DOSSIER · 13F-HR · Q2 2026

Braeburn Wealth Management LLC

$233M in tracked AUM across 99 positions as of Q2 2026.

BW
CIK 0002111759 · last filed Jun 30, 2026
Total AUM
$233M
as of Q2 2026
Holdings
99
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Braeburn Wealth Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
QQQ
INVESCO QQQ TR
$42M58K18.2%
02
MGV
VANGUARD WORLD FD
$35M212K14.8%
03
IVV
ISHARES TR
$23M31K10.0%
04
IAU
ISHARES GOLD TR
$8M107K3.5%
05
IJH
ISHARES TR
$6M83K2.7%
06
AAPL
APPLE INC
$6M21K2.6%
07
XMMO
INVESCO EXCHANGE TRADED FD T
$6M34K2.5%
08
FIVA
FIDELITY COVINGTON TRUST
$4M112K1.9%
09
GOOGL
ALPHABET INC
$4M11K1.7%
10
NVDA
NVIDIA CORPORATION
$4M20K1.7%

Filing history

2026Q2Jun 30
$233M 33.2%
99 positionsView →
2026Q1Mar 31
$175M 10.6%
85 positionsView →
2025Q4Dec 31
$196M
84 positionsView →