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CIK: 0002126773
Total reported value
$260.8M
$260.8M
410 檔
29.9%
During the Q1 2026 filing period, Bravera Wealth (CIK: 0002126773) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $260.8M across 410 reported positions.
In Q1 2026, Bravera Wealth displayed an active expansion posture, initiating 23 new positions and adding to 94 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 410 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 19.80% | +1.76% | +4.63% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.49% | +0.48% | +16.40% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 4.35% | +0.09% | +26.40% | |
| 4 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 3.39% | +0.06% | +13.16% | |
| 5 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 3.03% | +0.31% | +20.22% | |
| 6 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.57% | +0.03% | +15.19% | |
| 7 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.49% | +0.03% | +12.89% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.48% | -0.40% | -2.92% | |
| 9 | RDVY | First Trust Rising Dividend | ETF-Other | 2.42% | +0.25% | +18.97% | |
| 10 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 2.40% | +0.10% | +21.29% | |
| 11 | CGDV | Cap Group Dividend Value | ETF-Other | 2.38% | +0.18% | +18.61% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.20% | -0.13% | -6.40% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.19% | -0.08% | +16.50% | |
| 14 | AUSF | Global X Adaptive US Factor | ETF-Other | 2.18% | -0.08% | +17.05% | |
| 15 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.89% | -0.23% | -9.88% | |
| 16 | CGGR | Cap Group Growth Equity | ETF-Other | 1.75% | +0.23% | +16.84% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.51% | -0.20% | -8.64% | |
| 18 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.50% | +0.19% | +17.04% | |
| 19 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.49% | +0.28% | +14.63% | |
| 20 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.48% | +0.20% | +18.60% | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 1.29% | -0.27% | +12.18% | |
| 22 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 1.29% | -0.01% | +9.95% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.26% | -0.02% | +2.68% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.00% | — | +11.22% | |
| 25 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.93% | +0.32% | +10.13% | |
| 26 | QTUM | Defiance Quantum ETF | ETF-Other | 0.91% | +0.42% | +7.67% | |
| 27 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.90% | -0.05% | +28.42% | |
| 28 | SUB | Ishares Short-term National | ETF-Other | 0.90% | -0.37% | — | |
| 29 | ARKK | Ark Innovation ETF | ETF-Other | 0.89% | +0.17% | +22.89% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.83% | +0.04% | +47.58% | |
| 31 | SCHY | Schwab International Dvd ETF | ETF-Other | 0.82% | -0.15% | -12.24% | |
| 32 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.82% | +0.32% | +18.25% | |
| 33 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 0.69% | -0.01% | — | |
| 34 | ASEA | Global X Ftse Southeast Asia | ETF-Other | 0.64% | -0.01% | +9.72% | |
| 35 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 0.63% | -0.06% | +11.59% | |
| 36 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.57% | -0.02% | +38.23% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.51% | — | +40.57% | |
| 38 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.51% | -0.51% | EXIT | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.47% | +0.12% | — | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | -0.14% | -2.36% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | +0.02% | +4.34% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.43% | +0.01% | -1.04% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.43% | -0.04% | +19.87% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.43% | -0.43% | EXIT | |
| 45 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.41% | +0.27% | +607.71% | |
