Bravera Wealth Top Holdings and 13F Report (2026) About Bravera WealthInvestment ActivityBravera Wealth has $260.77 million in total holdings as of June 30, 2026.Bravera Wealth owns shares of 352 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 8.80% of the portfolio was purchased this quarter.About 2.92% of the portfolio was sold this quarter.This quarter, Bravera Wealth has purchased 410 new stocks and bought additional shares in 60 stocks.Bravera Wealth sold shares of 87 stocks and completely divested from 66 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $56,222,953Schwab U.S. Large-Cap Growth ETF $12,963,393Vanguard Value ETF $11,584,941Fidelity Enhanced International ETF $8,985,589Fidelity Small-Mid Multifactor ETF $8,718,506 Largest New Holdings this Quarter 33740F862 - FT Vest U.S. Equity Buffer ETF - August $111,541 Holding81369Y506 - Energy Select Sector SPDR Fund $90,075 Holding038222105 - Applied Materials $49,164 Holding512807306 - Lam Research Corp. $45,500 Holding69608A108 - Palantir Technologies Inc $31,034 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 8,278 shares (about $5.69M)Vanguard Growth ETF 22,222 shares (about $1.91M)Schwab U.S. Large-Cap Growth ETF 40,609 shares (about $1.37M)Vanguard Mid-Cap ETF 12,486 shares (about $1.01M)Fidelity Enhanced International ETF 21,541 shares (about $864.44K) Largest Sales this Quarter iShares Core MSCI EAFE ETF 6,458 shares (about $623.71K)iShares Short-Term National Muni Bond ETF 5,700 shares (about $606.88K)iShares MSCI EAFE ETF 3,517 shares (about $365.34K)Intel 2,335 shares (about $326.04K)Microsoft 360 shares (about $134.29K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBravera Wealth Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$56,222,953$5,685,413 â–²11.2%81,86121.6%ETFSCHGSchwab U.S. Large-Cap Growth ETF$12,963,393$1,374,209 â–²11.9%383,0795.0%ETFVTVVanguard Value ETF$11,584,941$849,055 â–²7.9%53,1594.4%ETFFidelity Enhanced International ETF$8,985,589$864,440 â–²10.6%223,9123.4%ENHANCED INTLFSMDFidelity Small-Mid Multifactor ETF$8,718,506$770,712 â–²9.7%164,9673.3%ETFRDVYFirst Trust Rising Dividend Achievers ETF$6,955,191$580,390 â–²9.1%85,8032.7%ManufacturingSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$6,768,148$530,363 â–²8.5%156,8882.6%ETFCGDVCapital Group Dividend Value ETF$6,688,725$569,036 â–²9.3%135,7292.6%ETFAVUVAvantis U.S. Small Cap Value ETF$6,569,862$327,869 â–²5.3%52,6602.5%ETFFNDXSchwab Fundamental U.S. Large Company ETF$6,516,974$556,877 â–²9.3%209,5492.5%ETFVEAVanguard FTSE Developed Markets ETF$5,496,581$102,244 â–²1.9%77,1452.1%ETFAUSFGlobal X Adaptive U.S. Factor ETF$5,467,239$567,704 â–²11.6%111,8962.1%ETFMSFTMicrosoft$5,425,203$134,287 â–¼-2.4%14,5442.