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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 2 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VBK VANGUARD INDEX FDS 1,452.0 $531K 0.32% -47.0 -3.1% $365.82 -3.8%
22 IWD ISHARES TR 2,058.0 $499K 0.30% -61.0 -2.9% $242.49 +6.5%
23 WM WASTE MGMT INC DEL Industrials 2,216.0 $494K 0.29% -2K -44.3% $222.86 -1.4%
24 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 419.0 $392K 0.23% -288.0 -40.7% $935.48 +1.1%
25 VZ VERIZON COMMUNICATIONS INC Communication Services 9,082.0 $385K 0.23% -1K -14.0% $42.34 +18.3%
26 SPLV INVESCO EXCH TRADED FD TR II 5,024.0 $376K 0.22% -509.0 -9.2% $74.90 +0.2%
27 MRK MERCK & CO INC Healthcare 2,696.0 $346K 0.21% -1K -35.2% $128.50 +15.4%
28 VDC VANGUARD WORLD FD 1,497.0 $338K 0.20% -502.0 -25.1% $225.54 +2.1%
29 IEFA ISHARES TR 3,476.0 $336K 0.20% -124.0 -3.4% $96.59 +4.0%
30 GOOG ALPHABET INC 938.0 $331K 0.20% -810.0 -46.3% $353.29
31 VIS VANGUARD WORLD FD 916.0 $330K 0.20% -485.0 -34.6% $360.51 -5.9%
32 GOOGL ALPHABET INC Communication Services 909.0 $325K 0.19% -2K -63.8% $357.50 -3.1%
33 NEE NEXTERA ENERGY INC Utilities 3,678.0 $323K 0.19% -273.0 -6.9% $87.77 -6.8%
34 IJJ ISHARES TR 2,037.0 $301K 0.18% -128.0 -5.9% $147.76 -0.3%
35 FTEC FIDELITY COVINGTON TRUST 1,014.0 $290K 0.17% -735.0 -42.0% $285.71 +0.3%
36 CVX CHEVRON CORPORATION Energy 1,639.0 $272K 0.16% -603.0 -26.9% $165.79 +21.8%
37 STIP ISHARES TR 2,564.0 $262K 0.15% -39.0 -1.5% $102.16 -1.5%
38 AGG ISHARES TR 2,566.0 $254K 0.15% -462.0 -15.3% $98.97 -1.5%
39 WMT WALMART INC Consumer Defensive 2,188.0 $248K 0.15% -2K -49.6% $113.27 -9.0%
40 XHLF BONDBLOXX ETF TRUST 4,680.0 $235K 0.14% -223.0 -4.5% $50.30 -0.0%
Page 2 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%