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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 5 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DLR Digital Realty Trust Inc Real Estate 1,466.0 $263K 0.10% NEW $179.58 +4.9%
82 IJH iShares Core S&P Mid-Cap ETF 3,346.0 $258K 0.10% NEW $77.11 -1.6%
83 ALL Allstate Corp Financial Services 1,081.0 $257K 0.10% NEW $237.94 +9.1%
84 DGX Quest Diagnostics Corp Healthcare 1,196.0 $253K 0.10% NEW $211.95 +11.9%
85 MO Altria Group Inc Consumer Defensive 3,477.0 $250K 0.10% NEW $71.95 -4.3%
86 NEE NextEra Energy Inc Utilities 2,794.0 $245K 0.09% NEW $87.77 -4.9%
87 PLD Prologis Inc Real Estate 1,763.0 $239K 0.09% NEW $135.47 +1.4%
88 Nebius Group 862.0 $238K 0.09% NEW $276.17
89 HYMB SPDR Nuveen Ice High Yield Municipal Bond ETF 9,033.0 $230K 0.09% NEW $25.44 -3.9%
90 DHR Danaher Corporation Healthcare 1,203.0 $229K 0.09% NEW $190.48 +9.0%
91 T AT&T Inc Communication Services 10,966.0 $227K 0.09% NEW $20.70 +24.0%
92 IBM IBM Corp Technology 802.0 $226K 0.09% NEW $281.21 -16.5%
93 MDT Medtronic PLC Healthcare 2,863.0 $224K 0.09% NEW $78.23 +20.4%
94 HBAN Huntington Bancshares Inc Financial Services 12,509.0 $222K 0.09% NEW $17.73 -3.9%
95 LMT Lockheed Martin Corp Industrials 427.0 $218K 0.08% NEW $509.46 +3.1%
96 IYG iShares U.S. Financial Services ETF 2,325.0 $210K 0.08% NEW $90.47 +8.3%
97 KNF Knife River Corp Basic Materials 2,513.0 $210K 0.08% NEW $83.65 -26.1%
98 SCHF Schwab International Equity ETF 7,510.0 $208K 0.08% NEW $27.70 +3.2%
99 TRP TC Energy Corp Energy 3,123.0 $207K 0.08% NEW $66.29 -5.6%
100 HD Home Depot Inc Consumer Cyclical 579.0 $204K 0.08% NEW $352.68 -9.0%
Page 5 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%