StockDriftsStockDriftsTop 50 Braeburn Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 18.21% | 57.6K | $42.4M | +13.18%(+6.71K) | $612.00(+19.69%) | 2026-06-30 | |
| MGV | VANGUARD WORLD FD | 14.85% | 211.6K | $34.6M | +4.81%(+9.71K) | $140.39(+19.94%) | 2026-06-30 | |
| IVV | ISHARES TR | 10% | 31.1K | $23.3M | +31.76%(+7.50K) | $680.69(+14.43%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 3.46% | 106.7K | $8.1M | +0.38%(+400) | $76.98(+7.80%) | 2026-06-30 | |
| IJH | ISHARES TR | 2.75% | 83.0K | $6.4M | +4.25%(+3.38K) | $66.18(+18.70%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.59% | 20.8K | $6.0M | -1.92%(-408) | $263.24(+16.01%) | 2026-06-30 | |
| XMMO | INVESCO EXCHANGE TRADED FD T | 2.48% | 33.9K | $5.8M | new | $154.58(+5.47%) | 2026-06-30 | |
| FIVA | FIDELITY COVINGTON TRUST | 1.85% | 112.1K | $4.3M | +1.06%(+1.18K) | $32.79(+22.50%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.73% | 11.3K | $4.0M | +1.12%(+125) | $278.46(+23.79%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.7% | 19.8K | $4.0M | -16.28%(-3.85K) | $186.54(+21.19%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +12.92% |
| Top 20 Holdings Unweighted | — | — | — | — | +12.27% |
Braeburn Wealth Management LLC reports $232.98M in US-listed equity holdings across 99 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (18.2%), MGV (14.8%) and IVV (10.0%). The top 20 holdings account for 72.49% of reported assets. Its disclosed equity book has returned +12.92% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Braeburn Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2111759). View Braeburn Wealth Management LLC’s 13F filings on SEC