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$5,388,311$9,701 â–²0.2%22,7722.1%ETFCGGRCapital Group Growth ETF$5,169,155$607,511 â–²13.3%109,5162.0%ETFEMXCiShares MSCI Emerging Markets ex China ETF$4,607,081$309,048 â–²7.2%45,0351.8%ManufacturingVOTVanguard Mid-Cap Growth ETF$4,418,378$463,126 â–²11.7%14,4251.7%ETFVBKVanguard Small-Cap Growth ETF$4,388,766$403,367 â–²10.1%12,0011.7%ETFSDYSPDR S&P Dividend ETF$4,332,108$38,958 â–¼-0.9%28,4671.7%ETFDefiance Quantum ETF$3,459,419$353,913 â–²11.4%20,9181.3%DEFIANCE QUANTUMSCHDSchwab US Dividend Equity ETF$3,419,099$42,016 â–¼-1.2%107,8241.3%ETFFNDCSchwab Fundamental International Small Equity ETF$3,337,432$347,835 â–²11.6%68,7281.3%ETFAIQGlobal X Artificial Intelligence & Technology ETF$3,270,199$367,416 â–²12.7%49,8431.3%ETFAAPLApple$3,226,364$35,302 â–²1.1%11,1501.2%Computer and TechnologyCIBRFirst Trust Nasdaq Cybersecurity ETF$2,984,637$371,979 â–²14.2%33,2181.1%ManufacturingARK Innovation ETF$2,761,619$409,353 â–²17.4%34,1701.1%INNOVATION ETFGLDSPDR Gold Shares$2,661,914$201,872 â–²8.2%7,2261.0%FinanceVWOVanguard FTSE Emerging Markets ETF$2,602,723$150,061 â–²6.1%43,6041.0%ETFVUGVanguard Growth ETF$2,279,437$1,914,203 â–²524.1%26,4620.9%ETFXLUUtilities Select Sector SPDR Fund$2,220,073$251,048 â–²12.7%48,9650.9%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,767,991$860,799 â–²94.9%33,6120.7%ETFCATHGlobal X S&P 500 Catholic Values ETF$1,761,150$17,700 â–²1.0%19,9000.7%ManufacturingSCHYSchwab International Dividend Equity ETF$1,745,531$87,956 â–¼-4.8%55,0120.7%ETFASEAGlobal X FTSE Southeast Asia ETF$1,639,514$207,258 â–²14.5%83,6060.6%ETFCATCaterpillar$1,547,300$24,493 â–¼-1.6%1,4530.6%IndustrialsEWZiShares MSCI Brazil ETF$1,492,263$232,392 â–²18.4%43,2540.6%ETFVXUSVanguard Total International Stock ETF$1,431,616$35,991 â–²2.6%16,7460.5%ETFSUBiShares Short-Term National Muni Bond ETF$1,384,110$606,879 â–¼-30.5%13,0000.5%ETFVOVanguard Mid-Cap ETF$1,326,182$1,005,997 â–²314.2%16,4600.5%ETFJPMJPMorgan Chase & Co.$1,197,373$104,091 â–²9.5%3,6580.5%FinancePULSPGIM Ultra Short Bond ETF$1,157,884$403,238 â–²53.4%23,3680.4%ETFGOOGLAlphabet$1,156,449$37,524 â–¼-3.1%3,2360.4%Computer and TechnologyNVDANVIDIA$1,005,452$89,440 â–¼-8.2%5,0250.4%Computer and TechnologyXOMExxonMobil$797,898$12,305 â–¼-1.5%5,8360.3%EnergyIVViShares Core S&P 500 ETF$782,5900.0%1,0450.3%ETFAMZNAmazon.com$732,657$32,176 â–²4.6%3,0740.3%Retail/WholesaleAVGOBroadcom$723,769$66,106 â–¼-8.4%1,9160.3%Computer and TechnologyJNJJohnson & Johnson$722,545$10,159 â–¼-1.4%2,8450.3%MedicalVTEBVanguard Tax-Exempt Bond ETF$704,782$235,197 â–²50.1%13,9340.3%ETFVBVanguard Small-Cap ETF$651,102$18,490 â–²2.9%2,1480.2%ETFABBVAbbVie$615,5110.0%2,4460.2%MedicalCSCOCisco Systems$595,287$29,835 â–¼-4.8%5,0680.2%Computer and TechnologyUSBU.S. Bancorp$502,105$4,168 â–²0.8%8,3130.2%FinanceUNPUnion Pacific$497,216$16,592 â–¼-3.2%1,8280.2%TransportationMRKMerck & Co., Inc.