Bravera Wealth
All 13F Filings
- Location
- Bismarck, ND
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 222,022
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/22/2026 | 410 | 222,022 | 13F-HR | Bravera Wealth |
| Q4 2025 | 4/22/2026 | 483 | 199,641 | 13F-HR | Bravera Wealth |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 37.27 K | 16.8% | 0 | 169 | -169 |
| ETFs | 184.6 K | 83.1% | 22.57 K | 0 | 22.57 K |
| Debt | 150 | 0.1% | 0 | 40 | -40 |
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Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
222,022
Holdings
410
QoQ value change ($000)
22,381
(11.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.