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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 6 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IWY ISHARES TR 823.0 $228K 0.14% -25.0 -3.0% $276.94 +4.5%
102 EEM ISHARES TR 4,128.0 $226K 0.14% $54.71 +17.5%
103 VHT VANGUARD WORLD FD 778.0 $224K 0.14% +4.0 +0.5% $287.96 -4.8%
104 META META PLATFORMS INC Communication Services 336.0 $222K 0.13% -215.0 -39.0% $660.18 -7.4%
105 IDV ISHARES TR 5,461.0 $215K 0.13% NEW $39.45 +13.4%
106 IVV ISHARES TR 306.0 $210K 0.13% $684.94 +7.6%
107 USAC USA COMPRESSION PARTNERS LP Energy 8,995.0 $207K 0.12% +142.0 +1.6% $23.00 +31.3%
108 GSBD GOLDMAN SACHS BDC INC Financial Services 14,160.0 $131K 0.08% -15K -52.0% $9.28 -5.7%
Page 6 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%