account_balance

Investment manager · 13F filer · SEC CIK 2111759

Braeburn Wealth Management LLC

Reported value$236Mas of Sep 30, 2026
Positions98 23 new, 24 sold out
Top 10 weight59.8%QQQ alone is 18%
FiledOct 1515 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
QQQ Invesco QQQ Tr 17.6% Trimmed −2%
MGV Vanguard World Fd 15.5% Added +8%
IVV iShares Tr 10.0% Held
IAU iShares Gold Trust 3.7% Added +4%AAPL Apple Inc. 3.0% HeldNVDA NVIDIA Corp 2.4% Added +26%
XBI SPDR Series Trust 2.1% Added +43%
IJH iShares Tr 2.0% Trimmed −21%
FIVA Fidelity Covington Trust 1.8% Held
GOOGL Alphabet Inc. 1.7% HeldMSFT Microsoft Corp 1.6% HeldCRWD CrowdStrike Holdings, Inc. 1.5% Added +38%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 15, 2026, compared with the Jul 22, 2026 filing
add_circleNew
  • SHV $2.47M
  • CIBR $2.23M
  • SIL $2.14M
  • XPH $2.01M
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out
  • XMMO $5.77M
  • IWM $3.54M
  • FIX $2.89M
  • IEI $2.33M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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