Holdings of Braeburn Wealth Management LLC
75 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 63.8 % of the equity sleeve
Sector breakdown
- Technology 13.8 %
- Funds 13.6 %
- Industrials 6.5 %
- Communication 3.1 %
- Consumer discretionary 2.9 %
- Real estate 1.9 %
- Consumer staples 1.5 %
- Financials 1.3 %
- Health care 1.3 %
- Utilities 0.6 %
- Energy 0.2 %
- Unattributed 53.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 74 | 167.8M $ | 98.76 % |
| 2 | TW | 1 | 2.1M $ | 1.24 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Invesco QQQ Trust Series 1 | 50,894 | 29.4M $ | |
| 2 | Vanguard World Fund | 201,924 | 29.3M $ | |
| 3 | iShares Core S&P 500 ETF | 23,612 | 15.4M $ | |
| 4 | Ishares Gold Trust | 106,317 | 9.4M $ | |
| 5 | Apple Inc | 21,223 | 5.4M $ | |
| 6 | iShares Core S&P Mid-Cap ETF | 79,579 | 5.4M $ | |
| 7 | NVIDIA Corp | 23,661 | 4.1M $ | |
| 8 | Fidelity Covington Trust | 110,922 | 3.9M $ | |
| 9 | Alphabet Inc | 11,184 | 3.2M $ | |
| 10 | Microsoft Corp | 8,200 | 3M $ | |
| 11 | Pacer Funds Trust | 62,319 | 2.9M $ | |
| 12 | Simon Property Group Inc | 15,271 | 2.8M $ | |
| 13 | State Street Utilities Select Sector SPDR ETF | 57,683 | 2.6M $ | |
| 14 | Caterpillar Inc | 3,550 | 2.5M $ | |
| 15 | iShares Trust | 19,495 | 2.3M $ | |
| 16 | Amazon.com Inc | 10,257 | 2.1M $ | |
| 17 | Taiwan Semiconductor Manufacturing Co Ltd | 6,258 | 2.1M $ | |
| 18 | Comfort Systems USA Inc | 1,412 | 1.9M $ | |
| 19 | iShares MSCI USA Min Vol Factor ETF | 19,485 | 1.8M $ | |
| 20 | iShares Trust | 8,177 | 1.7M $ | |
| 21 | Home Depot Inc/The | 5,177 | 1.7M $ | |
| 22 | Ciena Corp | 3,919 | 1.5M $ | |
| 23 | GE Vernova Inc | 1,729 | 1.5M $ | |
| 24 | JPMorgan Chase & Co | 4,867 | 1.4M $ | |
| 25 | Alphabet Inc | 4,944 | 1.4M $ | |
| 26 | Coherent Corp | 5,899 | 1.4M $ | |
| 27 | Howmet Aerospace Inc | 5,462 | 1.3M $ | |
| 28 | Five Below Inc | 5,441 | 1.2M $ | |
| 29 | RTX Corp | 6,160 | 1.2M $ | |
| 30 | Union Pacific Corp | 4,742 | 1.2M $ | |
| 31 | Photronics Inc | 26,906 | 1.1M $ | |
| 32 | Tesla Inc | 2,824 | 1M $ | |
| 33 | Crowdstrike Holdings Inc | 2,643 | 1M $ | |
| 34 | Western Digital Corp | 3,746 | 1M $ | |
| 35 | CMS Energy Corp | 12,509 | 970.5K $ | |
| 36 | KLA Corp | 650 | 957.1K $ | |
| 37 | Pacer Funds Trust | 14,621 | 914.7K $ | |
| 38 | Corning Inc | 6,355 | 864.1K $ | |
| 39 | Costco Wholesale Corp | 829 | 825.9K $ | |
| 40 | Gilead Sciences Inc | 5,810 | 809.7K $ | |
| 41 | Global X Funds | 20,000 | 782.6K $ | |
| 42 | Walmart Inc | 6,196 | 770.1K $ | |
| 43 | Viavi Solutions Inc | 22,555 | 750.6K $ | |
| 44 | General Electric Co | 2,582 | 732.7K $ | |
| 45 | INVESCO EXCHANGE-TRADED FUND TRUST II | 2,976 | 707.1K $ | |
| 46 | Kulicke & Soffa Industries Inc | 9,915 | 651.6K $ | |
| 47 | Omnicom Group Inc | 8,519 | 641.6K $ | |
| 48 | Lam Research Corp | 2,854 | 609.8K $ | |
| 49 | Merck & Co Inc | 5,046 | 607K $ | |
| 50 | PepsiCo Inc | 3,679 | 571.3K $ | |
| 51 | Berkshire Hathaway Inc | 1,114 | 533.8K $ | |
| 52 | Distillate US Fundamental Stability & Value ETF | 9,007 | 521.3K $ | |
| 53 | Palantir Technologies Inc | 3,465 | 506.9K $ | |
| 54 | iShares Trust | 4,588 | 469.1K $ | |
| 55 | Oracle Corp | 3,092 | 454.8K $ | |
| 56 | Ralph Lauren Corp | 1,283 | 441.4K $ | |
| 57 | Sun Communities Inc | 3,426 | 431.5K $ | |
| 58 | Illinois Tool Works Inc | 1,595 | 415.2K $ | |
| 59 | Coca-Cola Co/The | 5,401 | 410.8K $ | |
| 60 | Broadcom Inc | 1,223 | 378.6K $ | |
| 61 | Eli Lilly & Co | 399 | 367K $ | |
| 62 | Amgen Inc | 993 | 349.4K $ | |
| 63 | iShares Trust | 3,565 | 340.2K $ | |
| 64 | Rocket Lab Corp | 5,000 | 321.1K $ | |
| 65 | Exxon Mobil Corp | 1,757 | 298.1K $ | |
| 66 | iShares Trust | 3,500 | 278.5K $ | |
| 67 | iShares Core S&P U.S. Growth ETF | 1,671 | 259.2K $ | |
| 68 | Mastercard Inc | 505 | 252.3K $ | |
| 69 | iShares Select Dividend ETF | 1,544 | 233.7K $ | |
| 70 | iShares Emerging Markets Divid | 6,575 | 226K $ | |
| 71 | Blackrock Flt Rate | 20,000 | 220.4K $ | |
| 72 | iShares Core S&P Total U.S. Stock Market ETF | 1,538 | 219.1K $ | |
| 73 | VanEck Semiconductor ETF | 557 | 213.5K $ | |
| 74 | iShares Trust | 1,773 | 200.6K $ | |
| 75 | GCT Semiconductor Holding Inc | 15,500 | 17.7K $ | |