First seen by DFX
Sep 13, 2026
date not stated
Brave Family Advisors: CANDIDATE_FAMILY_OFFICE -> OUTSOURCED_FAMILY_OFFICE (Brave Family Advisors is a registered wealth advisory firm offering investment management and family office services to many client families, now part of AlphaCore Wealth Advisory.)
First seen by DFX
Sep 12, 2026
date not stated
Brave Family Advisors found on the SEC adviser roster (name)
Brave Asset Management Inc reported $426,721,706 across 161 13(f) positions for the quarter ended 2026-03-31
Brave Asset Management Inc opened a $4,617,414 position in State Str Spdr S&p 500 Etf T (7,100 shares)
Brave Asset Management Inc reported $424,814,922 across 168 13(f) positions for the quarter ended 2025-12-31
Brave Asset Management Inc increased Select Sector Spdr Tr 34,929 -> 71,818 shares ($3,045,024 -> $3,065,910)
Brave Asset Management Inc increased Select Sector Spdr Tr 133,076 -> 266,690 shares ($37,496,963 -> $38,395,359)
Brave Asset Management Inc increased Select Sector Spdr Tr 33,969 -> 69,472 shares ($8,138,654 -> $8,295,652)
Brave Asset Management Inc reported $413,068,921 across 172 13(f) positions for the quarter ended 2025-09-30
Brave Asset Management Inc reduced Spdr S&p 500 Etf Tr 3,500 -> 2,500 shares ($2,162,475 -> $1,665,450)
Brave Asset Management Inc reported $370,920,711 across 169 13(f) positions for the quarter ended 2025-06-30
Brave Asset Management Inc reduced Select Sector Spdr Tr 115,416 -> 10,374 shares ($5,748,871 -> $543,286)
Brave Asset Management Inc exited Select Sector Spdr Tr (was $3,670,746, 28,006 shares)
Brave Asset Management Inc increased Spdr S&p 500 Etf Tr 2,500 -> 3,500 shares ($1,398,475 -> $2,162,475)
Brave Asset Management Inc reduced Spdr S&p 500 Etf Tr 48,276 -> 27,049 shares ($27,005,112 -> $16,735,703)
Brave Asset Management Inc reduced Vanguard Intl Equity Index F 138,980 -> 99,808 shares ($8,430,527 -> $6,719,110)
Brave Asset Management Inc increased Ishares Tr 471,838 -> 679,009 shares ($27,810,132 -> $43,154,720)
Brave Asset Management Inc opened a $37,648,471 position in Ishares Tr (379,283 shares)
Brave Asset Management Inc reported $320,715,965 across 167 13(f) positions for the quarter ended 2025-03-31
Brave Asset Management Inc increased Select Sector Spdr Tr 11,378 -> 115,416 shares ($549,899 -> $5,748,871)
Brave Asset Management Inc increased Spdr S&p 500 Etf Tr 34,465 -> 48,276 shares ($20,199,247 -> $27,005,112)
Brave Asset Management Inc increased Vanguard Intl Equity Index F 34,213 -> 138,980 shares ($1,964,168 -> $8,430,527)
Brave Asset Management Inc opened a $3,670,746 position in Select Sector Spdr Tr (28,006 shares)
Brave Asset Management Inc reduced Select Sector Spdr Tr 125,769 -> 85,191 shares ($17,302,041 -> $12,438,738)
Brave Asset Management Inc reduced Select Sector Spdr Tr 66,567 -> 33,872 shares ($5,038,456 -> $2,670,807)
Brave Asset Management Inc reported $315,063,139 across 165 13(f) positions for the quarter ended 2024-12-31