StockDriftsStockDriftsTop 50 Bravera Wealth Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | Vanguard 500 Index ETF | 21.56% | 81.9K | $56.2M | +11.25%(+8.28K) | $620.89(+14.52%) | 2026-06-30 | |
| SCHG | Schwab U.S. Large-Cap Growth ETF | 4.97% | 383.1K | $13.0M | +11.86%(+40.61K) | $31.95(+11.96%) | 2026-06-30 | |
| VTV | Vanguard Value Index ETF | 4.44% | 53.2K | $11.6M | +7.91%(+3.90K) | $190.91(+18.28%) | 2026-06-30 | |
| FENI | Fidelity Enhanced International ETF | 3.45% | 223.9K | $9.0M | +10.64%(+21.54K) | $36.24(+15.44%) | 2026-06-30 | |
| FSMD | Fidelity SMID Multifactor ETF | 3.34% | 165.0K | $8.7M | +9.70%(+14.58K) | $44.48(+17.28%) | 2026-06-30 | |
| RDVY | First Trust Rising Dividend Achievers ETF | 2.67% | 85.8K | $7.0M | +9.10%(+7.16K) | $68.89(+21.25%) | 2026-06-30 | |
| SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | 2.6% | 156.9K | $6.8M | +8.50%(+12.29K) | $38.46(+15.97%) | 2026-06-30 | |
| CGDV | Capital Group Dividend Value ETF | 2.56% | 135.7K | $6.7M | +9.30%(+11.55K) | $43.09(+19.07%) | 2026-06-30 | |
| AVUV | Avantis U.S. Small Cap Value ETF | 2.52% | 52.7K | $6.6M | +5.25%(+2.63K) | $102.13(+24.81%) | 2026-06-30 | |
| FNDX | Schwab Fundamental U.S. Large Company ETF | 2.5% | 209.5K | $6.5M | +9.34%(+17.91K) | $27.09(+19.88%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.75% |
| Top 20 Holdings Unweighted | — | — | — | — | +11.26% |
Bravera Wealth reports $260.77M in US-listed equity holdings across 352 positions in its most recent 13F filing. Its largest disclosed positions are VOO (21.6%), SCHG (5.0%) and VTV (4.4%). The top 20 holdings account for 69.08% of reported assets. Its disclosed equity book has returned +9.75% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bravera Wealth’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2126773). View Bravera Wealth’s 13F filings on SEC