Loading…
CIK 0001966116 • 7 13F filings • May 14, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("cravens-co-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AFFIRM HLDGS INC | COM CL A | $551K | 0.4%Prev: 0.6% | 6,751 SH | Decreased-4,592 SH |
| ALPHABET INC | CAP STK CL C | $2.0M | 1.4%Prev: 1.2% | 5,747 SH | Increased-3,647 SH |
| AMAZON COM INC | COM | $1.4M | 0.9%Prev: 1.0% | 5,892 SH | Increased-506 SH |
| AMPHENOL CORP | CL A | $782K | 0.5% | 4,433 SH | New |
| APPLE INC | COM | $981K | 0.7%Prev: 0.4% | 3,390 SH | Increased+733 SH |
| AST SPACEMOBILE INC | COM CL A | $214K | 0.1% | 2,409 SH | New |
| ATMOS ENERGY CORP | COM | $1.7M | 1.1% | 9,703 SH | New |
| BANK OF AMER CORP | COM | $201K | 0.1% | 3,519 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.5M | 1.0% | 3,034 SH | New |
| BLACKSTONE INC | COM | $966K | 0.6%Prev: 1.1% | 8,210 SH | Decreased-1,515 SH |
| BOEING CO | COM | $871K | 0.6%Prev: 1.4% | 4,025 SH | Decreased-5,005 SH |
| BROADCOM INC | COM | $2.6M | 1.8%Prev: 1.7% | 6,990 SH | Increased-1,176 SH |
| CANADIAN NAT RES LTD MED TER | COM | $359K | 0.2% | 9,099 SH | New |
| CAPITAL GROUP CORE EQUITY ET | SHS CREAT UNIT | $491K | 0.3% | 11,033 SH | New |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREAT UNIT | $220K | 0.1% | 5,201 SH | New |
| CHEVRON CORPORATION | COM | $1.2M | 0.8% | 7,006 SH | New |
| CLOUDFLARE INC | CL A COM | $595K | 0.4%Prev: 0.6% | 2,426 SH | Decreased-1,963 SH |
| COMCAST CORP NEW | CL A | $751K | 0.5% | 30,596 SH | New |
| COMMERCIAL BANCGROUP INC | COM | $4.0M | 2.7% | 124,542 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $12.9M | 8.6%Prev: 8.2% | 316,943 SH | Increased-55,047 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $9.7M | 6.5%Prev: 7.2% | 261,636 SH | Increased-50,617 SH |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $15.6M | 10.5% | 351,782 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $4.4M | 2.9% | 113,196 SH | New |
| DISNEY WALT CO | COM | $585K | 0.4% | 6,078 SH | New |
| DOUBLELINE ETF TRUST | OPPO CORE BD ETF | $8.6M | 5.8% | 188,416 SH | New |
| DUKE ENERGY CORP NEW | COM NEW | $340K | 0.2%Prev: 0.2% | 2,683 SH | Increased |
| ELI LILLY & CO | COM | $1.5M | 1.0%Prev: 0.9% | 1,236 SH | Increased-298 SH |
| GE AEROSPACE | COM NEW | $1.2M | 0.8%Prev: 0.9% | 3,121 SH | Decreased-1,694 SH |
| GSK PLC | SPONSORED ADR | $388K | 0.3%Prev: 0.2% | 7,400 SH | Increased-359 SH |
| ILLUMINA INC | COM | $798K | 0.5%Prev: 0.3% | 4,538 SH | Increased+860 SH |
| INTERNATIONAL PAPER CO | COM | $217K | 0.1% | 5,705 SH | New |
| ISHARES TR | CORE S&P500 ETF | $674K | 0.5%Prev: 0.4% | 900 SH | Increased |
| ISHARES TR | TRS FLT RT BD | $1.4M | 1.0%Prev: 3.0% | 28,401 SH | Decreased-51,599 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $4.6M | 3.1% | 90,769 SH | New |
| JPMORGAN CHASE & CO | COM | $1.6M | 1.1% | 4,783 SH | New |
