§ 13F · FUND PROFILE
Bravera Wealth.
AUM · $261M (13F)Positions · 352Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$353K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard 500 Index ETF | 82K | $56M | — | +11% |
| 2 | SCHG | Schwab U.S. Large-Cap Growth ETF | 383K | $13M | — | +12% |
| 3 | VTV | Vanguard Value Index ETF | 53K | $12M | — | +8% |
| 4 | FENI | Fidelity Enhanced International ETF | 224K | $9M | — | +11% |
| 5 | FSMD | Fidelity SMID Multifactor ETF | 165K | $9M | — | +10% |
| 6 | RDVY | First Trust Rising Dividend Achievers ETF | 86K | $7M | — | +9% |
| 7 | SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | 157K | $7M | — | +9% |
| 8 | CGDV | Capital Group Dividend Value ETF | 136K | $7M | — | +9% |
| 9 | AVUV | Avantis U.S. Small Cap Value ETF | 53K | $7M | — | +5% |
| 10 | FNDX | Schwab Fundamental U.S. Large Company ETF | 210K | $7M | — | +9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRAVERA SIGNAL
AC read
Bravera Wealth is a institutional fund managing $261 million in assets. The fund runs a broad portfolio of 352 positions.
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