Kris Kapoor

Bakala Capital Llc

Assets Managed

$20.799M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 16d ago

Growth Rate

-1.66%(2Q avg: 6.27%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bakala Capital Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 11 positions.

Assets under management

The assets under management (AUM) of Bakala Capital Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 20.799M in assets, with a quarterly growth rate of -1.66% and a 2-quarter average growth rate of 6.27%. The portfolio is managed by Kris Kapoor, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VEA Vanguard Ftse Developed Etf Recent Activity Increased 0.18%	28.46%	$5.918M 92,360 shares@ $64.09 avg price	Increased 0.18%
VOO Vanguard S&p 500 Etf Recent Activity Increased 0.33%	16.94%	$3.521M 5,893 shares@ $597.55 avg price	Increased 0.33%
VWO Vanguard Ftse Emerging Marke Recent Activity	9.09%	$1.89M 34,967 shares@ $54.06 avg price
AGG Ishares Core U.s. Aggregate Recent Activity Increased 0.65%	8.02%	$1.667M 16,795 shares@ $99.28 avg price	Increased 0.65%
VCSH Vanguard S T Corp Bond Etf Recent Activity Increased 0.72%	7.97%	$1.657M 20,903 shares@ $79.27 avg price	Increased 0.72%
IWV Ishares Russell 3000 Etf Recent Activity Decreased -14.71%	7.86%	$1.633M 4,405 shares@ $370.68 avg price	Decreased -14.71%
SHYG Ishares 0-5 Yr Hy Corp Bond Recent Activity Increased 1.16%	6.47%	$1.345M 31,799 shares@ $42.31 avg price	Increased 1.16%
SCHP Schwab U.s. Tips Etf Recent Activity	4.86%	$1.011M 37,984 shares@ $26.61 avg price
BNDX Vanguard Total Intl Bond Etf Recent Activity Increased 0.44%	4.52%	$939,367 19,550 shares@ $48.05 avg price	Increased 0.44%
VO Vanguard Mid-cap Etf Recent Activity Increased 0.4%	3.54%	$734,618 2,558 shares@ $287.19 avg price	Increased 0.4%

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