Bravera Wealth
$261M 13F equity value
418 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Bravera Wealth covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | Vanguard 500 Index ETF | 81,861 | $56M | 21.6% |
| SCHG | Schwab U.S. Large-Cap Growth ETF | 383,079 | $13M | 5.0% |
| VTV | Vanguard Value Index ETF | 53,159 | $12M | 4.4% |
| FENI | Fidelity Enhanced International ETF | 223,912 | $9M | 3.4% |
| FSMD | Fidelity SMID Multifactor ETF | 164,967 | $9M | 3.3% |
| RDVY | First Trust Rising Dividend Achievers ETF | 85,803 | $7M | 2.7% |
| SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | 156,888 | $7M | 2.6% |
| CGDV | Capital Group Dividend Value ETF | 135,729 | $7M | 2.6% |
| AVUV | Avantis U.S. Small Cap Value ETF | 52,660 | $7M | 2.5% |
| FNDX | Schwab Fundamental U.S. Large Company ETF | 209,549 | $7M | 2.5% |
Track Bravera Wealth's 13F portfolio: $261M in reported holdings, 418 positions. Top holdings and quarterly changes on SentiSense.
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