Acropolis Investment Management, LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $2,612,315,378 | Individuals and high net worth (95%) |
| Apr 2025 to Mar 2026 | $2,196,677,599 | Individuals and high net worth (95%) |
| Apr 2024 to Mar 2025 | $1,921,770,519 | Individuals and high net worth (94%) |
| May 2023 to Mar 2024 | $1,736,978,809 | Individuals and high net worth (94%) |
| Apr 2023 | $1,736,978,809 | Individuals and high net worth (94%) |
| Apr 2022 to Mar 2023 | $1,919,450,487 | Individuals and high net worth (94%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 80.6%; sector active share 75.4% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
379 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 84.0% | $1,394,908,244 |
| Technology | 5.2% | $85,632,241 |
| Financial Services | 2.2% | $37,021,524 |
| Industrials | 1.9% | $32,142,325 |
| Consumer Defensive | 1.7% | $27,551,782 |
| Healthcare | 1.4% | $23,266,829 |
| Consumer Cyclical | 1.1% | $18,465,878 |
| Communication Services | 1.1% | $18,354,914 |
| Energy | 0.8% | $12,710,521 |
| Basic Materials | 0.4% | $6,223,530 |
| Utilities | 0.3% | $4,557,608 |
| Real Estate | 0.0% | $282,809 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IDEV | iShares Core MSCI International Developed Markets ETF | +449,237 | 459,425 | $0 | |
| DFCF | Dimensional Core Fixed Income ETF | +257,626 | 4,323,310 | $173,451,197 | |
| IEMG | iShares Trust | +192,574 | 347,556 | $0 | |
| IEI | iShares 3-7 Year Treasury Bond ETF | +164,482 | 208,079 | $0 | |
| JMTG | JPMorgan Mortgage-Backed Securities ETF | +137,780 | 2,219,217 | $107,276,949 | |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | +60,645 | 139,395 | $10,916,022 | |
| JBND | JPMorgan Active Bond ETF | +21,404 | 55,004 | $2,811,804 | |
| MBB | iShares MBS ETF | +9,805 | 11,035 | $0 | |
| IMTM | iShares MSCI Intl Momentum Factor ETF | +5,335 | 645,542 | $0 | |
| MNST | Monster Beverage Corp | +5,279 | 10,302 | $428,769 | |
| AAPL | Apple Inc. | +4,849 | 91,423 | $30,445,687 | |
| ESGV | VANGUARD ESG U.S. STOCK ETF | +3,607 | 7,827 | $1,060,793 | |
| VCRB | VANGUARD CORE BOND ETF | +2,955 | 301,122 | $22,168,601 | |
| CRWD | CrowdStrike Holdings, Inc. | +2,638 | 3,476 | $920,271 | |
| GEHC | GE HealthCare Technologies Inc. | +2,283 | 3,939 | $257,492 | |
| NFLX | Netflix Inc | +2,202 | 6,791 | $472,517 | |
| APH | Amphenol Corp /De/ | +2,189 | 4,378 | $369,065 | |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | +1,965 | 5,850 | $474,259 | |
| EXC | Exelon Corp | +1,882 | 8,402 | $339,440 | |
| MTUM | iShares MSCI USA Momentum Factor ETF | +1,475 | 139,272 | $0 | |
| PYPL | PayPal Holdings, Inc. | +1,462 | 5,732 | $301,101 | |
| NVDA | Nvidia Corp | +1,422 | 50,537 | $11,541,640 | |
| VO | VANGUARD MID-CAP INDEX FUND | +1,259 | 183,490 | $14,389,285 | |
| KO | Coca Cola Co | +1,153 | 6,338 | $545,575 | |
| LRGF | iShares U.S. Equity Factor ETF | +1,141 | 359,850 | $0 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | −561,481 | 2,212,542 | $156,227,590 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | −262,790 | 752,964 | $44,658,294 | |
| VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND | −124,690 | 248,575 | $14,307,977 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | −108,244 | 527,846 | $37,028,396 | |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | −102,579 | 2,653,970 | $150,373,940 | |
| IGIB | iShares 5-10 Year Investment Grade Corporate Bond ETF | −63,480 | 2,184,246 | $0 | |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND | −45,332 | 386,372 | $17,158,780 | |
