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Kelly Wilson

Dravo Bay Llc

Assets Managed
$246.146M
Holdings
54
Last Quarter
2026 - Q1
Filed Date
2mo 1d ago
Growth Rate
2.29%(2Q avg: 4.29%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Dravo Bay Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 54 positions.

Assets under management

The assets under management (AUM) of Dravo Bay Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 246.146M in assets, with a quarterly growth rate of 2.29% and a 2-quarter average growth rate of 4.29%. The portfolio is managed by Kelly Wilson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHV
Schwab Us Large-cap Value
Recent Activity
Increased 3.45%
16.47%
$40.536M
1.329M shares@ $30.5 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 5.08%
15.1%
$37.153M
1.275M shares@ $29.13 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -2.05%
9.42%
$23.178M
361,711 shares@ $64.08 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 11.63%
6.12%
$15.058M
356,666 shares@ $42.22 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 10.25%
5.9%
$14.509M
303,032 shares@ $47.88 avg price
DGCB
Dimensional Global Credit
Recent Activity
Increased 10.79%
5.88%
$14.465M
267,210 shares@ $54.14 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Increased 4.11%
4.28%
$10.528M
148,011 shares@ $71.14 avg price
DISV
Dimensional International Sm
Recent Activity
Decreased -6.07%
4.15%
$10.194M
258,480 shares@ $39.45 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 3.36%
3.67%
$9.019M
20,649 shares@ $436.79 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 3.29%
3.61%
$8.867M
45,191 shares@ $196.21 avg price

1-10 of 54