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Kilner Capital Advisors, LLC — 13F Holdings & Portfolio

CIK 2109522 · latest 13F-HR filed 2026-07-13

Backtest portfolio

Kilner Capital Advisors, LLC manages $116.7M in 13F-reported U.S. long-equity assets across 18 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DFAC (19.65%), DFAT (19.11%), AVSC (12.11%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 14, and trimmed 1.

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
438 N. FREDERICK AVE
SUITE 465
GAITHERSBURG, MD 20877
Phone
(301) 840-0501
Filing Manager
KILNER CAPITAL ADVISORS, LLC
GAITHERSBURG, MD
Signatory
JOSEPH KILNER
MANAGING MEMBER
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AUM

$116.7M

Long-equity book

Holdings

18

Distinct positions

Period

2026-06-30

Filed 2026-07-13

Q/Q Activity

+0 / −0 / ↑14 / ↓1

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIMENSIONAL ETF TRUST$3.4M +17.3%
  • DIMENSIONAL ETF TRUST$2.4M +12.3%
  • AMERICAN CENTY ETF TR$1.9M +15.7%
  • AMERICAN CENTY ETF TR$1.3M +10.8%
  • DIMENSIONAL ETF TRUST$607.8K +15.4%
Show all 14 →

Top Trims

  • DIMENSIONAL ETF TRUST-$126.0K -26.9%
Show all 1 →

New Positions

  • No new positions this quarter.
Show all 0 →

Exited Positions

  • No exits this quarter.
Show all 0 →
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 DIMENSIONAL ETF TRUST DFAC 25434V708 $22.9M 19.65% 515,346 SH
2 DIMENSIONAL ETF TRUST DFAT 25434V609 $22.3M 19.11% 319,755 SH
3 AMERICAN CENTY ETF TR AVSC 025072323 $14.1M 12.11% 194,167 SH
4 AMERICAN CENTY ETF TR AVLV 025072349 $13.2M 11.29% 144,529 SH
5 DIMENSIONAL ETF TRUST DISV 25434V781 $12.1M 10.33% 292,082 SH
6 AMERICAN CENTY ETF TR AVIV 025072364 $7.8M 6.67% 98,223 SH
7 AMERICAN CENTY ETF TR AVEM 025072604 $5.0M 4.25% 52,001 SH
8 DIMENSIONAL ETF TRUST DFAE 25434V302 $4.6M 3.90% 114,286 SH
9 DIMENSIONAL ETF TRUST DFAI 25434V203 $4.4M 3.75% 104,309 SH
10 DIMENSIONAL ETF TRUST DFUV 25434V724 $4.1M 3.51% 74,467 SH
11 DIMENSIONAL ETF TRUST DFIV 25434V807 $3.2M 2.72% 57,155 SH
12 DIMENSIONAL ETF TRUST DFAX 25434V880 $810.2K 0.69% 21,767 SH
13 SCHWAB STRATEGIC TR SCHB 808524102 $648.3K 0.56% 22,286 SH
14 EA SERIES TRUST BSVO 02072L532 $458.2K 0.39% 15,862 SH
15 DIMENSIONAL ETF TRUST DFAU 25434V104 $342.7K 0.29% 6,595 SH
16 SCHWAB STRATEGIC TR SCHF 808524805 $328.3K 0.28% 11,781 SH
17 SCHWAB STRATEGIC TR SCHO 808524862 $321.5K 0.28% 13,302 SH
18 DIMENSIONAL ETF TRUST DFSU 25434V716 $263.4K 0.23% 5,576 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-13 $116.7M 18 0001725547-26-000224
2026-03-31 2026-05-11 $104.4M 18 0001725547-26-000174
2025-12-31 2026-02-11 $104.7M 20 0001725547-26-000077