Traveka Wealth, LLC

CIK

2009176

Location

LOS ALTOS, CA

Portfolio Value

Micro $84,182,643

Diversification

Diversified

Filing Date

Global Rank

#6,020 / 8,603 ▲ 147 · as of Mar 2026

Top Industry

Semiconductors 13.7%

3Y Alpha vs SPY

-2.4%

Period ended 3 months ago

Filed Apr 22, 2026 · 3mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+47.5%

SPY

+53.6%

Annualised alpha

-2.0%

Max drawdown

−18.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

117 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.6%

−0.3 pts

Top 5

32.5%

−1.1 pts

Top 10

45.8%

−1.7 pts

HHI

307

Diversified−13

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.8%	$27,626,226	23
Financial Services	14.8%	$12,497,274	24
Communication Services	12.8%	$10,809,354	6
Healthcare	9.6%	$8,066,406	14
Consumer Defensive	8.2%	$6,919,220	10
Consumer Cyclical	7.9%	$6,640,261	9
Industrials	5.8%	$4,856,389	9
Energy	2.7%	$2,231,547	7
Basic Materials	2.2%	$1,867,896	6
Unclassified	1.7%	$1,395,304	2
Utilities	1.3%	$1,063,393	6
Real Estate	0.2%	$209,373	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	+5,466	20,879	$6,003,965
IAU	Ishares Gold Trust	+4,324	6,842	$603,190
ABEV	Ambev S.A.	+2,875	16,755	$48,924
VALE	Vale S.A.	+2,233	16,863	$268,290
NVDA	Nvidia Corp	+879	41,393	$7,218,939
META	Meta Platforms, Inc.	+768	4,741	$2,712,468
AAPL	Apple Inc.	+695	25,466	$6,463,016
CSCO	Cisco Systems, Inc.	+657	3,862	$299,652
SMFG	Sumitomo Mitsui Financial Group, Inc.	+613	26,726	$527,838
MUFG	Mitsubishi Ufj Financial Group Inc	+442	37,848	$642,280
NWG	NatWest Group plc	+367	10,489	$156,286
CL	Colgate Palmolive Co	+366	4,664	$397,512
JNJ	Johnson & Johnson	+303	6,244	$1,526,283
PG	PROCTER & GAMBLE Co	+290	5,071	$732,455
PEP	Pepsico Inc	+280	1,744	$270,825
NEE	Nextera Energy Inc	+216	2,866	$266,194
AVGO	Broadcom Inc.	+205	6,211	$1,922,366
BHP	BHP Group Ltd	+201	5,078	$369,373
AMGN	Amgen Inc	+193	874	$307,516
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	+169	12,307	$266,569
ACN	Accenture plc	+154	1,288	$255,397
T	At&T Inc.	+143	10,529	$305,235
MU	Micron Technology Inc	+136	1,358	$458,786
WMT	Walmart Inc.	+128	7,891	$980,693
PLTR	Palantir Technologies Inc.	+115	3,778	$552,645
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ORCL	Oracle Corp	−1,146	1,941	$285,540
SONY	Sony Group Corp	−1,112	13,758	$284,790
VZ	Verizon Communications Inc	−953	4,693	$235,588
ING	Ing Groep NV	−806	10,881	$283,450
UL	Unilever PLC	−633	4,570	$260,352
SAP	Sap SE	−510	1,573	$269,313
BSX	Boston Scientific Corp	−351	3,188	$200,047
MSFT	Microsoft Corp	−310	12,476	$4,618,240
UNP	Union Pacific Corp	−254	3,304	$801,616
AEP	American Electric Power Co Inc	−237	1,612	$211,300
BABA	Alibaba Group Holding Ltd	−210	2,601	$326,321
UBER	Uber Technologies, Inc	−202	3,385	$243,483
INTU	Intuit Inc.	−187	509	$220,081
WFC	Wells Fargo & Company/Mn	−174	5,548	$441,676
ABT	Abbott Laboratories	−171	3,076	$315,812
CRM	Salesforce, Inc.	−164	1,660	$309,872
NFLX	Netflix Inc	−164	13,989	$1,345,042
SCHW	Schwab Charles Corp	−144	2,888	$271,414
KO	Coca Cola Co	−134	25,260	$1,921,023
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−109	2,339	$790,465
NVS	Novartis AG	−83	3,185	$486,508
UBS	UBS Group AG	−78	7,500	$293,025
RTX	RTX Corp	−76	2,578	$497,296
EMR	Emerson Electric Co	−63	6,983	$914,912
MCD	Mcdonalds Corp	−36	1,657	$514,979
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	3,417	$673,900
FITB	Fifth Third Bancorp	8,852	$411,263
PSX	Phillips 66	1,535	$279,646
E	Eni Spa	4,485	$253,895
BP	Bp PLC	4,976	$233,872
GILD	Gilead Sciences, Inc.	1,640	$228,566
TTE	TotalEnergies SE	2,507	$228,086
AEM	Agnico Eagle Mines Ltd	1,051	$213,331
DUK	Duke Energy CORP	1,622	$212,384
GSK	GSK plc	3,769	$208,011
MPC	Marathon Petroleum Corp	851	$207,797
AXIA	AXIA Energia S.A.	10,437	$117,729
BBD	Bank Bradesco	30,839	$112,562
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
NVO	Novo Nordisk A S	5,950	$302,736
UNH	Unitedhealth Group Inc	880	$290,496
SHOP	Shopify Inc.	1,587	$255,459
NOW	ServiceNow, Inc.	1,537	$235,453
AXP	American Express Co	621	$229,738
APP	AppLovin Corp	327	$220,339
RELX	Relx PLC	5,329	$215,398
CEG	Constellation Energy Corp	598	$211,255
RY	Royal Bank Of Canada	1,237	$210,896
DIS	Walt Disney Co	1,813	$206,265
COF	Capital One Financial Corp	838	$203,097
ANET	Arista Networks, Inc.	1,540	$201,786
CRWD	CrowdStrike Holdings, Inc.	508	$59,532
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

