BRAVIAS CAPITAL GROUP LLC
Q4 2025 Form 13-F
ISELIN, NEW YORK
CIK 0002054328
· CRD 289589
· SEC-registered investment adviser
$165.4M Reported Value Total
BRAVIAS FINANCIAL reports 857 total accounts under management (AUM). There are 855 discretionary accounts valued at $209,520,850, and 2 non-discretionary accounts valued at $2,504,263.
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 2026-03-31
Reported value
$165.4M
Quarter over quarter
+3.0%
Holdings
108
Top-10 concentration
55.9%
Key People
Form ADV owners & control persons
Richard Ross Zeitz
PRESIDENT AND CHIEF COMPLIANCE OFFICER
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13F Metrics
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Q4 2025 13F record
Q4 2025 13F filing summary
| Period of report | December 31, 2025 |
|---|---|
| Filed | January 29, 2026 |
| Form | 13F-HR |
| Reported value | $165.4M |
| Positions | 108 |
| Change in reported value | +10.5% |
| New positions | 11 |
| Exited positions | 15 |
| Position turnover | 21.1% |
| Top-10 concentration | 55.9% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Jul 30, 2026
|
97 | $168.5M |
|
Q1 2026 13F
Filed Apr 28, 2026
|
96 | $152.9M |
|
Q4 2025 13F
Filed Jan 29, 2026
|
108 | $165.4M |
|
Q3 2025 13F
Filed Oct 20, 2025
|
112 | $149.6M |
|
Q2 2025 13F
Filed Aug 12, 2025
|
100 | $136.3M |
|
Q1 2025 13F
Filed May 9, 2025
|
84 | $123.3M |
|
Q4 2024 13F
Filed Feb 6, 2025
|
107 | $123.1M |
Top 20 holdings · Q4 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | BOXX EA SERIES TRUST | $26.4M | 15.97% |
| 2 | BBUS J P MORGAN EXCHANGE TRADED F | $13.9M | 8.4% |
| 3 | VGT VANGUARD WORLD FD | $10.5M | 6.37% |
| 4 | GMOM CAMBRIA ETF TR | $8.7M | 5.24% |
| 5 | SLV ISHARES SILVER TR | $7.4M | 4.48% |
| 6 | BRK-B BERKSHIRE HATHAWAY INC DEL | $7.1M | 4.27% |
| 7 | NTSX WISDOMTREE TR | $5.7M | 3.47% |
| 8 | VAMO CAMBRIA ETF TR | $5.1M | 3.11% |
| 9 | VUG VANGUARD INDEX FDS | $4.9M | 2.95% |
| 10 | AAPL APPLE INC | $2.7M | 1.63% |
| 11 | USFR WISDOMTREE TR | $2.6M | 1.6% |
| 12 | QQQ INVESCO QQQ TR | $2.3M | 1.39% |
| 13 | TRTY CAMBRIA ETF TR | $2.2M | 1.34% |
| 14 | NVDA NVIDIA CORPORATION | $2.2M | 1.34% |
| 15 | GLDM WORLD GOLD TR | $2.1M | 1.28% |
| 16 | VO VANGUARD INDEX FDS | $2.0M | 1.23% |
| 17 | DGRW WISDOMTREE TR | $2.0M | 1.2% |
| 18 | CAOS EA SERIES TRUST | $1.9M | 1.16% |
| 19 | QGRW WISDOMTREE TR | $1.8M | 1.11% |
| 20 | SPY SPDR S&P 500 ETF TR | $1.8M | 1.06% |
Values as reported on the Q4 2025 Form 13F. Every position is in the holdings table below.