Bakala Capital LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Bakala Capital LLC held in its portfolio 11 assets valued at $21,149,710 (i.e. $21.15M).

The most valuable assets in the portfolio included: VANGUARD TAX-MANAGED FDS ($5.76M), VANGUARD INDEX FDS ($3.68M), and ISHARES TR ($2.00M).

The chart below shows the top 10 valuable assets, and the table below shows the top 11 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Bakala Capital LLC Portfolio

VANGUARD TAX-MANAGED FDS

VANGUARD INDEX FDS

ISHARES TR

VANGUARD INTL EQUITY INDEX F

ISHARES TR

VANGUARD SCOTTSDALE FDS

ISHARES TR

SCHWAB STRATEGIC TR

VANGUARD CHARLOTTE FDS

VANGUARD INDEX FDS

Bakala Capital LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
VANGUARD TAX-MANAGED FDS	92201	5759770	VAN FTSE DEV MKT
VANGUARD INDEX FDS	5874	3683978	S&P 500 ETF SHS
ISHARES TR	5165	1998080	RUSSELL 3000 ETF
VANGUARD INTL EQUITY INDEX F	34967	1879836	FTSE EMR MKT ETF
ISHARES TR	16688	1666819	CORE US AGGBD ET
VANGUARD SCOTTSDALE FDS	20754	1654755	SHRT TRM CORP BD
ISHARES TR	31435	1347603	0-5YR HI YL CP
SCHWAB STRATEGIC TR	37984	1006194	US TIPS ETF
VANGUARD CHARLOTTE FDS	19465	940537	TOTAL INT BD ETF
VANGUARD INDEX FDS	2548	739593	MID CAP ETF
VANGUARD INDEX FDS	1832	472543	SMALL CP ETF