1y return+23.5%S&P 500 +20.9%
3y return+49.4%S&P 500 +68.5%
5y return+34.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2016: $209 against $334 in the S&P 500.2
Brave Asset Management IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| EFVIshares Tr | $62.8M | 13.4% | +11.2% |
| XLKSelect Sector Spdr Tr | $52.1M | 11.2% | +2.3% |
| AGGIshares Tr | $37.9M | 8.1% | −4.2% |
| ZDZiff Davis Inc | $24.6M | 5.3% | |
| AAPLApple Inc | $24.2M | 5.2% | −3.9% |
| SPYState Str Spdr S&p 500 Etf T | $23.9M | 5.1% | +6.3% |
| GOOGAlphabet Inc | $22.2M | 4.7% | |
| VOOVanguard Index Fds | $21.8M | 4.7% | |
| JPMJpmorgan Chase & Co | $15.7M | 3.4% | |
| MSFTMicrosoft Corp | $15.1M | 3.2% | +1.3% |
| XLVSelect Sector Spdr Tr | $14.4M | 3.1% | +3.8% |
| AMZNAmazon Com Inc | $10.9M | 2.3% | +2.6% |
| VEUVanguard Intl Equity Index F | $10.1M | 2.2% | +13.8% |
| GLWCorning Inc | $8.7M | 1.9% | |
| XLYSelect Sector Spdr Tr | $8.6M | 1.8% | +4.1% |
| XLPSelect Sector Spdr Tr | $6.7M | 1.4% | +5.0% |
| AXPAmerican Express Co | $5.1M | 1.1% | −6.3% |
| GOOGLAlphabet Inc | $4.5M | 1.0% | |
| BRK/BBerkshire Hathaway Inc Del | $4.1M | 0.9% | |
| XLUSelect Sector Spdr Tr | $3.5M | 0.7% | +4.9% |
| Exxon Mobil CorpCUSIP 30231G102 | $3.3M | 0.7% | +239.9% |
| IVEIshares Tr | $3.0M | 0.6% | |
| NVDANvidia Corporation | $2.7M | 0.6% | +6.4% |
| SHYIshares Tr | $2.5M | 0.5% | New |
| JNJJohnson & Johnson | $2.2M | 0.5% | −7.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2021 | +900.3% | $2.7M |
| GLWCorning Inc | June 30, 2020 | +886.1% | $8.7M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $2.1M |
| GSGoldman Sachs Group Inc | June 30, 2020 | +411.8% | $1.9M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $4.5M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $22.2M |
| CRSCarpenter Technology Corp | September 30, 2024 | +286.5% | $1.1M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $52.1M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $15.7M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $24.2M |
Sold off last quarter
- IAUIshares Gold Tr was $15.2M
- Honeywell Intl IncCUSIP 438516106 was $922K
- PFFIshares Tr was $891K
- GBTCGrayscale Bitcoin Trust Etf was $504K
- SHELShell PLC was $446K
- DVNDevon Energy Corp New was $408K
- SLVIshares Silver Tr was $383K
- OXYOccidental Pete Corp was $339K
- PRUPrudential Finl Inc was $287K
- PFEPfizer Inc was $283K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.8% | +14.8% |
| March 31, 2026 | −2.1% | −4.6% |
| December 31, 2025 | +3.4% | +2.4% |
| September 30, 2025 | +9.1% | +7.8% |
| June 30, 2025 | +7.7% | +10.5% |
| March 31, 2025 | −4.3% | −4.6% |
| December 31, 2024 | +0.4% | +2.1% |
| September 30, 2024 | +3.6% | +5.4% |
| June 30, 2024 | +2.0% | +4.0% |
| March 31, 2024 | +5.6% | +10.0% |
| December 31, 2023 | +9.3% | +11.2% |
| September 30, 2023 | −4.0% | −3.6% |
| June 30, 2023 | +3.7% | +8.3% |
| March 31, 2023 | +3.1% | +7.0% |
| December 31, 2022 | +6.0% | +7.1% |
| September 30, 2022 | −5.4% | −5.3% |
| June 30, 2022 | −14.1% | −16.5% |
| March 31, 2022 | −5.2% | −4.9% |
| December 31, 2021 | +3.6% | +10.7% |
| September 30, 2021 | −0.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Brave Asset Management Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1085867&type=13F-HR&dateb=&owner=include&count=40CIK 1085867
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1085867/000117266126002526/Filed July 8, 2026 · accession 0001172661-26-002526