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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 7 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VDE Vanguard Energy ETF 983.0 $148K 0.06% NEW $150.13 +20.3%
122 GDX VanEck Gold Miners ETF 1,900.0 $143K 0.06% NEW $75.45 +31.6%
123 DUK Duke Energy Corp Utilities 1,121.0 $142K 0.05% NEW $126.58 -5.0%
124 TFC Truist Financial Corp Financial Services 2,846.0 $142K 0.05% NEW $49.82 +3.7%
125 ENB Enbridge Inc Energy 2,580.0 $140K 0.05% NEW $54.21 -7.6%
126 EFV iShares MSCI EAFE Value ETF 1,821.0 $139K 0.05% NEW $76.55 +8.4%
127 TMO Thermo Fisher Scientific Inc Healthcare 272.0 $136K 0.05% NEW $501.36 +22.4%
128 TRV The Travelers Companies, Inc. Financial Services 410.0 $135K 0.05% NEW $330.12 +11.9%
129 BKNG Booking Holdings Inc Consumer Cyclical 750.0 $134K 0.05% NEW $178.24 +8.4%
130 TGT Target Corp Consumer Defensive 1,015.0 $133K 0.05% NEW $130.61 +25.9%
131 MUB iShares National Municipal Bond ETF 1,226.0 $132K 0.05% NEW $107.62 -3.3%
132 PRU Prudential Inc. Financial Services 1,200.0 $130K 0.05% NEW $107.93 +13.1%
133 KMI Kinder Morgan Inc Energy 4,000.0 $128K 0.05% NEW $31.97 -1.8%
134 XLI Industrials Select Sector SPDR ETF 688.0 $127K 0.05% NEW $185.23 -5.4%
135 SCZ iShares MSCI EAFE Small Cap Index ETF 1,548.0 $127K 0.05% NEW $82.27 +6.4%
136 URI United Rentals Inc Industrials 107.0 $121K 0.05% NEW $1132.89 -10.9%
137 TEL TE Connectivity PLC Technology 596.0 $120K 0.05% NEW $201.61 +3.5%
138 BX Blackstone Inc Financial Services 988.0 $116K 0.04% NEW $117.67 +15.7%
139 GOOG Alphabet GOOGL Cl C 323.0 $114K 0.04% NEW $353.33
140 FAUG First Trust Vest U.S. Equity Buffer ETF - August 1,974.0 $112K 0.04% NEW $56.51 +2.4%
Page 7 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%