Q2 2026 13F · SEC CIK 2126773

Bravera Wealth

Wealth managerFiled 2026-07-23 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $260.8M
Reported positions: 352
Holdings vs S&P 500, 3 yrs: —
Average holding period: 3 qtrs

Bravera Wealth is a wealth manager that reported 352 positions worth $260.8M in its Q2 2026 13F, filed 2026-07-23. Its largest holdings were Vanguard S&p 500 ETF (VOO, 21.6%), Schwab U.s. Large-Cap Growth ETF (SCHG, 5.0%), Vanguard Value ETF (VTV, 4.4%).

Bravera Wealth holdings largest 50 of 352 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Bravera Wealth 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VOOVanguard S&p 500 ETF	21.6%	19.8%	81,861	+11.2%	$56.2M
SCHGSchwab U.s. Large-Cap Growth ETF	5.0%	4.5%	383,079	+11.9%	$13.0M
VTVVanguard Value ETF	4.4%	4.4%	53,159	+7.9%	$11.6M
FENIFidelity Enhanced International ETF	3.4%	3.4%	223,912	+10.6%	$9.0M
FSMDFidelity Small-Mid Multifactor ETF	3.3%	3.0%	164,967	+9.7%	$8.7M
RDVYFirst Trust Rising Dividend Achievers Et	2.7%	2.4%	85,803	+9.1%	$7.0M
SDVYFirst Tr Exchange-Traded Fd	2.6%	2.6%	156,888	+8.5%	$6.8M
CGDVCapital Group Dividend Value ETF	2.6%	2.4%	135,729	+9.3%	$6.7M
AVUVAvantis US Small Cap Value ETF	2.5%	2.5%	52,660	+5.3%	$6.6M
FNDXSchwab Strategic Tr	2.5%	2.4%	209,549	+9.3%	$6.5M
VEAVanguard Tax-Managed Fds	2.1%	2.2%	77,145	+1.9%	$5.5M
AUSFGlobal X Fds	2.1%	2.2%	111,896	+11.6%	$5.5M
MSFTMicrosoft Corp	2.1%	2.5%	14,544	-2.4%	$5.4M
VIGVanguard Dividend Appreciation ETF	2.1%	2.2%	22,772	+0.2%	$5.4M
CGGRCapital Group Growth ETF	2.0%	1.7%	109,516	+13.3%	$5.2M
EMXCIshares Inc	1.8%	1.5%	45,035	+7.2%	$4.6M
VOTVanguard Index Fds	1.7%	1.5%	14,425	+11.7%	$4.4M
VBKVanguard Small Cap Growth ETF	1.7%	1.5%	12,001	+10.1%	$4.4M
SDYSpdr Series Trust	1.7%	1.9%	28,467	-0.9%	$4.3M
QTUMETF Ser Solutions	1.3%	0.9%	20,918	+11.4%	$3.5M
SCHDSchwab Strategic Tr	1.3%	1.5%	107,824	-1.2%	$3.4M
FNDCSchwab Strategic Tr	1.3%	1.3%	68,728	+11.6%	$3.3M
AIQGlobal X Fds	1.3%	0.9%	49,843	+12.7%	$3.3M
AAPLApple Inc	1.2%	1.3%	11,150	+1.1%	$3.2M
CIBRFirst Tr Exchange-Traded Fd	1.1%	0.8%	33,218	+14.2%	$3.0M
ARKKArk Innovation ETF	1.1%	0.9%	34,170	+17.4%	$2.8M
GLDSpdr Gold Shares	1.0%	1.3%	7,226	+8.2%	$2.7M
VWOVanguard Intl Equity Index F	1.0%	1.0%	43,604	+6.1%	$2.6M
VUGVanguard Indx Fd	0.9%	0.8%	26,462	+524.1%	$2.3M
XLUSpdr	0.9%	0.9%	48,965	+12.7%	$2.2M
MUNIInter Mun Bd Act	0.7%	0.4%	33,612	+94.9%	$1.8M
CATHGlobal X Fds	0.7%	0.7%	19,900	+1.0%	$1.8M
SCHYSchwab Strategic Tr	0.7%	0.8%	55,012	-4.8%	$1.7M
ASEAGlobal X Fds	0.6%	0.6%	83,606	+14.5%	$1.6M
CATCaterpillar Inc Com	0.6%	0.5%	1,453	-1.6%	$1.5M
EWZIshares Inc	0.6%	0.6%	43,254	+18.4%	$1.5M
VXUSVanguard Star Fds Vanguard Total Intl St	0.5%	0.6%	16,746	+2.6%	$1.4M
SUBIshares Tr	0.5%	0.9%	13,000	-30.5%	$1.4M
VOVanguard Index Fds	0.5%	0.5%	16,460	+314.2%	$1.3M
JPMJpmorgan Chase & Co	0.5%	0.4%	3,658	+9.5%	$1.2M
PULSPgim Ultra Short Bond ETF	0.4%	0.3%	23,368	+53.4%	$1.2M
GOOGLAlphabet Inc	0.4%	0.4%	3,236	-3.1%	$1.2M
NVDANvidia Corporation Com	0.4%	0.4%	5,025	-8.2%	$1.0M
XOMExxon Mobil Corp	0.3%	0.5%	5,836	-1.5%	$798K
IVVIshares Core S&p 500 ETF	0.3%	0.3%	1,045	+0.0%	$783K
AMZNAmazon Com Inc Com	0.3%	—	3,074	—	$733K
AVGOBroadcom Inc	0.3%	—	1,916	—	$724K
JNJJohnson & Johnson	0.3%	0.3%	2,845	-1.4%	$723K
VTEBVanguard Tx Ex Bd	0.3%	—	13,934	—	$705K
VBVanguard Indx Fd	0.3%	—	2,148	—	$651K

