Bravera Wealth
CIK 2126773 · Holdings on Dec 31, 2025 · First reported Apr 22, 2026
Top ten holdings
Q4 2025- VOO22.09%
- SCHG4.81%
- VTV3.73%
- MSFT3.72%
- FENI3.28%
- FSMD2.77%
- VIG2.67%
- SDVY2.41%
- RDVY2.30%
- CGDV2.29%
Share classes counted separately50.07%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $44.10M | 22.09% | 70.33K shares | Prior unavailable — | — | ↗▾ |
| 02 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $9.60M | 4.81% | 294.22K shares | Prior unavailable — | — | ↗▾ |
| 03 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $7.44M | 3.73% | 38.97K shares | Prior unavailable — | — | ↗▾ |
| 04 | MSFTMICROSOFT CORP View history and evidence | $7.43M | 3.72% | 15.35K shares | Prior unavailable — | — | ↗▾ |
| 05 | FENIFIDELITY ENHANCED INTL ETFENHANCED INTL View history and evidence | $6.54M | 3.28% | 178.84K shares | Prior unavailable — | — | ↗▾ |
| 06 | FSMDFIDELITY SMALL-MID MULTIFACTSML MID MLTFCT View history and evidence | $5.52M | 2.77% | 125.09K shares | Prior unavailable — | — | ↗▾ |
| 07 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $5.34M | 2.67% | 24.29K shares | Prior unavailable — | — | ↗▾ |
| 08 | SDVYFIRST TRUST SMID CAP RISINGSMID RISNG ETF View history and evidence | $4.81M | 2.41% | 125.53K shares | Prior unavailable — | — | ↗▾ |
| 09 | RDVYFIRST TRUST RISING DIVIDENDRISNG DIVD ACHIV View history and evidence | $4.59M | 2.30% | 66.10K shares | Prior unavailable — | — | ↗▾ |
| 10 | CGDVCAP GROUP DIVIDEND VALUESHS CREATION UNI View history and evidence | $4.57M | 2.29% | 104.70K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2126773 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-04-22
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 199641234
}Research all 483 reported holdings.
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