Vavra Capital Management, LLC — 13F Holdings & Portfolio

CIK 2106605 · latest 13F-HR filed 2026-07-23

Vavra Capital Management, LLC manages $114.3M in 13F-reported U.S. long-equity assets across 22 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPY (29.64%), VEA (15.33%), BOND (11.32%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 2, added to 15, and trimmed 0.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1026 BLACKSMITH LANE
COLLEGEVILLE, PA 19426
Phone
(610) 489-3018
Filing Manager
Vavra Capital Management, LLC
COLLEGEVILLE, PA
Signatory
Jason Vavra
Managing Member
Loading holdings…
AUM

$114.3M

Long-equity book

Holdings

22

Distinct positions

Period

2026-06-30

Filed 2026-07-23

Q/Q Activity

+0 / −2 / ↑15 / ↓0

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • STATE STR SPDR S&P 500 ETF T$4.3M +14.6%
  • ISHARES TR$1.9M +19.3%
  • VANGUARD TAX-MANAGED FDS$1.8M +11.7%
  • VANGUARD SPECIALIZED FUNDS$743.5K +14.4%
  • VANGUARD INTL EQUITY INDEX F$488.7K +11.1%
Show all 15

Top Trims

  • No decreased positions.
Show all 0

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • FLEXSHARES TR$220.5K
  • FLEXSHARES TR$204.8K
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $33.9M 29.64% 45,365 SH
2 VANGUARD TAX-MANAGED FDS VEA 921943858 $17.5M 15.33% 245,820 SH
3 PIMCO ETF TR BOND 72201R775 $12.9M 11.32% 140,315 SH
4 ISHARES TR IWM 464287655 $11.5M 10.07% 38,294 SH
5 VANGUARD SPECIALIZED FUNDS VIG 921908844 $5.9M 5.16% 24,918 SH
6 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $5.1M 4.45% 89,993 SH
7 VANGUARD INTL EQUITY INDEX F VWO 922042858 $4.9M 4.28% 81,922 SH
8 BLACKROCK ETF TRUST II IVVM 092528702 $3.8M 3.33% 103,066 SH
9 PACER FDS TR COWZ 69374H881 $2.9M 2.50% 45,978 SH
10 VANECK ETF TRUST ANGL 92189F437 $2.1M 1.85% 72,151 SH
11 CHUBB LIMITED CB H1467J104 $1.9M 1.70% 5,701 SH
12 INVESCO QQQ TR QQQ 46090E103 $1.7M 1.45% 2,252 SH
13 BONDBLOXX ETF TRUST PCMM 09789C671 $1.4M 1.20% 27,422 SH
14 VANGUARD INDEX FDS VTI 922908769 $1.3M 1.11% 3,438 SH
15 SPDR SERIES TRUST SPTS 78468R101 $1.2M 1.09% 42,984 SH
16 APPLE INC AAPL 037833100 $1.2M 1.06% 4,185 SH
17 ISHARES TR QUAL 46432F339 $1.1M 1.00% 5,189 SH
18 ISHARES TR MUB 464288414 $1.1M 0.99% 10,527 SH
19 BLACKROCK ETF TRUST DYNF 09290C103 $986.1K 0.86% 14,499 SH
20 ISHARES TR MTUM 46432F396 $963.4K 0.84% 2,810 SH
21 HARBOR ETF TRUST HGER 41151J505 $444.6K 0.39% 15,155 SH
22 ELI LILLY & CO LLY 532457108 $437.8K 0.38% 365 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-23 $114.3M 22 0001420506-26-001276
2026-03-31 2026-04-27 $102.9M 24 0001420506-26-000751
2025-12-31 2026-01-22 $101.8M 23 0001420506-26-000080