Traveka Wealth, LLC
All 13F Filings
- Location
- Los Altos, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 261,966
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/22/2026 | 186 | 261,966 | 13F-HR | Traveka Wealth, LLC |
| 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 | 88.97 K | 34.0% | 0 | 51.4 K | -51.4 K |
| ETFs | 169.7 K | 64.8% | 68.18 K | 0 | 68.18 K |
| Debt | 3.306 K | 1.3% | 0 | 59 | -59 |
| Other | 0 | 0.0% | 0 | 399 | -399 |
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Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
261,966
Holdings
186
QoQ value change ($000)
16,331
(6.6%)
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.