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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 8 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IJR iShares S&P Small-Cap 600 Index ETF 725.0 $108K 0.04% NEW $148.31 -2.0%
142 BMY Bristol-Myers Squibb Co Healthcare 1,825.0 $105K 0.04% NEW $57.62 +16.0%
143 BAC Bank of America Corp Financial Services 1,842.0 $105K 0.04% NEW $56.98 +10.0%
144 ECL Ecolab Inc Basic Materials 376.0 $105K 0.04% NEW $278.61 +0.2%
145 CMI Cummins Inc Industrials 146.0 $104K 0.04% NEW $713.21 -21.4%
146 PNC PNC Financial Services Group Inc Financial Services 409.0 $101K 0.04% NEW $246.22 -0.3%
147 FDX FedEx Corp Industrials 317.0 $99K 0.04% NEW $313.13 +3.0%
148 ESGU iShares ESG Aware MSCI USA ETF 591.0 $97K 0.04% NEW $163.67 +3.1%
149 SNA Snap-On Inc Industrials 232.0 $93K 0.04% NEW $402.40 -4.8%
150 BA Boeing Company Industrials 418.0 $90K 0.04% NEW $216.47 -1.9%
151 XLE Energy Select Sector SPDR ETF 1,696.0 $90K 0.04% NEW $53.11 +20.6%
152 BP BP plc Energy 2,397.0 $89K 0.03% NEW $36.95 +18.6%
153 XLV Health Care Select Sector SPDR ETF 553.0 $88K 0.03% NEW $158.66 +8.1%
154 GRID First Trust Clean Edge Smart Grid Infrastructure Index ETF 455.0 $87K 0.03% NEW $191.75 -6.7%
155 NOC Northrop Grumman Corp Industrials 169.0 $86K 0.03% NEW $509.31 +1.1%
156 IWS iShares Russell Mid-Cap Value ETF 515.0 $85K 0.03% NEW $164.60 +3.5%
157 SPY SPDR S&P 500 ETF Financial Services 106.0 $79K 0.03% NEW $746.77 +3.1%
158 SIVR Abrdn Silver ETF Financial Services 1,400.0 $79K 0.03% NEW $56.22 +11.9%
159 HAS Hasbro Inc Consumer Cyclical 938.0 $77K 0.03% NEW $82.59 +12.0%
160 FVD First Trust Value Line Dividend ETF 1,605.0 $77K 0.03% NEW $48.18 +4.0%
Page 8 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%