Arkolith/Funds/Traveka Wealth, LLC

Traveka Wealth, LLC

CIK 2009176Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 21, 2026·~21-day 13F lag·13F-HR
Active Filer

Traveka Wealth, LLC holds a diversified book of 199 stocks worth $300.7M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Exxon Mobil Corp and trimmed Vanguard Small-Cap Value ETF. Their largest long position is Ishares Core S&P 500 ETF at 10% of the equity book. Cloning the disclosed picks since 2024 would be +24% (+12.5%/yr). That is a simulation of the disclosed long book, not audited returns.

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holdings, largest changes, and filing provenance.
Opened
68
new positions
Added to
102
existing
Trimmed
50
reduced
Sold out
15
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+23.7%
+12.5%/yr · since Oct '24
Their reported book
+21.9%
held from quarter-end
S&P 500
+31.6%
same window
$9K$10K$11K$12K$13KOct '24Feb '25Jun '25Nov '25Mar '26Jul '26
Traveka Wealth, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 1.8 points over this window.

Growth of $10,000 cloning Traveka Wealth, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
41%
Top 20 holdings
57%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

34% mapped to company sectors

ETF / fund or unclassified
66%
Information Technology
18%
Financials
5%
Consumer Discretionary
3%
Health Care
3%
Industrials
2%
Materials
1%
Consumer Staples
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Traveka Wealth, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY79 / 80$617.8B
JPMORGAN CHASE & CO79 / 80$575.5B
WELLS FARGO & COMPANY/MN79 / 80$187.4B
ROYAL BANK OF CANADA79 / 80$170.1B
ENVESTNET ASSET MANAGEMENT INC79 / 80$132.9B
RAYMOND JAMES FINANCIAL INC79 / 80$114.4B
LPL Financial LLC79 / 80$100.5B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO79 / 80$70.7B

Ranked by how many of Traveka Wealth, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

