Bravera Wealth
Bravera Wealth is an Investment Adviser institutional filer with the SEC under CIK 2126773, reporting 352 portfolio positions, with 1 historical 13F filings on file. Most recent reporting period: 2026-06-30.
A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).
- State of incorporation: ND
- Filing type: 13F-HR
- Latest reporting period: 2026-06-30
- Last filed: 2026-07-23
Top 10 portfolio positions
The largest reported holdings in Bravera Wealth's most recent 13F filing, ranked by reported market value.
- Vanguard 500 Index ETF (VOO)
- Schwab U.S. Large-Cap Growth ETF (SCHG)
- Vanguard Value Index ETF (VTV)
- Fidelity Enhanced International ETF (FENI)
- Fidelity SMID Multifactor ETF (FSMD)
- First Trust Rising Dividend Achievers ETF (RDVY)
- First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)
- Capital Group Dividend Value ETF (CGDV)
- Avantis U.S. Small Cap Value ETF (AVUV)
- Schwab Fundamental U.S. Large Company ETF (FNDX)
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