Traveka Wealth, LLC
All 13F Filings
- Location
- Los Altos, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 245,635
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/8/2026 | 188 | 245,635 | 13F-HR | Traveka Wealth, LLC |
| Q3 2025 | 10/17/2025 | 174 | 223,954 | 13F-HR | Traveka Wealth, LLC |
| Q2 2025 | 7/16/2025 | 139 | 188,782 | 13F-HR | Traveka Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 140.4 K | 57.1% | 7.457 K | 0 | 7.457 K |
| ETFs | 101.5 K | 41.3% | 14.04 K | 0 | 14.04 K |
| Debt | 3.365 K | 1.4% | 41 | 0 | 41 |
| Other | 399 | 0.2% | 143 | 0 | 143 |
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Fund Snapshot
Q4 2025
Latest filed
1/8/2026
Total value ($000)
245,635
Holdings
188
QoQ value change ($000)
21,681
(9.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.