117 positions · $84,182,643 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 117 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	41,393	+879	$7,218,939	−4.5%	8.58%
AAPL	Apple Inc. Technology	Added	25,466	+695	$6,463,016	−4.0%	7.68%
GOOGL	Alphabet Inc. Communication Services	Added	20,879	+5,466	$6,003,965	+24.5%	7.13%
MSFT	Microsoft Corp Technology	Reduced	12,476	-310	$4,618,240	−25.3%	5.49%
AMZN	Amazon Com Inc Consumer Cyclical	Added	14,711	+107	$3,063,859	−9.1%	3.64%
META	Meta Platforms, Inc. Communication Services	Added	4,741	+768	$2,712,468	+3.4%	3.22%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,096	+48	$2,442,003	−3.8%	2.90%
LLY	ELI LILLY & Co Healthcare	Added	2,326	+26	$2,139,385	−13.4%	2.54%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	6,820	-25	$2,006,171	−9.0%	2.38%
AVGO	Broadcom Inc. Technology	Added	6,211	+205	$1,922,366	−7.5%	2.28%
KO	Coca Cola Co Consumer Defensive	Reduced	25,260	-134	$1,921,023	+8.2%	2.28%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,737	+2	$1,730,798	+15.7%	2.06%
JNJ	Johnson & Johnson Healthcare	Added	6,244	+303	$1,526,283	+24.1%	1.81%
NFLX	Netflix Inc Communication Services	Reduced	13,989	-164	$1,345,042	+1.4%	1.60%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	3,282	-26	$1,220,083	−18.0%	1.45%
WMT	Walmart Inc. Consumer Defensive	Added	7,891	+128	$980,693	+13.4%	1.16%
CAT	Caterpillar Inc Industrials	Held	1,344	0	$952,170	+23.7%	1.13%
ASML	Asml Holding NV Technology	Added	700	+28	$924,581	+28.6%	1.10%
EMR	Emerson Electric Co Industrials	Reduced	6,983	-63	$914,912	−2.2%	1.09%
HSBC	Hsbc Holdings PLC Financial Services	Held	10,110	0	$833,973	+4.9%	0.99%
UNP	Union Pacific Corp Industrials	Reduced	3,304	-254	$801,616	−2.6%	0.95%
ABBV	AbbVie Inc. Healthcare	Added	3,648	+27	$793,403	−4.1%	0.94%
SPY	Spdr S&P 500 ETF Trust	Added	1,218	+36	$792,114	−1.7%	0.94%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	2,339	-109	$790,465	+6.3%	0.94%
V	Visa Inc. Financial Services	Reduced	2,543	-3	$768,596	−13.9%	0.91%
MA	Mastercard Inc Financial Services	Added	1,537	+21	$767,977	−11.3%	0.91%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	5,071	+290	$732,455	+6.9%	0.87%
AMD	Advanced Micro Devices Inc Technology	Added	3,397	+8	$691,051	−4.8%	0.82%
AZN	Astrazeneca PLC Healthcare	NEW	3,417	NEW	$673,900	NEW	0.80%
MUFG	Mitsubishi Ufj Financial Group Inc Financial Services	Added	37,848	+442	$642,280	+8.3%	0.76%
CVX	Chevron Corp Energy	Reduced	3,019	-15	$624,631	+35.1%	0.74%
IAU	Ishares Gold Trust	Added	6,842	+4,324	$603,190	+195.1%	0.72%
PLTR	Palantir Technologies Inc. Technology	Added	3,778	+115	$552,645	−15.1%	0.66%
SMFG	Sumitomo Mitsui Financial Group, Inc. Financial Services	Added	26,726	+613	$527,838	+4.6%	0.63%
LIN	Linde PLC Basic Materials	Added	1,062	+16	$526,497	+18.0%	0.63%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,593	+111	$523,921	+2.7%	0.62%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,657	-36	$514,979	−0.5%	0.61%
RTX	RTX Corp Industrials	Reduced	2,578	-76	$497,296	+2.2%	0.59%
NVS	Novartis AG Healthcare	Reduced	3,185	-83	$486,508	+8.0%	0.58%
AMAT	Applied Materials Inc /De Technology	Added	1,412	+8	$482,607	+33.8%	0.57%
GEV	GE Vernova Inc. Industrials	Added	552	+5	$481,840	+34.8%	0.57%
GE	General Electric Co Industrials	Added	1,654	+100	$469,355	−1.9%	0.56%
MU	Micron Technology Inc Technology	Added	1,358	+136	$458,786	+31.5%	0.54%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	5,548	-174	$441,676	−17.2%	0.52%
BAC	Bank Of America Corp /De/ Financial Services	Added	8,683	+14	$423,296	−11.2%	0.50%
APH	Amphenol Corp /De/ Technology	Added	3,328	+7	$420,492	−6.3%	0.50%
FITB	Fifth Third Bancorp Financial Services	NEW	8,852	NEW	$411,263	NEW	0.49%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	2,548	+41	$406,915	+5.7%	0.48%
SHEL	Shell plc Energy	Added	4,340	+27	$403,620	+27.4%	0.48%
CL	Colgate Palmolive Co Consumer Defensive	Added	4,664	+366	$397,512	+17.0%	0.47%