Bakala Capital LLC

Greenville, SC · CIK 1976751 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyGreenville, SC

$22.8m reported value +9.8% vs Q1 2026

11positions

97.6%in top 10

0 new 10 added 0 reduced 0 sold out vs Q1 2026

This manager withheld holdings under SEC confidential treatment in both Q2 2026 and Q1 2026, so new and sold-out positions can't be determined.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	92,853	$6.6m28.98%	28.98%	Added +493	+493 0.5%
2	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	5,910	$4.1m17.78%	17.78%	Added +17	+17 0.3%
3	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	35,009	$2.1m9.15%	9.15%	Added +42	+42 0.1%
4	ISHARES TR RUSSELL 3000 ETF IWV	IWV	4,405	$1.9m8.23%	8.23%	Unchanged
5	ISHARES TR CORE US AGGBD ET AGG	AGG	17,184	$1.7m7.45%	7.45%	Added +389	+389 2.3%
6	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	21,409	$1.7m7.41%	7.41%	Added +506	+506 2.4%
7	ISHARES TR 0-5YR HI YL CP SHYG	SHYG	32,864	$1.4m6.10%	6.10%	Added +1.1k	+1,065 3.4%
8	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	39,247	$1.0m4.56%	4.56%	Added +1.3k	+1,263 3.3%
9	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	20,139	$975.3k4.27%	4.27%	Added +589	+589 3.0%
10	VANGUARD INDEX FDS MID CAP ETF VO	VO	10,264	$827.0k3.62%	3.62%	Added +32	+32 0.3%
11	VANGUARD INDEX FDS SMALL CP ETF VB	VB	1,844	$559.0k2.45%	2.45%	Added +5	+5 0.3%