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Braeburn Wealth Management LLC

Q2 2026 · 13F-HR

Braeburn Wealth Management LLCholdings as filed

Filed 2026-07-22 · accession 0002085853-26-000796

$233.0M
Reported value
99
Positions
2026-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46090E103QQQINVESCO QQQ TR$42.4M18.2%57,603CommonNONE
921910840MGVVANGUARD WORLD FD$34.6M14.8%211,636CommonNONE
464287200IVVISHARES TR$23.3M10.0%31,112CommonNONE
464285204IAUISHARES GOLD TR$8.1M3.46%106,717CommonNONE
464287507IJHISHARES TR$6.4M2.75%82,960CommonNONE
037833100AAPLAPPLE INC$6.0M2.59%20,815CommonNONE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$5.8M2.48%33,907CommonNONE
316092717FIVAFIDELITY COVINGTON TRUST$4.3M1.85%112,099CommonNONE
02079K305GOOGLALPHABET INC$4.0M1.73%11,309CommonNONE
67066G104NVDANVIDIA CORPORATION$4.0M1.70%19,809CommonNONE
149123101CATCATERPILLAR INC$3.9M1.68%3,686CommonNONE
464287655IWMISHARES TR$3.5M1.52%11,790CommonNONE
78464A870XBISPDR SERIES TRUST$3.5M1.51%22,249CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$3.4M1.47%15,271CommonNONE
199908104FIXCOMFORT SYS USA INC$2.9M1.24%1,459CommonNONE
594918104MSFTMICROSOFT CORP$2.7M1.17%7,330CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$2.7M1.15%59,026CommonNONE
595112103MUMICRON TECHNOLOGY INC$2.5M1.09%2,209CommonNONE
023135106AMZNAMAZON COM INC$2.4M1.04%10,152CommonNONE
464288661IEIISHARES TR$2.3M1.00%19,831CommonNONE
532457108LLYELI LILLY & CO$2.3M0.99%1,925CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$1.9M0.81%6,305CommonNONE
464287408IVEISHARES TR$1.9M0.80%8,177CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.8M0.79%2,418CommonNONE
46137V779PKBINVESCO EXCHANGE TRADED FD T$1.8M0.79%16,415CommonNONE
80004C200SNDKSANDISK CORP$1.8M0.78%804CommonNONE
46429B697USMVISHARES TR$1.8M0.78%18,868CommonNONE
G93A5A101VIKVIKING HOLDINGS LTD$1.8M0.78%17,310CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$1.7M0.74%4,013CommonNONE
02079K107GOOGALPHABET INC$1.7M0.74%4,889CommonNONE
437076102HDHOME DEPOT INC$1.7M0.72%4,784CommonNONE
46625H100JPMJPMORGAN CHASE & CO$1.6M0.69%4,938CommonNONE
443201108HWMHOWMET AEROSPACE INC$1.5M0.66%5,723CommonNONE
706915105PENGPENGUIN SOLUTIONS INC$1.5M0.66%20,135CommonNONE
428291108HXLHEXCEL CORP NEW$1.4M0.62%14,397CommonNONE
512807306LRCXLAM RESEARCH CORP$1.4M0.61%3,294CommonNONE
501242101KLICKULICKE & SOFFA INDS INC$1.4M0.58%10,096CommonNONE
G4740B105ICHRICHOR HOLDINGS$1.3M0.54%11,281CommonNONE
452327109ILMNILLUMINA INC$1.3M0.54%7,176CommonNONE
907818108UNPUNION PAC CORP$1.2M0.53%4,542CommonNONE
88160R101TSLATESLA INC$1.2M0.50%2,749CommonNONE
88322Q108TGTXTG THERAPEUTICS INC$1.2M0.49%20,974CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.1M0.49%1,964CommonNONE
958102105WDCWESTERN DIGITAL CORP$1.1M0.48%1,748CommonNONE
57776J100MXLMAXLINEAR INC$1.1M0.47%8,511CommonNONE
369604301GEGE AEROSPACE$1.0M0.44%2,769CommonNONE
192576106COHUCOHU INC$947,0830.41%12,814CommonNONE
90385V107UCTTULTRA CLEAN HLDGS INC$946,0840.41%6,635CommonNONE
