13F

Investor

Traveka Wealth, LLC

CIK 0002009176 · filed 2026-04-22 · SEC filing

13F book

$262M

Positions

186

18 new · 20 sold

Largest name

9.6%

Ishares Tr

Est. mark

−$4.79M

Price effect on 168 names still held. Flow $21.1M.
NameTickerSharesValueWeightEst. markChange
Ishares Tr38.6K$25.2M9.6%−$822.1KAdded$7.48M
Vanguard Index Fds69K$15M5.7%$376.5KCut−$308.4K
Vanguard Index Fds60.1K$11.8M4.5%$313.3KCut−$66.6K
Ishares Tr126.4K$11M4.2%$169.6KAdded$3.78M
Vanguard Index Fds15.1K$8.99M3.4%−$445KCut−$812.5K
Ishares Tr324.8K$7.44M2.8%−$18.9KAdded$3.65M
Nvidia CorpNVDA41.4K$7.22M2.8%−$490.2KAdded−$336.9K
Apple Inc.AAPL25.5K$6.46M2.5%−$447.6KAdded−$271.2K
Alphabet Inc20.9K$6M2.3%−$392.1KAdded$1.18M
Vanguard Index Fds18.7K$5.98M2.3%−$266.4KAdded−$194.2K
Vanguard Intl Equity Index F118.2K$5.25M2.0%−$164.3KCut−$324.7K
Ishares Tr57K$5.16M2.0%$60.7KAdded$88K
Ishares Tr47.8K$5.08M1.9%−$45.9KCut−$51.1K
Vanguard Index Fds56.1K$4.98M1.9%$11.8KCut−$29K
Schwab Strategic Tr99.6K$4.66M1.8%$120.5KCut−$144.7K
Ishares Tr48.8K$4.63M1.8%−$5.75KAdded$2.63M
Microsoft CorpMSFT12.5K$4.62M1.8%−$1.42MCut−$1.57M
Ishares Tr90.2K$3.83M1.5%$102.3KCut−$400.3K
Vanguard Bd Index Fds42.2K$3.31M1.3%−$16.8KCut−$58.2K
Ishares Tr36.1K$3.21M1.2%New
Ishares Inc44.5K$3.1M1.2%$112.5KCut$94.1K
Amazon Com IncAMZN14.7K$3.06M1.2%−$329.3KAdded−$307K
Alphabet Inc10.2K$2.94M1.1%−$156.5KAdded$1.12M
Ishares Tr49.7K$2.83M1.1%−$29.8KCut−$825.4K
Meta Platforms, Inc.META4.74K$2.71M1.0%−$349.5KAdded$89.9K
Vanguard Bd Index Fds36.3K$2.67M1.0%−$14KAdded$251.5K
Berkshire Hathaway Inc Del5.1K$2.44M0.9%−$118.4KAdded−$95.4K
Vanguard Intl Equity Index F15.6K$2.28M0.9%$38.4KCut$8.59K
Eli Lilly & CoLLY2.33K$2.14M0.8%−$356.2KAdded−$332.3K
Jpmorgan Chase & Co.6.82K$2.01M0.8%−$191.3KCut−$199.3K
Ishares Tr14.1K$2.01M0.8%−$87.9KAdded−$83.3K
Broadcom Inc.AVGO6.21K$1.92M0.7%−$219.7KAdded−$156.3K
Coca Cola CoKO25.3K$1.92M0.7%$155.1KCut$145.7K
Vanguard Index Fds7.03K$1.84M0.7%$27.9KHeld
Spdr Series Trust37K$1.77M0.7%−$5.9KCut−$72.2K
Costco Whsl Corp New1.74K$1.73M0.7%$232.7KAdded$234.7K
Spdr Series Trust68.1K$1.69M0.6%−$9.53KHeld
Ishares Tr16.5K$1.66M0.6%−$8.61KAdded$742.4K
Ishares Tr16.2K$1.61M0.6%−$6.96KAdded$474.4K
Johnson & JohnsonJNJ6.24K$1.53M0.6%$222.8KAdded$296.9K
Blackrock Etf Trust26.1K$1.52M0.6%−$58.3KAdded$171.7K
Vanguard Tax-Managed Fds21.8K$1.4M0.5%$35.1KHeld
