Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bakala Capital LLC (CIK 1976751) reported $22.8M across 11 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VEA ($6.6M, 28.98%), VOO ($4.1M, 17.78%), VWO ($2.1M, 9.15%), IWV ($1.9M, 8.23%), AGG ($1.7M, 7.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $6.6M | 28.98% | 92,853 | Added |
| 2 | VOO | VANGUARD INDEX FDS | $4.1M | 17.78% | 5,910 | Added |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F | $2.1M | 9.15% | 35,009 | Added |
| 4 | IWV | ISHARES TR | $1.9M | 8.23% | 4,405 | Hold |
| 5 | AGG | ISHARES TR | $1.7M | 7.45% | 17,184 | Added |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | $1.7M | 7.41% | 21,409 | Added |
| 7 | SHYG | ISHARES TR | $1.4M | 6.10% | 32,864 | Added |
| 8 | SCHP | SCHWAB STRATEGIC TR | $1.0M | 4.56% | 39,247 | Added |
| 9 | BNDX | VANGUARD CHARLOTTE FDS | $975,338 | 4.27% | 20,139 | Added |
| 10 | VO | VANGUARD INDEX FDS | $827,008 | 3.62% | 10,264 | Added |
| 11 | VB | VANGUARD INDEX FDS | $559,021 | 2.45% | 1,844 | Added |
Source: SEC Form 13F filings · as of 2026-06-30