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CIK: 0001085867
Total reported value
$467.5M
$467.5M
160 檔
25.9%
In Q1 2025, Brave Asset Management Inc's U.S. equity holdings reached a combined market value of $467.5M, distributed across 160 disclosed stock positions.
In Q1 2025, Brave Asset Management Inc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.86% | -0.55% | +47.33% | |
| 2 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 8.67% | +0.58% | +1.29% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 8.65% | +2.82% | +5.12% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 6.31% | — | -0.08% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.31% | +0.22% | -0.13% | |
| 6 | ZD | Ziff Davis Inc | Stock-Other | 4.76% | +0.65% | +11.82% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 4.52% | -0.24% | +0.21% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-Other | 3.88% | +0.07% | -32.26% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.72% | +0.04% | +0.02% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.18% | +0.55% | -0.20% | |
| 11 | IAU | Ishares Gold Trust | ETF-Commodities | 2.84% | -3.55% | EXIT | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.77% | +0.16% | +1.02% | |
| 13 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.63% | +0.29% | +306.22% | |
| 14 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.08% | +0.04% | +0.21% | |
| 15 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.81% | -0.05% | +1.49% | |
| 16 | XLF | Ss Financial Select Sector | ETF-Other | 1.79% | -0.01% | +914.38% | |
| 17 | AXP | American Express Co | Stock-Financials | 1.34% | -0.05% | — | |
| 18 | XLI | Ss Industrial Select Sector | ETF-Other | 1.14% | — | — | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.11% | -0.04% | -0.39% | |
| 20 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.83% | -0.04% | -49.12% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.79% | -0.02% | -0.87% | |
| 22 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.67% | +0.03% | +33.93% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.11% | — | |
| 24 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.61% | -0.18% | — | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.58% | +0.06% | +21.28% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.58% | -0.01% | — | |
| 27 | WTM | White Mountains Insurance Group, Ltd. | Stock-Financials | 0.55% | -0.07% | — | |
| 28 | BX | Blackstone Inc | Stock-Financials | 0.54% | -0.02% | — | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.08% | +11.96% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.53% | -0.05% | -1.97% | |
| 31 | ALL | Allstate CORP | Stock-Financials | 0.51% | +0.02% | — | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | -0.07% | — | |
| 33 | GLW | Corning Inc | Stock-Tech | 0.49% | +0.78% | -0.72% | |
| 34 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.43% | -0.02% | — | |
| 35 | PFF | Ishares Preferred & Income S | ETF-Other | 0.42% | -0.21% | EXIT | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.40% | -0.03% | -2.61% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.37% | -0.06% | -2.84% | |
| 38 | VTV | Vanguard Value ETF | ETF-Other | 0.35% | +0.01% | +1.57% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.34% | +0.08% | -3.60% | |
| 40 | APO | Apollo Global Management Inc | Stock-Financials | 0.33% | — | — | |
| 41 | MMM | 3m Co | Stock-Industrials | 0.31% | — | — | |
| 42 | MA | Mastercard Inc - A | Stock-Financials | 0.30% | -0.01% | +1.22% | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.29% | -0.17% | -5.15% | |
| 44 | AMGN | Amgen Inc | Stock-Healthcare | 0.28% | -0.06% | -1.02% | |
| 45 | HON | Honeywell International Inc | Stock-Industrials | 0.27% | -0.22% | EXIT | |
| 46 | MKL | Markel Group Inc | Stock-Financials | 0.26% | -0.02% | — | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.25% | +0.43% | — | |
| 48 | ADBE | Adobe Inc | Stock-Tech | 0.25% | -0.02% | — | |
| 49 | MET | Metlife Inc | Stock-Financials | 0.25% | -0.02% | -1.00% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.24% | -0.01% | +3.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 2 | EFV | Ishares Msci Eafe Value ETF | — | NEW | New buy |
| 3 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 4 | AAPL | Apple Inc | — | NEW | New buy |
| 5 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 6 | ZD | Ziff Davis Inc | — | NEW | New buy |
| 7 | MSFT | Microsoft CORP | — | NEW | New buy |
| 8 | XLV | Ss Health Care Select Sector | — | NEW | New buy |
| 9 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 10 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 11 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 12 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 13 | VEU | Vanguard Ftse All-world Ex-u | — | NEW | New buy |
| 14 | XLY | Ss Consumer Disc Select Sect | — | NEW | New buy |
| 15 | XLP | Ss Consumer Staples Sel Sect | — | NEW | New buy |
| 16 | XLF | Ss Financial Select Sector | — | NEW | New buy |
| 17 | AXP | American Express Co | — | NEW | New buy |
| 18 | XLI | Ss Industrial Select Sector | — | NEW | New buy |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 20 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | NEW | New buy |
| 21 | IVE | Ishares S&p 500 Value ETF | — | NEW | New buy |
| 22 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 23 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 24 | NOC | Northrop Grumman CORP | — | NEW | New buy |
| 25 | NVDA | Nvidia CORP | — | NEW | New buy |
| 26 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 27 | WTM | White Mountains Insurance Group, Ltd. | — | NEW | New buy |
| 28 | BX | Blackstone Inc | — | NEW | New buy |
| 29 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 30 | KO | Coca-cola Co/the | — | NEW | New buy |
| 31 | ALL | Allstate CORP | — | NEW | New buy |
| 32 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 33 | GLW | Corning Inc | — | NEW | New buy |
| 34 | YUM | Yum! Brands Inc | — | NEW | New buy |
| 35 | PFF | Ishares Preferred & Income S | — | NEW | New buy |
| 36 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 37 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 38 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 39 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 40 | APO | Apollo Global Management Inc | — | NEW | New buy |
| 41 | MMM | 3m Co | — | NEW | New buy |
| 42 | MA | Mastercard Inc - A | — | NEW | New buy |
| 43 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 44 | AMGN | Amgen Inc | — | NEW | New buy |
| 45 | HON | Honeywell International Inc | — | NEW | New buy |
| 46 | MKL | Markel Group Inc | — | NEW | New buy |
| 47 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 48 | ADBE | Adobe Inc | — | NEW | New buy |
| 49 | MET | Metlife Inc | — | NEW | New buy |
| 50 | HD | Home Depot Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Brave Asset Management Inc reported a total U.S. public equity portfolio value of $467.5M across 160 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, EFV, XLK) accounted for 25.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPY
市值: $28.4M
During Q1 2025, Brave Asset Management Inc's top holdings by market value included SPY (8.9%)、EFV (8.7%)、XLK (8.7%). The largest single position, SPY, represented 8.9% of total portfolio value.
In Q1 2025, Brave Asset Management Inc made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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