13F Insight
DOSSIER · 13F-HR · Q1 2026

Bravera Wealth

Bravera Wealth's holding co. based in Greenwich, CT — $222M in tracked AUM across 410 positions as of Q1 2026.

BW
Bravera Wealth·Greenwich, CT·Holding Co.
CIK 0002126773 · last filed Mar 31, 2026
Total AUM
$222M
▼ 12.7%
vs prior
Holdings
410
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
Top sector
Tech
12% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Bravera Wealth filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
Vanguard 500 Index ETF
$44M74K19.8%
02
SCHG
Schwab U.S. Large-Cap Growth ETF
$10M342K4.5%
03
VTV
Vanguard Value Index ETF
$10M49K4.4%
04
FENI
Fidelity Enhanced International ETF
$8M202K3.4%
05
FSMD
Fidelity SMID Multifactor ETF
$7M150K3.0%
06
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$6M145K2.6%
07
AVUV
Avantis U.S. Small Cap Value ETF
$6M50K2.5%
08
MSFT
Microsoft Corp
$6M15K2.5%
09
RDVY
First Trust Rising Dividend Achievers ETF
$5M79K2.4%
10
FNDX
Schwab Fundamental U.S. Large Company ETF
$5M192K2.4%

Filing history

Filing history loading…