account_balance

Investment manager · 13F filer · SEC CIK 2126773

Bravera Wealth

Reported value$261Mas of Jun 30, 2026

Positions352 8 new, 66 sold out

Top 10 weight50.6%VOO alone is 22%

FiledJul 2323 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

VOOVanguard 500 Index ETF

21.6%Added +11%

SCHGSchwab U.S. Large-Cap Growth ETF

5.0%Added +12%

VTVVanguard Value Index ETF

4.4%Added +8%

FENIFidelity Enhanced International ETF

3.4%Added +11%

FSMDFidelity SMID Multifactor ETF

3.3%Added +10%

RDVYFirst Trust Rising Dividend Achievers ETF

2.7%Added +9%

SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF

2.6%Added +9%

CGDVCapital Group Dividend Value ETF

2.6%Added +9%

AVUVAvantis U.S. Small Cap Value ETF

2.5%Added +5%

FNDXSchwab Fundamental U.S. Large Company ETF

2.5%Added +9%

VEAVanguard Developed Markets Index FTSE ETF

2.1%

AUSFGlobal X Adaptive U.S. Factor ETF

2.1%Added +12%

VOOVanguard 500 Index ETF

21.6%Added +11%

SCHGSchwab U.S. Large-Cap Growth ETF

5.0%

VTVVanguard Value Index ETF

4.4%

FENI3.4%

FSMD3.3%

RDVY2.7%

SDVY2.6%

CGDVCapital Group Dividend Value ETF

2.6%

AVUVAvantis U.S. Small Cap Value ETF

2.5%

FNDX

VEA2.1%

AUSF2.1%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

VOO Vanguard 500 Index ETF 21.6% Added +11%

SCHG Schwab U.S. Large-Cap Growth ETF 5.0% Added +12%

VTV Vanguard Value Index ETF 4.4% Added +8%

FENI Fidelity Enhanced International ETF 3.4% Added +11%

FSMD Fidelity SMID Multifactor ETF 3.3% Added +10%

RDVY First Trust Rising Dividend Achievers ETF 2.7% Added +9%

SDVY First Trust SMID Cap Rising Dividend Achievers ETF 2.6% Added +9%

CGDV Capital Group Dividend Value ETF 2.6% Added +9%

AVUV Avantis U.S. Small Cap Value ETF 2.5% Added +5%

FNDX Schwab Fundamental U.S. Large Company ETF 2.5% Added +9%

VEA Vanguard Developed Markets Index FTSE ETF 2.1% Held

AUSF Global X Adaptive U.S. Factor ETF 2.1% Added +12%

What changed

Biggest moves since Mar 31, 2026

Filed Jul 23, 2026, compared with the Apr 22, 2026 filing

add_circleNew

FAUG $112K
XLE $90.1K
AMAT $49.2K
LRCX $45.5K

arrow_upwardAdded

MUNI +95%
PULS +53%
VTEB +50%
EWZ +18%

arrow_downwardTrimmed

SUB −30%
AVGO −8%
NVDA −8%
SCHY −5%

remove_circleSold out

IWV $1.14M
AGG $945K
HON $345K
BND $295K

Bravera Wealth

Where the money is

Biggest moves since Mar 31, 2026

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