What Bravera Wealth bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Indx Fd+524.1% shares
VO Vanguard Index Fds+314.2% shares
MUNI Inter Mun Bd Act+94.9% shares
PULS Pgim Ultra Short Bond ETF+53.4% shares
EWZ Ishares Inc+18.4% shares
ARKK Ark Innovation ETF+17.4% shares
ASEA Global X Fds+14.5% shares
CIBR First Tr Exchange-Traded Fd+14.2% shares

Reduced

SUB Ishares Tr-30.5% shares
NVDA Nvidia Corporation Com-8.2% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$260.8M	352
Q1 2026	$222.0M	410
Q4 2025	$199.6M	483

Questions about Bravera Wealth's portfolio

What stocks does Bravera Wealth own?

Bravera Wealth's latest 13F, for Q2 2026 and filed Jul 23, 2026, lists 352 positions worth $260.8M. The largest are Vanguard S&p 500 ETF (VOO) at 21.6%, Schwab U.s. Large-Cap Growth ETF (SCHG) at 5.0%, Vanguard Value ETF (VTV) at 4.4%, Fidelity Enhanced International ETF (FENI) at 3.4% and Fidelity Small-Mid Multifactor ETF (FSMD) at 3.3%.

What did Bravera Wealth buy last quarter?

In Q2 2026, Bravera Wealth added Vanguard Indx Fd (VUG) (+524.1% shares), Vanguard Index Fds (VO) (+314.2% shares) and Inter Mun Bd Act (MUNI) (+94.9% shares), compared with its Q1 2026 filing.

What did Bravera Wealth sell last quarter?

In Q2 2026, Bravera Wealth cut from its top 50 Ishares Russell 3000 Index (IWV), cut from its top 50 Ishares Tr (AGG), cut from its top 50 Ishares Core Msci Eafe ETF (IEFA), cut from its top 50 Chevron Corp New (CVX), Ishares Tr (SUB) (-30.5% shares) and Nvidia Corporation Com (NVDA) (-8.2% shares), compared with its Q1 2026 filing.

When is Bravera Wealth's next 13F filing due?

13F filings are due 45 days after each quarter ends. Bravera Wealth's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.