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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 4 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VBK VANGUARD INDEX FDS 1,499.0 $453K 0.27% $302.04 +10.0%
62 SPDW SPDR INDEX SHS FDS 10,100.0 $449K 0.27% +82.0 +0.8% $44.41 +10.5%
63 IWD ISHARES TR 2,119.0 $446K 0.27% -72.0 -3.3% $210.33 +10.2%
64 MRK MERCK & CO INC Healthcare 4,164.0 $438K 0.27% -474.0 -10.2% $105.27 +6.9%
65 VZ VERIZON COMMUNICATIONS INC Communication Services 10,565.0 $430K 0.26% +80.0 +0.8% $40.73 +14.8%
66 SMH VANECK ETF TRUST 1,194.0 $430K 0.26% +74.0 +6.6% $360.16 +51.0%
67 RCS PIMCO STRATEGIC INCOME FD Financial Services 76,268.0 $425K 0.26% -5K -6.5% $5.57 -5.0%
68 VDC VANGUARD WORLD FD 1,999.0 $422K 0.26% +23.0 +1.2% $211.27 +11.1%
69 VIS VANGUARD WORLD FD 1,401.0 $418K 0.25% -94.0 -6.3% $298.44 +10.1%
70 VANGUARD NY TAX FREE FDS 3,908.0 $403K 0.24% NEW $103.23
71 SPLV INVESCO EXCH TRADED FD TR II 5,533.0 $395K 0.24% $71.42 +2.8%
72 FTEC FIDELITY COVINGTON TRUST 1,749.0 $393K 0.24% -283.0 -13.9% $224.62 +18.5%
73 VOE VANGUARD INDEX FDS 2,077.0 $368K 0.22% NEW $177.34 +7.8%
74 BTGD TIDAL TRUST II 10,645.0 $365K 0.22% +2K +19.0% $34.33 -14.8%
75 IBB ISHARES TR 2,142.0 $362K 0.22% $168.77 -2.7%
76 DTAN EA SERIES TRUST 11,247.0 $352K 0.21% +4K +53.5% $31.26 +2.5%
77 BIL SPDR SERIES TRUST 3,749.0 $343K 0.21% -156.0 -4.0% $91.37 +0.2%
78 CVX CHEVRON CORP NEW Energy 2,242.0 $342K 0.21% -156.0 -6.5% $152.41 +28.7%
79 MA MASTERCARD INCORPORATED Financial Services 591.0 $337K 0.20% -150.0 -20.2% $570.88 -11.4%
80 LLY ELI LILLY & CO Healthcare 300.0 $322K 0.20% -6.0 -2.0% $1074.42 -8.0%
Page 4 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%