Traveka Wealth, LLC

LOS ALTOS, CA · CIK 2009176 · 13F filing filed 2026-07-21

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLos Altos, CA

$300.7m reported value +14.8% vs Q1 2026

199positions

40.6%in top 10

28 new 101 added 51 reduced 15 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	41,237	$30.9m10.27%	10.27%	Added +2.6k	+2,613 6.8%
2	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	68,288	$16.6m5.52%	5.52%	Reduced -674	-674 -1.0%
3	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	135,685	$12.9m4.31%	4.31%	Added +9.3k	+9,259 7.3%
4	VANGUARD INDEX FDS VALUE ETF VTV	VTV	58,656	$12.8m4.25%	4.25%	Reduced -1.5k	-1,478 -2.5%
5	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	14,726	$10.1m3.36%	3.36%	Reduced -326	-326 -2.2%
6	ISHARES TR US TREAS BD ETF GOVT	GOVT	386,951	$8.8m2.93%	2.93%	Added +62.2k	+62,182 19.1%
7	NVIDIA CORPORATION COM NVDA	NVDA	42,095	$8.4m2.80%	2.80%	Added +702	+702 1.7%
8	APPLE INC COM AAPL	AAPL	25,740	$7.4m2.48%	2.48%	Added +274	+274 1.1%
9	ALPHABET INC CAP STK CL A GOOGL	GOOGL	20,528	$7.3m2.44%	2.44%	Reduced -351	-351 -1.7%
10	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	18,383	$6.8m2.26%	2.26%	Reduced -269	-269 -1.4%
11	ISHARES TR CORE MSCI EAFE IEFA	IEFA	58,312	$5.6m1.87%	1.87%	Added +1.3k	+1,289 2.3%
12	ISHARES TR MBS ETF MBB	MBB	57,586	$5.4m1.81%	1.81%	Added +8.8k	+8,787 18.0%
13	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	56,268	$5.4m1.80%	1.80%	Added +178	+178 0.3%
14	VANGUARD INTL EQUITY INDEX F GLB EX US ETF VNQI	VNQI	119,962	$5.4m1.79%	1.79%	Added +1.8k	+1,755 1.5%
15	ISHARES TR NATIONAL MUN ETF MUB	MUB	47,231	$5.1m1.69%	1.69%	Reduced -579	-579 -1.2%
16	SCHWAB STRATEGIC TR INTL SCEQT ETF SCHC	SCHC	99,027	$4.8m1.58%	1.58%	Reduced -575	-575 -0.6%
17	MICROSOFT CORP COM MSFT	MSFT	12,653	$4.7m1.57%	1.57%	Added +177	+177 1.4%
18	ISHARES TR HDG MSCI EAFE HEFA	HEFA	85,670	$4.0m1.34%	1.34%	Reduced -4.5k	-4,483 -5.0%
19	ISHARES TR SYSTEMATIC BD ET SYSB	SYSB	43,141	$3.8m1.27%	1.27%	Added +7.0k	+7,046 19.5%
20	ISHARES INC CORE MSCI EMKT IEMG	IEMG	45,307	$3.8m1.25%	1.25%	Added +844	+844 1.9%
21	ALPHABET INC CAP STK CL C GOOG	GOOG	10,286	$3.6m1.21%	1.21%	Added +39	+39 0.4%
22	AMAZON COM INC COM AMZN	AMZN	14,981	$3.6m1.19%	1.19%	Added +270	+270 1.8%
23	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	42,413	$3.3m1.10%	1.10%	Added +246	+246 0.6%
24	ISHARES TR CALIF MUN BD ETF CMF	CMF	49,410	$2.8m0.95%	0.95%	Reduced -278	-278 -0.6%
25	ELI LILLY & CO COM LLY	LLY	2,362	$2.8m0.94%	0.94%	Added +36	+36 1.6%
26	META PLATFORMS INC CL A META	META	4,725	$2.7m0.89%	0.89%	Reduced -16	-16 -0.3%
27	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	5,130	$2.6m0.85%	0.85%	Added +34	+34 0.7%
28	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	33,353	$2.4m0.81%	0.81%	Reduced -2.9k	-2,925 -8.1%
29	BROADCOM INC COM AVGO	AVGO	6,420	$2.4m0.81%	0.81%	Added +209	+209 3.4%
30	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	15,597	$2.4m0.80%	0.80%	Reduced -15	-15 -0.1%
31	ISHARES TR CORE S&P TTL STK ITOT	ITOT	14,081	$2.3m0.77%	0.77%	Reduced -4	-4 -0.0%
32	JPMORGAN CHASE & CO COM JPM	JPM	6,662	$2.2m0.73%	0.73%	Reduced -158	-158 -2.3%
33	VANGUARD INDEX FDS SMALL CP ETF VB	VB	7,028	$2.1m0.71%	0.71%	Unchanged
34	COCA COLA CO COM KO	KO	25,398	$2.1m0.69%	0.69%	Added +138	+138 0.6%
