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JOSEPH KILNER

Kilner Capital Advisors, Llc

Assets Managed
$104.374M
Holdings
18
Last Quarter
2026 - Q1
Filed Date
1mo 27d ago
Growth Rate
-0.35%(2Q avg: -0.17%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Kilner Capital Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 18 positions.

Assets under management

The assets under management (AUM) of Kilner Capital Advisors, 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 104.374M in assets, with a quarterly growth rate of -0.35% and a 2-quarter average growth rate of -0.17%. The portfolio is managed by JOSEPH KILNER, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAT
Dimensional Us Target Value
Recent Activity
Decreased -2.03%
19.04%
$19.87M
318,180 shares@ $62.45 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -5.22%
18.74%
$19.551M
503,117 shares@ $38.86 avg price
AVSC
Avantis Us Small Cap Equity
Recent Activity
Decreased -0.61%
11.7%
$12.208M
195,960 shares@ $62.3 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
Decreased -1.94%
11.4%
$11.891M
147,509 shares@ $80.62 avg price
DISV
Dimensional International Sm
Recent Activity
Decreased -2.21%
11.06%
$11.536M
292,506 shares@ $39.44 avg price
AVIV
Avantis Int Lrg Cap Val Etf
Recent Activity
Decreased -3.31%
7.12%
$7.425M
99,220 shares@ $74.84 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Decreased -1.32%
4.35%
$4.538M
56,312 shares@ $80.59 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Increased 1.91%
3.78%
$3.943M
116,453 shares@ $33.87 avg price
DFAI
Dimensional International Co
Recent Activity
Decreased -4.2%
3.65%
$3.807M
97,722 shares@ $38.97 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -4.31%
3.5%
$3.648M
75,270 shares@ $48.47 avg price

1-10 of 18