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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 3 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOOGL ALPHABET INC Communication Services 2,511.0 $786K 0.47% -25.0 -1.0% $313.05 +25.5%
42 SHLD GLOBAL X FDS 11,341.0 $735K 0.44% +2K +18.0% $64.79 -1.2%
43 VYM VANGUARD WHITEHALL FDS 5,073.0 $728K 0.44% +196.0 +4.0% $143.52 +8.4%
44 TIDAL TRUST II 36,073.0 $693K 0.42% +3K +8.2% $19.20
45 NOBL PROSHARES TR 6,508.0 $677K 0.41% -467.0 -6.7% $104.07 +1.7%
46 DGRO ISHARES TR 9,497.0 $659K 0.40% +3K +37.6% $69.42 +5.6%
47 UDEC INNOVATOR ETFS TRUST 16,327.0 $647K 0.39% -535.0 -3.2% $39.64 +3.9%
48 PSMD PACER FDS TR 19,601.0 $636K 0.39% -767.0 -3.8% $32.46 +4.5%
49 GS GOLDMAN SACHS GROUP INC Financial Services 712.0 $626K 0.38% +227.0 +46.8% $879.06 +5.5%
50 VXUS VANGUARD STAR FDS 8,232.0 $621K 0.38% +2K +37.2% $75.44 +9.7%
51 BBLU EA SERIES TRUST 40,599.0 $620K 0.38% +2K +4.2% $15.26 +7.3%
52 COST COSTCO WHSL CORP NEW Consumer Defensive 707.0 $610K 0.37% -138.0 -16.3% $862.45 +25.2%
53 COWZ PACER FDS TR 9,790.0 $589K 0.36% -53.0 -0.5% $60.17 +4.9%
54 SOXX ISHARES TR 1,902.0 $573K 0.35% +69.0 +3.8% $301.19 +65.1%
55 GOOG ALPHABET INC Communication Services 1,748.0 $549K 0.33% +66.0 +3.9% $313.80 +24.0%
56 IMOM EA SERIES TRUST 14,160.0 $540K 0.33% NEW $38.12 +14.6%
57 FYLD CAMBRIA ETF TR 15,618.0 $507K 0.31% +182.0 +1.2% $32.49 +19.6%
58 QQQM INVESCO EXCH TRADED FD TR II 1,967.0 $497K 0.30% -99.0 -4.8% $252.89 +14.4%
59 IWF ISHARES TR 1,025.0 $485K 0.29% -25.0 -2.4% $473.26 -73.9%
60 WMT WALMART INC Consumer Defensive 4,342.0 $484K 0.29% -623.0 -12.6% $111.40 +19.1%
Page 3 of 6  ·  108 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%