Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Traveka Wealth, LLC (CIK 2009176) reported $262.0M across 186 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($25.2M, 9.63%), VBR ($15.0M, 5.72%), VTV ($11.8M, 4.50%), IXUS ($11.0M, 4.18%), VOO ($9.0M, 3.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $25.2M | 9.63% | 38,624 | Added |
| 2 | VBR | VANGUARD INDEX FDS | $15.0M | 5.72% | 68,962 | Trimmed |
| 3 | VTV | VANGUARD INDEX FDS | $11.8M | 4.50% | 60,134 | Trimmed |
| 4 | IXUS | ISHARES TR | $11.0M | 4.18% | 126,426 | Added |
| 5 | VOO | VANGUARD INDEX FDS | $9.0M | 3.43% | 15,052 | Trimmed |
| 6 | GOVT | ISHARES TR | $7.4M | 2.84% | 324,769 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $7.2M | 2.76% | 41,393 | Added |
| 8 | AAPL | APPLE INC | $6.5M | 2.47% | 25,466 | Added |
| 9 | GOOGL | ALPHABET INC | $6.0M | 2.29% | 20,879 | Added |
| 10 | VTI | VANGUARD INDEX FDS | $6.0M | 2.28% | 18,652 | Added |
| 11 | VNQI | VANGUARD INTL EQUITY INDEX F | $5.3M | 2.01% | 118,207 | Trimmed |
| 12 | IEFA | ISHARES TR | $5.2M | 1.97% | 57,023 | Added |
| 13 | MUB | ISHARES TR | $5.1M | 1.94% | 47,810 | Trimmed |
| 14 | VNQ | VANGUARD INDEX FDS | $5.0M | 1.90% | 56,090 | Trimmed |
| 15 | SCHC | SCHWAB STRATEGIC TR | $4.7M | 1.78% | 99,602 | Trimmed |
| 16 | MBB | ISHARES TR | $4.6M | 1.77% | 48,799 | Added |
| 17 | MSFT | MICROSOFT CORP | $4.6M | 1.76% | 12,476 | Trimmed |
| 18 | HEFA | ISHARES TR | $3.8M | 1.46% | 90,153 | Trimmed |
| 19 | BSV | VANGUARD BD INDEX FDS | $3.3M | 1.26% | 42,167 | Trimmed |
| 20 | FIBR | ISHARES TR | $3.2M | 1.23% | 36,095 | New |
| 21 | IEMG | ISHARES INC | $3.1M | 1.18% | 44,463 | Trimmed |
| 22 | AMZN | AMAZON COM INC | $3.1M | 1.17% | 14,711 | Added |
| 23 | GOOG | ALPHABET INC | $2.9M | 1.12% | 10,247 | Added |
| 24 | CMF | ISHARES TR | $2.8M | 1.08% | 49,688 | Trimmed |
| 25 | META | META PLATFORMS INC | $2.7M | 1.04% | 4,741 | Added |
Source: SEC Form 13F filings · as of 2026-03-31