Kelly Myers
Cravens & Co Advisors, Llc
Assets Managed
$153.916M
Holdings
64
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
0.8%(2Q avg: 2.53%)
Sustained Growth
4 quarters
Portfolio positions
This chart displays the top 10 holdings in Cravens & Co Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 64 positions.
Assets under management
The assets under management (AUM) of Cravens & Co Advisors, 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 153.916M in assets, with a quarterly growth rate of 0.8% and a 2-quarter average growth rate of 2.53%. The portfolio is managed by Kelly Myers, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
DFAC Dimensional Us Core Equity 2
| 10.55% | $16.238M 417,849 shares@ $38.86 avg price | Increased 1.62% |
DFEM Dimensional Emerging Markets
| 8.71% | $13.395M 387,691 shares@ $34.55 avg price | Increased 0.81% |
DFIC Dimensional International Co
| 7.61% | $11.706M 329,479 shares@ $35.54 avg price | Increased 1.17% |
VMBS Vanguard Mortgage-backed Sec
| 6.55% | $10.071M 214,501 shares@ $46.96 avg price | Increased 1.29% |
VGIT Vanguard Intermediate-term T
| 6.46% | $9.938M 166,884 shares@ $59.55 avg price | Increased 5.05% |
DBND Doubleline Opport Bnd Etf
| 6.46% | $9.933M 216,828 shares@ $45.82 avg price | Increased 2.78% |
VGSH Vanguard Short-term Treasury
| 6.22% | $9.56M 163,315 shares@ $58.54 avg price | Increased 4.85% |
SMBK Smartfinancial Inc
| 5.6% | $8.614M 220,430 shares@ $39.08 avg price | |
JPST Jpmorgan Ultra-short Income
| 3.41% | $5.243M 103,605 shares@ $50.61 avg price | Decreased -0.75% |
DFSV Dimensional Us Small Cap Val
| 3.11% | $4.772M 136,186 shares@ $35.04 avg price | Increased 0.08% |
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