35	ADVANCED MICRO DEVICES INC COM AMD	AMD	3,446	$2.0m0.67%	0.67%	Added +49	+49 1.4%
36	ISHARES TR 10-20 YR TRS ETF TLH	TLH	19,299	$1.9m0.64%	0.64%	Added +2.8k	+2,793 16.9%
37	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	27,069	$1.8m0.61%	0.61%	Added +965	+965 3.7%
38	ISHARES TR CORE US AGGBD ET AGG	AGG	18,064	$1.8m0.59%	0.59%	Added +1.8k	+1,815 11.2%
39	SPDR SER TR NUVEEN BLOOMBERG HYMB	HYMB	68,076	$1.7m0.58%	0.58%	Unchanged
40	J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF JAVA	JAVA	21,049	$1.7m0.56%	0.56%	Added +1.8k	+1,789 9.3%
41	COSTCO WHSL CORP NEW COM COST	COST	1,762	$1.6m0.55%	0.55%	Added +25	+25 1.4%
42	JOHNSON & JOHNSON COM JNJ	JNJ	6,397	$1.6m0.54%	0.54%	Added +153	+153 2.5%
43	MICRON TECHNOLOGY INC COM MU	MU	1,363	$1.6m0.52%	0.52%	Added +5	+5 0.4%
44	FIDELITY COVINGTON TRUST BLUE CHIP GRWTH FBCG	FBCG	24,873	$1.5m0.51%	0.51%	Added +312	+312 1.3%
45	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	21,303	$1.5m0.50%	0.50%	Reduced -469	-469 -2.1%
46	SPDR SER TR NUVEEN BLMBRG SH SHM	SHM	31,473	$1.5m0.50%	0.50%	Reduced -5.5k	-5,502 -14.9%
47	ISHARES TR MSCI USA VALUE VLUE	VLUE	7,475	$1.5m0.50%	0.50%	Reduced -51	-51 -0.7%
48	CATERPILLAR INC COM CAT	CAT	1,350	$1.4m0.48%	0.48%	Added +6	+6 0.5%
49	BLACKROCK ETF TRUST ISHA I IN TE ETF BAI	BAI	27,172	$1.4m0.48%	0.48%	Reduced -2.4k	-2,355 -8.0%
50	TESLA INC COM TSLA	TSLA	3,331	$1.4m0.47%	0.47%	Added +49	+49 1.5%
51	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	694	$1.4m0.46%	0.46%	Reduced -6	-6 -0.9%
52	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	23,782	$1.2m0.41%	0.41%	Added +1.8k	+1,784 8.1%
53	ISHARES INC EMNG MKTS EQT EMGF	EMGF	15,893	$1.2m0.39%	0.39%	Added +531	+531 3.5%
54	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	2,344	$1.1m0.37%	0.37%	Added +5	+5 0.2%
55	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	8,121	$1.1m0.37%	0.37%	New
56	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	24,028	$1.1m0.36%	0.36%	Added +2.1k	+2,137 9.8%
57	ISHARES TR CORE MSCI INTL IDEV	IDEV	12,238	$1.1m0.36%	0.36%	Unchanged
58	APPLIED MATLS INC COM AMAT	AMAT	1,436	$1.0m0.35%	0.35%	Added +24	+24 1.7%
59	EMERSON ELEC CO COM EMR	EMR	7,004	$1.0m0.33%	0.33%	Added +21	+21 0.3%
60	NETFLIX INC COM NFLX	NFLX	14,001	$999.7k0.33%	0.33%	Added +12	+12 0.1%
61	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	3,987	$981.6k0.33%	0.33%	Unchanged
62	TCW ETF TRUST TRANSFORM SYSTEM PWRD	PWRD	7,974	$980.5k0.33%	0.33%	Added +98	+98 1.2%
63	HSBC HLDGS PLC SPON ADR NEW HSBC	HSBC	10,132	$963.5k0.32%	0.32%	Added +22	+22 0.2%
64	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	11,232	$940.7k0.31%	0.31%	Unchanged
65	ABBVIE INC COM ABBV	ABBV	3,731	$938.8k0.31%	0.31%	Added +83	+83 2.3%
66	ISHARES TR ESG AWR US AGRGT EAGG	EAGG	19,557	$927.2k0.31%	0.31%	Added +5.7k	+5,655 40.7%
67	UNION PAC CORP COM UNP	UNP	3,372	$917.2k0.31%	0.31%	Added +68	+68 2.1%
68	WALMART INC COM WMT	WMT	8,081	$915.2k0.30%	0.30%	Added +190	+190 2.4%
69	VISA INC COM CL A V	V	2,616	$897.4k0.30%	0.30%	Added +73	+73 2.9%
70	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,199	$895.4k0.30%	0.30%	Reduced -19	-19 -1.6%
71	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	9,643	$824.4k0.27%	0.27%	Reduced -1.6k	-1,616 -14.3%
