Bravera Wealth

Est. AUM

$222.0M

13F long equity, this entity only

Positions

410

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Vanguard 500 Index ETF	S&P 500 ETF SHS	$44.0M	73583	19.81%	SOLE
2	Schwab U.S. Large-Cap Growth ETF	US LCAP GR ETF	$10.0M	342470	4.49%	SOLE
3	Vanguard Value Index ETF	VALUE ETF	$9.7M	49263	4.35%	SOLE
4	Fidelity Enhanced International ETF	ENHANCED INTL	$7.5M	202371	3.39%	SOLE
5	Fidelity SMID Multifactor ETF	SML MID MLTFCT	$6.7M	150384	3.03%	SOLE
6	First Trust SMID Cap Rising Dividend Achievers ETF	SMID RISNG ETF	$5.7M	144594	2.57%	SOLE
7	Avantis U.S. Small Cap Value ETF	US SML CP VALU	$5.5M	50032	2.49%	SOLE
8	Microsoft Corp	COM	$5.5M	14904	2.49%	SOLE
9	First Trust Rising Dividend Achievers ETF	RISNG DIVD ACHIV	$5.4M	78643	2.42%	SOLE
10	Schwab Fundamental U.S. Large Company ETF	FUNDAMENTAL US L	$5.3M	191643	2.40%	SOLE
11	Capital Group Dividend Value ETF	SHS CREATION UNI	$5.3M	124182	2.38%	SOLE
12	Vanguard Dividend Appreciation ETF	DIV APP ETF	$4.9M	22731	2.20%	SOLE
13	Vanguard Developed Markets Index FTSE ETF	VAN FTSE DEV MKT	$4.9M	75710	2.19%	SOLE
14	Global X Adaptive U.S. Factor ETF	ADAPTIVE US	$4.8M	100277	2.18%	SOLE
15	SPDR S&P Dividend ETF	STATE STREET SPD	$4.2M	28723	1.89%	SOLE
16	Capital Group Growth ETF	SHS CREATION UNI	$3.9M	96645	1.75%	SOLE
17	Schwab U.S. Dividend Equity ETF	US DIVIDEND EQ	$3.3M	109149	1.51%	SOLE
18	Vanguard Mid-Cap Growth ETF	MCAP GR IDXVIP	$3.3M	12913	1.50%	SOLE
19	iShares MSCI Emerging Markets Ex China ETF	MSCI EMRG CHN	$3.3M	42014	1.49%	SOLE
20	Vanguard Small-Cap Growth ETF	SML CP GRW ETF	$3.3M	10898	1.48%	SOLE
21	SPDR Gold Trust ETF	GOLD SHS	$2.9M	6678	1.29%	SOLE
22	Schwab Fundamental International Small Equity ETF	FUNDAMENTAL INTL	$2.9M	61565	1.29%	SOLE
23	Apple Inc	COM	$2.8M	11028	1.26%	SOLE
24	Vanguard International FTSE Emerging Markets ETF	FTSE EMR MKT ETF	$2.2M	41090	1.00%	SOLE
25	Global X Funds Artificial Intelligence & Technology ETF	ARTIFICIAL ETF	$2.1M	44243	0.93%	SOLE
26	Defiance Quantum ETF	DEFIANCE QUANTUM	$2.0M	18778	0.91%	SOLE
27	Utilities Select Sector SPDR ETF	STATE STREET UTI	$2.0M	43428	0.90%	SOLE
28	iShares Short-Term National Muni Bond ETF	SHRT NAT MUN ETF	$2.0M	18700	0.90%	SOLE
29	ARK Innovation ETF	INNOVATION ETF	$2.0M	29105	0.89%	SOLE
30	Vanguard Growth Index ETF	GROWTH ETF	$1.9M	4240	0.83%	SOLE
31	Schwab International Dividend Equity ETF	INTERNL DIVID	$1.8M	57784	0.82%	SOLE
32	First Trust NASDAQ Cybersecurity ETF	NASDAQ CYB ETF	$1.8M	29078	0.82%	SOLE
33	Global X S&P 500 Catholic Values ETF	S&P 500 CATHOLIC	$1.5M	19700	0.69%	SOLE
34	Global X FTSE Southeast Asia ETF	GBL X FTSE ETF	$1.4M	73037	0.64%	SOLE
35	iShares MSCI Brazil ETF	MSCI BRAZIL ETF	$1.4M	36518	0.63%	SOLE
36	Vanguard Total International Stock Index ETF	VG TL INTL STK F	$1.3M	16325	0.57%	SOLE
37	Vanguard Mid-Cap Index ETF	MID CAP ETF	$1.1M	3974	0.51%	SOLE
38	iShares Russell 3000 ETF	RUSSELL 3000 ETF	$1.1M	3068	0.51%	SOLE
39	Caterpillar Inc	COM	$1.0M	1476	0.47%	SOLE
40	Exxon Mobil Corp	COM	$1.0M	5926	0.45%	SOLE
41	JPMorgan Chase & Co	COM	$982K	3340	0.44%	SOLE
42	Alphabet GOOGL Cl A	CAP STK CL A	$961K	3341	0.43%	SOLE
43	Nvidia Corp	COM	$954K	5472	0.43%	SOLE
44	iShares Core U.S. Aggregate Bond ETF	CORE US AGGBD ET	$945K	9518	0.43%	SOLE
45	PIMCO Intermediate Municipal Bond ETF	INTER MUN BD ACT	$900K	17247	0.41%	SOLE
46	PGIM Ultra Short Bond ETF	PGIM ULTRA SH BD	$754K	15230	0.34%	SOLE
47	iShares Core MSCI EAFE ETF	CORE MSCI EAFE	$737K	8136	0.33%	SOLE
48	Johnson & Johnson Co	COM	$705K	2885	0.32%	SOLE
49	iShares S&P 500 Core ETF	CORE S&P500 ETF	$683K	1045	0.31%	SOLE
50	Chevron Corp	COM	$675K	3261	0.30%	SOLE

1–50 of 410

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.