Bravera Wealth: 13F holdings
CIK 21267732026Q2
| Positions | 352 |
|---|---|
| Reported value | $260.8m |
| Filed | 2026-07-23 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VOO Vanguard 500 Index ETF | 81,861 | $56.2m | 21.6% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 383,079 | $13.0m | 5.0% |
| VTV Vanguard Value Index ETF | 53,159 | $11.6m | 4.4% |
| Fidelity Enhanced International ETF | 223,912 | $9.0m | 3.4% |
| FSMD Fidelity SMID Multifactor ETF | 164,967 | $8.7m | 3.3% |
| RDVY First Trust Rising Dividend Achievers ETF | 85,803 | $7.0m | 2.7% |
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | 156,888 | $6.8m | 2.6% |
| CGDV Capital Group Dividend Value ETF | 135,729 | $6.7m | 2.6% |
| AVUV Avantis U.S. Small Cap Value ETF | 52,660 | $6.6m | 2.5% |
| FNDX Schwab Fundamental U.S. Large Company ETF | 209,549 | $6.5m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2126773")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.