Braver Wealth Management, LLC

13F filer, CIK 1566494, NEEDHAM, MA

Braver Wealth Management, LLC reported $487,455,000 across 86 holdings for the quarter ended 2015-03-31, in a 13F-HR filed 2015-05-14. Its ten largest share positions make up 57.53% of the portfolio.

Filed 2015-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 19:16:30 UTC13F-HR 0001566494-15-000003

Period: 2015-03-31
Reported value: $487M
Holdings: 86
Top 10 weight: 57.53%
New: 17
Sold out: 15

Largest buys vs the previous quarter

Security	Shares change	Approx. value
IWOnew	+97,771	$14.8M
IJHadded	+63,846	$9.7M
XHBnew	+261,590	$9.64M
IYRadded	+87,704	$6.96M
VWOnew	+141,168	$5.77M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
AGGreduced	-251,022	-$28M
IWMreduced	-89,483	-$11.1M
IWNexited	-106,651	-$10.8M
PowerShares QQQ Trust Unit …reduced	-102,641	-$10.8M
Mkt Vectors Semiconductor E…reduced	-177,638	-$9.82M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2015

Share positions as resolved from 13F-HR 0001566494-15-000003, largest first. % of portfolio is the value over $487,454,562, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Latest event	Timeline
IVVISHARES TR	502,453	$104M	21.42%	-13,728		Timeline
IJHISHARES TR	212,257	$32.3M	6.62%	+63,846		Timeline
SPYSTATE STR SPDR S&P 500 ETF T	152,221	$31.4M	6.45%	+16,823		Timeline
EFAISHARES TR	293,603	$18.8M	3.87%	+1,235		Timeline
POWERSHARESPOWERSHARES	749,745	$18.1M	3.71%	-25,476
HYSPIMCO ETF TR	173,133	$17.6M	3.61%	-5,653		Timeline
AGGISHARES TR	141,071	$15.7M	3.22%	-251,022		Timeline
IWOISHARES TR	97,771	$14.8M	3.04%	new		Timeline
IJRISHARES TR	116,985	$13.8M	2.83%	-3,858		Timeline
IBBISHARES TR	39,323	$13.5M	2.77%	+8,257		Timeline
XLVSELECT SECTOR SPDR TR	176,906	$12.8M	2.63%	-12,346		Timeline
IHEISHARES TR	74,114	$12.8M	2.62%	-7,536		Timeline
XHBSPDR SERIES TRUST	261,590	$9.64M	1.98%	new		Timeline
XLPSELECT SECTOR SPDR TR	195,300	$9.52M	1.95%	+46,682		Timeline
IYRISHARES TR	119,755	$9.5M	1.95%	+87,704		Timeline
HYGISHARES TR	85,928	$7.79M	1.6%	-7,139		Timeline
EEMISHARES TR	167,041	$6.7M	1.38%	-870		Timeline
LQDISHARES TR	52,145	$6.35M	1.3%	-2,914		Timeline
APPLE INCAPPLE INC	46,511	$5.79M	1.19%	-2,178	The CUSIP as filed is malformed.
VWOVANGUARD INTL EQUITY INDEX F	141,168	$5.77M	1.18%	new		Timeline
XLESELECT SECTOR SPDR TR	71,410	$5.54M	1.14%	+67,257		Timeline
VGKVANGUARD INTL EQUITY INDEX F	97,597	$5.29M	1.09%	+5,011		Timeline
XLFSELECT SECTOR SPDR TR	213,943	$5.16M	1.06%	+199,943		Timeline
IEMGISHARES INC	105,367	$5.09M	1.04%	new		Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	17,370	$4.82M	0.99%	new		Timeline
VEAVANGUARD TAX-MANAGED FDS	115,169	$4.59M	0.94%	-1,752		Timeline
BWXSPDR SERIES TRUST	76,264	$4.05M	0.83%	-2,271		Timeline
ABBVABBVIE INC	62,191	$3.64M	0.75%	+1,776		Timeline
Mkt Vectors Semiconductor E…Mkt Vectors Semiconductor ETF	54,833	$3.03M	0.62%	-177,638
FITBFIFTH THIRD BANCORP	158,656	$2.99M	0.61%	-1,922		Timeline
PFEPFIZER INC	85,863	$2.99M	0.61%	+21,154		Timeline
E M C CORP MASSE M C CORP MASS	105,265	$2.69M	0.55%	+44,073
FXIISHARES TR	60,131	$2.67M	0.55%	-812		Timeline
TLTISHARES TR	20,217	$2.64M	0.54%	new		Timeline
GoogleGoogle	4,589	$2.55M	0.52%	-25
WHRWHIRLPOOL CORP	12,312	$2.49M	0.51%	new		Timeline
ISHARESISHARES	188,942	$2.37M	0.49%	new
EMBISHARES TR	20,189	$2.26M	0.46%	new		Timeline
EPOLISHARES TR	96,170	$2.25M	0.46%	new		Timeline
MEDTRONIC INCMEDTRONIC INC	28,376	$2.21M	0.45%	-846
TEVATEVA PHARMACEUTICAL INDS LTD	35,518	$2.21M	0.45%	-1,169		Timeline
EPHEISHARES TR	52,966	$2.2M	0.45%	-4,470		Timeline
RYROYAL BK CDA	36,345	$2.19M	0.45%	new		Timeline
WFCWELLS FARGO & CO	39,193	$2.13M	0.44%	new		Timeline
CSCOCISCO SYS INC	76,029	$2.09M	0.43%	-2,429		Timeline
USBUS BANCORP	47,482	$2.07M	0.43%	-491		Timeline
IWRISHARES TR	11,838	$2.05M	0.42%	-1,709		Timeline
INTCINTEL CORP	65,272	$2.04M	0.42%	-649		Timeline
UNITED TECHNOLOGIES CORPUNITED TECHNOLOGIES CORP	17,278	$2.02M	0.42%	-461
MSFTMICROSOFT CORP	49,357	$2.01M	0.41%	-310		Timeline
SPDWSPDR INDEX SHS FDS	68,646	$1.94M	0.4%	+1,422		Timeline
PMPHILIP MORRIS INTL INC	25,235	$1.9M	0.39%	new		Timeline
AMGEN INC.AMGEN INC.	11,800	$1.89M	0.39%	-103	The CUSIP as filed is malformed.
Bank of AmericaBank of America	121,287	$1.87M	0.38%	+66,674	The CUSIP as filed is malformed.
IYWISHARES TR	15,982	$1.68M	0.34%	-28,144		Timeline
ENERGIZER HLDGS INCENERGIZER HLDGS INC	10,332	$1.43M	0.29%	-123
IWMISHARES TR	11,173	$1.39M	0.29%	-89,483		Timeline
COPCONOCOPHILLIPS	22,301	$1.39M	0.28%	+357		Timeline
GENERAL ELEC COGENERAL ELEC CO	51,693	$1.28M	0.26%	+4,040
CVXCHEVRON CORPORATION	12,013	$1.26M	0.26%	+74		Timeline
SLBSLB LIMITED	13,640	$1.14M	0.23%	new		Timeline
BNDXVANGUARD CHARLOTTE FDS	20,725	$1.12M	0.23%	-43,428		Timeline
LVSLAS VEGAS SANDS CORP	20,033	$1.1M	0.23%	new		Timeline
AORISHARES TR	24,837	$1.01M	0.21%	0		Timeline
COACH INCCOACH INC	24,438	$1.01M	0.21%	new
SDYSPDR SERIES TRUST	10,810	$845K	0.17%	+3		Timeline
BNDVANGUARD BD INDEX FDS	9,654	$805K	0.17%	-2,864		Timeline
FEZSPDR INDEX SHS FDS	17,628	$684K	0.14%	-241		Timeline
REGNREGENERON PHARMACEUTICALS	1,400	$632K	0.13%	0		Timeline
SCZISHARES TR	12,583	$623K	0.13%	-4,908		Timeline
GLDSPDR GOLD TR	4,903	$557K	0.11%	0		Timeline
KMIKINDER MORGAN INC DEL	11,535	$485K	0.1%	0		Timeline
KRESPDR SERIES TRUST	11,586	$473K	0.1%	+12		Timeline
IXCISHARES TR	11,500	$410K	0.08%	0		Timeline
XOMEXXON MOBIL CORP	4,316	$367K	0.08%	-195		Timeline
IVOOVANGUARD ADMIRAL FDS INC	3,116	$319K	0.07%	-41		Timeline
iShares Gold TrustiShares Gold Trust	24,583	$281K	0.06%	+392
ABBOTT LABORATORIESABBOTT LABORATORIES	5,899	$273K	0.06%	0	The CUSIP as filed is malformed.
FLOTISHARES TR	5,115	$259K	0.05%	0		Timeline
SPDR SERIES TRUST BLOOMBERG…SPDR SERIES TRUST BLOOMBERG BR	6,115	$240K	0.05%	-6,963
Vaneck Vectors Gold Miners …Vaneck Vectors Gold Miners ETF	13,000	$237K	0.05%	0
PowerShares QQQ Trust Unit …PowerShares QQQ Trust Unit Ser	2,244	$237K	0.05%	-102,641
VTIVANGUARD INDEX FDS	2,122	$228K	0.05%	new		Timeline
Dow Chemical CompanyDow Chemical Company	4,700	$226K	0.05%	0
PSXPHILLIPS 66	2,817	$221K	0.05%	0		Timeline
BB&T CORPORATIONBB&T CORPORATION	5,407	$211K	0.04%	0	The CUSIP as filed is malformed.

