2026 Q2 Portfolio Activity
In 2026 Q2, Bakala Capital LLC maintained a portfolio of 11 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing the position by 301.3%.
Position History
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Total Positions
11
Quarter
2026 Q2
Top Holding
VEA (29.0%)
Top 10 Concentration
97.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-11 of 11
Bakala Capital LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VEA
VANGUARD TAX-MA...
|
ETF | 28.98% | 28.46% |
#1
Prev: #1
|
6.5 |
—
|
493 | 0.5% |
P
S
|
92,853 | $6,615,810 |
$42.80
+68.9%
|
2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
VOO
VANGUARD INDEX ...
|
ETF | 17.78% | 16.93% |
#2
Prev: #2
|
6.0 |
—
|
17 | 0.3% |
P
S
|
5,910 | $4,058,938 |
$379.50
+87.8%
|
2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
VWO
VANGUARD INTL E...
|
ETF | 9.15% | 9.09% |
#3
Prev: #3
|
5.2 |
—
|
42 | 0.1% |
P
S
|
35,009 | $2,089,674 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IWV
ISHARES TR
|
ETF | 8.23% | 7.85% |
#4
2
Prev: #6
|
4.8 |
—
|
no change | no change |
P
S
|
4,405 | $1,878,292 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AGG
ISHARES TR
|
ETF | 7.45% | 8.02% |
#5
1
Prev: #4
|
4.0 |
—
|
389 | 2.3% |
P
S
|
17,184 | $1,700,876 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 7.41% | 7.97% |
#6
1
Prev: #5
|
3.5 |
—
|
506 | 2.4% |
P
S
|
21,409 | $1,691,918 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SHYG
ISHARES TR
|
ETF | 6.10% | 6.47% |
#7
Prev: #7
|
2.9 |
—
|
1,065 | 3.3% |
P
S
|
32,864 | $1,393,782 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 4.56% | 4.86% |
#8
Prev: #8
|
2.3 |
—
|
1,263 | 3.3% |
P
S
|
39,247 | $1,040,055 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 4.27% | 4.52% |
#9
Prev: #9
|
2.2 |
—
|
589 | 3.0% |
P
S
|
20,139 | $975,338 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 3.62% | 3.53% |
#10
Prev: #10
|
4.4 |
—
|
7,706 | 301.3% |
P
S
|
10,264 | $827,008 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 2.45% | 2.32% |
#11
Prev: #11
|
1.5 |
—
|
5 | 0.3% |
P
S
|
1,844 | $559,021 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-11 of 11 holdings