13F filer

Bravera Wealth

As of Jun 30, 2026 Filed Jul 23, 2026 CIK 2126773 SEC filings ↗

13F Value

$260.8M

Positions

352

Top Position

VOO21.6%

Top 5

37.8%

Latest filing changes

vs Mar 31, 2026

1 VOO Vanguard 500 Index Fund — ETF Shares +11.2%+$5.7M

2 SCHG Schwab U.S. Large-Cap Growth ETF +11.9%+$1.4M

3 FENI Fidelity Enhanced International ETF +10.6%+$864K

4 MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund +94.9%+$861K

5 VTV Vanguard Morningstar Value Index Fund — ETF Shares +7.9%+$849K

Holdings352

#
1	VOO Vanguard 500 Index Fund — ETF Shares	21.6%	$56.2M	+11.2%	81.9K	19.8%	ETF
2	SCHG Schwab U.S. Large-Cap Growth ETF	5.0%	$13.0M	+11.9%	383.1K	4.5%	ETF
3	VTV Vanguard Morningstar Value Index Fund — ETF Shares	4.4%	$11.6M	+7.9%	53.2K	4.4%	ETF
4	FENI Fidelity Enhanced International ETF	3.4%	$9.0M	+10.6%	223.9K	3.4%	ETF
5	FSMD Fidelity Small-Mid Multifactor ETF	3.3%	$8.7M	+9.7%	165.0K	3.0%	ETF
6	RDVY First Trust Rising Dividend Achievers ETF	2.7%	$7.0M	+9.1%	85.8K	2.4%	ETF
7	SDVY First Trust SMID Cap Rising Dividend Achievers ETF	2.6%	$6.8M	+8.5%	156.9K	2.6%	ETF
8	CGDV Capital Group Dividend Value ETF — Share Class	2.6%	$6.7M	+9.3%	135.7K	2.4%	ETF
9	AVUV Avantis U.S. Small Cap Value ETF	2.5%	$6.6M	+5.3%	52.7K	2.5%	ETF
10	FNDX Schwab Fundamental U.S. Large Company ETF	2.5%	$6.5M	+9.3%	209.5K	2.4%	ETF
11	VEA Vanguard Developed Markets Index Fund — ETF Shares	2.1%	$5.5M	+1.9%	77.1K	2.2%	ETF
12	AUSF Global X Adaptive U.S. Factor ETF	2.1%	$5.5M	+11.6%	111.9K	2.2%	ETF
13	MSFT Microsoft	2.1%	$5.4M	-2.4%	14.5K	2.5%	Common Stock
14	VIG Vanguard Dividend Appreciation Index Fund — ETF Shares	2.1%	$5.4M	+0.2%	22.8K	2.2%	ETF
15	CGGR Capital Group Growth ETF — Share Class	2.0%	$5.2M	+13.3%	109.5K	1.7%	ETF
16	EMXC iShares MSCI Emerging Markets ex China ETF	1.8%	$4.6M	+7.2%	45.0K	1.5%	ETF
17	VOT Vanguard Morningstar Mid-Cap Growth Index Fund — ETF Shares	1.7%	$4.4M	+11.7%	14.4K	1.5%	ETF
18	VBK Vanguard Morningstar Small-Cap Growth Index Fund — ETF Shares	1.7%	$4.4M	+10.1%	12.0K	1.5%	ETF
19	SDY State Street(R) SPDR(R) S&P(R) Dividend ETF	1.7%	$4.3M	-0.9%	28.5K	1.9%	ETF
20	QTUM Defiance Quantum ETF	1.3%	$3.5M	+11.4%	20.9K	0.9%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing66

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.