Traveka Wealth, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing reports that the firm manages a portfolio of 213 individual securities.
The report lists the firm’s principal executive officer as Anthony Blagrove, who is based in Los Altos, California. The filing details a diverse portfolio that includes major technology companies, energy producers, financial institutions, and various exchange-traded funds (ETFs).
Among the largest positions disclosed in the filing are:
- NVIDIA Corporation, with 10,203,743 shares.
- ISHARES TR CORE S&P 500 ETF, holding 33,952,289 shares.
- ISHARES TR CORE MSCI TOTAL, with 14,152,807 shares.
- ISHARES TR US TREAS BD ETF, holding 10,291,366 shares.
- ISHARES TR MBS ETF, with 6,298,477 shares.
The portfolio also includes significant positions in Apple Inc. (9,329,939 shares), Microsoft Corporation (7,267,207 shares), and Alphabet Inc. Class A and C shares (combined for 32,586 shares). Other notable holdings include Amazon.com Inc. (4,016,457 shares), Meta Platforms Inc. (3,681,991 shares), and Tesla Inc. (1,389,780 shares).
The filing indicates that the firm holds shares in a wide range of sectors, including healthcare, consumer staples, and industrial manufacturing, with specific positions in companies such as Johnson & Johnson, Procter & Gamble, UnitedHealth Group, Caterpillar Inc., and Deere & Co..
Additionally, the report lists substantial exposure to international markets through ETFs such as ISHARES TR CORE MSCI EAFE (5,830,583 shares) and VANGUARD INTL EQUITY INDEX F GLB EX US ETF (4,986,382 shares). The filing also includes various bond and municipal ETFs, such as ISHARES TR CORE US AGGBD ET (2,238,005 shares) and ISHARES TR NATIONAL MUN ETF (4,821,624 shares).
