13F Insight
DOSSIER · 13F-HR · Q2 2026

Bakala Capital LLC

$21M in tracked AUM across 11 positions as of Q2 2026.

BC
CIK 0001976751 · last filed Jun 30, 2026
Total AUM
$21M
as of Q2 2026
Holdings
11
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Bakala Capital LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VEA
VANGUARD TAX-MANAGED FDS
$7M93K29.0%02
VOO
VANGUARD INDEX FDS
$4M6K17.8%03
VWO
VANGUARD INTL EQUITY INDEX F
$2M35K9.2%04
IWV
ISHARES TR
$2M4K8.2%05
AGG
ISHARES TR
$2M17K7.4%06
VCSH
VANGUARD SCOTTSDALE FDS
$2M21K7.4%07
SHYG
ISHARES TR
$1M33K6.1%08
SCHP
SCHWAB STRATEGIC TR
$1M39K4.6%09
BNDX
VANGUARD CHARLOTTE FDS
$975K20K4.3%10
VO
VANGUARD INDEX FDS
$827K10K3.6%

Filing history

2026Q2Jun 30
$23M▲ 9.8%
11 positionsView →2026Q1Mar 31
$21M▼ 1.7%
11 positionsView →2025Q4Dec 31
$21M▲ 445.4%
11 positionsView →2025Q3Sep 30
$4M▼ 77.7%
3 positionsView →2025Q2Jun 30
$17M▲ 352.7%
10 positionsLocked2025Q1Mar 31
$4M▼ 76.9%
3 positionsLocked2024Q4Dec 31
$17M▲ 10.7%
11 positionsLocked2024Q3Sep 30
$15M▲ 8.3%
10 positionsLocked2024Q2Jun 30
$14M▲ 19.3%
10 positionsLocked2024Q1Mar 31
$12M▲ 59.5%
10 positionsLocked2023Q4Dec 31
$7M—
10 positionsLocked2023Q3Sep 30
$0—
0 positionsLocked
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