13F Insight
DOSSIER · 13F-HR · Q1 2026

Braeburn Wealth Management LLC

Braeburn Wealth's family office based in Chicago, IL — $175M in tracked AUM across 85 positions as of Q1 2026.

BW
Braeburn Wealth·Chicago, IL·Family Office
CIK 0002111759 · last filed Mar 31, 2026
Total AUM
$175M
▼ 18.9%
vs prior
Holdings
85
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Braeburn Wealth Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
QQQ
INVESCO QQQ TR
$29M51K16.8%
02
MGV
VANGUARD WORLD FD
$29M202K16.7%
03
IVV
ISHARES TR
$15M24K8.8%
04
IAU
ISHARES GOLD TR
$9M106K5.4%
05
AAPL
APPLE INC
$5M21K3.1%
06
IJH
ISHARES TR
$5M80K3.1%
07
NVDA
NVIDIA CORPORATION
$4M24K2.4%
08
FIVA
FIDELITY COVINGTON TRUST
$4M111K2.2%
09
GOOGL
ALPHABET INC
$3M11K1.8%
10
MSFT
MICROSOFT CORP
$3M8K1.7%

Filing history

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