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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 5 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IEFA ISHARES TR 3,600.0 $322K 0.20% +682.0 +23.4% $89.46 +7.0%
82 XLV SELECT SECTOR SPDR TR 2,076.0 $321K 0.19% NEW $154.80 -4.8%
83 AMAT APPLIED MATLS INC Technology 1,250.0 $321K 0.19% $256.94 +59.2%
84 CALF PACER FDS TR 7,206.0 $320K 0.19% $44.37 +6.4%
85 NEE NEXTERA ENERGY INC Utilities 3,951.0 $317K 0.19% $80.28 +12.2%
86 JNJ JOHNSON & JOHNSON Healthcare 1,520.0 $315K 0.19% +220.0 +16.9% $207.00 +11.0%
87 AGG ISHARES TR 3,028.0 $302K 0.18% -220.0 -6.8% $99.88 -2.2%
88 TSLA TESLA INC Consumer Cyclical 667.0 $300K 0.18% -43.0 -6.1% $449.72 -10.7%
89 VEA VANGUARD TAX-MANAGED FDS 4,781.0 $299K 0.18% NEW $62.47 +11.0%
90 SIVR ABRDN SILVER ETF TRUST Financial Services 4,371.0 $296K 0.18% NEW $67.64 +5.0%
91 IXUS ISHARES TR 3,367.0 $285K 0.17% $84.64 +10.5%
92 IJJ ISHARES TR 2,165.0 $285K 0.17% $131.59 +4.8%
93 HOOD ROBINHOOD MKTS INC Financial Services 2,510.0 $284K 0.17% -2K -37.4% $113.10 -33.8%
94 ITAN EA SERIES TRUST 7,452.0 $276K 0.17% +1K +19.0% $37.04 +7.7%
95 STIP ISHARES TR 2,603.0 $267K 0.16% +19.0 +0.7% $102.39 +1.0%
96 VOO VANGUARD INDEX FDS 399.0 $251K 0.15% -20.0 -4.8% $627.90 +7.8%
97 WCC WESCO INTL INC Industrials 1,021.0 $250K 0.15% $244.75 +39.3%
98 XHLF BONDBLOXX ETF TRUST 4,903.0 $246K 0.15% NEW $50.25 +0.0%
99 BAC BANK AMERICA CORP Financial Services 4,430.0 $244K 0.15% -786.0 -15.1% $55.00 -7.1%
100 CAT CATERPILLAR INC Industrials 406.0 $233K 0.14% NEW $573.06 +50.8%
Page 5 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%