Bravera Wealth
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed April 22, 2026), Bravera Wealth reported 483 stock positions worth $199.6 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 22.1% of the portfolio, followed by Schwab US Large-Cap Growth (SCHG, 4.8%) and Vanguard Mrngstr Val ETF-Aui (VTV, 3.7%).
- Most Recent 13F
- Q2 2026
- Location
- BISMARCK, ND
- CIK
- 0002126773
- Portfolio Value
- $199.6M (Q4 2025)
- SEC Filing
- 0002126773-26-000001 ↗ filed Apr 22, 2026
Holdings Value
Holdings 483 stocks · $199.6M
| VOO Vanguard S&P 500 ETF | 22.09% | 70,325 | $44.1M | — |
| SCHG Schwab US Large-Cap Growth | 4.81% | 294,223 | $9.6M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.73% | 38,974 | $7.4M | — |
| MSFT Microsoft Corp. | 3.72% | 15,353 | $7.4M | — |
| FENI Fidelity Enhanced Intl ETF | 3.28% | 178,836 | $6.5M | — |
| FSMD Fidelity Small-Mid Multifact | 2.77% | 125,093 | $5.5M | — |
| VIG Vanguard Dividend Apprec ETF | 2.67% | 24,286 | $5.3M | — |
| SDVY First Trust Smid Cap Rising | 2.41% | 125,525 | $4.8M | — |
| RDVY First Trust Rising Dividend | 2.30% | 66,104 | $4.6M | — |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 2.29% | 104,696 | $4.6M | — |
| AVUV Avantis US Small Cap Value | 2.26% | 44,320 | $4.5M | — |
| SDY SS SPDR S&P Dividend ETF | 2.22% | 31,872 | $4.4M | — |
| FNDX Schwab Fndmntl US LRG Co. ETF | 2.15% | 158,004 | $4.3M | — |
| VEA Vanguard Ftse Developed ETF | 2.03% | 64,985 | $4.1M | — |
| AUSF Global X Adaptive US Factor | 1.99% | 85,668 | $4.0M | — |
| CGGR Cap Group Growth Equity | 1.84% | 82,715 | $3.7M | — |
| SCHD Schwab US DVD Equity ETF | 1.64% | 119,475 | $3.3M | — |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.54% | 11,033 | $3.1M | — |
| AAPL Apple Inc. | 1.46% | 10,740 | $2.9M | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.39% | 9,189 | $2.8M | — |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.33% | 36,651 | $2.7M | — |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 1.25% | 55,992 | $2.5M | — |
| GLD SPDR Gold Shares | 1.18% | 5,953 | $2.4M | — |
| AIQ Global X Art Intel & Tech | 1.02% | 40,174 | $2.0M | — |
| VWO Vanguard Ftse Emerging Marke | 0.99% | 36,945 | $2.0M | — |
| SCHY Schwab International DVD ETF | 0.98% | 65,844 | $2.0M | — |
| QTUM Defiance Quantum ETF | 0.96% | 17,441 | $1.9M | — |
| ARKK ARK Innovation ETF | 0.91% | 23,684 | $1.8M | — |
| CIBR First Trust Nasdaq Cybersecu | 0.88% | 24,591 | $1.8M | — |
| CATH Global X S&P 500 Ca Val ETF | 0.81% | 19,700 | $1.6M | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.72% | 33,817 | $1.4M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.70% | 2,873 | $1.4M | — |
| ASEA Global X Ftse Southeast Asia | 0.61% | 66,569 | $1.2M | — |
| GOOGL Alphabet Inc. Class A | 0.53% | 3,376 | $1.1M | — |
| EWZ iShares MSCI Brazil ETF | 0.52% | 32,725 | $1.0M | — |
| JPM JPMorgan Chase & Co. | 0.52% | 3,201 | $1.0M | — |
| VXUS Vanguard Total Intl Stock | 0.45% | 11,810 | $891K | — |
| NVDA Nvidia Corp. | 0.43% | 4,565 | $851K | — |
| CAT Caterpillar Inc. | 0.42% | 1,476 | $846K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.41% | 2,827 | $820K | — |
| XOM Exxon Mobil Corp. | 0.37% | 6,069 | $730K | — |
| AVGO Broadcom Inc. | 0.33% | 1,920 | $665K | — |
| JNJ Johnson & Johnson | 0.33% | 3,200 | $662K | — |
