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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 5 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WFC WELLS FARGO CO NEW Financial Services 5,722.0 $533K 0.22% NEW $93.19 -16.8%
82 JIRE J P MORGAN EXCHANGE TRADED F 7,052.0 $528K 0.21% NEW $74.88 +8.9%
83 BIV VANGUARD BD INDEX FDS 6,660.0 $519K 0.21% NEW $77.88 -1.7%
84 MCD MCDONALDS CORP Consumer Cyclical 1,693.0 $517K 0.21% NEW $305.57 -8.6%
85 HD HOME DEPOT INC Consumer Cyclical 1,482.0 $510K 0.21% NEW $344.06 -9.7%
86 SAP SAP SE Technology 2,083.0 $506K 0.21% NEW $242.91 -27.9%
87 BKNG BOOKING HOLDINGS INC Consumer Cyclical 94.0 $505K 0.21% NEW $5370.83 -97.0%
88 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 26,113.0 $505K 0.20% NEW $19.33 +18.7%
89 RTX RTX CORPORATION Industrials 2,654.0 $487K 0.20% NEW $183.38 -2.4%
90 CRM SALESFORCE INC Technology 1,824.0 $483K 0.20% NEW $264.87 -32.4%
91 GE GENERAL ELECTRIC CO Industrials 1,554.0 $479K 0.20% NEW $308.00 +2.1%
92 BAC BANK AMERICA CORP Financial Services 8,669.0 $477K 0.19% NEW $55.00 -5.0%
93 CVX CHEVRON CORP NEW Energy 3,034.0 $462K 0.19% NEW $152.39 +21.2%
94 INTU INTUIT Technology 696.0 $461K 0.19% NEW $662.42 -54.1%
95 NVS NOVARTIS AG Healthcare 3,268.0 $451K 0.18% NEW $137.87 +9.4%
96 APH AMPHENOL CORP NEW Technology 3,321.0 $449K 0.18% NEW $135.14 +3.3%
97 LIN LINDE PLC Basic Materials 1,046.0 $446K 0.18% NEW $426.56 +20.7%
98 VTEB VANGUARD MUN BD FDS 8,641.0 $435K 0.18% NEW $50.29 -0.4%
99 BAI BLACKROCK ETF TRUST 12,419.0 $414K 0.17% NEW $33.30 +50.0%
100 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,811.0 $412K 0.17% NEW $146.58 -11.7%
Page 5 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%