Cravens & Co Advisors, LLC
CIK: 0001966116SEC EDGAR →
Portfolio Value
$152.7M
Holdings
63
As of
Q4 2025
New Positions
63
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 411,210 | $16.7M | 10.95% |
| 2 | DIMENSIONAL ETF TRUST | 384,582 | $13.2M | 8.67% |
| 3 | DIMENSIONAL ETF TRUST | 325,690 | $11.5M | 7.56% |
| 4 | VANGUARD SCOTTSDALE FDS | 211,779 | $10.0M | 6.55% |
| 5 | DOUBLELINE ETF TRUST | 210,965 | $9.8M | 6.42% |
| 6 | VANGUARD SCOTTSDALE FDS | 158,863 | $9.5M | 6.24% |
| 7 | VANGUARD SCOTTSDALE FDS | 155,769 | $9.2M | 5.99% |
| 8 | SMARTFINANCIAL INC | 220,430 | $8.4M | 5.49% |
| 9 | J P MORGAN EXCHANGE TRADED F | 104,395 | $5.3M | 3.46% |
| 10 | DIMENSIONAL ETF TRUST | 136,080 | $4.7M | 3.08% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (63)
$16.7M · 411K shares
$13.2M · 385K shares
$11.5M · 326K shares
$10.0M · 212K shares
$9.8M · 211K shares
$9.5M · 159K shares
$9.2M · 156K shares
$8.4M · 220K shares
$5.3M · 104K shares
$4.7M · 136K shares
$3.8M · 76K shares
$2.9M · 8K shares
$2.3M · 4K shares
$2.2M · 6K shares
$2.2M · 9K shares
$2.0M · 14K shares
$2.0M · 4K shares
$1.9M · 37K shares
$1.8M · 9K shares
$1.8M · 19K shares
$1.7M · 5K shares
$1.7M · 5K shares
$1.7M · 7K shares
$1.6M · 2K shares
$1.6M · 10K shares
$1.4M · 9K shares
$1.4M · 25K shares
$1.3M · 8K shares
$1.3M · 3K shares
$1.2M · 4K shares
$1.2M · 23K shares
$1.1M · 4K shares
$1.1M · 9K shares
$941K · 3K shares
$916K · 6K shares
$870K · 10K shares
$787K · 5K shares
$695K · 6K shares
$689K · 3K shares
$660K · 9K shares
$627K · 900 shares
$579K · 3K shares
$556K · 16K shares
$541K · 9K shares
$514K · 4K shares
$504K · 12K shares
$390K · 15K shares
$377K · 8K shares
$350K · 6K shares
$330K · 2K shares
$307K · 5K shares
$304K · 3K shares
$301K · 9K shares
$294K · 10K shares
$286K · 2K shares
$285K · 20K shares
$262K · 9K shares
$223K · 2K shares
$223K · 6K shares
$214K · 1K shares
$205K · 4K shares
$85K · 18K shares
$56K · 20K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 27 | $112.8M | 73.9% |
| Technology | 9 | $10.0M | 6.6% |
| Healthcare | 8 | $7.0M | 4.6% |
| Communication Services | 3 | $5.4M | 3.5% |
| Industrials | 3 | $5.1M | 3.4% |
| Consumer Cyclical | 4 | $5.1M | 3.3% |
| Energy | 4 | $2.7M | 1.8% |
| Consumer Defensive | 1 | $2.0M | 1.3% |
| Unknown | 2 | $1.9M | 1.3% |
| Utilities | 1 | $304K | 0.2% |
| Basic Materials | 1 | $285K | 0.2% |