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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 3 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PULS PGIM Ultra Short Bond ETF 23,368.0 $1.2M 0.44% NEW $49.55 +0.0%
42 GOOGL Alphabet GOOGL Cl A Communication Services 3,236.0 $1.2M 0.44% NEW $357.37 -5.3%
43 NVDA Nvidia Corp Technology 5,025.0 $1.0M 0.39% NEW $200.09 +15.1%
44 XOM Exxon Mobil Corp Energy 5,836.0 $798K 0.31% NEW $136.72 +16.6%
45 IVV iShares S&P 500 Core ETF 1,045.0 $783K 0.30% NEW $748.89 +3.3%
46 AMZN Amazon.com Inc Consumer Cyclical 3,074.0 $733K 0.28% NEW $238.34 +8.5%
47 AVGO Broadcom Inc Technology 1,916.0 $724K 0.28% NEW $377.75 -5.3%
48 JNJ Johnson & Johnson Co Healthcare 2,845.0 $723K 0.28% NEW $253.97 +8.4%
49 VTEB Vanguard Tax-Exempt Bond ETF 13,934.0 $705K 0.27% NEW $50.58 -3.4%
50 VB Vanguard Small-Cap Index ETF 2,148.0 $651K 0.25% NEW $303.12 -1.0%
51 ABBV Abbvie Inc Healthcare 2,446.0 $616K 0.24% NEW $251.64 +1.9%
52 CSCO Cisco Systems Inc Technology 5,068.0 $595K 0.23% NEW $117.46 -7.0%
53 USB US Bancorp Financial Services 8,313.0 $502K 0.19% NEW $60.40 +4.9%
54 UNP Union Pacific Corp Industrials 1,828.0 $497K 0.19% NEW $272.00 +6.5%
55 MRK Merck & Co Inc Healthcare 3,860.0 $496K 0.19% NEW $128.50 +17.0%
56 VZ Verizon Communications Communication Services 11,693.0 $495K 0.19% NEW $42.34 +18.4%
57 CVX Chevron Corp Energy 2,743.0 $455K 0.17% NEW $165.76 +25.8%
58 IYW iShares U.S. Technology ETF 1,796.0 $453K 0.17% NEW $252.23 +0.4%
59 OTTR Otter Tail Corp Utilities 4,873.0 $438K 0.17% NEW $89.98 -0.2%
60 XEL Xcel Energy Inc Utilities 5,362.0 $431K 0.17% NEW $80.30 -5.7%
Page 3 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%