Bravera Wealth

Position in WMT — Walmart Inc.

CIK 2126773 BISMARCK, ND

Position in WMT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$325,622

-$44,856 QoQ

Shares Held

2,875

-3.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.79%

of 13F equity value

Holder Rank

#3,763

of 4,382 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Bravera Wealth holds $611,980 across 4 Discount Stores names. WMT ranks #1 (53.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	2,875	$325,622
2	COST	Costco Wholesale Corp /New	158	$147,804
3	TGT	Target Corp	1,015	$132,569
4	DG	Dollar General Corp	52	$5,985

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$325,622	2,875	-3.6%	Shares	Sole	2026-07-23
2026-03-31	$370,478	2,981	+7.2%	Shares	Sole	2026-04-22
2025-12-31	$309,942	2,782	—	Shares	Sole	2026-04-22
No filing history on record for this holder in this stock.