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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 10 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GOVT iShares U.S. Treasury Bond ETF 2,151.0 $49K 0.02% NEW $22.78 -1.9%
182 ITOT iShares S&P Total U.S. Stock Market ETF 296.0 $49K 0.02% NEW $164.27 +2.7%
183 IDV iShares Dow Jones International Select Dividend Index ETF 1,166.0 $48K 0.02% NEW $41.43 +9.2%
184 MMM 3M Company Industrials 290.0 $47K 0.02% NEW $161.91 +4.1%
185 INTC Intel Corp Technology 331.0 $46K 0.02% NEW $139.63 -31.4%
186 FBIN Fortune Brands Innovations Inc Industrials 833.0 $46K 0.02% NEW $54.90 -21.5%
187 LRCX Lam Research Corp. Technology 105.0 $46K 0.02% NEW $433.33 -29.0%
188 APH Amphenol Corp Technology 257.0 $45K 0.02% NEW $176.32 -53.1%
189 AMT American Tower Corp Real Estate 274.0 $45K 0.02% NEW $163.57 +7.5%
190 CSR IRET Centerspace Corp Real Estate 773.0 $43K 0.02% NEW $56.19 -5.9%
191 ELV Elevance Health Inc Healthcare 110.0 $43K 0.02% NEW $386.73 +5.4%
192 C Citigroup Inc Financial Services 301.0 $42K 0.02% NEW $139.96 -1.6%
193 CTVA Corteva Inc. Basic Materials 466.0 $39K 0.01% NEW $84.69 +3.7%
194 HYDB iShares High Yield Systematic Bond ETF 842.0 $39K 0.01% NEW $46.77 -1.1%
195 XLK SPDR Sector Technology ETF 200.0 $38K 0.01% NEW $190.52 -1.7%
196 EPD Enterprise Products Partners L.P. 1,035.0 $38K 0.01% NEW $36.76
197 MCK McKesson Corp Healthcare 50.0 $38K 0.01% NEW $755.60 +20.2%
198 IEI iShares 3-7 Year Treasury Bond ETF 302.0 $35K 0.01% NEW $117.45 -1.5%
199 PPLT Abrdn Platinum ETF Financial Services 2,500.0 $35K 0.01% NEW $14.13 +16.8%
200 SWX Southwest Gas Holdings Inc Utilities 397.0 $35K 0.01% NEW $88.68 -0.7%
Page 10 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%