Braeburn Wealth Management LLC
CIK
2111759
City
MUSKEGON
State / Country
MI
Top Portfolio Positions
57 positions ·
$99,294,313 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
50,894 | $29,374,998 | 29.58% | |
| IAU |
Ishares Gold Trust
|
106,317 | $9,372,906 | 9.44% | |
| AAPL |
Apple Inc.
Technology
|
21,223 | $5,386,185 | 5.42% | |
| NVDA |
Nvidia Corp
Technology
|
23,661 | $4,126,478 | 4.16% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
11,184 | $3,216,071 | 3.24% | |
| MSFT |
Microsoft Corp
Technology
|
8,200 | $3,035,394 | 3.06% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
15,271 | $2,848,499 | 2.87% | |
| CAT |
Caterpillar Inc
Industrials
|
3,550 | $2,515,033 | 2.53% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
10,257 | $2,136,225 | 2.15% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
6,258 | $2,114,891 | 2.13% |
Portfolio Trend
2 quarters · across all stocks
Holdings in FRA
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $220,400 | 20,000 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $235,600 | 20,000 | Shares | Sole | 2026-02-18 | |
| No 13F history on record for this holder in this stock. | ||||||