J P Morgan Exchange Traded F19.3K$1.38M0.5%$470Added$256.3K
Exxon Mobil Corp8.07K$1.37M0.5%$397.6KAdded$399.6K
Netflix IncNFLX14K$1.35M0.5%$33.4KCut$18.1K
Fidelity Covington Trust24.6K$1.23M0.5%−$115.9KCut−$523.9K
Tesla, Inc.TSLA3.28K$1.22M0.5%−$255.9KCut−$267.6K
Blackrock Etf Trust Ii22K$1.14M0.4%−$18.5KCut−$21.6K
Ishares Tr7.53K$1.07M0.4%New
Ishares Tr12.2K$1.02M0.4%$13.3KHeld
Fidelity Merrimack Str Tr21.9K$998.7K0.4%−$9.19KCut−$445.6K
Walmart Inc.WMT7.89K$980.7K0.4%$99.9KAdded$115.8K
Blackrock Etf Trust29.5K$972.9K0.4%−$4.35KAdded$559.4K
Caterpillar IncCAT1.34K$952.4K0.4%$182.3KHeld
Ishares Inc15.4K$928.3K0.4%$33.7KAdded$173.6K
Asml Holding N V700$924.7K0.4%$168.7KAdded$205.7K
Emerson Elec Co6.98K$915K0.3%−$11.8KCut−$20.2K
Vanguard Star Fds11.3K$868.2K0.3%$18.8KCut$11.6K
Vanguard Intl Equity Index F11.2K$843.5K0.3%$17.3KHeld
Hsbc Hldgs Plc10.1K$834K0.3%$38.6KHeld
Vanguard Index Fds3.99K$820.5K0.3%−$13.2KHeld
Vanguard Bd Index Fds10.6K$815.7K0.3%−$4.68KAdded$296.9K
Union Pac Corp3.3K$801.7K0.3%$37.3KCut−$21.4K
AbbVie Inc.ABBV3.65K$793.5K0.3%−$39.8KAdded−$33.9K
Spdr S&P 500 Etf Tr1.22K$792.1K0.3%−$37.3KAdded−$13.9K
Taiwan Semiconductor Mfg Ltd2.34K$790.5K0.3%$79.7KCut$46.5K
Tcw Etf Trust7.88K$770K0.3%$11.1KAdded$109K
Visa Inc.V2.54K$768.5K0.3%−$123.2KCut−$124.3K
Mastercard IncMA1.54K$767.9K0.3%−$108KAdded−$97.5K
Procter And Gamble CoPG5.07K$732.5K0.3%$5.45KAdded$47.3K
Ishares Tr30.7K$709.2K0.3%−$7.39KAdded$9.78K
Advanced Micro Devices IncAMD3.4K$691K0.3%−$36.4KAdded−$34.7K
Ishares Tr9.2K$683.9K0.3%New
Astrazeneca Plc OrdAZN3.42K$673.8K0.3%New
Ishares Tr13.9K$661K0.3%−$3.59KAdded$88.7K
Mitsubishi Ufj Finl Group In37.8K$642.3K0.2%$41.5KAdded$49K
Vanguard Index Fds3.42K$630.7K0.2%$23.7KCut−$8.42K
Chevron Corp NewCVX3.02K$624.6K0.2%$164.5KCut$162.2K
Ishares Gold Tr6.84K$603.2K0.2%$17.6KAdded$398.8K
Blackrock Etf Trust7.99K$560.1K0.2%−$30.9KAdded−$19.4K
Palantir Technologies Inc.PLTR3.78K$552.6K0.2%−$115.3KAdded−$98.5K
Sumitomo Mitsui Finl Group I26.7K$527.8K0.2%$11KAdded$23.1K
Linde PlcLIN1.06K$526.7K0.2%$72.6KAdded$80.5K
Home Depot, Inc.HD1.59K$523.9K0.2%−$22.5KAdded$14K
Mcdonalds CorpMCD1.66K$514.9K0.2%$8.55KCut−$2.46K
RTX CorpRTX2.58K$497.3K0.2%$24.5KCut$10.6K
Abacus Fcf Etf Tr6.96K$495.1K0.2%−$1.6KCut−$469.1K
Novartis Ag3.19K$486.5K0.2%$47.4KCut$36K
Applied Matls Inc1.41K$482.5K0.2%$119KAdded$121.8K
