Alex Silberwasser Bacal

Veltria Advisors Corp.

Assets Managed

$30.134M

Holdings

Last Quarter

2026 - Q1

Filed Date

11d ago

Growth Rate

31.33%(2Q avg: 16.19%)

Sustained Growth

2 quarters

Portfolio positions

This chart displays the top 10 holdings in Veltria Advisors Corp.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 37 positions.

Assets under management

The assets under management (AUM) of Veltria Advisors Corp. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 30.134M in assets, with a quarterly growth rate of 31.33% and a 2-quarter average growth rate of 16.19%. The portfolio is managed by Alex Silberwasser Bacal, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SPY Spdr S&p 500 Etf Trust Recent Activity Increased 354.26%	18.06%	$5.44M 47,370 shares@ $114.85 avg price	Increased 354.26%
GLD Spdr Gold Shares Recent Activity Increased 386.39%	15.58%	$4.693M 11,221 shares@ $418.28 avg price	Increased 386.39%
ACWI Ishares Msci Acwi Etf Recent Activity Increased 3.73%	8.65%	$2.604M 17,090 shares@ $152.35 avg price	Increased 3.73%
TLH Ishares 10-20 Year Treasury Recent Activity Increased 54.76%	6.48%	$1.95M 19,603 shares@ $99.51 avg price	Increased 54.76%
IDEV Ishares Core Msci Dev Mkts Recent Activity New Position	3.86%	$1.161M 13,182 shares@ $88.04 avg price	New Position
BFOR Barron's 400 Etf Recent Activity Increased 0.34%	3.43%	$1.033M 11,518 shares@ $89.73 avg price	Increased 0.34%
IEF Ishares 7-10 Year Treasury B Recent Activity New Position	3.3%	$993,983 10,515 shares@ $94.54 avg price	New Position
CLOA Ishares Aaa Clo Act Etf-usdi Recent Activity New Position	3.08%	$925,180 17,852 shares@ $51.83 avg price	New Position
QUAL Ishares Msci Usa Quality Fac Recent Activity New Position	2.74%	$823,153 3,967 shares@ $207.51 avg price	New Position
PZA Invesco National Amt-free Mu Recent Activity Increased 104.54%	2.63%	$791,291 34,034 shares@ $23.26 avg price	Increased 104.54%

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