| 46 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.34% | +0.10% | +63.45% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.33% | -0.27% | +384.86% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | -0.04% | -9.84% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | -0.01% | +12.37% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.30% | -0.13% | +1.49% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +0.6% | +26.40% | Add |
| 2 | MUNI | Pimco Intermediate Municipal | +0.4% | +607.71% | Add |
| 3 | FSMD | Fidelity Small-mid Multifact | +0.3% | +20.22% | Add |
| 4 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.3% | +21.29% | Add |
| 5 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +384.86% | Add |
| 6 | AVUV | Avantis US Small Cap Value | +0.2% | +12.89% | Add |
| 7 | AUSF | Global X Adaptive US Factor | +0.2% | +17.05% | Add |
| 8 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +28.42% | Add |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | +0.2% | +654.80% | Add |
| 10 | SDVY | First Trust Smid Cap Rising | +0.2% | +15.19% | Add |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.2% | +16.50% | Add |
| 12 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.2% | +14.63% | Add |
| 13 | EFA | Ishares Msci Eafe ETF | +0.2% | +1570.09% | Add |
| 14 | VUG | Vanguard Growth ETF | +0.1% | +47.58% | Add |
| 15 | RDVY | First Trust Rising Dividend | +0.1% | +18.97% | Add |
| 16 | VXUS | Vanguard Total Intl Stock | +0.1% | +38.23% | Add |
| 17 | FENI | Fidelity Enhanced Intl ETF | +0.1% | +13.16% | Add |
| 18 | GLD | Spdr Gold Shares | +0.1% | +12.18% | Add |
| 19 | EWZ | Ishares Msci Brazil ETF | +0.1% | +11.59% | Add |
| 20 | PULS | Pgim Ultra Short Bond ETF | +0.1% | +63.45% | Add |
| 21 | VO | Vanguard Mid-cap ETF | +0.1% | +40.57% | Add |
| 22 | CGDV | Cap Group Dividend Value | +0.1% | +18.61% | Add |
| 23 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +18.60% | Add |
| 24 | XOM | Exxon Mobil CORP | +0.1% | -2.36% | Trim |
| 25 | HYMB | Ss Spdr N Ice Hy Muni ETF | +0.1% | +647.57% | Add |
| 26 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 27 | CVX | Chevron CORP | +0.1% | +1.49% | Add |
| 28 | VB | Vanguard Small-cap ETF | +0.1% | +38.21% | Add |
| 29 | HON | Honeywell International Inc | +0.1% | +35.92% | Add |
| 30 | SBUX | Starbucks CORP | +0.1% | +191.91% | Add |
| 31 | TGT | Target CORP | +0.1% | +445.70% | Add |
| 32 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | 0% | +9.95% | Add |
| 33 | DOW | Dow Inc | 0% | +66.71% | Add |
| 34 | IEMG | Ishares Core Msci Emerging | 0% | +191.39% | Add |
| 35 | CMI | Cummins Inc | 0% | +1985.71% | Add |
| 36 | ASEA | Global X Ftse Southeast Asia | 0% | +9.72% | Add |
| 37 | COP | Conocophillips | 0% | -2.38% | Trim |
| 38 | GOOG | Alphabet Inc-cl C | 0% | +63.37% | Add |
| 39 | VZ | Verizon Communications Inc | 0% | -1.83% | Trim |
| 40 | OTTR | Otter Tail CORP | 0% | +12.50% | Add |
| 41 | ACN | Accenture plc | 0% | +316.53% | Add |
| 42 | HD | Home Depot Inc | 0% | +47.82% | Add |
| 43 | VDE | Vanguard Energy ETF | 0% | +9.22% | Add |
| 44 | PSX | Phillips 66 | 0% | — | Unchanged |
| 45 | D | Dominion Energy Inc | 0% | +608.05% | Add |
| 46 | VWO | Vanguard Ftse Emerging Marke | 0% | +11.22% | Add |
| 47 | WMB | Williams Cos Inc | 0% | — | Unchanged |
| 48 | JCPB | Jpmorgan Core Plus Bond ETF | 0% | +27.20% | Add |
| 49 | WMT | Walmart Inc | 0% | +7.15% | Add |
| 50 | GDX | Vaneck Gold Miners ETF | 0% | +22.98% | Add |
According to official SEC Form 13F filings, Bravera Wealth reported a total U.S. public equity portfolio value of $260.8M across 410 disclosed positions in Q1 2026.
During Q1 2026, Bravera Wealth's top holdings by market value included VOO (19.8%)、SCHG (4.5%)、VTV (4.3%). The largest single position, VOO, represented 19.8% of total portfolio value.
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 VOO, SCHG, VTV) accounted for 29.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
SUB
市值: $2.0M
Top Position Liquidated / Trimmed
VYM
前期市值: $322.3K
In Q1 2026, Bravera Wealth made 175 total portfolio adjustments, initiating 23 new buys, adding to 94 positions, trimming 45 holdings, and fully liquidating 13 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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