| LOWES COS INC | COM | $756K | 0.5%Prev: 0.7% | 3,428 SH | Decreased-775 SH |
| MEDTRONIC PLC | SHS | $349K | 0.2% | 4,457 SH | New |
| MERCADOLIBRE INC | COM | $375K | 0.3% | 221 SH | New |
| META PLATFORMS INC | CL A | $2.4M | 1.6%Prev: 2.3% | 4,296 SH | Decreased+31 SH |
| MICROSOFT CORP | COM | $2.2M | 1.5%Prev: 1.6% | 5,865 SH | Decreased+1,463 SH |
| NETFLIX INC. | COM | $579K | 0.4% | 8,116 SH | New |
| NOVO-NORDISK A S | ADR | $1.1M | 0.8%Prev: 0.5% | 23,681 SH | Increased+14,471 SH |
| PGIM ETF TR | PGIM ULTRA SH BD | $2.7M | 1.8% | 54,596 SH | New |
| PHILIP MORRIS INTL INC | COM | $1.5M | 1.0%Prev: 1.3% | 8,054 SH | Decreased-1,557 SH |
| PROSPECT CAP CORP | COM | $46K | 0.0%Prev: 0.0% | 20,000 SH | Decreased |
| RTX CORPORATION | COM | $733K | 0.5%Prev: 1.0% | 3,866 SH | Decreased-5,461 SH |
| SALESFORCE INC | COM | $1.2M | 0.8% | 7,416 SH | New |
| SAP SE | SPON ADR | $1.3M | 0.9% | 8,262 SH | New |
| SEA LTD | SPONSORD ADS | $310K | 0.2%Prev: 0.8% | 3,232 SH | Decreased-3,579 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $392K | 0.3%Prev: 0.6% | 3,437 SH | Decreased-4,035 SH |
| SMARTFINANCIAL INC | COM NEW | $10.3M | 6.9%Prev: 7.1% | 220,400 SH | Increased-59,269 SH |
| STARBUCKS CORP | COM | $896K | 0.6%Prev: 1.4% | 8,772 SH | Decreased-12,210 SH |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $2.1M | 1.4% | 4,361 SH | New |
| TC ENERGY CORP | COM | $419K | 0.3%Prev: 0.2% | 6,325 SH | Increased-144 SH |
| TOAST INC | CL A | $358K | 0.2%Prev: 0.5% | 12,859 SH | Decreased-2,843 SH |
| UNION PAC CORP | COM | $962K | 0.6% | 3,537 SH | New |
| UNITEDHEALTH GROUP INC | COM | $975K | 0.7% | 2,346 SH | New |
| US BANCORP | COM NEW | $1.5M | 1.0% | 25,212 SH | New |
| VALE S A | SPONSORED ADS | $291K | 0.2%Prev: 0.1% | 19,323 SH | Increased-1,207 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $308K | 0.2%Prev: 0.2% | 1,560 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $592K | 0.4% | 1,601 SH | New |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $8.5M | 5.7%Prev: 6.9% | 144,895 SH | Decreased-10,228 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $8.7M | 5.9%Prev: 7.1% | 186,288 SH | Decreased-20,219 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $8.3M | 5.5%Prev: 6.5% | 141,789 SH | Decreased-7,364 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $442K | 0.3% | 5,170 SH | New |
| VERTEX PHARMACEUTICALS INC | COM | $1.3M | 0.9%Prev: 0.7% | 2,640 SH | Increased+399 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $1.2M | 0.8% | 23,278 SH | New |
| 13F-HR |
| 0001966116-25-000006 |
| $146.5M |
| View |
| Aug 12, 2026 | Q2 2026 | 13F-HR | 0001966116-26-000003 | $149.0M | View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001966116-25-000004 | $134.0M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001966116-26-000002 | $153.9M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001966116-25-000003 | $128.7M | View |