Traveka Wealth, LLC
•CIK: 2009176•Filing: Q4 2025
**Traveka Wealth, LLC** manages $246M across a diversified portfolio of 188 positions. The strategy exhibits a notable tilt toward broad market exposure, evidenced by top holdings including IVV ($17.7M) and VBR ($15.3M). Significant allocations are also directed toward sector-specific and mega-cap technology names, with VTV ($11.9M), VOO ($9.8M), and NVDA ($7.6M) anchoring the core structure. This positioning suggests a conviction in established market indices while maintaining selective exposure to high-growth technology leaders.
Total AUM
$245.6M
QoQ Performance
+9.7%
Positions
140
Top 10 Concentration
38.3%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
VBR
IVV7.2%
VBR6.2%
VTV4.8%
VOO4.0%
NVDA3.1%
IXUS2.9%
AAPL2.7%
MSFT2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other60.5%
Technology14.4%
ETF11.5%
Consumer3.7%
Financial3.6%
Healthcare2.5%
Industrial1.2%
Communication0.8%
🚪 Exited Positionssold since Q3 2025
+6 more exited positions
Changes from Q3 2025
NEW25 new positions
↑84 increased
↓72 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023