Kilner Capital Advisors

Latest statistics and disclosures from Kilner Capital Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are DFAC, DFAT, AVSC, AVLV, DISV, and represent 72.49% of Kilner Capital Advisors's stock portfolio.
  • Added to shares of these 6 stocks: DFAC, DFAI, DFAT, DFIV, SCHO, SCHF.
  • Reduced shares in these 10 stocks: AVEM, AVLV, DFAU, AVSC, DFAE, AVIV, DFUV, DISV, BSVO, DFAX.
  • Kilner Capital Advisors was a net seller of stock by $-232k.
  • Kilner Capital Advisors has $117M in assets under management (AUM), dropping by 11.82%.
  • Central Index Key (CIK): 0002109522

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Portfolio Holdings for Kilner Capital Advisors

Kilner Capital Advisors holds 18 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 19.6 $23M +2% 515k 44.50
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 19.1 $22M 320k 69.76
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American Centy Etf Tr Avan Us Smal Etf (AVSC) 12.1 $14M 194k 72.77
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 11.3 $13M -2% 145k 91.15
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Dimensional Etf Trust Intl Small Cap V (DISV) 10.3 $12M 292k 41.29
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American Centy Etf Tr International Lr (AVIV) 6.7 $7.8M 98k 79.24
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American Centy Etf Tr Avantis Emgmkt (AVEM) 4.2 $5.0M -7% 52k 95.31
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 3.9 $4.6M 114k 39.82
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 3.8 $4.4M +6% 104k 41.96
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Dimensional Etf Trust Us Mktwide Value (DFUV) 3.5 $4.1M 75k 55.09
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Dimensional Etf Trust Internatnal Val (DFIV) 2.7 $3.2M +2% 57k 55.47
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.7 $810k 22k 37.22
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $648k 22k 29.09
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Ea Series Trust Brid Omn Sma Etf (BSVO) 0.4 $458k -3% 16k 28.89
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.3 $343k -36% 6.6k 51.96
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $328k 12k 27.87
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $322k +3% 13k 24.17
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Dimensional Etf Trust Us Sustainabilty (DFSU) 0.2 $263k 5.6k 47.24
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Past Filings by Kilner Capital Advisors

SEC 13F filings are viewable for Kilner Capital Advisors going back to 2026