72	ISHARES TR EAFE VALUE ETF EFV	EFV	10,414	$797.2k0.27%	0.27%	Added +1.2k	+1,215 13.2%
73	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,785	$773.5k0.26%	0.26%	Added +61	+61 3.5%
74	MASTERCARD INCORPORATED CL A MA	MA	1,502	$771.3k0.26%	0.26%	Reduced -35	-35 -2.3%
75	MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS MUFG	MUFG	37,939	$754.6k0.25%	0.25%	Added +91	+91 0.2%
76	BLACKROCK ETF TRUST US CARBON TRANS LCTU	LCTU	9,152	$733.6k0.24%	0.24%	Added +1.2k	+1,166 14.6%
77	PROCTER AND GAMBLE CO COM PG	PG	4,717	$691.7k0.23%	0.23%	Reduced -354	-354 -7.0%
78	KLA CORP COM NEW KLAC	KLAC	2,239	$675.6k0.22%	0.22%	Added +49	+49 2.2%
79	ISHARES TR ESG AWRE USD ETF SUSC	SUSC	29,071	$673.0k0.22%	0.22%	Reduced -1.6k	-1,580 -5.2%
80	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	3,379	$667.8k0.22%	0.22%	Reduced -43	-43 -1.3%
81	GE VERNOVA INC COM GEV	GEV	560	$657.9k0.22%	0.22%	Added +8	+8 1.4%
82	ASTRAZENECA PLC ORD AZN	AZN	3,416	$647.7k0.22%	0.22%	Reduced -1	-1 -0.0%
83	ISHARES GOLD TR ISHARES NEW IAU	IAU	8,506	$642.3k0.21%	0.21%	Added +1.7k	+1,664 24.3%
84	SUMITOMO MITSUI FINL GROUP I SPONSORED ADR SMFG	SMFG	26,630	$627.9k0.21%	0.21%	Reduced -96	-96 -0.4%
85	HOME DEPOT INC COM HD	HD	1,767	$623.1k0.21%	0.21%	Added +174	+174 10.9%
86	TRIMTABS ETF TR FCF US QLTY ETF ABFL	ABFL	7,228	$620.6k0.21%	0.21%	Added +269	+269 3.9%
87	GE AEROSPACE COM NEW GE	GE	1,655	$618.5k0.21%	0.21%	Added +1	+1 0.1%
88	AMPHENOL CORP CL A APH	APH	3,397	$599.0k0.20%	0.20%	Added +69	+69 2.1%
89	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	3,504	$573.5k0.19%	0.19%	Added +481	+481 15.9%
90	LINDE PLC SHS LIN	LIN	1,082	$561.7k0.19%	0.19%	Added +20	+20 1.9%
91	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	6,909	$529.9k0.18%	0.18%	Reduced -3.7k	-3,659 -34.6%
92	ISHARES TR ESG ADV TTL USD EUSB	EUSB	11,899	$517.0k0.17%	0.17%	Added +2.5k	+2,539 27.1%
93	MCDONALDS CORP COM MCD	MCD	1,887	$510.0k0.17%	0.17%	Added +230	+230 13.9%
94	FIFTH THIRD BANCORP COM FITB	FITB	8,965	$505.4k0.17%	0.17%	Added +113	+113 1.3%
95	CHEVRON CORP NEW COM CVX	CVX	3,019	$500.4k0.17%	0.17%	Unchanged
96	RTX CORPORATION COM RTX	RTX	2,637	$500.3k0.17%	0.17%	Added +59	+59 2.3%
97	NOVARTIS AG SPONSORED ADR NVS	NVS	3,165	$496.0k0.16%	0.16%	Reduced -20	-20 -0.6%
98	BANK AMERICA CORP COM BAC	BAC	8,652	$493.0k0.16%	0.16%	Reduced -31	-31 -0.4%
99	BANCO SANTANDER S.A. ADR SAN	SAN	35,204	$485.8k0.16%	0.16%	Added +110	+110 0.3%
100	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	13,805	$480.6k0.16%	0.16%	Added +309	+309 2.3%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	8,074	$1.4m8.1k shares
ABBOTT LABS ABT	ABT	3,076	$315.8k3.1k shares
HONEYWELL INTL INC		667	$301.6k667 shares
PEPSICO INC PEP	PEP	1,744	$270.9k1.7k shares
GOLD FIELDS LTD GFI	GFI	5,745	$260.8k5.7k shares
ACCENTURE PLC IRELAND ACN	ACN	1,288	$255.4k1.3k shares
BP PLC BP	BP	4,976	$233.9k5.0k shares
TOTALENERGIES SE TTE	TTE	2,507	$228.1k2.5k shares
INTUIT INTU	INTU	509	$220.1k509 shares
AGNICO EAGLE MINES LTD AEM	AEM	1,051	$213.3k1.1k shares
BLACKROCK INC BLK	BLK	220	$211.5k220 shares
GSK PLC GSK	GSK	3,769	$208.0k3.8k shares
OREILLY AUTOMOTIVE INC ORLY	ORLY	2,253	$208.0k2.3k shares
SPOTIFY TECHNOLOGY S A SPOT	SPOT	427	$207.1k427 shares
BOSTON SCIENTIFIC CORP BSX	BSX	3,188	$200.1k3.2k shares