23834J201DAVEDAVE INC$929,9840.40%2,496CommonNONE
69374H881COWZPACER FDS TR$907,5180.39%14,591CommonNONE
125896100CMSCMS ENERGY CORP$892,6230.38%11,668CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$856,1220.37%2,825CommonNONE
37954Y475XYLDGLOBAL X FDS$815,8000.35%20,000CommonNONE
931142103WMTWALMART INC$741,1160.32%6,543CommonNONE
882508104TXNTEXAS INSTRS INC$721,0170.31%2,419CommonNONE
58933Y105MRKMERCK & CO INC$705,0270.30%5,487CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$691,9050.30%717CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$680,9110.29%728CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$627,8090.27%1,314CommonNONE
681919106OMCOMNICOM GROUP INC$620,4640.27%8,519CommonNONE
11135F101AVGOBROADCOM INC$564,3890.24%1,494CommonNONE
751212101RLRALPH LAUREN CORP$530,3520.23%1,321CommonNONE
773121108RKLBROCKET LAB CORP$525,7340.23%5,172CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$516,9650.22%1,033CommonNONE
26922A321DSTLETF SER SOLUTIONS$512,1210.22%8,550CommonNONE
36828A101GEVGE VERNOVA INC$499,8430.21%426CommonNONE
191216100KOCOCA COLA CO$496,9160.21%6,115CommonNONE
747525103QCOMQUALCOMM INC$445,7820.19%2,412CommonNONE
G0593M107AZNASTRAZENECA PLC$444,2800.19%2,343CommonNONE
452308109ITWILLINOIS TOOL WKS INC$431,4000.19%1,595CommonNONE
68389X105ORCLORACLE CORP$424,5700.18%2,897CommonNONE
92189F676SMHVANECK ETF TRUST$417,5680.18%637CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$416,2830.18%1,311CommonNONE
464287663IUSVISHARES TR$402,9770.17%3,659CommonNONE
866674104SUISUN CMNTYS INC$398,8210.17%3,326CommonNONE
031162100AMGNAMGEN INC$359,5850.15%993CommonNONE
233051283SHYLDBX ETF TR$355,4400.15%8,000CommonNONE
464287440IEFISHARES TR$352,3810.15%3,726CommonNONE
78433H303SPYINEOS ETF TRUST$319,8670.14%6,025CommonNONE
464287671IUSGISHARES TR$318,6680.14%1,695CommonNONE
30231G102XOMEXXON MOBIL CORP$314,1820.13%2,298CommonNONE
G6700G107NVTNVENT ELEC PLC$312,5920.13%1,843CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$309,7590.13%2,655CommonNONE
697435105PANWPALO ALTO NETWORKS INC$305,2120.13%895CommonNONE
30151E806CEFSEXCHANGE LISTED FDS TR$299,3470.13%11,675CommonNONE
464288513HYGISHARES TR$279,8950.12%3,500CommonNONE
69374H360COWGPACER FDS TR$275,2760.12%6,857CommonNONE
464287150ITOTISHARES TR$248,3220.11%1,511CommonNONE
57636Q104MAMASTERCARD INCORPORATED$246,0150.11%479CommonNONE
464287309IVWISHARES TR$240,3020.10%1,747CommonNONE
09255X100XFRAXBLACKROCK FLOATING RATE INCO$219,8000.09%20,000CommonNONE
75513E101RTXRTX CORPORATION$217,6210.09%1,147CommonNONE
464287168DVYISHARES TR$216,7190.09%1,387CommonNONE
65339F101NEENEXTERA ENERGY INC$215,9430.09%2,460CommonNONE
464286319DVYEISHARES INC$211,9120.09%6,575CommonNONE
Y2573F102FLEXFLEX LTD$209,9450.09%1,295CommonNONE
038222105AMATAPPLIED MATLS INC$209,0390.09%289CommonNONE
701094104PHPARKER-HANNIFIN CORP$203,4490.09%208CommonNONE
36170N107GCTSGCT SEMICONDUCTOR HLDG INC$46,0350.02%15,500CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.