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Anthony Blagrove

Traveka Wealth, Llc

Assets Managed
$300.729M
Holdings
199
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
14.8%(2Q avg: 10.73%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Traveka Wealth, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 199 positions.

Assets under management

The assets under management (AUM) of Traveka Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 300.729M in assets, with a quarterly growth rate of 14.8% and a 2-quarter average growth rate of 10.73%. The portfolio is managed by Anthony Blagrove, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 6.77%
10.27%
$30.882M
41,237 shares@ $748.89 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Decreased -0.97%
5.52%
$16.593M
68,288 shares@ $243.0 avg price
IXUS
Ishares Core Intl Stock Etf
Recent Activity
Increased 7.33%
4.31%
$12.95M
135,685 shares@ $95.44 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -2.45%
4.26%
$12.783M
58,656 shares@ $217.94 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -2.16%
3.37%
$10.114M
14,726 shares@ $686.8 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
Increased 19.15%
2.94%
$8.815M
386,951 shares@ $22.79 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.7%
2.81%
$8.423M
42,095 shares@ $200.09 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.08%
2.48%
$7.448M
25,740 shares@ $289.37 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.68%
2.44%
$7.336M
20,528 shares@ $357.37 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -1.44%
2.27%
$6.802M
18,383 shares@ $370.04 avg price

1-10 of 199