Braeburn Wealth Management LLC has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing lists 98 separate positions held by the firm, managed by Michael A. Poland, CFA, who serves as Managing Member and Chief Compliance Officer.
The portfolio is heavily weighted toward technology and semiconductor companies. The largest individual stock holding is NVIDIA Corporation, for which the firm reported 2,492,141 shares. Micron Technology Inc. is the second-largest holding with 2,149,994 shares. Other major technology positions include Taiwan Semiconductor Manufacturing (583,621 shares), Broadcom Inc. (489,965 shares), and Advanced Micro Devices Inc. (1,175,191 shares).
The filing also reveals significant exposure to exchange-traded funds (ETFs). The Vanguard World Fund Morningstar Value ETF is the largest ETF holding, with 22,751,100 shares. The iShares Core S&P 500 ETF is the second-largest ETF position, with 23,682,831 shares. Other notable ETFs include the iShares Gold Trust (11,082,610 shares) and the Invesco QQQ Trust (41,620,931 shares).
Among individual equities outside of the technology sector, the filing shows a position in Xencor Inc. with 40,870 shares. The firm also holds significant stakes in consumer staples companies, including Walmart Inc. (6,614 shares) and Costco Wholesale Corporation (738 shares). Additionally, the portfolio includes positions in Palantir Technologies (10,519 shares), Okta Inc. (4,668 shares), and CrowdStrike Holdings (13,379 shares).
