Bravera Wealth
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 80.3%; sector active share 72.5% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
352 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 85.4% | $222,627,656 |
| Technology | 4.9% | $12,720,368 |
| Financial Services | 1.8% | $4,753,465 |
| Industrials | 1.8% | $4,605,004 |
| Healthcare | 1.3% | $3,468,949 |
| Energy | 1.1% | $2,864,168 |
| Communication Services | 1.0% | $2,638,998 |
| Consumer Defensive | 0.9% | $2,339,142 |
| Consumer Cyclical | 0.7% | $1,921,032 |
| Utilities | 0.6% | $1,579,236 |
| Basic Materials | 0.2% | $624,757 |
| Real Estate | 0.2% | $612,451 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SCHG | Schwab U.S. Large-Cap Growth ETF | +40,609 | 383,079 | $12,963,393 | |
| VUG | VANGUARD GROWTH INDEX FUND | +22,222 | 26,462 | $2,279,436 | |
| FENI | Fidelity Enhanced International ETF | +21,541 | 223,912 | $8,985,588 | |
| FNDX | Schwab Fundamental U.S. Large Company ETF | +17,906 | 209,549 | $6,516,973 | |
| MUNI | PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund | +16,365 | 33,612 | $1,767,991 | |
| FSMD | Fidelity Small-Mid Multifactor ETF | +14,583 | 164,967 | $8,718,505 | |
| CGGR | Capital Group Growth ETF | +12,871 | 109,516 | $5,169,155 | |
| VO | VANGUARD MID-CAP INDEX FUND | +12,486 | 16,460 | $1,326,182 | |
| SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | +12,294 | 156,888 | $6,768,148 | |
| AUSF | Global X Adaptive U.S. Factor ETF | +11,619 | 111,896 | $5,467,238 | |
| CGDV | Capital Group Dividend Value ETF | +11,547 | 135,729 | $6,688,725 | |
| ASEA | Global X FTSE Southeast Asia ETF | +10,569 | 83,606 | $1,639,513 | |
| VOO | VANGUARD 500 INDEX FUND | +8,278 | 81,861 | $56,222,953 | |
| PULS | PGIM Ultra Short Bond ETF | +8,138 | 23,368 | $1,157,884 | |
| FNDC | Schwab Fundamental International Small Equity ETF | +7,163 | 68,728 | $3,337,431 | |
| RDVY | First Trust Rising Dividend Achievers ETF | +7,160 | 85,803 | $6,955,191 | |
| EWZ | iShares MSCI Brazil ETF | +6,736 | 43,254 | $1,492,263 | |
| AIQ | Global X Artificial Intelligence & Technology ETF | +5,600 | 49,843 | $3,270,199 | |
| XLU | State Street(R) Utilities Select Sector SPDR(R) ETF | +5,537 | 48,965 | $2,220,073 | |
| — | +5,065 | 34,170 | $2,761,619 | ||
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | +4,650 | 13,934 | $704,781 | |
| — | +4,140 | 33,218 | $2,984,637 | ||
| VTV | VANGUARD VALUE INDEX FUND | +3,896 | 53,159 | $11,584,940 | |
| HYMB | State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF | +3,030 | 9,033 | $229,799 | |
| EMXC | iShares MSCI Emerging Markets ex China ETF | +3,021 | 45,035 | $4,607,080 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IEFA | iShares Core MSCI EAFE ETF | −6,458 | 1,678 | $162,061 | |
| SUB | iShares Short-Term National Muni Bond ETF | −5,700 | 13,000 | $1,384,110 | |
| EFA | iShares MSCI EAFE ETF | −3,517 | 224 | $23,269 | |
| DOW | Dow Inc. | −3,355 | 421 | $11,518 | |
| SCHY | Schwab International Dividend Equity ETF | −2,772 | 55,012 | $1,745,530 | |
| INTC | Intel Corp | −2,335 | 331 | $46,217 | |
| SCHD | Schwab U.S. Dividend Equity ETF | −1,325 | 107,824 | $3,419,099 | |
| SIVR | abrdn Silver ETF Trust | −750 | 1,400 | $78,708 | |
| IAU | Ishares Gold Trust | −570 | 950 | $71,734 | |
| OTTR | Otter Tail Corp | −526 | 4,873 | $438,472 | |
| CVX | Chevron Corp | −518 | 2,743 | $454,679 | |
| NVDA | Nvidia Corp | −447 | 5,025 | $1,005,452 | |
