SEC 13F Intelligence

Managers / Q2 2025

KRAFT ASSET MANAGEMENT, LLC

CIK 0001908611 · 555 GREAT CIRCLE ROAD, NASHVILLE, TN, 37228 · 615-346-2437

Reported Value
$108M
Q2 2025
Positions
41
Filings on Record
15
2019–present window
Filed
Jul 15, 2025
original filing

Summary

Kraft Asset Management, LLC reported $108M in U.S.-listed holdings across 41 positions for Q2 2025.

The portfolio is heavily concentrated: DFAT alone accounts for 72.9% of reported value.

Compared with Q1 2025, the fund opened 2 new positions and exited 7.

Portfolio Metrics

Turnover
+6.1%
vs prior filed quarter
Top-10 Concentration
+96.5%
share of reported value
Largest Position
+72.9%
Dimensional Etf
New / Exited
2 / 7
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $92MQ4 ’21Q1 ’22: $96MQ2 ’22: $104MQ2 ’22Q3 ’22: $99MQ4 ’22: $110MQ4 ’22Q1 ’23: $112MQ2 ’23: $111MQ2 ’23Q3 ’23: $106MQ4 ’23: $119MQ4 ’23Q1 ’24: $124MQ2 ’24: $119MQ2 ’24Q3 ’24: $128MQ4 ’24: $129MQ4 ’24Q1 ’25: $109MQ2 ’25: $108MQ2 ’25filingsflow.com

Portfolio Composition

By security type
ETP: 97.3%Common Stock: 1.7%Other: 1.0%
  • ETP · 97.3% · $105M
  • Common Stock · 1.7% · $2M
  • Other · 1.0% · $1M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
VZVERIZON COMMUNICATIONS INCNEW+6.4K6.4K+$276,582$276,582
VUGVANGUARD INDEX FDSNEW+500500+$219,200$219,200
PINNACLE FINL PARTNERS INCADDED+7.4K9.5K+$830,520$1M
AMERICAN CENTY ETF TRADDED+20.6K26.5K+$2M$2M
DFAIDIMENSIONAL ETF TRUSTADDED+11.9K22.6K+$446,428$780,919
VTIVANGUARD INDEX FDSSOLD OUT2.9K0$787,721$0
VWOVANGUARD INTL EQUITY INDEX FSOLD OUT14.0K0$631,920$0
VEAVANGUARD TAX-MANAGED FDSSOLD OUT11.1K0$564,925$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2025

18 positions
#IssuerClass% PortfolioValueShares
1DFATDIMENSIONAL ETF TRUSTUS TARGETED VLU · US CORE EQUITY 2 · US MKTWIDE VALUE · INTERNATNAL VAL · US EQUITY MARKET · US SMALL CAP ETF · WORLD EX US CORE · SHORT DURATION F · INTL CORE EQT MK · US CORE EQT MKT · EMERGING MKTS CO · EMGR CRE EQT MNG · US SMALL CAP VAL · INTL CORE EQUITY · GLOBAL REAL EST · INTL SMALL CAP V72.87%$78M1.77M
2VGITVANGUARD SCOTTSDALE FDSINTER TERM TREAS · SHORT TERM TREAS5.39%$6M96.9K
3ITOTISHARES TRCORE S&P TTL STK · CORE MSCI INTL · CORE S&P SCP ETF · CORE S&P US VLU5.02%$5M51.1K
4AVDVAMERICAN CENTY ETF TRUS SML CP VALU · INTL SMCP VLU3.89%$4M48.7K
5EA SERIES TRUSTEA BRIDGEWAY OMN3.10%$3M163.6K
6VBRVANGUARD INDEX FDSSM CP VAL ETF · REAL ESTATE ETF · VALUE ETF · GROWTH ETF2.44%$3M14.7K
7VTIPVANGUARD MALVERN FDShistory →STRM INFPROIDX1.16%$1M24.7K
8PINNACLE FINL PARTNERS INCCOM0.97%$1M9.5K
9VNQIVANGUARD INTL EQUITY INDEX FGLB EX US ETF0.82%$884,37219.2K
10VTEBVANGUARD MUN BD FDSTAX EXEMPT BD0.80%$855,37717.4K
11IEMGISHARES INCCORE MSCI EMKT0.73%$779,97013.0K
12SPYSPDR S&P 500 ETF TRTR UNIT0.65%$695,6991.1K
13ITWILLINOIS TOOL WKS INCCOM0.62%$661,6772.7K
14BIVVANGUARD BD INDEX FDSINTERMED TERM0.47%$507,4286.6K
15MSFTMICROSOFT CORPCOM0.35%$381,016766
16VZVERIZON COMMUNICATIONS INCCOM0.26%$276,5826.4K
17NVDANVIDIA CORPORATIONCOM0.25%$265,5811.7K
18AAPLAPPLE INCCOM0.23%$242,5111.2K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2025$108M41Jul 15, 202513F-HRchanges · EDGAR ↗
Q1 2025$109M46Apr 21, 202513F-HRchanges · EDGAR ↗
Q4 2024$129M52Jan 17, 202513F-HRchanges · EDGAR ↗
Q3 2024$128M48Oct 18, 202413F-HRchanges · EDGAR ↗
Q2 2024$119M43Jul 22, 202413F-HRchanges · EDGAR ↗
Q1 2024$124M41May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$119M38Feb 9, 202413F-HRchanges · EDGAR ↗
Q3 2023$106M35Nov 1, 202313F-HRchanges · EDGAR ↗
Q2 2023$111M31Aug 7, 202313F-HRchanges · EDGAR ↗
Q1 2023$112M32May 5, 202313F-HRchanges · EDGAR ↗
Q4 2022$110M27Feb 7, 202313F-HRchanges · EDGAR ↗
Q3 2022$99M26Nov 2, 202213F-HRchanges · EDGAR ↗
Q2 2022$104M25Aug 1, 202213F-HRchanges · EDGAR ↗
Q1 2022$96M20May 2, 202213F-HRchanges · EDGAR ↗
Q4 2021$92M19Feb 2, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.