Traveka Wealth, LLC Portfolio Holdings

Traveka Wealth, LLC

  • $178 Billion
  • Q1 2025

Traveka Wealth, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $178 Billion distributed in 148 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Small Cap Value ETF with a value of $14B, Vanguard Value ETF with a value of $11.6B, Vanguard Index Fds S&P 500 ETF with a value of $9.03B, Apple Inc. with a value of $5.42B, and Microsoft Corp with a value of $5.28B.

Examining the 13F form we can see an decrease of $2.95B in the current position value, from $181B to 178B.

Traveka Wealth, LLC is based out at San Jose, CA

Below you can find more details about Traveka Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $178 Billion
ETFs: $99.8 Billion
Technology: $22.7 Billion
Communication Services: $11.4 Billion
Financial Services: $10.7 Billion
Consumer Defensive: $9.83 Billion
Healthcare: $9.67 Billion
Consumer Cyclical: $6.85 Billion
Industrials: $3.3 Billion
Other: $3.36 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $178 Billion
  • Prior Value $181 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 16 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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