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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 4 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PM Philip Morris International Inc Consumer Defensive 2,376.0 $430K 0.17% NEW $180.91 +0.9%
62 VRIG Invesco Variable Rate Investment Grade ETF 16,005.0 $401K 0.15% NEW $25.07 +0.0%
63 WMB The Williams Companies Inc Energy 5,315.0 $395K 0.15% NEW $74.34 -0.3%
64 PG Procter & Gamble Co Consumer Defensive 2,555.0 $375K 0.14% NEW $146.64 -0.1%
65 META Meta Platforms Inc Communication Services 665.0 $375K 0.14% NEW $563.29 +9.5%
66 KRE SPDR KBW Regional Banking ETF 4,767.0 $357K 0.14% NEW $74.85 +0.6%
67 AMP Ameriprise Financial Inc. Financial Services 777.0 $356K 0.14% NEW $458.76 +22.2%
68 COP Conoco Phillips Energy 3,397.0 $353K 0.14% NEW $103.96 +29.1%
69 QCOM Qualcomm Inc Technology 1,903.0 $352K 0.14% NEW $184.79 -8.7%
70 WM Waste Management Inc Industrials 1,572.0 $350K 0.13% NEW $222.88 -1.7%
71 V Visa Inc Financial Services 992.0 $340K 0.13% NEW $343.09 +9.3%
72 WMT WalMart Inc Consumer Defensive 2,875.0 $326K 0.12% NEW $113.26 -5.4%
73 JCPB JPMorgan Core Plus Bond ETF 6,688.0 $314K 0.12% NEW $46.94 -2.1%
74 MS Morgan Stanley Financial Services 1,475.0 $308K 0.12% NEW $209.04 +4.1%
75 GLW Corning Inc. Technology 1,162.0 $297K 0.11% NEW $255.43 -39.6%
76 AEP American Electric Power Co Utilities 2,163.0 $296K 0.11% NEW $136.81 -9.0%
77 MCD McDonald's Corp Consumer Cyclical 1,092.0 $295K 0.11% NEW $270.31 -5.4%
78 PEP Pepsico Inc Consumer Defensive 2,161.0 $293K 0.11% NEW $135.40 +1.6%
79 RTX RTX Corporation Industrials 1,428.0 $271K 0.10% NEW $189.73 +5.8%
80 NVS Novartis AG Healthcare 1,710.0 $268K 0.10% NEW $156.72 +2.1%
Page 4 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%