Braeburn Wealth Management LLC
CIK: 0002111759SEC EDGAR →
Portfolio Value
$196K
Holdings
84
As of
Q4 2025
New Positions
84
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD WORLD FD | 183,259 | $25.9M | 13212.69% |
| 2 | ISHARES GOLD TR | 167,762 | $13.6M | 6954.94% |
| 3 | FIDELITY COVINGTON TRUST | 216,797 | $7.4M | 3789.79% |
| 4 | APPLE INC | 21,690 | $5.9M | 3011.41% |
| 5 | ALPHABET INC | 16,150 | $5.1M | 2581.86% |
| 6 | SELECT SECTOR SPDR TR | 118,328 | $5.1M | 2579.82% |
| 7 | NVIDIA CORPORATION | 25,957 | $4.8M | 2472.56% |
| 8 | MICROSOFT CORP | 8,849 | $4.3M | 2185.52% |
| 9 | ISHARES TR | 56,682 | $3.7M | 1910.22% |
| 10 | PACER FDS TR | 101,511 | $3.6M | 1825.43% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 28 | $64.2M | 47.4% |
| Technology | 14 | $24.8M | 18.3% |
| Unknown | 6 | $14.5M | 10.7% |
| Consumer Cyclical | 7 | $8.6M | 6.4% |
| Communication Services | 4 | $7.8M | 5.7% |
| Industrials | 6 | $4.4M | 3.3% |
| Healthcare | 6 | $4.1M | 3.0% |
| Real Estate | 2 | $3.2M | 2.4% |
| Utilities | 5 | $2.1M | 1.6% |
| Consumer Defensive | 5 | $1.7M | 1.3% |
| Energy | 1 | $211K | 0.2% |