Traveka Wealth, LLC Portfolio Holdings

Traveka Wealth, LLC

  • $246 Billion
  • Q4 2025

Traveka Wealth, LLC has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $246 Billion distributed in 188 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $17.7B, Vanguard Small Cap Value ETF with a value of $15.3B, Vanguard Value ETF with a value of $11.9B, Vanguard Index Fds S&P 500 ETF with a value of $9.81B, and Nvidia Corp with a value of $7.56B.

Examining the 13F form we can see an increase of $21.7B in the current position value, from $224B to 246B.

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 $246 Billion
ETFs: $154 Billion
Technology: $31.6 Billion
Financial Services: $13.4 Billion
Communication Services: $11.8 Billion
Healthcare: $8.42 Billion
Consumer Cyclical: $7.76 Billion
Consumer Defensive: $5.96 Billion
Industrials: $3.97 Billion
Other: $3.83 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$412 Million 0.17% of portfolio
2,763
Q4 2025 Reduced 41.42%
$0
$391 Million 0.16% of portfolio
13,210
Q4 2025 New
$0
$399 Million 0.16% of portfolio
9,097
Q4 2025 Added 55.77%
$0
$384 Million 0.16% of portfolio
3,195
Q4 2025 Reduced 8.0%
$0
$405 Million 0.16% of portfolio
3,142
Q4 2025 New
$0
$352 Million 0.14% of portfolio
3,296
Q1 2025 Reduced 20.42%
$0
$297 Million 0.12% of portfolio
2,096
Q4 2023 New
$0
$276 Million 0.11% of portfolio
2,239
Q4 2025 New
$0
$278 Million 0.11% of portfolio
570
Q3 2024 Reduced 15.68%
$0
$272 Million 0.11% of portfolio
5,645
Q3 2025 Reduced 5.33%
$0
$279 Million 0.11% of portfolio
2,000
Q4 2023 New
$0
$249 Million 0.1% of portfolio
1,374
Q4 2025 New
$0
$256 Million 0.1% of portfolio
4,453
Q4 2025 New
$0
$239 Million 0.1% of portfolio
5,400
Q4 2025 New
$65.3B
$204 Million 0.08% of portfolio
2,518
Q4 2025 New
$0
$200 Million 0.08% of portfolio
8,340
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 188
  • Current Value $246 Billion
  • Prior Value $224 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 08, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 25 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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