Bravera Wealth 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BW Bravera Wealth | Institutional Filer | — | $421.7M | 513 |
Current Portfolio Holdings
Showing top 893 reported positions by value (Total positions in database: 513)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard 500 Index ETF | — | 70K | $44.1M | 10.46% |
| 2 | VOO | Vanguard 500 Index ETF | — | 74K | $44.0M | 10.43% |
| 3 | SCHG | Schwab U.S. Large-Cap Growth ETF | — | 342K | $10.0M | 2.37% |
| 4 | VTV | Vanguard Value Index ETF | — | 49K | $9.7M | 2.29% |
| 5 | SCHG | Schwab U.S. Large-Cap Growth ETF | — | 294K | $9.6M | 2.28% |
| 6 | FENI | Fidelity Enhanced International ETF | — | 202K | $7.5M | 1.79% |
| 7 | VTV | Vanguard Value Index ETF | — | 39K | $7.4M | 1.77% |
| 8 | MSFT | Microsoft Corporation | Technology | 15K | $7.4M | 1.76% |
| 9 | FSMD | Fidelity SMID Multifactor ETF | — | 150K | $6.7M | 1.59% |
| 10 | FENI | Fidelity Enhanced International ETF | — | 179K | $6.5M | 1.55% |
| 11 | SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | — | 145K | $5.7M | 1.35% |
| 12 | AVUV | Avantis U.S. Small Cap Value ETF | — | 50K | $5.5M | 1.31% |
| 13 | FSMD | Fidelity SMID Multifactor ETF | — | 125K | $5.5M | 1.31% |
| 14 | MSFT | Microsoft Corporation | Technology | 15K | $5.5M | 1.31% |
| 15 | RDVY | First Trust Rising Dividend Achievers ETF | — | 79K | $5.4M | 1.27% |
Showing 1 to 15 of 893 holdings