Long-term investor
Bravera Wealth @braverawealth
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002126773).
Record
- Tracked since 2026-03-31 (182 days), 27 trades recorded
- Returns: week n/a · month n/a · 90 days +11.5% · 6 months n/a · 1 year n/a · all +9.9%
- Max drawdown n/a · win rate 12% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 21.6% · long · since 2026-03-31
- SCHG · 5.0% · long · since 2026-03-31
- VTV · 4.4% · long · since 2026-03-31
- FENI · 3.4% · long · since 2026-03-31
- FSMD · 3.3% · long · since 2026-03-31
- RDVY · 2.7% · long · since 2026-03-31
- SDVY · 2.6% · long · since 2026-03-31
- CGDV · 2.6% · long · since 2026-03-31
- AVUV · 2.5% · long · since 2026-03-31
- FNDX · 2.5% · long · since 2026-03-31
- VEA · 2.1% · long · since 2026-03-31
- AUSF · 2.1% · long · since 2026-03-31