Bravera Wealth holds a focused book of 352 stocks worth $260.8M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened FT Vest U.S. Equity Buffer E and trimmed Microsoft Corp. Their largest long position is Vanguard S&P 500 ETF at 22% of the equity book. Cloning the disclosed picks since 2026 would be +4% (+18.0%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2126773/holdings"
Use Arkolith to show Bravera Wealth's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +6.8%, a 2.4-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Bravera Wealth's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
16% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Bravera Wealth
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $518.9B |
| ROYAL BANK OF CANADA | 80 / 80 | $155.4B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $104.2B |
| LPL Financial LLC | 80 / 80 | $81.5B |
| Cetera Investment Advisers | 80 / 80 | $24.8B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $18.1B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $412.6B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $159.8B |
Ranked by how many of Bravera Wealth's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard 500 Index ETF S&P 500 ETF SHS | $56.2M | 81.9K | 21.6% | ▲+11% Added · +8K sh | |
| 2 | Schwab U.S. Large-Cap Growth ETF US LCAP GR ETF | $13.0M | 383.1K | 5.0% | ▲+12% Added · +41K sh | |
| 3 | Vanguard Value Index ETF VALUE ETF | $11.6M | 53.2K | 4.4% | ▲+7.9% Added · +4K sh | |
| 4 | Fidelity Enhanced International ETF ENHANCED INTL | $9.0M | 223.9K | 3.4% | ▲+11% Added · +22K sh | |
| 5 | Fidelity SMID Multifactor ETF SML MID MLTFCT | $8.7M | 165.0K | 3.3% | ▲+9.7% Added · +15K sh | |
| 6 | First Trust Rising Dividend Achievers ETF RISNG DIVD ACHIV | $7.0M | 85.8K | 2.7% | ▲+9.1% Added · +7K sh | |
| 7 | First Trust SMID Cap Rising Dividend Achievers ETF SMID RISNG ETF | $6.8M | 156.9K | 2.6% | ▲+8.5% Added · +12K sh | |
| 8 | Capital Group Dividend Value ETF SHS CREATION UNI | $6.7M | 135.7K | 2.6% | ▲+9.3% Added · +12K sh | |
| 9 | Avantis U.S. Small Cap Value ETF US SML CP VALU | $6.6M | 52.7K | 2.5% | ▲+5.3% Added · +3K sh | |
| 10 | Schwab Fundamental U.S. Large Company ETF FUNDAMENTAL US L | $6.5M | 209.5K | 2.5% | ▲+9.3% Added · +18K sh | |
| 11 | Vanguard Developed Markets Index FTSE ETF VAN FTSE DEV MKT | $5.5M | 77.1K | 2.1% | ▲+1.9% Added · +1K sh | |
| 12 | Global X Adaptive U.S. Factor ETF ADAPTIVE US | $5.5M | 111.9K | 2.1% | ▲+12% Added · +12K sh | |
| 13 | Microsoft Corp COM | $5.4M | 14.5K | 2.1% | ▼−2.4% Reduced · −360 sh | |
| 14 | Vanguard Dividend Appreciation ETF DIV APP ETF | $5.4M | 22.8K | 2.1% | ▲+0.2% Added · +41 sh | |
| 15 | Capital Group Growth ETF SHS CREATION UNI | $5.2M | 109.5K | 2.0% | ▲+13% Added · +13K sh | |
| 16 | iShares MSCI Emerging Markets Ex China ETF MSCI EMRG CHN | $4.6M | 45.0K | 1.8% | ▲+7.2% Added · +3K sh | |
| 17 | Vanguard Mid-Cap Growth ETF MCAP GR IDXVIP | $4.4M | 14.4K | 1.7% | ▲+12% Added · +2K sh | |
| 18 | Vanguard Small-Cap Growth ETF SML CP GRW ETF | $4.4M | 12.0K | 1.7% | ▲+10% Added · +1K sh | |
| 19 | SPDR S&P Dividend ETF STATE STREET SPD | $4.3M | 28.5K | 1.7% | ▼−0.9% Reduced · −256 sh | |
| 20 | Defiance Quantum ETF DEFIANCE QUANTUM | $3.5M | 20.9K | 1.3% | ▲+11% Added · +2K sh | |
| 21 | Schwab U.S. Dividend Equity ETF US DIVIDEND EQ | $3.4M | 107.8K | 1.3% | ▼−1.2% Reduced · −1K sh | |
| 22 | Schwab Fundamental International Small Equity ETF FUNDAMENTAL INTL | $3.3M | 68.7K | 1.3% | ▲+12% Added · +7K sh | |
| 23 | Global X Funds Artificial Intelligence & Technology ETF ARTIFICIAL ETF | $3.3M | 49.8K | 1.3% | ▲+13% Added · +6K sh | |
| 24 | Apple Inc COM | $3.2M | 11.2K | 1.2% | ▲+1.1% Added · +122 sh | |
| 25 | First Trust NASDAQ Cybersecurity ETF NASDAQ CYB ETF | $3.0M | 33.2K | 1.1% | ▲+14% Added · +4K sh | |
| 26 | ARK Innovation ETF INNOVATION ETF | $2.8M | 34.2K | 1.1% | ▲+17% Added · +5K sh | |
| 27 | SPDR Gold Trust ETF GOLD SHS | $2.7M | 7.2K | 1.0% | ▲+8.2% Added · +548 sh | |
| 28 | Vanguard International FTSE Emerging Markets ETF FTSE EMR MKT ETF | $2.6M | 43.6K | 1.0% | ▲+6.1% Added · +3K sh | |
| 29 | Vanguard Growth Index ETF GROWTH ETF | $2.3M | 26.5K | 0.9% | ▲+524% Added · +22K sh | |
| 30 | Utilities Select Sector SPDR ETF STATE STREET UTI | $2.2M | 49.0K | 0.9% | ▲+13% Added · +6K sh | |
| 31 | PIMCO Intermediate Municipal Bond ETF INTER MUN BD ACT | $1.8M | 33.6K | 0.7% | ▲+95% Added · +16K sh | |
| 32 | Global X S&P 500 Catholic Values ETF S&P 500 CATHOLIC | $1.8M | 19.9K | 0.7% | ▲+1.0% Added · +200 sh | |
| 33 | Schwab International Dividend Equity ETF INTERNL DIVID | $1.7M | 55.0K | 0.7% | ▼−4.8% Reduced · −3K sh | |
| 34 | Global X FTSE Southeast Asia ETF GBL X FTSE ETF | $1.6M | 83.6K | 0.6% | ▲+14% Added · +11K sh | |
| 35 | Caterpillar Inc COM | $1.5M | 1.5K | 0.6% | ▼−1.6% Reduced · −23 sh | |
| 36 | iShares MSCI Brazil ETF MSCI BRAZIL ETF | $1.5M | 43.3K | 0.6% | ▲+18% Added · +7K sh | |
| 37 | Vanguard Total International Stock Index ETF VG TL INTL STK F | $1.4M | 16.7K | 0.5% | ▲+2.6% Added · +421 sh | |
| 38 | iShares Short-Term National Muni Bond ETF SHRT NAT MUN ETF | $1.4M | 13.0K | 0.5% | ▼−30% Reduced · −6K sh | |
| 39 | Vanguard Mid-Cap Index ETF MID CAP ETF | $1.3M | 16.5K | 0.5% | ▲+314% Added · +12K sh | |
| 40 | JPMorgan Chase & Co COM | $1.2M | 3.7K | 0.5% | ▲+9.5% Added · +318 sh | |
| 41 | PGIM Ultra Short Bond ETF PGIM ULTRA SH BD | $1.2M | 23.4K | 0.4% | ▲+53% Added · +8K sh | |
| 42 | Alphabet GOOGL Cl A CAP STK CL A | $1.2M | 3.2K | 0.4% | ▼−3.1% Reduced · −105 sh | |
| 43 | Nvidia Corp COM | $1.0M | 5.0K | 0.4% | ▼−8.2% Reduced · −447 sh | |
| 44 | Exxon Mobil Corp COM | $798K | 5.8K | 0.3% | ▼−1.5% Reduced · −90 sh | |
| 45 | iShares S&P 500 Core ETF CORE S&P500 ETF | $783K | 1.0K | 0.3% | —Held | |
| 46 | Amazon.com Inc COM | $733K | 3.1K | 0.3% | ▲+4.6% Added · +135 sh | |
| 47 | Broadcom Inc COM | $724K | 1.9K | 0.3% | ▼−8.4% Reduced · −175 sh | |
| 48 | Johnson & Johnson Co COM | $723K | 2.8K | 0.3% | ▼−1.4% Reduced · −40 sh | |
| 49 | Vanguard Tax-Exempt Bond ETF TAX EXEMPT BD | $705K | 13.9K | 0.3% | ▲+50% Added · +5K sh | |
| 50 | Vanguard Small-Cap Index ETF SMALL CP ETF | $651K | 2.1K | 0.2% | ▲+2.9% Added · +61 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.