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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 5 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IXN ISHARES TR 1,894.0 $274K 0.16% NEW $144.50 -2.7%
82 CVX CHEVRON CORPORATION Energy 1,639.0 $272K 0.16% -603.0 -26.9% $165.79 +21.8%
83 SIVR ABRDN SILVER ETF TRUST Financial Services 4,775.0 $268K 0.16% +404.0 +9.2% $56.22 +12.3%
84 STIP ISHARES TR 2,564.0 $262K 0.15% -39.0 -1.5% $102.16 -1.5%
85 AGG ISHARES TR 2,566.0 $254K 0.15% -462.0 -15.3% $98.97 -1.5%
86 ITA ISHARES TR 1,037.0 $251K 0.15% NEW $242.49 -4.0%
87 WMT WALMART INC Consumer Defensive 2,188.0 $248K 0.15% -2K -49.6% $113.27 -9.0%
88 USAC USA COMPRESSION PARTNERS LP Energy 9,253.0 $244K 0.14% +258.0 +2.9% $26.39 +2.0%
89 IWY ISHARES TR 823.0 $239K 0.14% $290.62 -1.2%
90 XHLF BONDBLOXX ETF TRUST 4,680.0 $235K 0.14% -223.0 -4.5% $50.30 -0.0%
91 TTC TORO CO Industrials 2,400.0 $234K 0.14% NEW $97.42 +1.7%
92 IVV ISHARES TR 306.0 $229K 0.14% $748.89 +3.2%
93 DBMF LITMAN GREGORY FDS TR 7,403.0 $227K 0.14% NEW $30.61 +2.6%
94 GE GE AEROSPACE Industrials 598.0 $223K 0.13% NEW $373.44 -8.3%
95 LLY ELI LILLY & CO Healthcare 182.0 $218K 0.13% -118.0 -39.3% $1199.43 -2.2%
96 VCSH VANGUARD SCOTTSDALE FDS 2,709.0 $214K 0.13% NEW $79.03 -0.7%
97 SJB PROSHARES TR 11,871.0 $180K 0.11% NEW $15.14 +0.1%
Page 5 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%