| MBB | iShares MBS ETF | −375 | 170 | $16,068 | |
| MSFT | Microsoft Corp | −360 | 14,544 | $5,425,202 | |
| GIS | General Mills Inc | −340 | 633 | $22,028 | |
| GOOG | Alphabet Inc. | −337 | 323 | $114,125 | |
| SDY | State Street(R) SPDR(R) S&P(R) Dividend ETF | −256 | 28,467 | $4,332,108 | |
| CSCO | Cisco Systems, Inc. | −254 | 5,068 | $595,287 | |
| MRK | Merck & Co., Inc. | −241 | 3,860 | $496,010 | |
| ANET | Arista Networks, Inc. | −203 | 35 | $5,945 | |
| UBER | Uber Technologies, Inc | −197 | 164 | $11,834 | |
| CRM | Salesforce, Inc. | −180 | 406 | $63,603 | |
| AVGO | Broadcom Inc. | −175 | 1,916 | $723,769 | |
| BAC | Bank Of America Corp | −174 | 1,842 | $104,957 | |
| IEI | iShares 3-7 Year Treasury Bond ETF | −170 | 302 | $35,469 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FAUG | FT Vest U.S. Equity Buffer ETF - August | 1,974 | $111,540 | |
| XLE | State Street(R) Energy Select Sector SPDR(R) ETF | 1,696 | $90,074 | |
| AMAT | Applied Materials Inc | 68 | $49,164 | |
| LRCX | Lam Research Corp | 105 | $45,499 | |
| PLTR | Palantir Technologies Inc. | 266 | $31,034 | |
| COF | Capital One Financial Corp | 118 | $23,673 | |
| KVUE | Kenvue Inc. | 100 | $1,911 | |
| ONL | Orion Properties Inc. | 15 | $43 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IWV | iShares Russell 3000 ETF | 3,068 | $1,137,246 | |
| AGG | iShares Core U.S. Aggregate Bond ETF | 9,518 | $944,851 | |
| HON | Honeywell International Inc | 1,525 | $344,695 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | 4,003 | $294,780 | |
| BNDX | Vanguard Total International Bond ETF | 6,002 | $288,396 | |
| EEM | iShares MSCI Emerging Markets ETF | 3,642 | $206,829 | |
| VNQ | VANGUARD REAL ESTATE INDEX FUND | 1,130 | $100,231 | |
| PYPL | PayPal Holdings, Inc. | 1,436 | $64,950 | |
| D | Dominion Energy, Inc | 616 | $38,081 | |
| EMLC | VanEck J.P. Morgan EM Local Currency Bond ETF | 1,173 | $29,454 | |
| ISRG | Intuitive Surgical Inc | 63 | $29,042 | |
| DD | DuPont de Nemours, Inc. | 466 | $21,342 | |
| XPO | XPO, Inc. | 99 | $19,260 | |
| VRT | Vertiv Holdings Co | 76 | $19,044 | |
| LIN | Linde PLC | 35 | $17,351 | |
| CDNS | Cadence Design Systems Inc | 58 | $16,116 | |
| RAAX | VanEck Real Assets ETF | 394 | $16,039 | |
| BSX | Boston Scientific Corp | 250 | $15,687 | |
| DDOG | Datadog, Inc. | 128 | $15,110 | |
| CP | Canadian Pacific Kansas City Ltd | 177 | $13,922 | |
| OKTA | Okta, Inc. | 174 | $13,695 | |
| DXCM | Dexcom Inc | 196 | $12,308 | |
| SPGI | S&P Global Inc. | 28 | $11,909 | |
| MKSI | Mks Inc | 50 | $11,490 | |
| NBIX | Neurocrine Biosciences Inc | 84 | $11,066 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 81,861 | $56,222,953 | 21.56% | |
| SCHG |
Schwab U.S. Large-Cap Growth ETF
|
Added | 383,079 | $12,963,393 | 4.97% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Added | 53,159 | $11,584,940 | 4.44% | |
| FENI |
Fidelity Enhanced International ETF
|
Added | 223,912 | $8,985,588 | 3.45% | |
| FSMD |
Fidelity Small-Mid Multifactor ETF
|
Added | 164,967 | $8,718,505 | 3.34% | |
| RDVY |
First Trust Rising Dividend Achievers ETF
|
Added | 85,803 | $6,955,191 | 2.67% | |
| SDVY |
First Trust SMID Cap Rising Dividend Achievers ETF
|
Added | 156,888 | $6,768,148 | 2.60% | |
| CGDV |
Capital Group Dividend Value ETF
|
Added | 135,729 | $6,688,725 | 2.57% | |
| AVUV |
Avantis U.S. Small Cap Value ETF
|
Added | 52,660 | $6,569,861 | 2.52% | |
