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Portfolio (Quarterly) Guide ↗

Braeburn Wealth Management LLC

· CIK 0002111759
13F Portfolio $175M AUM 85 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 19 Added 33 Reduced 16 Exited
Page 5 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ITOT ISHARES TR 1,538.0 $219K 0.12% -21.0 -1.4% $142.43 +15.0%
82 SMH VANECK ETF TRUST 557.0 $214K 0.12% NEW $383.35 +55.5%
83 COWG PACER FDS TR 6,113.0 $206K 0.12% -95K -94.0% $33.74 +14.5%
84 IVW ISHARES TR 1,773.0 $201K 0.12% +16.0 +0.9% $113.13 +21.9%
85 GCTS GCT SEMICONDUCTOR HLDG INC Technology 15,500.0 $18K 0.01% $1.14 +200.4%
Page 5 of 5  ·  85 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
Financial Services 40.4%
Technology 26.4%
Industrials 9.5%
Consumer Cyclical 7.0%
Communication Services 5.2%
Real Estate 3.3%
Healthcare 2.6%
Consumer Defensive 2.6%
Utilities 2.5%
Basic Materials 0.4%