Bravera Wealth 13F Holdings · Q2 2026
Bravera Wealth reported 352 securities worth $260.77M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VOO (21.56%), SCHG (4.97%), VTV (4.44%). Among its top 25 positions this quarter: 22 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard 500 Index ETF | $56.2M | 21.56% | 81,861 | Added |
| 2 | SCHG | Schwab U.S. Large-Cap Growth ETF | $13.0M | 4.97% | 383,079 | Added |
| 3 | VTV | Vanguard Value Index ETF | $11.6M | 4.44% | 53,159 | Added |
| 4 | FENI | Fidelity Enhanced International ETF | $9.0M | 3.45% | 223,912 | Added |
| 5 | FSMD | Fidelity SMID Multifactor ETF | $8.7M | 3.34% | 164,967 | Added |
| 6 | RDVY | First Trust Rising Dividend Achievers ETF | $7.0M | 2.67% | 85,803 | Added |
| 7 | SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | $6.8M | 2.60% | 156,888 | Added |
| 8 | CGDV | Capital Group Dividend Value ETF | $6.7M | 2.56% | 135,729 | Added |
| 9 | AVUV | Avantis U.S. Small Cap Value ETF | $6.6M | 2.52% | 52,660 | Added |
| 10 | FNDX | Schwab Fundamental U.S. Large Company ETF | $6.5M | 2.50% | 209,549 | Added |
| 11 | VEA | Vanguard Developed Markets Index FTSE ETF | $5.5M | 2.11% | 77,145 | Added |
| 12 | AUSF | Global X Adaptive U.S. Factor ETF | $5.5M | 2.10% | 111,896 | Added |
| 13 | MSFT | Microsoft Corp | $5.4M | 2.08% | 14,544 | Trimmed |
| 14 | VIG | Vanguard Dividend Appreciation ETF | $5.4M | 2.07% | 22,772 | Added |
| 15 | CGGR | Capital Group Growth ETF | $5.2M | 1.98% | 109,516 | Added |
| 16 | EMXC | iShares MSCI Emerging Markets Ex China ETF | $4.6M | 1.77% | 45,035 | Added |
| 17 | VOT | Vanguard Mid-Cap Growth ETF | $4.4M | 1.69% | 14,425 | Added |
| 18 | VBK | Vanguard Small-Cap Growth ETF | $4.4M | 1.68% | 12,001 | Added |
| 19 | SDY | SPDR S&P Dividend ETF | $4.3M | 1.66% | 28,467 | Trimmed |
| 20 | QTUM | Defiance Quantum ETF | $3.5M | 1.33% | 20,918 | Added |
| 21 | SCHD | Schwab U.S. Dividend Equity ETF | $3.4M | 1.31% | 107,824 | Trimmed |
| 22 | FNDC | Schwab Fundamental International Small Equity ETF | $3.3M | 1.28% | 68,728 | Added |
| 23 | AIQ | Global X Funds Artificial Intelligence & Technology ETF | $3.3M | 1.25% | 49,843 | Added |
| 24 | AAPL | Apple Inc | $3.2M | 1.24% | 11,150 | Added |
| 25 | CIBR | First Trust NASDAQ Cybersecurity ETF | $3.0M | 1.14% | 33,218 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR