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Portfolio (Quarterly) Guide ↗

Bravera Wealth

· CIK 0002126773
13F Portfolio $261M AUM 352 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 352 New
Page 11 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PNW Pinnacle West Capital Corp Utilities 320.0 $34K 0.01% NEW $107.00 -8.9%
202 CARR Carrier Global Corp Industrials 460.0 $34K 0.01% NEW $73.35 -18.6%
203 LLY Eli Lilly & Co Healthcare 28.0 $34K 0.01% NEW $1199.43 -4.3%
204 SCHP Schwab U.S. TIPS ETF 1,262.0 $33K 0.01% NEW $26.50 -2.5%
205 ADBE Adobe Inc Technology 162.0 $33K 0.01% NEW $205.02 +30.0%
206 ABT Abbott Labs Healthcare 365.0 $33K 0.01% NEW $90.74 +19.4%
207 MU Micron Technology Inc Technology 28.0 $32K 0.01% NEW $1154.29 -11.9%
208 DFIS Dimensional International Small Cap ETF 914.0 $32K 0.01% NEW $35.03 +7.5%
209 AG First Majestic Silver Corp Basic Materials 1,882.0 $32K 0.01% NEW $16.96 +23.6%
210 PLTR Palantir Technologies Inc Technology 266.0 $31K 0.01% NEW $116.67 +49.4%
211 MNST Monster Beverage Corp Consumer Defensive 321.0 $31K 0.01% NEW $96.12 -54.4%
212 KMB Kimberly Clark Corp Consumer Defensive 280.0 $31K 0.01% NEW $109.77 -4.4%
213 WFC Wells Fargo & Co Financial Services 366.0 $30K 0.01% NEW $82.64 +8.9%
214 ZTS Zoetis Inc Healthcare 417.0 $30K 0.01% NEW $71.86 +5.5%
215 VLTO Veralto Corp Industrials 299.0 $27K 0.01% NEW $88.68 +8.6%
216 EOG EOG Resources, Inc. Energy 200.0 $26K 0.01% NEW $129.73 +11.9%
217 GEV GE Vernova Inc Utilities 22.0 $26K 0.01% NEW $1174.86 -19.8%
218 VMC Vulcan Materials Co Basic Materials 84.0 $25K 0.01% NEW $295.01 -11.0%
219 B Barrick Mining Corp Basic Materials 670.0 $25K 0.01% NEW $36.73 +21.8%
220 MDLZ Mondelez International Inc Consumer Defensive 420.0 $24K 0.01% NEW $57.84 +5.9%
Page 11 of 18  ·  352 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
Technology 31.4%
Financial Services 18.6%
Industrials 10.6%
Healthcare 8.6%
Energy 7.0%
Consumer Defensive 5.8%
Communication Services 5.6%
Consumer Cyclical 4.7%
Utilities 4.6%
Basic Materials 1.5%