Bravera Wealth

Diversified strategyMomentum followerLong-term holder

Total reported value

$222.0M

Reporting period: 2026-03-31 · Number of holdings: 410

Bravera Wealth disclosed 410 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $222.0M and a quarterly turnover rate of 16.0%.

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Personality snowflake

Concentration: 21.44
Portfolio Stability: 15.99
Momentum/Contrarian: 100
Sector conviction: 66.75
Diversification: 100
Sizing Uniformity: 54.15

Recent moves

Trim VOO
+4.6%　-$133.4K
Trim MSFT
-2.9%　-$1.9M
Add VTV
+26.4%　$2.2M
Trim VIG
-6.4%　-$449.0K
Add MUNI
+607.7%　$772.4K
Trim SDY
-9.9%　-$243.5K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	19.80%	-2.29%	+4.63%
2	SCHG	Schwab US Large-cap Growth	ETF-Other	4.49%	-0.32%	+16.40%
3	VTV	Vanguard Value ETF	ETF-Other	4.35%	+0.62%	+26.40%
4	FENI	Fidelity Enhanced Intl ETF	ETF-Other	3.39%	+0.11%	+13.16%
5	FSMD	Fidelity Small-mid Multifact	ETF-Other	3.03%	+0.26%	+20.22%
6	SDVY	First Trust Smid Cap Rising	ETF-Other	2.57%	+0.16%	+15.19%
7	AVUV	Avantis US Small Cap Value	ETF-Small Cap	2.49%	+0.23%	+12.89%
8	MSFT	Microsoft CORP	Stock-Tech	2.48%	-1.24%	-2.92%
9	RDVY	First Trust Rising Dividend	ETF-Other	2.42%	+0.12%	+18.97%
10	FNDX	Schwab Fndmntl US Lrg Co ETF	ETF-Other	2.40%	+0.25%	+21.29%
11	CGDV	Cap Group Dividend Value	ETF-Other	2.38%	+0.09%	+18.61%
12	VIG	Vanguard Dividend Apprec ETF	ETF-Other	2.20%	-0.47%	-6.40%
13	VEA	Vanguard Ftse Developed ETF	ETF-Other	2.19%	+0.16%	+16.50%
14	AUSF	Global X Adaptive US Factor	ETF-Other	2.18%	+0.19%	+17.05%
15	SDY	Ss Spdr S&p Dividend ETF	ETF-Other	1.89%	-0.33%	-9.88%
16	CGGR	Cap Group Growth Equity	ETF-Other	1.75%	-0.09%	+16.84%
17	SCHD	Schwab US Dvd Equity ETF	ETF-Other	1.51%	—	-8.64%
18	VOT	Vanguard Mid-cap Growth ETF	ETF-Other	1.50%	-0.04%	+17.04%
19	EMXC	Ishares Msci Emr Mrk Ex Chna	ETF-Other	1.49%	+0.16%	+14.63%
20	VBK	Vanguard Small-cap Grwth ETF	ETF-Other	1.48%	+0.09%	+18.60%
21	GLD	Spdr Gold Shares	ETF-Commodities	1.29%	+0.11%	+12.18%
22	FNDC	Schwab Fndmnt Intl Sm Eq ETF	ETF-Other	1.29%	+0.04%	+9.95%
23	AAPL	Apple INC	Stock-Tech	1.26%	—	+2.68%
24	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	1.00%	+0.01%	+11.22%
25	AIQ	Global X Art Intel & Tech	ETF-Tech	0.93%	—	+10.13%
26	QTUM	Defiance Quantum ETF	ETF-Other	0.91%	—	+7.67%
27	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-Other	0.90%	+0.18%	+28.42%
28	SUB	Ishares Short-term National	ETF-Other	0.90%	+0.90%	NEW
29	ARKK	Ark Innovation ETF	ETF-Other	0.89%	-0.02%	+22.89%
30	VUG	Vanguard Growth ETF	ETF-Other	0.83%	+0.13%	+47.58%
31	SCHY	Schwab International Dvd ETF	ETF-Other	0.82%	-0.16%	-12.24%
32	CIBR	First Trust Nasdaq Cybersecu	ETF-Tech	0.82%	—	+18.25%
33	CATH	Global X S&p 500 Ca Val ETF	ETF-Large Cap & Growth	0.69%	—	—
34	ASEA	Global X Ftse Southeast Asia	ETF-Other	0.64%	+0.03%	+9.72%
35	EWZ	Ishares Msci Brazil ETF	ETF-Other	0.63%	+0.11%	+11.59%
36	VXUS	Vanguard Total Intl Stock	ETF-Other	0.57%	+0.12%	+38.23%
37	VO	Vanguard Mid-cap ETF	ETF-Other	0.51%	+0.10%	+40.57%
38	IWV	Ishares Russell 3000 ETF	ETF-Other	0.51%	+0.51%	NEW
39	CAT	Caterpillar INC	Stock-Industrials	0.47%	+0.05%	—
40	XOM	Exxon Mobil CORP	Stock-Energy	0.45%	+0.08%	-2.36%
41	JPM	Jpmorgan Chase & Co	Stock-Financials	0.44%	—	+4.34%
42	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.43%	—	-1.04%
43	NVDA	Nvidia CORP	Stock-Tech	0.43%	—	+19.87%
44	AGG	Ishares Core U.s. Aggregate	ETF-Other	0.43%	+0.43%	NEW
45	MUNI	Pimco Intermediate Municipal	ETF-Other	0.41%	+0.35%	+607.71%
46	PULS	Pgim Ultra Short Bond ETF	ETF-Other	0.34%	+0.11%	+63.45%
47	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.33%	+0.25%	+384.86%
48	JNJ	Johnson & Johnson	Stock-Healthcare	0.32%	—	-9.84%
49	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.31%	—	+12.37%
50	CVX	Chevron CORP	Stock-Energy	0.30%	+0.05%	+1.49%

