2026 Q1 Portfolio Activity
In 2026 Q1, Bakala Capital LLC maintained a portfolio of 11 distinct positions.
Position History
hover any row below to update
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Total Positions
11
Quarter
2026 Q1
Top Holding
VEA (28.5%)
Top 10 Concentration
97.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-11 of 11
Bakala Capital 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VEA
VANGUARD TAX-MA...
|
ETF | 28.46% | 27.23% |
#1
Prev: #1
|
6.5 |
—
|
159 | 0.2% |
P
S
|
92,360 | $5,918,443 |
$43.00
+66.8%
|
2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
VOO
VANGUARD INDEX ...
|
ETF | 16.93% | 17.42% |
#2
Prev: #2
|
6.0 |
—
|
19 | 0.3% |
P
S
|
5,893 | $3,521,359 |
$379.82
+82.5%
|
2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
VWO
VANGUARD INTL E...
|
ETF | 9.09% | 8.89% |
#3
1
Prev: #4
|
5.6 |
—
|
no change | no change |
P
S
|
34,967 | $1,889,977 |
$38.29
+57.8%
|
2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
AGG
ISHARES TR
|
ETF | 8.02% | 7.88% |
#4
1
Prev: #5
|
4.2 |
—
|
107 | 0.6% |
P
S
|
16,795 | $1,667,267 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 7.97% | 7.82% |
#5
1
Prev: #6
|
4.2 |
—
|
149 | 0.7% |
P
S
|
20,903 | $1,656,942 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IWV
ISHARES TR
|
ETF | 7.85% | 9.45% |
#6
3
Prev: #3
|
3.6 |
—
|
-760 | -14.7% |
P
S
|
4,405 | $1,632,845 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SHYG
ISHARES TR
|
ETF | 6.47% | 6.37% |
#7
Prev: #7
|
3.1 |
—
|
364 | 1.2% |
P
S
|
31,799 | $1,345,415 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 4.86% | 4.76% |
#8
Prev: #8
|
2.9 |
—
|
no change | no change |
P
S
|
37,984 | $1,010,753 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 4.52% | 4.45% |
#9
Prev: #9
|
2.3 |
—
|
85 | 0.4% |
P
S
|
19,550 | $939,367 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 3.53% | 3.50% |
#10
Prev: #10
|
1.9 |
—
|
10 | 0.4% |
P
S
|
2,558 | $734,618 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 2.32% | 2.23% |
#11
Prev: #11
|
1.4 |
—
|
7 | 0.4% |
P
S
|
1,839 | $481,621 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-11 of 11 holdings