Institutions / Braeburn Wealth Management LLC
Braeburn Wealth Management LLC
CIK 2111759 · Institution · as of Dec 31, 2025
Portfolio value
$195.79M
Positions
84
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 84 →
| Company | Value | % of portfolio |
|---|---|---|
| Invesco Qqq Tr | $33.28M | 17.0% |
| Vanguard World Fd | $25.87M | 13.2% |
| iShares Tr | $21.28M | 10.9% |
| iShares Gold Tr | $13.62M | 7.0% |
| Fidelity Covington Trust | $7.42M | 3.8% |
| Apple Inc. | $5.90M | 3.0% |
| Alphabet Inc. | $5.06M | 2.6% |
| Select Sector SPDR Tr | $5.05M | 2.6% |
| NVIDIA Corp | $4.84M | 2.5% |
| Microsoft Corp | $4.28M | 2.2% |
| iShares Tr | $3.74M | 1.9% |
| Pacer Fds Tr | $3.57M | 1.8% |
| Amazon.com Inc | $3.39M | 1.7% |
| SPDR Series Trust | $3.06M | 1.6% |
| Simon Property Group Inc | $2.83M | 1.4% |
| CrowdStrike Holdings, Inc. | $2.13M | 1.1% |
| Caterpillar Inc | $1.96M | 1.0% |
| iShares Tr | $1.87M | 1.0% |
| iShares MSCI UAE ETF | $1.86M | 1.0% |
| Home Depot, Inc. | $1.84M | 0.9% |
| JPMorgan Chase & Co | $1.82M | 0.9% |
| iShares Tr | $1.75M | 0.9% |
| Alphabet Inc. | $1.75M | 0.9% |
| Gilead Sciences, Inc. | $1.71M | 0.9% |
| Palantir Technologies Inc | $1.50M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.