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Portfolio (Quarterly) Guide ↗

Bravias Capital Group, LLC

· CIK 0002054328
13F Portfolio $168M AUM 97 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 8 New 38 Added 41 Reduced 19 Exited
Page 1 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NTSX WISDOMTREE TR 88,453.0 $5.2M 3.10% -16K -15.6% $59.05 +2.0%
2 SLV ISHARES SILVER TR Financial Services 96,125.0 $5.1M 3.05% -19K -16.4% $53.47 +12.2%
3 QQQ INVESCO QQQ TR Financial Services 3,122.0 $2.3M 1.36% -619.0 -16.6% $736.40 -2.7%
4 AAPL APPLE INC Technology 7,215.0 $2.1M 1.24% -3K -27.3% $289.36 +10.5%
5 SCHA SCHWAB STRATEGIC TR 57,126.0 $2.1M 1.23% -2K -3.3% $36.13 -5.2%
6 QGRW WISDOMTREE TR 30,262.0 $2.0M 1.19% -1K -3.6% $66.03 +2.5%
7 DGRW WISDOMTREE TR 20,301.0 $1.9M 1.15% -2K -8.4% $95.62 +3.9%
8 SECT NORTHERN LTS FD TR IV 21,979.0 $1.6M 0.94% -3K -11.9% $72.06 -0.0%
9 SYLD CAMBRIA ETF TR 20,019.0 $1.6M 0.94% -488.0 -2.4% $79.09 +9.2%
10 NVDA NVIDIA CORPORATION Technology 7,017.0 $1.4M 0.83% -5K -40.9% $200.09 +8.7%
11 USMV ISHARES TR 10,696.0 $1.0M 0.61% -1K -8.8% $96.46 +5.5%
12 JPM JPMORGAN CHASE & CO Financial Services 2,664.0 $872K 0.52% -2K -37.5% $327.37 +9.2%
13 SPEM SPDR INDEX SHS FDS 15,830.0 $820K 0.49% -1K -6.0% $51.78 +1.9%
14 AMAT APPLIED MATLS INC Technology 1,070.0 $773K 0.46% -180.0 -14.4% $722.74 -36.1%
15 SMH VANECK ETF TRUST 1,077.0 $706K 0.42% -117.0 -9.8% $655.95 -15.7%
16 UDEC INNOVATOR ETFS TRUST 16,016.0 $668K 0.40% -311.0 -1.9% $41.68 +2.4%
17 AMZN AMAZON COM INC Consumer Cyclical 2,718.0 $648K 0.38% -3K -49.3% $238.34 +11.8%
18 MSFT MICROSOFT CORP Technology 1,674.0 $625K 0.37% -147.0 -8.1% $373.06 +37.7%
19 COWZ PACER FDS TR 9,671.0 $602K 0.36% -119.0 -1.2% $62.20 +16.4%
20 BBLU EA SERIES TRUST 34,945.0 $577K 0.34% -6K -13.9% $16.50 +5.5%
Page 1 of 3  ·  41 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 57.6%
Technology 21.0%
Industrials 5.6%
Consumer Cyclical 4.0%
Communication Services 3.0%
Consumer Defensive 2.7%
Healthcare 2.4%
Energy 2.2%
Utilities 1.4%