Braeburn Wealth Management LLC
CIK: 0002111759SEC EDGAR →
Portfolio Value
$195.8M
Holdings
84
As of
Q4 2025
New Positions
84
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INVESCO QQQ TR | 54,183 | $33.3M | 17.00% |
| 2 | VANGUARD WORLD FD | 183,259 | $25.9M | 13.21% |
| 3 | ISHARES TR | 31,064 | $21.3M | 10.87% |
| 4 | ISHARES GOLD TR | 167,762 | $13.6M | 6.95% |
| 5 | FIDELITY COVINGTON TRUST | 216,797 | $7.4M | 3.79% |
| 6 | APPLE INC | 21,690 | $5.9M | 3.01% |
| 7 | ALPHABET INC | 16,150 | $5.1M | 2.58% |
| 8 | SELECT SECTOR SPDR TR | 118,328 | $5.1M | 2.58% |
| 9 | NVIDIA CORPORATION | 25,957 | $4.8M | 2.47% |
| 10 | MICROSOFT CORP | 8,849 | $4.3M | 2.19% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 28 | $86.4M | 44.1% |
| Unknown | 6 | $48.3M | 24.7% |
| Technology | 14 | $24.8M | 12.6% |
| Consumer Cyclical | 7 | $8.6M | 4.4% |
| Communication Services | 4 | $7.8M | 4.0% |
| Industrials | 6 | $6.4M | 3.3% |
| Healthcare | 6 | $4.4M | 2.3% |
| Utilities | 5 | $3.3M | 1.7% |
| Real Estate | 2 | $3.2M | 1.7% |
| Consumer Defensive | 5 | $2.4M | 1.2% |
| Energy | 1 | $211K | 0.1% |