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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 12 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 KLAC KLA Corp Technology 80.0 $24K 0.01% NEW $301.71 -38.5%
222 COF Capital One Financial Corp Financial Services 118.0 $24K 0.01% NEW $200.62 +9.5%
223 F Ford Motor Co Consumer Cyclical 1,700.0 $24K 0.01% NEW $13.90 +5.2%
224 PFE Pfizer Inc Healthcare 971.0 $23K 0.01% NEW $24.08 +18.1%
225 EFA iShares MSCI EAFE ETF 224.0 $23K 0.01% NEW $103.88 +4.3%
226 CHD Church & Dwight Inc Consumer Defensive 235.0 $23K 0.01% NEW $96.88 +1.7%
227 GE General Electric Co Industrials 60.0 $22K 0.01% NEW $373.73 -9.8%
228 GIS General Mills Consumer Defensive 633.0 $22K 0.01% NEW $34.80 +10.0%
229 WDC Western Digital Corp Technology 33.0 $21K 0.01% NEW $638.73 -26.8%
230 NFLX Netflix Inc Communication Services 290.0 $21K 0.01% NEW $71.40 +9.6%
231 FALN iShares Fallen Angels Bond ETF 734.0 $20K 0.01% NEW $27.24 -1.6%
232 IBB iShares Biotechnology ETF 105.0 $20K 0.01% NEW $190.19 +11.4%
233 LNG Cheniere Energy Inc Energy 80.0 $19K 0.01% NEW $239.01 +22.2%
234 ZETA Zeta Global Holdings Corp Technology 957.0 $19K 0.01% NEW $19.68 +59.3%
235 EFG iShares MSCI EAFE Growth ETF 147.0 $18K 0.01% NEW $124.42 +0.1%
236 ROST Ross Stores Inc Consumer Cyclical 84.0 $18K 0.01% NEW $212.85 +8.4%
237 CPB The Campbell's Company Consumer Defensive 800.0 $18K 0.01% NEW $22.27 -4.0%
238 MRVL Marvell Technology Inc Technology 59.0 $18K 0.01% NEW $297.90 -25.0%
239 IXN iShares Global Technology ETF 118.0 $17K 0.01% NEW $144.48 -1.1%
240 OUNZ VanEck Merk Gold ETF Financial Services 429.0 $17K 0.01% NEW $38.59 +10.4%
Page 12 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%