Bravera Wealth

Name: Bravera Wealth — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0002126773 · BISMARCK, ND · Quarter end: 2026-06-30 · Filed on: 2026-07-23 · Open the SEC source ↗

Bravera Wealth reported 352 positions worth $260.8M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: VOO (21.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$260.8M

2026 Q2

Positions

352

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

50.6%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 352 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	VOO	Vanguard 500 Index ETF	SH	$56.2M	21.56%	81,861	—	—
▸ 2	SCHG	Schwab U.S. Large-Cap Growth ETF	SH	$13.0M	4.97%	383,079	—	—
▸ 3	VTV	Vanguard Value Index ETF	SH	$11.6M	4.44%	53,159	—	—
▸ 4	FENI	Fidelity Enhanced International ETF	SH	$9.0M	3.45%	223,912	—	—
▸ 5	FSMD	Fidelity SMID Multifactor ETF	SH	$8.7M	3.34%	164,967	—	—
▸ 6	RDVY	First Trust Rising Dividend Achievers ETF	SH	$7.0M	2.67%	85,803	—	—
▸ 7	SDVY	First Trust SMID Cap Rising Dividend Achievers ETF	SH	$6.8M	2.60%	156,888	—	—
▸ 8	CGDV	Capital Group Dividend Value ETF	SH	$6.7M	2.56%	135,729	—	—
▸ 9	AVUV	Avantis U.S. Small Cap Value ETF	SH	$6.6M	2.52%	52,660	—	—
▸ 10	FNDX	Schwab Fundamental U.S. Large Company ETF	SH	$6.5M	2.50%	209,549	—	—

The free plan shows the top 10 positions. The remaining 342 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Bravera Wealth hold as of Q2 2026?

Bravera Wealth reported 352 positions worth $260.8M in its Q2 2026 13F filing. Largest positions: VOO (21.6%), SCHG (5.0%), VTV (4.4%), FENI (3.4%) and FSMD (3.3%).

What did Bravera Wealth buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Bravera Wealth sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.