GE Vernova Inc.GEV552$481.8K0.2%$120KAdded$124.3K
Ge Aerospace1.65K$469.3K0.2%−$37.7KAdded−$9.32K
Micron Technology IncMU1.36K$458.9K0.2%$64.1KAdded$110K
Wells Fargo Co New5.55K$441.7K0.2%−$75.4KCut−$91.6K
Vanguard Mun Bd Fds8.64K$431.1K0.2%−$3.46KHeld
Ishares Tr3.02K$427.5K0.2%−$20.9KAdded$15.9K
Bank America Corp8.68K$423.3K0.2%−$54.2KAdded−$53.5K
Amphenol Corp New3.33K$420.5K0.2%−$29.2KAdded−$28.3K
Schwab Strategic Tr13.5K$411.6K0.2%$11.8KAdded$20.5K
Fifth Third Bancorp8.85K$411.3K0.2%New
Ishares Tr9.36K$407.2K0.2%−$3.73KAdded$7.71K
Tjx Cos Inc New2.55K$406.9K0.2%$15.3KAdded$21.8K
Shell Plc4.34K$403.6K0.2%$84.2KAdded$86.7K
Colgate Palmolive CoCL4.66K$397.5K0.2%$26.7KAdded$57.9K
Banco Santander Sa35.1K$395.9K0.2%−$15.8KAdded−$15.5K
Spdr Series Trust5.13K$393K0.1%−$18.9KHeld
Bhp Group Ltd5.08K$369.4K0.1%$60.3KAdded$75K
Lam Research CorpLRCX1.72K$368.4K0.1%$73.1KAdded$73.8K
Vanguard Growth Etf839$366.5K0.1%−$29.1KAdded$88.4K
Ishares Tr2.93K$364.5K0.1%$12.1KCut−$19.5K
Toyota Motor Corp1.76K$361.9K0.1%−$13.8KAdded−$9.71K
Booking Holdings Inc.BKNG85$359K0.1%−$97.5KCut−$145.8K
Ishares Tr2.92K$354.2K0.1%−$22.3KCut−$50.5K
Ishares Tr3.3K$351K0.1%−$659Held
Alibaba Group Hldg Ltd2.6K$326.3K0.1%−$54.9KCut−$85.7K
Merck & Co., Inc.MRK2.68K$322.7K0.1%$39.2KAdded$48.2K
Kla CorpKLAC219$322.2K0.1%$56.1KAdded$57.5K
Intuitive Surgical IncISRG689$317.5K0.1%−$72.1KAdded−$70.3K
Abbott LabsABT3.08K$315.8K0.1%−$69.6KCut−$91K
Salesforce, Inc.CRM1.66K$309.8K0.1%−$129.9KCut−$173.3K
Ishares Tr3.72K$307.8K0.1%New
Amgen IncAMGN874$307.6K0.1%$16.7KAdded$84.6K
At&T Inc10.5K$305.2K0.1%$43.1KAdded$47.2K
Ishares Tr4.32K$302.5K0.1%New
Honeywell Intl Inc1.33K$301.6K0.1%$39.8KAdded$51.3K
S&P Global Inc.SPGI707$300.6K0.1%−$61.6KAdded−$30.2K
Cisco Sys Inc3.86K$299.7K0.1%$1.81KAdded$52.8K
Philip Morris Intl Inc1.8K$298.5K0.1%$8.86KAdded$14.3K
Thermo Fisher Scientific Inc.TMO602$296K0.1%−$48.4KAdded−$22.8K
UBS Group AGUBS7.5K$293K0.1%−$54.3KCut−$57.9K
Ishares Tr2.1K$290K0.1%−$6.54KHeld
Oracle Corp1.94K$285.6K0.1%−$92.7KCut−$316.1K
Sony Group Corp13.8K$284.8K0.1%−$67.4KCut−$95.9K
Ing Groep N.V.10.9K$283.4K0.1%−$21.2KCut−$43.8K
Phillips 66PSX1.53K$279.7K0.1%New
British Amern Tob Plc4.76K$278.2K0.1%$8.79KAdded$9.26K
Schwab Charles Corp2.89K$271.4K0.1%−$17.2KCut−$31.6K
Pepsico IncPEP1.74K$270.9K0.1%$17.3KAdded$60.8K
Ishares Tr4.89K$269.8K0.1%−$10.6KAdded$13.4K
Sap Se1.57K$269.3K0.1%−$112.8KCut−$236.7K
Vale S.A.VALE16.9K$268.3K0.1%$42.1KAdded$77.7K
Banco Bilbao Vizcaya Argenta12.3K$266.6K0.1%−$20KAdded−$16.4K
Nextera Energy Inc2.87K$266.2K0.1%$33.4KAdded$53.5K
Ishares Tr2K$264.2K0.1%−$14.5KHeld
Dbx Etf Tr5.34K$263.6K0.1%$6.88KCut−$7.98K
Gold Fields Ltd5.75K$260.8K0.1%$9.9KAdded$12.5K
Ishares Tr1.37K$260.5K0.1%$11.5KHeld
Unilever Plc4.57K$260.4K0.1%−$38.5KCut−$79.9K
Ishares Tr2.3K$259.8K0.1%−$22.7KAdded−$16.2K
Citigroup Inc2.29K$259.6K0.1%−$7.51KHeld
Texas Instrs Inc1.34K$259.6K0.1%$25.4KAdded$46.3K
Accenture Plc Ireland1.29K$255.4K0.1%−$79.3KAdded−$48.8K
International Business Machs1.05K$254.8K0.1%−$56.6KCut−$57.2K
Eni S P A4.49K$253.9K0.1%New
Stryker CorpSYK763$250.6K0.1%−$17.4KAdded−$17.1K
Uber Technologies, IncUBER3.38K$243.5K0.1%−$33.1KCut−$49.6K
Deutsche Bank A G8.14K$242.4K0.1%−$71.5KCut−$72.1K
Ishares Inc5.24K$238.1K0.1%$6.81KCut−$437
Verizon Communications IncVZ4.69K$235.6K0.1%$44.4KCut$5.63K
Bp Plc4.98K$233.9K0.1%New
Crh Plc2.18K$229.5K0.1%−$43KCut−$43.7K
Gilead Sciences, Inc.GILD1.64K$228.5K0.1%New
Totalenergies SeTTE2.51K$228.1K0.1%New
Southern Co2.33K$225.4K0.1%$21.8KCut$19.1K
Intuit Inc.INTU509$220.1K0.1%−$117.1KCut−$241K
Boeing Co1.09K$217.9K0.1%−$19.2KAdded−$12.4K
Agnico Eagle Mines LtdAEM1.05K$213.3K0.1%New
Duke Energy Corp New1.62K$212.4K0.1%New
BlackRock, Inc.BLK220$211.5K0.1%−$23.9KCut−$35.7K
American Elec Pwr Co Inc1.61K$211.3K0.1%$25.4KCut−$1.91K
Prologis Inc.1.58K$209.4K0.1%$7.16KCut$5.5K
Gsk Plc3.77K$208K0.1%New
Oreilly Automotive Inc2.25K$208K0.1%$2.42KAdded$6.95K
Marathon Pete Corp851$207.8K0.1%New
Ishares Tr2.13K$207.5K0.1%$2.05KCut−$512.4K
Spotify Technology S.A.SPOT427$207.1K0.1%−$40.9KCut−$50.2K
Schwab Strategic Tr8.34K$206.4K0.1%$5.92KHeld
Bank New York Mellon Corp1.74K$205.9K0.1%$4.39KAdded$5.34K
Ferguson Enterprises Inc879$205K0.1%$9.34KCut$2K
Boston Scientific CorpBSX3.19K$200.1K0.1%−$103.9KCut−$137.4K
Natwest Group Plc10.5K$156.3K0.1%−$26.3KAdded−$20.8K
Lloyds Banking Group Plc26.4K$132.8K0.1%−$7.13KHeld
Centrais Elet Bras Sa10.4K$117.7K0.0%New
Mizuho Financial Group Inc14.6K$116.3K0.0%$9.08KHeld
Banco Bradesco S A30.8K$112.6K0.0%New
Ambev Sa16.8K$48.9K0.0%$6.25KAdded$14.6K
Cia Energetica De Minas Gera12.7K$30.4K0.0%$4.96KHeld

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.