| IVV iShares Core S&P 500 ETF | 0.32% | 930 | $637K | — |
| AMZN Amazon.com Inc. | 0.30% | 2,621 | $605K | — |
| ABBV Abbvie Inc. | 0.28% | 2,458 | $562K | — |
| CVX Chevron Corp. | 0.25% | 3,213 | $490K | — |
| VZ Verizon Communications Inc. | 0.25% | 12,012 | $489K | — |
| PULS Pgim Ultra Short Bond ETF | 0.23% | 9,318 | $462K | — |
| MRK Merck & Co. Inc. | 0.23% | 4,285 | $451K | — |
| VRIG Invesco Variable Rate Invest | 0.22% | 17,611 | $442K | — |
| AMP Ameriprise Financial Inc. | 0.21% | 866 | $425K | — |
| UNP Union Pacific Corp. | 0.21% | 1,834 | $424K | — |
| USB US Bancorp | 0.21% | 7,858 | $419K | — |
| CSCO Cisco Systems Inc. | 0.21% | 5,322 | $410K | — |
| XEL Xcel Energy Inc. | 0.20% | 5,387 | $398K | — |
| PG The Procter & Gamble Co. | 0.20% | 2,734 | $392K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.20% | 1,510 | $390K | — |
| OTTR Otter Tail Corp. | 0.19% | 4,799 | $388K | — |
| PM Philip Morris International | 0.19% | 2,376 | $381K | — |
| QCOM Qualcomm Inc. | 0.19% | 2,160 | $369K | — |
| IYW iShares Ustechnology ETF | 0.18% | 1,796 | $359K | — |
| WM Waste Management Inc. | 0.18% | 1,624 | $357K | — |
| MCD McDonald's Corp. | 0.18% | 1,146 | $350K | — |
| META Meta Platforms Inc. Class A | 0.17% | 528 | $349K | — |
| V Visa Inc. Class A | 0.17% | 976 | $342K | — |
| COP Conocophillips | 0.17% | 3,529 | $330K | — |
| VYM Vanguard High DVD Yield ETF | 0.16% | 2,246 | $322K | — |
| WMB Williams Cos Inc. | 0.16% | 5,315 | $319K | — |
| PEP Pepsico Inc. | 0.16% | 2,165 | $311K | — |
| WMT Walmart Inc. | 0.16% | 2,782 | $310K | — |
| KRE SS SPDR S&P Regional Bank | 0.15% | 4,559 | $295K | — |
| MDT Medtronic PLC | 0.14% | 2,994 | $288K | — |
| DHR Danaher Corp. | 0.14% | 1,239 | $284K | — |
| RTX RTX Corp. | 0.14% | 1,542 | $283K | — |
| T AT&T Inc. | 0.14% | 10,896 | $271K | — |
| MS Morgan Stanley | 0.13% | 1,511 | $268K | — |
| IJH iShares Core S&P Midcap ETF | 0.13% | 3,800 | $251K | — |
| JCPB JPMorgan Core Plus Bond ETF | 0.13% | 5,290 | $250K | — |
| AEP American Electric Power | 0.13% | 2,164 | $250K | — |
| LMT Lockheed Martin Corp. | 0.12% | 511 | $247K | — |
| NVS Novartis AG-Sponsored ADR | 0.12% | 1,734 | $239K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 802 | $238K | — |
| NEE Nextera Energy Inc. | 0.12% | 2,922 | $235K | — |
| PLD Prologis Inc. | 0.12% | 1,834 | $234K | — |
| DLR Digital Realty Trust Inc. | 0.11% | 1,466 | $227K | — |
| HON Honeywell International Inc. | 0.11% | 1,122 | $219K | — |
| IYG iShares U.S. Financial Servi | 0.11% | 2,325 | $214K | — |
| TSLA Tesla Inc. | 0.11% | 467 | $210K | — |
| DGX Quest Diagnostics Inc. | 0.10% | 1,206 | $209K | — |
| MO Altria Group Inc. | 0.10% | 3,477 | $200K | — |
| ALL Allstate Corp. | 0.10% | 954 | $199K | — |
| FLOT iShares Floating Rate Bond E | 0.10% | 3,734 | $190K | — |
| HBAN Huntington Bancshares Inc. | 0.09% | 10,813 | $188K | — |
| KO The Coca-Cola Co. | 0.09% | 2,568 | $180K | — |
| IWR iShares Russell Mid-Cap ETF | 0.09% | 1,857 | $179K | — |
| TMO Thermo Fisher Scientific Inc. | 0.09% | 307 | $178K | — |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.09% | 5,175 | $177K | — |
| BKNG Booking Holdings Inc. | 0.09% | 33 | $177K | — |
| TRP TC Energy Corp. | 0.09% | 3,187 | $175K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.