2026 Q1 Portfolio Activity
In 2026 Q1, Kilner Capital Advisors, LLC maintained a portfolio of 20 distinct positions. They heavily accumulated shares in SCHWAB STRATEGIC TR, increasing the position by 11.9%. Conversely, Kilner Capital Advisors, LLC completely exited their position in INTERNATIONAL BUSINESS MACHS.
Position History
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Total Positions
20
Quarter
2026 Q1
Top Holding
DFAT (19.0%)
Top 10 Concentration
94.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-20 of 20
Kilner Capital Advisors, LLC Full Holdings List — 2026 Q1
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFAT
DIMENSIONAL ETF...
|
ETF | 19.04% | 18.46% |
#1
1
Prev: #2
|
6.5 |
—
|
-6,621 | -2.0% |
P
S
|
318,180 | $19,870,328 |
$59.34
+13.2%
|
2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | ||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 18.73% | 20.07% |
#2
1
Prev: #1
|
6.0 |
—
|
-27,760 | -5.2% |
P
S
|
503,117 | $19,551,112 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AVSC
AMERICAN CENTY ...
|
Bond/Debt | 11.70% | 11.06% |
#3
Prev: #3
|
5.5 |
—
|
-1,219 | -0.6% |
P
S
|
195,960 | $12,208,280 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AVLV
AMERICAN CENTY ...
|
ETF | 11.39% | 10.88% |
#4
Prev: #4
|
5.0 |
—
|
-2,921 | -1.9% |
P
S
|
147,509 | $11,890,716 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 11.05% | 10.85% |
#5
Prev: #5
|
5.0 |
—
|
-6,620 | -2.2% |
P
S
|
292,506 | $11,536,418 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AVIV
AMERICAN CENTY ...
|
Bond/Debt | 7.11% | 6.98% |
#6
Prev: #6
|
3.3 |
—
|
-3,397 | -3.3% |
P
S
|
99,220 | $7,424,659 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 4.35% | 4.20% |
#7
Prev: #7
|
2.2 |
—
|
-759 | -1.3% |
P
S
|
56,312 | $4,537,644 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 3.78% | 3.55% |
#8
1
Prev: #9
|
2.0 |
—
|
2,182 | 1.9% |
P
S
|
116,453 | $3,943,099 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 3.65% | 3.71% |
#9
1
Prev: #8
|
2.0 |
—
|
-4,294 | -4.2% |
P
S
|
97,722 | $3,807,266 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 3.49% | 3.50% |
#10
Prev: #10
|
1.9 |
—
|
-3,395 | -4.3% |
P
S
|
75,270 | $3,647,606 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 2.81% | 2.90% |
#11
Prev: #11
|
1.6 |
—
|
-5,348 | -8.8% |
P
S
|
55,624 | $2,935,859 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 0.71% | 0.71% |
#12
1
Prev: #13
|
0.8 |
—
|
-797 | -3.5% |
P
S
|
21,889 | $743,583 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 0.54% | 0.50% |
#13
1
Prev: #14
|
2.2 |
—
|
2,378 | 11.9% |
P
S
|
22,336 | $560,634 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 0.45% | 0.47% |
#14
1
Prev: #15
|
0.7 |
—
|
-115 | -1.1% |
P
S
|
10,387 | $468,661 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BSVO
EA SERIES TRUST
|
Unknown | 0.40% | 0.37% |
#15
1
Prev: #16
|
1.2 |
—
|
no change | no change |
P
S
|
16,410 | $416,315 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SCHO
SCHWAB STRATEGI...
|
ETF | 0.30% | 0.27% |
#16
2
Prev: #18
|
2.1 |
—
|
1,320 | 11.4% |
P
S
|
12,911 | $313,350 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 0.28% | 0.25% |
#17
2
Prev: #19
|
2.1 |
—
|
868 | 8.0% |
P
S
|
11,700 | $289,575 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DFSU
DIMENSIONAL ETF...
|
ETF | 0.22% | 0.23% |
#18
2
Prev: #20
|
1.1 |
—
|
no change | no change |
P
S
|
5,576 | $229,118 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.00% | 0.30% |
Sold All 😨
(Was: #17) |
0.0 |
—
|
-1,363 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.00% | 0.75% |
Sold All 😨
(Was: #12) |
0.0 |
—
|
-2,645 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 |
Showing 1-20 of 20 holdings