Melissa Thompson

Bravera Wealth

Assets Managed

$222.022M

Holdings

410

Last Quarter

2026 - Q1

Filed Date

18d ago

Growth Rate

11.22%(2Q avg: 5.61%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Bravera Wealth's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 410 positions.

Assets under management

The assets under management (AUM) of Bravera Wealth over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 222.022M in assets, with a quarterly growth rate of 11.22% and a 2-quarter average growth rate of 5.61%. The portfolio is managed by Melissa Thompson, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VOO Vanguard S&p 500 Etf Recent Activity Increased 4.64%	19.81%	$43.97M 73,583 shares@ $597.56 avg price	Increased 4.64%
SCHG Schwab Us Large-cap Growth Recent Activity Increased 16.4%	4.5%	$9.976M 342,470 shares@ $29.13 avg price	Increased 16.4%
VTV Vanguard Value Etf Recent Activity Increased 26.4%	4.36%	$9.665M 49,263 shares@ $196.21 avg price	Increased 26.4%
FENI Fidelity Enhanced Int Etf Recent Activity Increased 13.17%	3.4%	$7.528M 202,371 shares@ $37.2 avg price	Increased 13.17%
FSMD Fidelity Small-mid Multifact Recent Activity Increased 20.22%	3.03%	$6.725M 150,384 shares@ $44.72 avg price	Increased 20.22%
SDVY First Trust Smid Cap Rising Recent Activity Increased 15.2%	2.57%	$5.701M 144,594 shares@ $39.43 avg price	Increased 15.2%
AVUV Avantis Us Small Cap Value Recent Activity Increased 12.89%	2.49%	$5.527M 50,032 shares@ $110.47 avg price	Increased 12.89%
MSFT Microsoft Corp Recent Activity Decreased -2.92%	2.49%	$5.517M 14,904 shares@ $370.18 avg price	Decreased -2.92%
RDVY First Trust Rising Dividend Recent Activity Increased 18.97%	2.42%	$5.37M 78,643 shares@ $68.28 avg price	Increased 18.97%
FNDX Schwab Fndmntl Us Lrg Co Etf Recent Activity Increased 21.29%	2.41%	$5.337M 191,643 shares@ $27.86 avg price	Increased 21.29%

1-10 of 410