SEC 13F Intelligence

Managers / Q2 2022 · view latest →

KRAFT ASSET MANAGEMENT, LLC

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

Reported Value
$104M
Q2 2022
Positions
25
Filings on Record
15
2019–present window
Filed
Aug 1, 2022
original filing

Summary

Kraft Asset Management, LLC reported $104M in U.S.-listed holdings across 25 positions for Q2 2022.

The portfolio is heavily concentrated: DFAT alone accounts for 79.1% of reported value.

Compared with Q1 2022, the fund opened 10 new positions and exited 5.

Portfolio Metrics

Turnover
+15.0%
vs prior filed quarter
Top-10 Concentration
+98.7%
share of reported value
Largest Position
+79.1%
Dimensional Etf
New / Exited
10 / 5
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: 98.6%Common Stock: 1.4%
  • ETP · 98.6% · $103M
  • Common Stock · 1.4% · $1M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
DFUVDIMENSIONAL ETF TRUSTNEW+419.3K419.3K+$13M$13M
ITOTISHARES TRNEW+37.5K37.5K+$3M$3M
IDEVISHARES TRNEW+30.3K30.3K+$2M$2M
AVDVAMERICAN CENTY ETF TRNEW+24.7K24.7K+$1M$1M
VBRVANGUARD INDEX FDSNEW+7.6K7.6K+$1M$1M
VWOVANGUARD INTL EQUITY INDEX FNEW+18.7K18.7K+$781,000$781,000
IEMGISHARES INCNEW+11.6K11.6K+$571,000$571,000
BIVVANGUARD BD INDEX FDSNEW+5.3K5.3K+$413,000$413,000

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

Holdings — Q2 2022

14 positions
#IssuerClass% PortfolioValueShares
1DFATDIMENSIONAL ETF TRUSTUS TARGETED VLU · US CORE EQUITY 2 · US MKTWIDE VALUE · INTERNATNAL VAL · US EQUITY ETF · US SMALL CAP ETF · WORLD EX US CORE79.06%$82M2.66M
2VGITVANGUARD SCOTTSDALE FDShistory →INTER TERM TREAS7.18%$7M122.2K
3ITOTISHARES TRCORE S&P TTL STK · CORE MSCI INTL · CORE S&P SCP ETF · CORE S&P US VLU · SP SMCP600VL ETF5.87%$6M83.6K
4VNQIVANGUARD INTL EQUITY INDEX FGLB EX US ETF · FTSE EMR MKT ETF1.55%$2M37.6K
5AVDVAMERICAN CENTY ETF TRhistory →INTL SMCP VLU1.25%$1M24.7K
6VBRVANGUARD INDEX FDShistory →SM CP VAL ETF1.09%$1M7.6K
7VTIPVANGUARD MALVERN FDSSTRM INFPROIDX0.89%$922,00018.4K
8SPYSPDR S&P 500 ETF TRTR UNIT0.77%$801,0002.1K
9IEMGISHARES INCCORE MSCI EMKT0.55%$571,00011.6K
10ITWILLINOIS TOOL WKS INCCOM0.47%$493,0002.7K
11BIVVANGUARD BD INDEX FDSINTERMED TERM0.40%$413,0005.3K
12EXMOCEXXON MOBIL CORPCOM0.37%$380,0004.4K
13AAPLAPPLE INCCOM0.31%$325,0002.4K
14UNHUNITEDHEALTH GROUP INCCOM0.24%$246,000479

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 ↗.