199 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$30.9M41.2K
10.3%
+6.8%
Added · +3K sh
2Vanguard Index FDS
SM CP VAL ETF
$16.6M68.3K
5.5%
−1.0%
Reduced · −674 sh
3Ishares TR
CORE MSCI TOTAL
$12.9M135.7K
4.3%
+7.3%
Added · +9K sh
4Vanguard Index FDS
VALUE ETF
$12.8M58.7K
4.3%
−2.5%
Reduced · −1K sh
5Vanguard Index FDS
S&P 500 ETF SHS
$10.1M14.7K
3.4%
−2.2%
Reduced · −326 sh
6Ishares TR
US TREAS BD ETF
$8.8M387.0K
2.9%
+19%
Added · +62K sh
7Nvidia Corporation
COM
$8.4M42.1K
2.8%
+1.7%
Added · +702 sh
8Apple Inc
COM
$7.4M25.7K
2.5%
+1.1%
Added · +274 sh
9Alphabet Inc
CAP STK CL A
$7.3M20.5K
2.4%
−1.7%
Reduced · −351 sh
10Vanguard Index FDS
TOTAL STK MKT
$6.8M18.4K
2.3%
−1.4%
Reduced · −269 sh
11Ishares TR
CORE MSCI EAFE
$5.6M58.3K
1.9%
+2.3%
Added · +1K sh
12Ishares TR
MBS ETF
$5.4M57.6K
1.8%
+18%
Added · +9K sh
13Vanguard Index FDS
REAL ESTATE ETF
$5.4M56.3K
1.8%
+0.3%
Added · +178 sh
14Vanguard Intl Equity Index F
GLB EX US ETF
$5.4M120.0K
1.8%
+1.5%
Added · +2K sh
15Ishares TR
NATIONAL MUN ETF
$5.1M47.2K
1.7%
−1.2%
Reduced · −579 sh
16Schwab Strategic TR
INTL SCEQT ETF
$4.8M99.0K
1.6%
−0.6%
Reduced · −575 sh
17Microsoft Corp
COM
$4.7M12.7K
1.6%
+1.4%
Added · +177 sh
18Ishares TR
HDG MSCI EAFE
$4.0M85.7K
1.3%
−5.0%
Reduced · −4K sh
19Ishares TR
SYSTEMATIC BD ET
$3.8M43.1K
1.3%
+20%
Added · +7K sh
20Ishares Inc
CORE MSCI EMKT
$3.8M45.3K
1.2%
+1.9%
Added · +844 sh
21Alphabet Inc
CAP STK CL C
$3.6M10.3K
1.2%
+0.4%
Added · +39 sh
22Amazon Com Inc
COM
$3.6M15.0K
1.2%
+1.8%
Added · +270 sh
23Vanguard BD Index FDS
SHORT TRM BOND
$3.3M42.4K
1.1%
+0.6%
Added · +246 sh
24Ishares TR
CALIF MUN BD ETF
$2.8M49.4K
0.9%
−0.6%
Reduced · −278 sh
25Eli Lilly & Co
COM
$2.8M2.4K
0.9%
+1.5%
Added · +36 sh
26Meta Platforms Inc
CL A
$2.7M4.7K
0.9%
−0.3%
Reduced · −16 sh
27Berkshire Hathaway Inc Del
CL B NEW
$2.6M5.1K
0.9%
+0.7%
Added · +34 sh
28Vanguard BD Index FDS
TOTAL BND MRKT
$2.4M33.4K
0.8%
−8.1%
Reduced · −3K sh
29Broadcom Inc
COM
$2.4M6.4K
0.8%
+3.4%
Added · +209 sh
30Vanguard Intl Equity Index F
FTSE SMCAP ETF
$2.4M15.6K
0.8%
−0.1%
Reduced · −15 sh
31Ishares TR
CORE S&P TTL STK
$2.3M14.1K
0.8%
~0%
Reduced · −4 sh
32JPMorgan Chase & Co
COM
$2.2M6.7K
0.7%
−2.3%
Reduced · −158 sh
33Vanguard Index FDS
SMALL CP ETF
$2.1M7.0K
0.7%
Held
34Coca Cola Co
COM
$2.1M25.4K
0.7%
+0.5%
Added · +138 sh
35Advanced Micro Devices Inc
COM
$2.0M3.4K
0.7%
+1.4%
Added · +49 sh
36Ishares TR
10-20 YR TRS ETF
$1.9M19.3K
0.6%
+17%
Added · +3K sh
37BlackRock ETF Trust
ISHARES US EQUIT
$1.8M27.1K
0.6%
+3.7%
Added · +965 sh
38Ishares TR
CORE US AGGBD ET
$1.8M18.1K
0.6%
+11%
Added · +2K sh
39SPDR Ser TR
NUVEEN BLOOMBERG
$1.7M68.1K
0.6%
Held
40J P Morgan Exchange Traded F
ACTIVE VALUE ETF
$1.7M21.0K
0.6%
+9.3%
Added · +2K sh
41Costco WHSL Corp New
COM
$1.6M1.8K
0.5%
+1.4%
Added · +25 sh
42Johnson & Johnson
COM
$1.6M6.4K
0.5%
+2.5%
Added · +153 sh
43Micron Technology Inc
COM
$1.6M1.4K
0.5%
+0.4%
Added · +5 sh
44Fidelity Covington Trust
BLUE CHIP GRWTH
$1.5M24.9K
0.5%
+1.3%
Added · +312 sh
45Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$1.5M21.3K
0.5%
−2.1%
Reduced · −469 sh
46SPDR Ser TR
NUVEEN BLMBRG SH
$1.5M31.5K
0.5%
−15%
Reduced · −6K sh
47Ishares TR
MSCI USA VALUE
$1.5M7.5K
0.5%
−0.7%
Reduced · −51 sh
48Caterpillar Inc
COM
$1.4M1.4K
0.5%
+0.4%
Added · +6 sh
49BlackRock ETF Trust
ISHARES A I INNO
$1.4M27.2K
0.5%
−8.0%
Reduced · −2K sh
50Tesla Inc
COM
$1.4M3.3K
0.5%
+1.5%
Added · +49 sh
Showing 50 of 199 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 21, 2026199$300.7M13F-HR
Q1 2026Mar 31, 2026Apr 22, 2026186$262.0M13F-HR
Q4 2025Dec 31, 2025Jan 8, 2026188$245.6M13F-HR
Q3 2025Sep 30, 2025Oct 17, 2025174$224.0M13F-HR
Q2 2025Jun 30, 2025Jul 16, 2025139$188.8M13F-HR
Q1 2025Mar 31, 2025Apr 29, 2025148$178.4M13F-HR
Q4 2024Dec 31, 2024Jan 13, 2025141$181.4M13F-HR
Q3 2024Sep 30, 2024Oct 8, 2024132$197.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.