You're signed outSign in or to get full access.
Traveka Wealth, LLC
Traveka Wealth, LLC is an independent registered investment advisor headquartered in San Jose, California, specializing in customized wealth management solutions for successful individuals and families, particularly professionals in the technology sector. Founded in 2021, the firm offers expertise in tax, equity compensation, and financial planning, focusing on clients whose careers are shaped by Silicon Valley. The firm operates with 6 employees and is dedicated to providing tailored and unbiased financial guidance.
Investment Strategy
Traveka Wealth pursues a research-driven, pragmatic, and analytical investment approach, offering tailored solutions and independent advice. The firm focuses on tax-efficient strategies, stock-based compensation management, and comprehensive financial planning for technology professionals. Free from large institutional constraints, Traveka Wealth prioritizes bespoke client solutions, maintaining an unbiased stance to align with each client’s unique goals and challenges. Their investment philosophy is grounded in prioritizing clients' best interests and guiding them through complex financial decisions with clarity and confidence.
Latest 13F Filing Activity
Traveka Wealth, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 172 equity positions with a total 13F market value of $224M. The fund increased holdings in Ishares TR, Ishares TR, Ishares TR among other positions. Traveka Wealth, LLC reduced exposure to Ishares TR, Ishares TR, Icici Bank Limited among others.
Top Holdings
Equity Positions (172)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VBR | VANGUARD INDEX FDS | 6.66% | $14.9M | 71,492 | $184.20 | $208.71 | +$26.0K |
I IVV | ISHARES TR | 5.98% | $13.4M | 20,000 | $630.50 | $669.30 | +$8.1M |
V VTV | VANGUARD INDEX FDS | 5.11% | $11.4M | 61,335 | $159.04 | $186.49 | -$136.0K |
V VOO | VANGUARD INDEX FDS | 4.48% | $10.0M | 16,380 | $444.96 | $612.38 | -$41.1K |
N NVDA | NVIDIA CORPORATION | 3.43% | $7.7M | 41,160 | $66.12 | $186.58 | +$1.4M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more