Traverso Chambers Private Wealth Management, LLC

Traverso Chambers Private Wealth Management, LLC oversees $412M in assets, with a portfolio comprising 123 positions. The manager's top holdings are dominated by ETFs, with SPY accounting for $39.5M, or approximately 9.6% of AUM, followed by SPAB at $29.1M and VGSH at $28.3M. The fund's allocation is heavily weighted towards index-tracking products, with the top 10 holdings representing over 50% of total AUM. Notably, the manager has allocated $14.4M to VUG, a growth-oriented ETF, and $13.3M to SCHV, a value-focused counterpart.

📌 Top Holdings