$496,010$30,969 â–¼-5.9%3,8600.2%MedicalVZVerizon Communications$495,082$4,192 â–¼-0.8%11,6930.2%Computer and TechnologyCVXChevron$454,680$85,864 â–¼-15.9%2,7430.2%EnergyIYWiShares U.S. Technology ETF$453,0050.0%1,7960.2%ManufacturingOTTROtter Tail$438,473$47,330 â–¼-9.7%4,8730.2%UtilitiesXELXcel Energy$430,569$2,008 â–¼-0.5%5,3620.2%UtilitiesPMPhilip Morris International$429,8420.0%2,3760.2%Consumer StaplesVRIGInvesco Variable Rate Investment Grade ETF$401,2450.0%16,0050.2%ETFWMBWilliams Companies$395,1170.0%5,3150.2%EnergyPGProcter & Gamble$374,665$10,998 â–²3.0%2,5550.1%Consumer StaplesMETAMeta Platforms$374,588$38,304 â–²11.4%6650.1%Computer and TechnologyKRESPDR S&P Regional Banking ETF$356,810$2,246 â–¼-0.6%4,7670.1%ETFAMPAmeriprise Financial$356,4570.0%7770.1%FinanceCOPConocoPhillips$353,152$4,990 â–¼-1.4%3,3970.1%EnergyQCOMQualcomm$351,6550.0%1,9030.1%Computer and TechnologyWMWaste Management$350,367$4,903 â–¼-1.4%1,5720.1%Business ServicesVVisa$340,345$16,811 â–¼-4.7%9920.1%Business ServicesWalMart Inc$325,623$12,006 â–¼-3.6%2,8750.1%COMJCPBJPMorgan Core Plus Bond ETF$313,935$1,925 â–¼-0.6%6,6880.1%ETFMSMorgan Stanley$308,334$16,305 â–¼-5.0%1,4750.1%FinanceGLWCorning$296,8100.0%1,1620.1%Computer and TechnologyAEPAmerican Electric Power$295,920$5,062 â–²1.7%2,1630.1%UtilitiesMCDMcDonald's$295,1790.0%1,0920.1%Retail/WholesalePEPPepsiCo$292,599$14,217 â–²5.1%2,1610.1%Consumer StaplesRTXRTX$270,934$16,317 â–¼-5.7%1,4280.1%AerospaceNVSNovartis$267,9910.0%1,7100.1%MedicalDLRDigital Realty Trust$263,2640.0%1,4660.1%FinanceIJHiShares Core S&P Mid-Cap ETF$258,0100.0%3,3460.1%ETFALLAllstate$257,2130.0%1,0810.1%FinanceDGXQuest Diagnostics$253,4920.0%1,1960.1%MedicalMOAltria Group$250,1700.0%3,4770.1%Consumer StaplesNEENextEra Energy$245,2290.0%2,7940.1%UtilitiesPLDPrologis$238,8340.0%1,7630.1%FinanceYNDXYandex$238,0590.0%8620.1%Computer and TechnologyHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$229,800$77,083 â–²50.5%9,0330.1%ETFDHRDanaher$229,147$13,715 â–¼-5.6%1,2030.1%MedicalTAT&T$226,996$207 â–¼-0.1%10,9660.1%Computer and TechnologyIBMInternational Business Machines$225,5300.0%8020.1%Computer and TechnologyMDTMedtronic$223,972$2,895 â–¼-1.3%2,8630.1%MedicalHBANHuntington Bancshares$221,7850.0%12,5090.1%FinanceLMTLockheed Martin$217,5390.0%4270.1%AerospaceIYGiShares U.S. Financial Services ETF$210,3430.0%2,3250.1%ETFKNFKnife River$210,212$2,259 â–¼-1.1%2,5130.1%ConstructionSCHFSchwab International Equity ETF$208,027$5,872 â–²2.9%7,5100.1%ETFTRPTC Energy$207,0240.0%3,1230.1%EnergyHDHome Depot$204,202$10,580 â–¼-4.9%5790.1%Retail/WholesaleShowing largest 100 holdings. 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