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Bakala Capital LLC

Q1 2026 13F Holdings

  • Location
    greenville, SC
  • Num holdings

    11

  • Value ($000)

    $20,799

  • Date Filed
    05/14/2026
  • Form type
    13F-HR
  • CIK
    0001976751
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$5.92M
29 %

92,360

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$3.52M
17 %

5,893

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$1.89M
9 %

34,967

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$1.67M
8 %

16,795

V
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
92206C409
$1.66M
8 %

20,903

I
IWV

ISHARES TR

RUSSELL 3000 ETF
464287689
$1.63M
8 %

4,405

S
SHYG

ISHARES TR

0-5YR HI YL CP
46434V407
$1.35M
7 %

31,799

S
SCHP

SCHWAB STRATEGIC TR

US TIPS ETF
808524870
$1.01M
5 %

37,984

B
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
92203J407
$939.37K
5 %

19,550

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$734.62K
4 %

2,558

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