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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VBIL VANGUARD INSTL INDEX FD 16,025.0 $1.2M 0.73% NEW $75.43 +0.2%
2 VTEB VANGUARD MUN BD FDS 21,100.0 $1.1M 0.64% NEW $50.29 -1.2%
3 IMOM EA SERIES TRUST 14,160.0 $540K 0.33% NEW $38.12 +15.1%
4 VANGUARD NY TAX FREE FDS 3,908.0 $403K 0.24% NEW $103.23
5 VOE VANGUARD INDEX FDS 2,077.0 $368K 0.22% NEW $177.34 +7.8%
6 XLV SELECT SECTOR SPDR TR 2,076.0 $321K 0.19% NEW $154.80 -4.8%
7 VEA VANGUARD TAX-MANAGED FDS 4,781.0 $299K 0.18% NEW $62.47 +10.4%
8 SIVR ABRDN SILVER ETF TRUST Financial Services 4,371.0 $296K 0.18% NEW $67.64 +3.9%
9 XHLF BONDBLOXX ETF TRUST 4,903.0 $246K 0.15% NEW $50.25 +0.0%
10 CAT CATERPILLAR INC Industrials 406.0 $233K 0.14% NEW $573.06 +50.1%
11 IDV ISHARES TR 5,461.0 $215K 0.13% NEW $39.45 +13.4%

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%