BRAVE ASSET MANAGEMENT INC
Q2 2026 Form 13-F
SUMMIT, NEW JERSEY
CIK 0001085867
· CRD 108512
· SEC-registered investment adviser
$467.5M Reported Value Total
BRAVE FAMILY ADVISORS reports 922 total accounts under management (AUM). There are 922 discretionary accounts valued at $624,289,774, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-03-11
Reported value
$467.5M
Quarter over quarter
+13.2%
Holdings
146
Top-10 concentration
64.3%
Key People
Form ADV owners & control persons
James Patrick Haire
CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER
Thomas Brett Haire
CHAIRMAN AND SECRETARY-TREASURER
Scott Anthony Morrison
PRESIDENT
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | July 08, 2026 |
| Form | 13F-HR |
| Reported value | $467.5M |
| Positions | 146 |
| Change in reported value | +9.6% |
| New positions | 13 |
| Exited positions | 23 |
| Position turnover | 21.3% |
| Top-10 concentration | 64.3% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Jul 8, 2026
|
146 | $467.5M |
|
Q1 2026 13F
Filed Apr 17, 2026
|
156 | $426.7M |
|
Q4 2025 13F
Filed Jan 8, 2026
|
166 | $424.8M |
|
Q3 2025 13F
Filed Oct 21, 2025
|
168 | $413.1M |
|
Q2 2025 13F
Filed Jul 16, 2025
|
165 | $370.9M |
|
Q1 2025 13F
Filed Apr 10, 2025
|
160 | $320.7M |
|
Q4 2024 13F
Filed Jan 14, 2025
|
162 | $315.1M |
|
Q3 2024 13F
Filed Oct 10, 2024
|
165 | $411.9M |
|
Q2 2024 13F
Filed Jul 15, 2024
|
158 | $392.6M |
|
Q1 2024 13F
Filed Apr 30, 2024
|
165 | $385.3M |
|
Q4 2023 13F
Filed Jan 18, 2024
|
155 | $355.6M |
|
Q3 2023 13F
Filed Oct 13, 2023
|
151 | $327.6M |
|
Q2 2023 13F
Filed Jul 24, 2023
|
150 | $341.1M |
|
Q1 2023 13F
Filed Apr 12, 2023
|
145 | $315.4M |
|
Q4 2022 13F
Filed Jan 20, 2023
|
146 | $295.8M |
|
Q3 2022 13F
Filed Oct 13, 2022
|
146 | $196.9M |
|
Q2 2022 13F
Filed Jul 15, 2022
|
143 | $223.7M |
|
Q1 2022 13F
Filed Apr 22, 2022
|
155 | $290.5M |
|
Q4 2021 13F
Filed Jan 21, 2022
|
155 | $365.4M |
|
Q3 2021 13F
Filed Nov 2, 2021
|
154 | $346.2M |
31 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | EFV ISHARES TR | $62.8M | 13.43% |
| 2 | XLK SELECT SECTOR SPDR TR | $52.1M | 11.15% |
| 3 | AGG ISHARES TR | $37.9M | 8.1% |
| 4 | ZD ZIFF DAVIS INC | $24.6M | 5.27% |
| 5 | AAPL APPLE INC | $24.2M | 5.18% |
| 6 | SPY STATE STR SPDR S&P 500 ETF T | $23.9M | 5.12% |
| 7 | GOOG ALPHABET INC | $22.2M | 4.74% |
| 8 | VOO VANGUARD INDEX FDS | $21.8M | 4.67% |
| 9 | JPM JPMORGAN CHASE & CO | $15.7M | 3.36% |
| 10 | MSFT MICROSOFT CORP | $15.1M | 3.23% |
| 11 | XLV SELECT SECTOR SPDR TR | $14.4M | 3.08% |
| 12 | AMZN AMAZON COM INC | $10.9M | 2.33% |
| 13 | VEU VANGUARD INTL EQUITY INDEX F | $10.1M | 2.15% |
| 14 | GLW CORNING INC | $8.7M | 1.87% |
| 15 | XLY SELECT SECTOR SPDR TR | $8.6M | 1.83% |
| 16 | XLP SELECT SECTOR SPDR TR | $6.7M | 1.42% |
| 17 | AXP AMERICAN EXPRESS CO | $5.1M | 1.09% |
| 18 | GOOGL ALPHABET INC | $4.5M | 0.96% |
| 19 | BRK-B BERKSHIRE HATHAWAY INC DEL | $4.1M | 0.89% |
| 20 | XLU SELECT SECTOR SPDR TR | $3.5M | 0.74% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.