SEC Form 13F

Bravera Wealth 13F Holdings

Inspect Bravera Wealth's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-24T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-24
Reported value
$260,769,291
Positions
352

Read this manager's filing book

Step 1 of 3

Disclosed positions

Bravera Wealth: source evidence dated 2026-07-24T03:59:59.999Z.

Issuer
Vanguard 500 Index ETF
Ticker
VOO
Class
S&P 500 ETF SHS
Reported value
$56,222,953
Reported amount
81,861
Unit
SH
Option
None
What you should see

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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0002126773-26-000003
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Browse institutional filings
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Disclosed positions

See the complete disclosed positions
Vanguard 500 Index ETFVOOS&P 500 ETF SHS$56,222,95381,861SHNone
Schwab U.S. Large-Cap Growth ETFSCHGUS LCAP GR ETF$12,963,393383,079SHNone
Vanguard Value Index ETFVTVVALUE ETF$11,584,94153,159SHNone
Fidelity Enhanced International ETFFENIENHANCED INTL$8,985,589223,912SHNone
Fidelity SMID Multifactor ETFFSMDSML MID MLTFCT$8,718,506164,967SHNone
First Trust Rising Dividend Achievers ETFRDVYRISNG DIVD ACHIV$6,955,19185,803SHNone
First Trust SMID Cap Rising Dividend Achievers ETFSDVYSMID RISNG ETF$6,768,148156,888SHNone
Capital Group Dividend Value ETFCGDVSHS CREATION UNI$6,688,725135,729SHNone
Avantis U.S. Small Cap Value ETFAVUVUS SML CP VALU$6,569,86252,660SHNone
Schwab Fundamental U.S. Large Company ETFFNDXFUNDAMENTAL US L$6,516,974209,549SHNone
Vanguard Developed Markets Index FTSE ETFVEAVAN FTSE DEV MKT$5,496,58177,145SHNone
Global X Adaptive U.S. Factor ETFAUSFADAPTIVE US$5,467,239111,896SHNone
Microsoft CorpMSFTCOM$5,425,20314,544SHNone
Vanguard Dividend Appreciation ETFVIGDIV APP ETF$5,388,31122,772SHNone
Capital Group Growth ETFCGGRSHS CREATION UNI$5,169,155109,516SHNone
iShares MSCI Emerging Markets Ex China ETFEMXCMSCI EMRG CHN$4,607,08145,035SHNone
Vanguard Mid-Cap Growth ETFVOTMCAP GR IDXVIP$4,418,37814,425SHNone
Vanguard Small-Cap Growth ETFVBKSML CP GRW ETF$4,388,76612,001SHNone
SPDR S&P Dividend ETFSDYSTATE STREET SPD$4,332,10828,467SHNone
Defiance Quantum ETFQTUMDEFIANCE QUANTUM$3,459,41920,918SHNone
Schwab U.S. Dividend Equity ETFSCHDUS DIVIDEND EQ$3,419,099107,824SHNone
Schwab Fundamental International Small Equity ETFFNDCFUNDAMENTAL INTL$3,337,43268,728SHNone
Global X Funds Artificial Intelligence & Technology ETFAIQARTIFICIAL ETF$3,270,19949,843SHNone
Apple IncAAPLCOM$3,226,36411,150SHNone
First Trust NASDAQ Cybersecurity ETFCIBRNASDAQ CYB ETF$2,984,63733,218SHNone
ARK Innovation ETFARKKINNOVATION ETF$2,761,61934,170SHNone
SPDR Gold Trust ETFGLDGOLD SHS$2,661,9147,226SHNone
Vanguard International FTSE Emerging Markets ETFVWOFTSE EMR MKT ETF$2,602,72343,604SHNone
Vanguard Growth Index ETFVUGGROWTH ETF$2,279,43726,462SHNone
Utilities Select Sector SPDR ETFXLUSTATE STREET UTI$2,220,07348,965SHNone
PIMCO Intermediate Municipal Bond ETFMUNIINTER MUN BD ACT$1,767,99133,612SHNone
Global X S&P 500 Catholic Values ETFCATHS&P 500 CATHOLIC$1,761,15019,900SHNone
Schwab International Dividend Equity ETFSCHYINTERNL DIVID$1,745,53155,012SHNone
Global X FTSE Southeast Asia ETFASEAGBL X FTSE ETF$1,639,51483,606SHNone
Caterpillar IncCATCOM$1,547,3001,453SHNone
iShares MSCI Brazil ETFEWZMSCI BRAZIL ETF$1,492,26343,254SHNone
Vanguard Total International Stock Index ETFVXUSVG TL INTL STK F$1,431,61616,746SHNone
iShares Short-Term National Muni Bond ETFSUBSHRT NAT MUN ETF$1,384,11013,000SHNone
Vanguard Mid-Cap Index ETFVOMID CAP ETF$1,326,18216,460SHNone
JPMorgan Chase & CoJPMCOM$1,197,3733,658SHNone
PGIM Ultra Short Bond ETFPULSPGIM ULTRA SH BD$1,157,88423,368SHNone
Alphabet GOOGL Cl AGOOGLCAP STK CL A$1,156,4493,236SHNone
Nvidia CorpNVDACOM$1,005,4525,025SHNone
Exxon Mobil CorpXOMCOM$797,8985,836SHNone
iShares S&P 500 Core ETFIVVCORE S&P500 ETF$782,5901,045SHNone
Amazon.com IncAMZNCOM$732,6573,074SHNone
Broadcom IncAVGOCOM$723,7691,916SHNone
Johnson & Johnson CoJNJCOM$722,5452,845SHNone
Vanguard Tax-Exempt Bond ETFVTEBTAX EXEMPT BD$704,78213,934SHNone
Vanguard Small-Cap Index ETFVBSMALL CP ETF$651,1022,148SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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