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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 1 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BOXX EA SERIES TRUST 229,529.0 $26.4M 15.97% -5K -2.0% $115.10 +1.5%
2 VUG VANGUARD INDEX FDS 9,985.0 $4.9M 2.94% -90.0 -0.9% $487.84 -82.2%
3 SGOV ISHARES TR 16,261.0 $1.6M 0.99% -165.0 -1.0% $100.38 +0.2%
4 SYLD CAMBRIA ETF TR 20,507.0 $1.4M 0.86% -144.0 -0.7% $69.52 +10.6%
5 USMV ISHARES TR 11,731.0 $1.1M 0.67% -331.0 -2.7% $94.16 +1.8%
6 MSFT MICROSOFT CORP Technology 1,821.0 $881K 0.53% -753.0 -29.2% $483.54 -12.0%
7 GOOGL ALPHABET INC Communication Services 2,511.0 $786K 0.47% -25.0 -1.0% $313.05 +25.5%
8 NOBL PROSHARES TR 6,508.0 $677K 0.41% -467.0 -6.7% $104.07 +1.7%
9 UDEC INNOVATOR ETFS TRUST 16,327.0 $647K 0.39% -535.0 -3.2% $39.64 +3.9%
10 PSMD PACER FDS TR 19,601.0 $636K 0.39% -767.0 -3.8% $32.46 +4.5%
11 COST COSTCO WHSL CORP NEW Consumer Defensive 707.0 $610K 0.37% -138.0 -16.3% $862.45 +25.2%
12 COWZ PACER FDS TR 9,790.0 $589K 0.36% -53.0 -0.5% $60.17 +4.9%
13 QQQM INVESCO EXCH TRADED FD TR II 1,967.0 $497K 0.30% -99.0 -4.8% $252.89 +14.4%
14 IWF ISHARES TR 1,025.0 $485K 0.29% -25.0 -2.4% $473.26 -73.9%
15 WMT WALMART INC Consumer Defensive 4,342.0 $484K 0.29% -623.0 -12.6% $111.40 +19.1%
16 IWD ISHARES TR 2,119.0 $446K 0.27% -72.0 -3.3% $210.33 +9.9%
17 MRK MERCK & CO INC Healthcare 4,164.0 $438K 0.27% -474.0 -10.2% $105.27 +7.2%
18 RCS PIMCO STRATEGIC INCOME FD Financial Services 76,268.0 $425K 0.26% -5K -6.5% $5.57 -4.3%
19 VIS VANGUARD WORLD FD 1,401.0 $418K 0.25% -94.0 -6.3% $298.44 +10.2%
20 FTEC FIDELITY COVINGTON TRUST 1,749.0 $393K 0.24% -283.0 -13.9% $224.62 +18.8%
Page 1 of 2  ·  32 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%