Braeburn Wealth Management LLC

Est. AUM

$175.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO QQQ TR	UNIT SER 1	$29.4M	50894	16.79%	SOLE
2	VANGUARD WORLD FD	MEGA CAP VAL ETF	$29.3M	201924	16.73%	SOLE
3	ISHARES TR	CORE S&P500 ETF	$15.4M	23612	8.82%	SOLE
4	ISHARES GOLD TR	ISHARES NEW	$9.4M	106317	5.36%	SOLE
5	APPLE INC	COM	$5.4M	21223	3.08%	SOLE
6	ISHARES TR	CORE S&P MCP ETF	$5.4M	79579	3.07%	SOLE
7	NVIDIA CORPORATION	COM	$4.1M	23661	2.36%	SOLE
8	FIDELITY COVINGTON TRUST	INT VL FCT ETF	$3.9M	110922	2.21%	SOLE
9	ALPHABET INC	CAP STK CL A	$3.2M	11184	1.84%	SOLE
10	MICROSOFT CORP	COM	$3.0M	8200	1.73%	SOLE
11	PACER FDS TR	GLOBL CASH ETF	$2.9M	62319	1.65%	SOLE
12	SIMON PPTY GROUP INC NEW	COM	$2.8M	15271	1.63%	SOLE
13	SELECT SECTOR SPDR TR	STATE STREET UTI	$2.6M	57683	1.51%	SOLE
14	CATERPILLAR INC	COM	$2.5M	3550	1.44%	SOLE
15	ISHARES TR	3 7 YR TREAS BD	$2.3M	19495	1.32%	SOLE
16	AMAZON COM INC	COM	$2.1M	10257	1.22%	SOLE
17	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$2.1M	6258	1.21%	SOLE
18	COMFORT SYS USA INC	COM	$1.9M	1412	1.11%	SOLE
19	ISHARES TR	MSCI USA MIN VOL	$1.8M	19485	1.03%	SOLE
20	ISHARES TR	S&P 500 VAL ETF	$1.7M	8177	0.99%	SOLE
21	HOME DEPOT INC	COM	$1.7M	5177	0.97%	SOLE
22	ARK ETF TR	SPACE & DEFENSE	$1.7M	57081	0.96%	SOLE
23	CIENA CORP	COM NEW	$1.5M	3919	0.87%	SOLE
24	GE VERNOVA INC	COM	$1.5M	1729	0.86%	SOLE
25	JPMORGAN CHASE & CO	COM	$1.4M	4867	0.82%	SOLE
26	ALPHABET INC	CAP STK CL C	$1.4M	4944	0.81%	SOLE
27	COHERENT CORP	COM	$1.4M	5899	0.80%	SOLE
28	HOWMET AEROSPACE INC	COM	$1.3M	5462	0.72%	SOLE
29	FIVE BELOW INC	COM	$1.2M	5441	0.71%	SOLE
30	RTX CORPORATION	COM	$1.2M	6160	0.68%	SOLE
31	UNION PAC CORP	COM	$1.1M	4742	0.66%	SOLE
32	PHOTRONICS INC	COM	$1.1M	26906	0.62%	SOLE
33	TESLA INC	COM	$1.1M	2824	0.60%	SOLE
34	CROWDSTRIKE HLDGS INC	CL A	$1.0M	2643	0.59%	SOLE
35	WESTERN DIGITAL CORP	COM	$1.0M	3746	0.58%	SOLE
36	CMS ENERGY CORP	COM	$970K	12509	0.55%	SOLE
37	KLA CORP	COM NEW	$957K	650	0.55%	SOLE
38	PACER FDS TR	US CASH COWS 100	$915K	14621	0.52%	SOLE
39	CORNING INC	COM	$864K	6355	0.49%	SOLE
40	COSTCO WHOLESALE CORPORATION	COM	$826K	829	0.47%	SOLE
41	GILEAD SCIENCES INC	COM	$810K	5810	0.46%	SOLE
42	GLOBAL X FDS	S&P 500 COVERED	$783K	20000	0.45%	SOLE
43	WALMART INC	COM	$770K	6196	0.44%	SOLE
44	VIAVI SOLUTIONS INC	COM	$751K	22555	0.43%	SOLE
45	GE AEROSPACE	COM NEW	$733K	2582	0.42%	SOLE
46	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$707K	2976	0.40%	SOLE
47	KULICKE & SOFFA INDS INC	COM	$652K	9915	0.37%	SOLE
48	OMNICOM GROUP INC	COM	$642K	8519	0.37%	SOLE
49	LAM RESEARCH CORP	COM NEW	$610K	2854	0.35%	SOLE
50	MERCK & CO INC	COM	$607K	5046	0.35%	SOLE

1–50 of 85

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.