1–50 of 410

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	410	$222.0M	16	1VOO 2SCHG 3VTV Top holdings2026-03-31 1.VOO 2.SCHG 3.VTV 4.FENI 5.FSMD 6.SDVY 7.AVUV 8.MSFT 9.RDVY 10.FNDX
2025-12-31	483	$199.6M	0	1VOO 2SCHG 3VTV Top holdings2025-12-31 1.VOO 2.SCHG 3.VTV 4.MSFT 5.FENI 6.FSMD 7.VIG 8.SDVY 9.RDVY 10.CGDV

Holding changes this quarter

Bravera Wealth's most significant position changes for 2026-03-31: New buy: Ishares Short-term National (SUB); New buy: Ishares Russell 3000 ETF (IWV); New buy: Ishares Core U.s. Aggregate (AGG); Sold out: Vanguard High Dvd Yield ETF (VYM); New buy: Vanguard Total Bond Market (BND).

Position changes disclosed by Bravera Wealth for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	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	FNDC	Schwab Fndmnt Intl Sm Eq ETF	0%	+9.95%	Add
31	ASEA	Global X Ftse Southeast Asia	0%	+9.72%	Add
32	VWO	Vanguard Ftse Emerging Marke	0%	+11.22%	Add
33	ARKK	Ark Innovation ETF	0%	+22.89%	Add
34	VOT	Vanguard Mid-cap Growth ETF	0%	+17.04%	Add
35	QCOM	Qualcomm INC	-0.1%	-11.90%	Trim
36	CGGR	Cap Group Growth Equity	-0.1%	+16.84%	Add
37	SCHY	Schwab International Dvd ETF	-0.2%	-12.24%	Trim
38	SCHG	Schwab US Large-cap Growth	-0.3%	+16.40%	Add
39	SDY	Ss Spdr S&p Dividend ETF	-0.3%	-9.88%	Trim
40	VIG	Vanguard Dividend Apprec ETF	-0.5%	-6.40%	Trim
41	MSFT	Microsoft CORP	-1.2%	-2.92%	Trim
42	VOO	Vanguard S&p 500 ETF	-2.3%	+4.63%	Add
43	SUB	Ishares Short-term National	—	NEW	New buy
44	IWV	Ishares Russell 3000 ETF	—	NEW	New buy
45	AGG	Ishares Core U.s. Aggregate	—	NEW	New buy
46	VYM	Vanguard High Dvd Yield ETF	—	EXIT	Sold out
47	BND	Vanguard Total Bond Market	—	NEW	New buy
48	BNDX	Vanguard Total Intl Bond ETF	—	NEW	New buy
49	EEM	Ishares Msci Emerging Market	—	NEW	New buy
50	XLE	Ss Energy Select Sector	—	EXIT	Sold out

FAQ

What is Bravera Wealth and what type of investor is it?

Bravera Wealth is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $222.0M, spread across 410 disclosed positions.

What are Bravera Wealth's largest equity positions?

Based on the latest 13F filing, Bravera Wealth's top holdings by market value are: 1. Vanguard S&p 500 ETF (VOO) — $44.0M (19.8%) 2. Schwab US Large-cap Growth (SCHG) — $10.0M (4.5%) 3. Vanguard Value ETF (VTV) — $9.7M (4.3%) 4. Fidelity Enhanced Intl ETF (FENI) — $7.5M (3.4%) 5. Fidelity Small-mid Multifact (FSMD) — $6.7M (3.0%)

What changes did Bravera Wealth make in its most recent portfolio filing?

In the latest reported quarter, Bravera Wealth made 49 notable position adjustments: 6 new positions were initiated, 35 existing holdings were added to, 6 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Ishares Short-term National (SUB); New buy: Ishares Russell 3000 ETF (IWV); New buy: Ishares Core U.s. Aggregate (AGG); Sold out: Vanguard High Dvd Yield ETF (VYM); New buy: Vanguard Total Bond Market (BND)

What sectors does Bravera Wealth focus on?

Bravera Wealth is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 41.6% • Industrials: 10.0% • Health Care: 9.7% • Communication Services: 9.1% • Energy: 8.6% • Financials: 7.5%