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Melissa Thompson

Bravera Wealth

Assets Managed
$260.769M
Holdings
352
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
17.46%(2Q avg: 14.34%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Bravera Wealth's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 352 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 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 260.769M in assets, with a quarterly growth rate of 17.46% and a 2-quarter average growth rate of 14.34%. The portfolio is managed by Melissa Thompson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 11.25%
21.57%
$56.223M
81,861 shares@ $686.81 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 11.86%
4.98%
$12.963M
383,079 shares@ $33.84 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 7.91%
4.45%
$11.585M
53,159 shares@ $217.94 avg price
FENI
Fidelity Enhanced Int Etf
Recent Activity
Increased 10.65%
3.45%
$8.986M
223,912 shares@ $40.14 avg price
FSMD
Fidelity Small-mid Multifact
Recent Activity
Increased 9.7%
3.35%
$8.719M
164,967 shares@ $52.86 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 9.11%
2.67%
$6.955M
85,803 shares@ $81.06 avg price
SDVY
First Trust Smid Cap Rising
Recent Activity
Increased 8.51%
2.6%
$6.768M
156,888 shares@ $43.14 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 9.3%
2.57%
$6.689M
135,729 shares@ $49.28 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 5.26%
2.52%
$6.57M
52,660 shares@ $124.77 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 9.35%
2.5%
$6.517M
209,549 shares@ $31.11 avg price

1-10 of 352