Braeburn Wealth Management LLC - Portfolio overview

Braeburn Wealth Management LLC has 85 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. QQQ - INVESCO QQQ TR, 16.79%
2. MGV - VANGUARD WORLD FD, 16.73%
3. IVV - ISHARES TR, 8.82%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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