| FNDX |
Schwab Fundamental U.S. Large Company ETF
|
Added | 209,549 | $6,516,973 | 2.50% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 77,145 | $5,496,581 | 2.11% | |
| AUSF |
Global X Adaptive U.S. Factor ETF
|
Added | 111,896 | $5,467,238 | 2.10% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 14,544 | $5,425,202 | 2.08% | |
| VIG |
Vanguard Specialized Funds
|
Added | 22,772 | $5,388,310 | 2.07% | |
| CGGR |
Capital Group Growth ETF
|
Added | 109,516 | $5,169,155 | 1.98% | |
| EMXC |
iShares MSCI Emerging Markets ex China ETF
|
Added | 45,035 | $4,607,080 | 1.77% | |
| VOT |
VANGUARD MID-CAP GROWTH INDEX FUND
|
Added | 14,425 | $4,418,377 | 1.69% | |
| VBK |
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
Added | 12,001 | $4,388,765 | 1.68% | |
| SDY |
State Street(R) SPDR(R) S&P(R) Dividend ETF
|
Reduced | 28,467 | $4,332,108 | 1.66% | |
|
|
Added | 20,918 | $3,459,418 | 1.33% | ||
| SCHD |
Schwab U.S. Dividend Equity ETF
|
Reduced | 107,824 | $3,419,099 | 1.31% | |
| FNDC |
Schwab Fundamental International Small Equity ETF
|
Added | 68,728 | $3,337,431 | 1.28% | |
| AIQ |
Global X Artificial Intelligence & Technology ETF
|
Added | 49,843 | $3,270,199 | 1.25% | |
| AAPL |
Apple Inc.
Technology
|
Added | 11,150 | $3,226,364 | 1.24% | |
|
|
Added | 33,218 | $2,984,637 | 1.14% | ||
|
|
Added | 34,170 | $2,761,619 | 1.06% | ||
| GLD |
Spdr Gold Trust
|
Added | 7,226 | $2,661,913 | 1.02% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Added | 43,604 | $2,602,722 | 1.00% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Added | 26,462 | $2,279,436 | 0.87% | |
| XLU |
State Street(R) Utilities Select Sector SPDR(R) ETF
|
Added | 48,965 | $2,220,073 | 0.85% | |
| MUNI |
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
|
Added | 33,612 | $1,767,991 | 0.68% | |
| CATH |
Global X S&P 500 Catholic Values ETF
|
Added | 19,900 | $1,761,150 | 0.68% | |
| SCHY |
Schwab International Dividend Equity ETF
|
Reduced | 55,012 | $1,745,530 | 0.67% | |
| ASEA |
Global X FTSE Southeast Asia ETF
|
Added | 83,606 | $1,639,513 | 0.63% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 1,453 | $1,547,299 | 0.59% | |
| EWZ |
iShares MSCI Brazil ETF
|
Added | 43,254 | $1,492,263 | 0.57% | |
| VXUS |
Vanguard Total International Stock ETF
|
Added | 16,746 | $1,431,615 | 0.55% | |
| SUB |
iShares Short-Term National Muni Bond ETF
|
Reduced | 13,000 | $1,384,110 | 0.53% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Added | 16,460 | $1,326,182 | 0.51% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 3,658 | $1,197,373 | 0.46% | |
| PULS |
PGIM Ultra Short Bond ETF
|
Added | 23,368 | $1,157,884 | 0.44% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 3,236 | $1,156,449 | 0.44% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 5,025 | $1,005,452 | 0.39% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 5,836 | $797,897 | 0.31% | |
| IVV |
iShares Core S&P 500 ETF
|
Held | 1,045 | $782,590 | 0.30% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,074 | $732,657 | 0.28% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 1,916 | $723,769 | 0.28% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 2,845 | $722,544 | 0.28% | |
| VTEB |
VANGUARD TAX-EXEMPT BOND INDEX FUND
|
Added | 13,934 | $704,781 | 0.27% | |
| VB |
Vanguard Index Funds
|
Added | 2,148 | $651,101 | 0.25% |
Showing the top 50 of 352 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.