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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 4 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VZ VERIZON COMMUNICATIONS INC Communication Services 9,082.0 $385K 0.23% -1K -14.0% $42.34 +18.3%
62 SPLV INVESCO EXCH TRADED FD TR II 5,024.0 $376K 0.22% -509.0 -9.2% $74.90 +0.2%
63 CALF PACER FDS TR 7,228.0 $366K 0.22% $50.61 +14.3%
64 WCC WESCO INTL INC Industrials 1,025.0 $354K 0.21% $345.38 -2.6%
65 BIL SPDR SERIES TRUST 3,789.0 $347K 0.21% +40.0 +1.1% $91.65 +0.0%
66 MRK MERCK & CO INC Healthcare 2,696.0 $346K 0.21% -1K -35.2% $128.50 +15.4%
67 VDC VANGUARD WORLD FD 1,497.0 $338K 0.20% -502.0 -25.1% $225.54 +2.1%
68 IEFA ISHARES TR 3,476.0 $336K 0.20% -124.0 -3.4% $96.59 +4.0%
69 GOOG ALPHABET INC 938.0 $331K 0.20% -810.0 -46.3% $353.29
70 VIS VANGUARD WORLD FD 916.0 $330K 0.20% -485.0 -34.6% $360.51 -5.9%
71 GOOGL ALPHABET INC Communication Services 909.0 $325K 0.19% -2K -63.8% $357.50 -3.1%
72 NEE NEXTERA ENERGY INC Utilities 3,678.0 $323K 0.19% -273.0 -6.9% $87.77 -6.8%
73 IXUS ISHARES TR 3,367.0 $321K 0.19% $95.44 +2.4%
74 MA MASTERCARD INCORPORATED Financial Services 591.0 $304K 0.18% $513.60 +15.9%
75 IJJ ISHARES TR 2,037.0 $301K 0.18% -128.0 -5.9% $147.76 -0.3%
76 VOO VANGUARD INDEX FDS 423.0 $290K 0.17% +24.0 +6.0% $686.73 +3.0%
77 FTEC FIDELITY COVINGTON TRUST 1,014.0 $290K 0.17% -735.0 -42.0% $285.71 +0.3%
78 EEM ISHARES TR 4,189.0 $287K 0.17% +61.0 +1.5% $68.40 -1.8%
79 TSLA TESLA INC Consumer Cyclical 667.0 $281K 0.17% $420.60 -17.1%
80 DXJ WISDOMTREE TR 1,584.0 $275K 0.16% NEW $173.56 +3.8%
Page 4 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%