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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 6 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 Berkshire Hathaway Inc Class B 407.0 $204K 0.08% NEW $500.39
102 KO Coca-Cola Company Consumer Defensive 2,505.0 $204K 0.08% NEW $81.27 +8.4%
103 TSLA Tesla Inc Consumer Cyclical 467.0 $196K 0.07% NEW $420.60 -15.8%
104 IWR iShares Russell Mid-Cap ETF 1,767.0 $195K 0.07% NEW $110.32 +1.4%
105 SBUX Starbucks Corp Consumer Cyclical 1,877.0 $192K 0.07% NEW $102.19 +2.2%
106 FITB Fifth Third Bancorp Financial Services 3,389.0 $191K 0.07% NEW $56.37 -2.7%
107 BUFR First Trust Vest Laddered Buffer ETF 5,175.0 $189K 0.07% NEW $36.53 +2.7%
108 MDU MDU Resources Group Industrials 8,763.0 $186K 0.07% NEW $21.21 -7.7%
109 UNH UnitedHealth Group Inc Healthcare 420.0 $175K 0.07% NEW $415.63 -4.4%
110 FJUL First Trust Vest U.S. Equity Buffer ETF - July 2,853.0 $170K 0.07% NEW $59.54 +3.1%
111 PSX Phillips 66 Corp Energy 1,000.0 $169K 0.07% NEW $169.05 +50.9%
112 IEFA iShares Core MSCI EAFE ETF 1,678.0 $162K 0.06% NEW $96.58 +4.7%
113 ETN Eaton Corporation PLC Industrials 378.0 $161K 0.06% NEW $426.12 -3.6%
114 NSC Norfolk Southern Corp Industrials 508.0 $160K 0.06% NEW $314.59 +4.7%
115 EWJ iShares MSCI Japan ETF 1,696.0 $158K 0.06% NEW $93.27 +5.4%
116 PAVE Global X Funds U.S. Infrastructure Development ETF 2,684.0 $158K 0.06% NEW $58.92 -6.4%
117 APD Air Products & Chemicals Inc Basic Materials 531.0 $156K 0.06% NEW $293.18 +2.8%
118 CB Chubb Limited Financial Services 456.0 $155K 0.06% NEW $340.74 +0.2%
119 FLOT iShares Floating Rate Bond ETF 2,940.0 $150K 0.06% NEW $51.05 -0.3%
120 COST Costco Wholesale Corp Consumer Defensive 158.0 $148K 0.06% NEW $935.47 -2.1%
Page 6 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%