1.9%
154 VALE VALE S A Basic Materials 16,793.0 $253K 0.08% $15.04 +0.5%
155 PANW PALO ALTO NETWORKS INC Technology 740.0 $253K 0.08% NEW $341.22 +6.1%
156 NVO NOVO-NORDISK A S Healthcare 5,265.0 $252K 0.08% NEW $47.94 -5.9%
157 SAP SAP SE Technology 1,623.0 $250K 0.08% +50.0 +3.2% $154.11 +37.6%
158 BA BOEING CO Industrials 1,153.0 $250K 0.08% +58.0 +5.3% $216.44 -5.0%
159 NEE NEXTERA ENERGY INC Utilities 2,843.0 $250K 0.08% -23.0 -0.8% $87.77 -5.5%
160 RY ROYAL BK CDA Financial Services 1,192.0 $247K 0.08% NEW $206.97 -1.7%
Page 8 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%