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Brave Asset Management Inc.
Brave Asset Management Inc, also known as Brave Family Advisors, is an SEC-registered investment adviser based in Summit, New Jersey. The firm was founded in 1999 and provides personalized wealth management and investment advisory services to high-net-worth individuals, families, and select institutions. With a team of approximately 7 employees, the firm focuses on holistic, client-centric portfolio management and financial planning.
Investment Strategy
Brave Asset Management Inc employs a discretionary investment management strategy, constructing diversified portfolios tailored to clients’ specific goals, risk tolerance, and financial circumstances. Their approach emphasizes long-term growth, capital preservation, and prudent risk management by investing primarily in a mix of equities, fixed income, and alternative asset classes, while also offering financial planning and family office-style advisory services. The firm regularly reviews and rebalances portfolios to align with changing market conditions and client objectives.
Latest 13F Filing Activity
Brave Asset Management Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 164 equity positions and 4 options positions with a total 13F market value of $413M. The fund increased holdings in Apple Inc., Alphabet Inc., Ishares TR among other positions. Brave Asset Management Inc. reduced exposure to Enstar Group Limited, Freeport-mcmoran Inc., Goldman Sachs Group Inc. among others.
Top Holdings
Equity Positions (164)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E EFV | ISHARES TR | 11.44% | $47.3M | 696,832 | $52.74 | $67.83 | +$4.1M |
A AGG | ISHARES TR | 9.32% | $38.5M | 383,923 | $99.21 | $100.25 | +$831.9K |
X XLK | SELECT SECTOR SPDR TR | 9.08% | $37.5M | 133,076 | $112.15 | $281.86 | +$4.0M |
A AAPL | APPLE INC | 5.34% | $22.1M | 86,643 | $53.05 | $254.63 | +$5.4M |
M MSFT | MICROSOFT CORP | 4.92% | $20.3M | 39,271 | $118.34 | $517.95 | +$1.4M |
Options Positions (4)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | Sold | Put | $1.7M | 25 | $666.18 | $576.09 | -10 | -$497.0K |
C CRSP | CRISPR THERAPEUTICS AG | Bought | Call | $933.3K | 144 | $64.81 | $46.46 | +4 | +$252.3K |
G GS | GOLDMAN SACHS GROUP INC | — | Put | $796.4K | 10 | $796.35 | $546.29 | 0 | +$88.6K |
N NOC | NORTHROP GRUMMAN CORP | New | Put | $304.7K | 5 | $609.32 | $609.32 | +5 | +$304.7K |
Industry Allocation
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