account_balance

Investment manager · 13F filer · SEC CIK 1976751

Bakala Capital LLC

Reported value$22.8Mas of Jun 30, 2026
Positions11 0 new, 0 sold out
Top 10 weight97.6%VEA alone is 29%
FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

This fund reports 11 stocks.

Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 11 as a list
VEA Vanguard Tax-Managed FDS 29.0% Held
VOO Vanguard Index FDS 17.8% Held
VWO Vanguard Intl Equity Index F 9.2% Held
IWV iShares Tr 8.2% Held
AGG iShares Tr 7.4% Added +2%
VCSH Vanguard Scottsdale FDS 7.4% Added +2%
SHYG iShares Tr 6.1% Added +3%
SCHP Schwab Strategic Tr 4.6% Added +3%
BNDX Vanguard Charlotte FDS 4.3% Added +3%
VO Vanguard Index FDS 3.6% Held
VB Vanguard Index FDS 2.4% Held

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 14, 2026 filing
add_circleNew

None

arrow_upwardAdded
  • SHYG +3%
  • SCHP +3%
  • BNDX +3%
  • VCSH +2%
arrow_downwardTrimmed

None

remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast