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Portfolio (Quarterly) Guide ↗

Bravias Capital Group, LLC

· CIK 0002054328
13F Portfolio $165M AUM 108 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 11 New 50 Added 32 Reduced 15 Exited
Page 2 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JPMORGAN CHASE & CO. Financial Services 4,265.0 $1.4M 0.83% +429.0 +11.2% $322.23 -7.4%
22 JEPI J P MORGAN EXCHANGE TRADED F 22,011.0 $1.3M 0.76% +8K +61.8% $57.24 -1.8%
23 AMZN AMAZON COM INC Consumer Cyclical 5,360.0 $1.2M 0.75% +446.0 +9.1% $230.82 +11.8%
24 FENY FIDELITY COVINGTON TRUST 40,789.0 $1.0M 0.61% +6K +18.9% $24.77 +37.2%
25 FRDM EA SERIES TRUST 18,840.0 $966K 0.58% +5K +36.2% $51.27 +27.5%
26 RSST TIDAL TRUST II 33,537.0 $951K 0.57% +5K +18.9% $28.35 +17.6%
27 WM WASTE MGMT INC DEL Industrials 3,979.0 $874K 0.53% +446.0 +12.6% $219.69 +3.0%
28 SPEM SPDR INDEX SHS FDS 16,837.0 $788K 0.48% +795.0 +5.0% $46.81 +8.1%
29 SHLD GLOBAL X FDS 11,341.0 $735K 0.44% +2K +18.0% $64.79 -1.2%
30 VYM VANGUARD WHITEHALL FDS 5,073.0 $728K 0.44% +196.0 +4.0% $143.52 +9.0%
31 TIDAL TRUST II 36,073.0 $693K 0.42% +3K +8.2% $19.20
32 DGRO ISHARES TR 9,497.0 $659K 0.40% +3K +37.6% $69.42 +6.3%
33 GS GOLDMAN SACHS GROUP INC Financial Services 712.0 $626K 0.38% +227.0 +46.8% $879.06 +6.7%
34 VXUS VANGUARD STAR FDS 8,232.0 $621K 0.38% +2K +37.2% $75.44 +10.3%
35 BBLU EA SERIES TRUST 40,599.0 $620K 0.38% +2K +4.2% $15.26 +7.5%
36 SOXX ISHARES TR 1,902.0 $573K 0.35% +69.0 +3.8% $301.19 +66.2%
37 GOOG ALPHABET INC Communication Services 1,748.0 $549K 0.33% +66.0 +3.9% $313.80 +23.2%
38 FYLD CAMBRIA ETF TR 15,618.0 $507K 0.31% +182.0 +1.2% $32.49 +19.3%
39 SPDW SPDR INDEX SHS FDS 10,100.0 $449K 0.27% +82.0 +0.8% $44.41 +11.1%
40 VZ VERIZON COMMUNICATIONS INC Communication Services 10,565.0 $430K 0.26% +80.0 +0.8% $40.73 +16.6%
Page 2 of 3  ·  50 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 55.2%
Technology 19.5%
Communication Services 6.3%
Consumer Cyclical 4.9%
Industrials 4.3%
Consumer Defensive 3.5%
Healthcare 3.4%
Energy 1.8%
Utilities 1.0%