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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 3 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SMH VANECK ETF TRUST 1,077.0 $706K 0.42% -117.0 -9.8% $655.95 -15.7%
42 QQQM INVESCO EXCH TRADED FD TR II 2,297.0 $696K 0.41% +330.0 +16.8% $302.90 -2.6%
43 PSMD PACER FDS TR 19,601.0 $673K 0.40% $34.31 +2.1%
44 UDEC INNOVATOR ETFS TRUST 16,016.0 $668K 0.40% -311.0 -1.9% $41.68 +2.4%
45 AMZN AMAZON COM INC Consumer Cyclical 2,718.0 $648K 0.38% -3K -49.3% $238.34 +11.8%
46 MSFT MICROSOFT CORP Technology 1,674.0 $625K 0.37% -147.0 -8.1% $373.06 +37.7%
47 COWZ PACER FDS TR 9,671.0 $602K 0.36% -119.0 -1.2% $62.20 +16.4%
48 FYLD CAMBRIA ETF TR 16,368.0 $597K 0.35% +750.0 +4.8% $36.49 +10.4%
49 BBLU EA SERIES TRUST 34,945.0 $577K 0.34% -6K -13.9% $16.50 +5.5%
50 IBB ISHARES TR 2,956.0 $562K 0.33% +814.0 +38.0% $190.21 +9.9%
51 VBK VANGUARD INDEX FDS 1,452.0 $531K 0.32% -47.0 -3.1% $365.82 -3.8%
52 SPDW SPDR INDEX SHS FDS 10,271.0 $518K 0.31% +171.0 +1.7% $50.39 +2.9%
53 IWD ISHARES TR 2,058.0 $499K 0.30% -61.0 -2.9% $242.49 +6.5%
54 WM WASTE MGMT INC DEL Industrials 2,216.0 $494K 0.29% -2K -44.3% $222.86 -1.4%
55 IWF ISHARES TR 3,976.0 $494K 0.29% +3K +287.9% $124.18 -1.2%
56 DTAN EA SERIES TRUST 14,752.0 $464K 0.28% +4K +31.2% $31.48 +8.8%
57 VEA VANGUARD TAX-MANAGED FDS 6,379.0 $454K 0.27% +2K +33.4% $71.25 +2.5%
58 RCS PIMCO STRATEGIC INCOME FD Financial Services 78,317.0 $427K 0.25% +2K +2.7% $5.45 -3.5%
59 ITAN EA SERIES TRUST 9,500.0 $397K 0.24% +2K +27.5% $41.83 +7.6%
60 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 419.0 $392K 0.23% -288.0 -40.7% $935.48 +1.1%
Page 3 of 5  ·  97 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%