Sold out in Q1 2015

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
IWNISHARES TR	106,651	$10.8M	shares
XLUSELECT SECTOR SPDR TR	160,309	$7.57M	shares
RWRSPDR SERIES TRUST	44,951	$4.09M	shares
LORILLARD INCLORILLARD INC	33,611	$2.12M	shares
THDISHARES INC	26,735	$2.07M	shares
CATCATERPILLAR INC	20,559	$1.88M	shares
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR	29,507	$1.51M	shares
CVSCVS HEALTH CORP	13,796	$1.33M	shares
FOOT LOCKER INCFOOT LOCKER INC	23,392	$1.31M	shares
QCOMQUALCOMM INC	14,941	$1.11M	shares
DU PONT E I DE NEMOURS & CODU PONT E I DE NEMOURS & CO	13,735	$1.02M	shares
XLKSELECT SECTOR SPDR TR	11,485	$475K	shares
DJPBARCLAYS BANK PLC	9,532	$285K	shares
VIGVANGUARD SPECIALIZED FUNDS	3,107	$252K	shares
AMERICAN ELECTRIC POWERAMERICAN ELECTRIC POWER	3,500	$213K	shares

How Q1 2015 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001566494-15-000003	base		2015-05-14	acceptance time not in the bulk data set	2026-10-07 19:16:30 UTC