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 Index Fds (VOO, 21.6%), Schwab Strategic Tr (SCHG, 5.0%), Vanguard Index Fds (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 Index Fds	21.6%	19.8%	81,861	+11.2%	$56.2M
SCHGSchwab Strategic Tr	5.0%	4.5%	383,079	+11.9%	$13.0M
VTVVanguard Index Fds	4.4%	4.4%	53,159	+7.9%	$11.6M
FENIFidelity Covington Trust	3.4%	3.4%	223,912	+10.6%	$9.0M
FSMDFidelity Covington Trust	3.3%	3.0%	164,967	+9.7%	$8.7M
RDVYFirst Tr Exchange Traded Fd	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	2.6%	2.4%	135,729	+9.3%	$6.7M
AVUVAmerican Centy ETF Tr	2.5%	2.5%	52,660	+5.3%	$6.6M
FNDXSchwab Strategic Tr	2.5%	2.4%	209,549	+9.3%	$6.5M
VEAVanguard Ftse Developed Markets Index Fu	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 Specialized Funds	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 Index Fds	1.7%	1.5%	12,001	+10.1%	$4.4M
SDYSpdr Ser Tr	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 ETF Tr	1.1%	0.9%	34,170	+17.4%	$2.8M
GLDSpdr Gold Tr	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 Index Fds	0.9%	0.8%	26,462	+524.1%	$2.3M
XLUSelect Sector Spdr Tr	0.9%	0.9%	48,965	+12.7%	$2.2M
MUNIPimco ETF Tr	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	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	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 ETF Tr	0.4%	0.3%	23,368	+53.4%	$1.2M
GOOGLAlphabet Inc	0.4%	0.4%	3,236	-3.1%	$1.2M
NVDANvidia Corporation	0.4%	0.4%	5,025	-8.2%	$1.0M
XOMExxon Mobil Corp	0.3%	0.5%	5,836	-1.5%	$798K
IVVIshares Tr	0.3%	0.3%	1,045	+0.0%	$783K
AMZNAmazon Com Inc	0.3%	—	3,074	—	$733K
AVGOBroadcom Inc	0.3%	—	1,916	—	$724K
JNJJohnson & Johnson	0.3%	0.3%	2,845	-1.4%	$723K
VTEBVanguard Mun Bd Fds	0.3%	—	13,934	—	$705K
VBVanguard Index Fds	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 Index Fds+524.1% shares
VO Vanguard Index Fds+314.2% shares
MUNI Pimco ETF Tr+94.9% shares
PULS Pgim ETF Tr+53.4% shares
EWZ Ishares Inc+18.4% shares
ARKK Ark ETF Tr+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-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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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 Index Fds (VOO) at 21.6%, Schwab Strategic Tr (SCHG) at 5.0%, Vanguard Index Fds (VTV) at 4.4%, Fidelity Covington Trust (FENI) at 3.4% and Fidelity Covington Trust (FSMD) at 3.3%.

What did Bravera Wealth buy last quarter?

In Q2 2026, Bravera Wealth added Vanguard Index Fds (VUG) (+524.1% shares), Vanguard Index Fds (VO) (+314.2% shares) and Pimco ETF Tr (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 Tr (IWV), cut from its top 50 Ishares Tr (AGG), cut from its top 50 Ishares Tr (IEFA), cut from its top 50 Chevron Corporation (CVX), Ishares Tr (SUB) (-30.5% shares) and Nvidia Corporation (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.