Bravera Wealth
Bravera Wealth reported 352 stocks worth $261M in its 13F filing for Q2 2026, filed Jul 23, 2026. Its largest holdings are VOO (21.6%), SCHG (5.0%) and VTV (4.4%). Compared with Q1 2026, the fund added to VOO, SCHG and VTV, trimmed MSFT, SDY and SCHD and sold out of IWV, AGG and BND.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $56.2M | 21.6% | 82K | +8,278 (+11%) | 3 of 3 | |
| 2 |  SCHG Schwab Strategic TR | $13M | 5.0% | 383K | +41K (+12%) | 3 of 3 | |
| 3 |  VTV Vanguard Index Fds | $11.6M | 4.4% | 53K | +3,896 (+8%) | 3 of 3 | |
| 4 |  FENI Fidelity Covington Trust | $9M | 3.5% | 224K | +22K (+11%) | 3 of 3 | |
| 5 |  FSMD Fidelity Small-Mid Multifactor ETF | $8.7M | 3.3% | 165K | +15K (+10%) | 3 of 3 | |
| 6 |  RDVY First TR Exchange Traded FD | $7M | 2.7% | 86K | +7,160 (+9%) | 3 of 3 | |
| 7 |  SDVY First TR Exchange-Traded FD | $6.8M | 2.6% | 157K | +12K (+9%) | 3 of 3 | |
| 8 |  CGDV Capital Group Dividend | $6.7M | 2.6% | 136K | +12K (+9%) | 3 of 3 | |
| 9 |  AVUV American Centy ETF TR | $6.6M | 2.5% | 53K | +2,628 (+5%) | 3 of 3 | |
| 10 |  FNDX Schwab Fundamental U.s. Large Company ETF | $6.5M | 2.5% | 210K | +18K (+9%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IWV Ishares Russell 3000 ETF | $1.1M | 3,068 |
 AGG Ishares TR | $945K | 9,518 |
HONEYWELL INTL INC | $345K | 1,525 |
 BND Vanguard BD Index Fds | $295K | 4,003 |
 BNDX Vanguard Total | $288K | 6,002 |
🔒 Free account: see all 30.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 23, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Bravera Wealth 13F FAQ
What does Bravera Wealth own?
Bravera Wealth reported 352 stocks worth $261M in its 13F filing for Q2 2026, filed Jul 23, 2026. Its largest holdings are VOO (21.6%), SCHG (5.0%) and VTV (4.4%). The table above lists every position in the filing (the top 10 without an account).
What did Bravera Wealth buy and sell in Q2 2026?
Compared with Q1 2026: 8 new positions, 60 added to, 86 trimmed and 66 sold out. It sold all of IWV, AGG and BND.
When will Bravera Wealth file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Bravera Wealth's portfolio worth?
The Q2 2026 filing reports $261M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.