Traveka Wealth, LLC
RIA/Wealth
Traveka Wealth, LLC is a RIA/Wealth based in Los Altos, CA led by Anthony Lawrence Blagrove, reporting $647.9M in AUM as of Q3 2025 with 59% ETF concentration.
CEOAnthony Lawrence Blagrove
- Portfolio Value
- $224.0M
- Positions
- 174
- Top Holding
- VBR at 6.66%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Traveka Wealth, LLC's portfolio (38.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $14.9M | 6.66% | -$1.0M Sold | — 71.5K shares | |
ETF ETF | $13.4M | 5.98% | +$7.7M Bought | — 20.0K shares | |
ETF ETF | $11.4M | 5.11% | -$774.5K Sold | — 61.3K shares | |
ETF ETF | $10.0M | 4.48% | -$827.3K Sold | — 16.4K shares | |
Semiconductors Technology | $7.7M | 3.43% | +$265.3K Bought | 0.00% 41.2K shares | |
Software - Infrastructure Technology | $6.7M | 2.99% | +$46.6K Bought | 0.00% 12.9K shares | |
Consumer Electronics Technology | $6.2M | 2.76% | +$238.6K Bought | 0.00% 24.3K shares | |
ETF ETF | $5.8M | 2.61% | -$15.8K Sold | — 17.8K shares | |
ETF ETF | $5.8M | 2.59% | -$218.2K Sold | — 121.5K shares | |
ETF ETF | $5.2M | 2.31% | -$155.1K Sold | — 56.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Traveka Wealth, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-24.38% | |
-22.92% | |
-19.57% |
Analytics
Portfolio insights and performance metrics for Traveka Wealth, LLC
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