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Funds / Vavra Capital Management, LLC
Institutional Fund

Vavra Capital Management, LLC

Collegeville, PACIK 21066052 filings on record

Portfolio Value
$102.86M
Q1 2026
Holdings
24
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+1.0%
from $101.80M

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • Spdr S&P 500 ETF Tr28.7%
  • Vanguard Tax-Managed Fds15.2%
  • Pimco ETF Tr12.6%
  • Ishares Tr9.4%
  • Vanguard Specialized Funds5.0%
  • J P Morgan Exchange Traded F4.9%
  • Other24.1%

Portfolio Holdings

24 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Spdr S&P 500 ETF Tr45.4K$29.55M28.7%+744Added
2Vanguard Tax-Managed Fds244.6K$15.68M15.2%+4.9KAdded
3Pimco ETF Tr140.1K$12.93M12.6%+514Added
4Ishares Tr38.9K$9.64M9.4%443Reduced
5Vanguard Specialized Funds24.0K$5.15M5.0%+881Added
6J P Morgan Exchange Traded F89.5K$5.08M4.9%+3.3KAdded
7Vanguard Intl Equity Index F81.4K$4.40M4.3%+2.1KAdded
8Blackrock ETF Trust II102.1K$3.48M3.4%+3.2KAdded
9Pacer Fds Tr44.1K$2.76M2.7%+2.6KAdded
10Vaneck ETF Trust74.4K$2.14M2.1%7.2KReduced

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