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Fidelity fund shares owned by Braeburn Wealth Management

Quarter-by-quarter ownership of Fidelity fund (FIVA) shares owned by Braeburn Wealth Management from 13F filings

Historical chart of Braeburn Wealth Management investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

All positions including Fidelity fund held by Braeburn Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity fund by Braeburn Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.4M 217k 34.23

More positions owned by Braeburn Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Gold Tr Ishares New (IAU)
Fidelity Covington Trust Int Vl Fct Etf (FIVA)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr State Street Uti (XLU)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Amazon (AMZN)
Spdr Series Trust State Street Spd (XBI)
Simon Property (SPG)

View all positions for Braeburn Wealth Management

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