DOSSIER · 13F-HR · Q2 2026

Bravera Wealth

$261M in tracked AUM across 352 positions as of Q2 2026.

BW
CIK 0002126773 · last filed Jun 30, 2026
Total AUM
$261M
as of Q2 2026
Holdings
352
positions
Whale Score
51
51
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Bravera Wealth filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
Vanguard 500 Index ETF
$56M82K21.6%
02
SCHG
Schwab U.S. Large-Cap Growth ETF
$13M383K5.0%
03
VTV
Vanguard Value Index ETF
$12M53K4.4%
04
FENI
Fidelity Enhanced International ETF
$9M224K3.4%
05
FSMD
Fidelity SMID Multifactor ETF
$9M165K3.3%
06
RDVY
First Trust Rising Dividend Achievers ETF
$7M86K2.7%
07
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$7M157K2.6%
08
CGDV
Capital Group Dividend Value ETF
$7M136K2.6%
09
AVUV
Avantis U.S. Small Cap Value ETF
$7M53K2.5%
10
FNDX
Schwab Fundamental U.S. Large Company ETF
$7M210K2.5%

Filing history

2026Q2Jun 30
$261M 17.5%
352 positionsView →
2026Q1Mar 31
$222M 11.2%
410 positionsView →
2025Q4Dec 31
$200M
483 positionsView →