| T | At&T Inc. | −36,150 | 35,281 | $860,856 | |
| MUB | iShares National Muni Bond ETF | −33,652 | 40,586 | $0 | |
| JMBS | Janus Henderson Mortgage-Backed Securities ETF | −26,685 | 12,994 | $549,126 | |
| IJR | iShares Core S&P Small-Cap ETF | −15,932 | 968,870 | $0 | |
| IJH | iShares Core S&P Mid-Cap ETF | −12,682 | 1,715,181 | $0 | |
| IEFA | iShares Core MSCI EAFE ETF | −11,746 | 417,454 | $0 | |
| VUG | VANGUARD GROWTH INDEX FUND | −10,980 | 111,886 | $10,082,047 | |
| INTF | iShares International Equity Factor ETF | −8,210 | 350,768 | $0 | |
| CMCSA | Comcast Corp | −7,010 | 13,106 | $285,186 | |
| EAGG | iShares ESG Aware U.S. Aggregate Bond ETF | −5,135 | 17,261 | $0 | |
| OMC | Omnicom Group Inc. | −4,244 | 4,434 | $326,475 | |
| VV | VANGUARD LARGE-CAP INDEX FUND | −4,243 | 160,893 | $56,610,202 | |
| VOO | VANGUARD 500 INDEX FUND | −4,030 | 564,743 | $395,805,778 | |
| SHY | iShares 1-3 Year Treasury Bond ETF | −3,207 | 6,580 | $0 | |
| VZ | Verizon Communications Inc | −2,457 | 20,907 | $959,004 | |
| AIQ | Global X Artificial Intelligence & Technology ETF | −2,286 | 25,390 | $0 | |
| LOW | Lowes Companies Inc | −2,222 | 4,719 | $869,664 | |
| SMLF | iShares U.S. Small-Cap Equity Factor ETF | −1,912 | 980,722 | $0 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ROBO | ROBO Global Robotics and Automation Index ETF | 15,118 | $1,216,394 | |
| AVIG | Avantis Core Fixed Income ETF | 7,600 | $299,364 | |
| DFSD | Dimensional Short-Duration Fixed Income ETF | 6,315 | $293,470 | |
| SPCX | Space Exploration Technologies Corp | 1,776 | $267,927 | |
| APP | AppLovin Corp | 670 | $194,588 | |
| CBRE | Cbre Group, Inc. | 1,325 | $170,222 | |
| ROIV | Roivant Sciences Ltd. | 3,666 | $134,065 | |
| FTNT | Fortinet, Inc. | 615 | $109,937 | |
| CI | Cigna Group | 380 | $103,295 | |
| HSBC | Hsbc Holdings PLC | 1,039 | $103,183 | |
| DISV | Dimensional International Small Cap Value ETF | 2,380 | $103,030 | |
| PATH | UiPath, Inc. | 7,803 | $100,190 | |
| EIS | iShares MSCI Israel ETF | 825 | $100,089 | |
| — | 1,635 | $0 | ||
| — | 1,000 | $0 | ||
| USIG | iShares Broad USD Investment Grade Corporate Bond ETF | 33,830 | $0 | |
| GOVT | iShares U.S. Treasury Bond ETF | 60,786 | $0 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| — | 5,640 | $1,156,425 | ||
| PL | Planet Labs PBC | 14,820 | $490,986 | |
| SPMB | State Street(R) SPDR(R) Portfolio Mortgage Backed Bond ETF | 14,825 | $330,745 | |
| SPIB | State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF | 9,730 | $325,565 | |
| IBIT | iShares Bitcoin Trust ETF | 8,829 | $293,917 | |
| FLNC | Fluence Energy, Inc. | 11,374 | $226,115 | |
| SCHR | Schwab Intermediate-Term U.S. Treasury ETF | 8,344 | $205,763 | |
| AEP | American Electric Power Co Inc | 1,293 | $176,895 | |
| LULU | lululemon athletica inc. | 1,357 | $154,942 | |
| AAON | Aaon, Inc. | 1,100 | $139,546 | |
| BLK | BlackRock, Inc. | 142 | $136,541 | |
| VCR | VANGUARD CONSUMER DISCRETIONARY INDEX FUND | 330 | $130,881 | |
| QBTS | D-Wave Quantum Inc. | 4,924 | $118,126 | |
| HWM | Howmet Aerospace Inc. | 406 | $109,157 | |
| WTFC | Wintrust Financial Corp | 668 | $107,360 | |
| FAST | Fastenal Co | 2,232 | $107,202 | |
| EW | Edwards Lifesciences Corp | 1,145 | $103,576 | |
| CP | Canadian Pacific Kansas City Ltd/Cn | 1,174 | $101,727 | |
| VIS | VANGUARD INDUSTRIALS INDEX FUND | 280 | $100,906 | |
| KMI | Kinder Morgan, Inc. | 3,137 | $100,289 | |
| AGG | iShares Core U.S. Aggregate Bond ETF | 1,274 | $0 | |
| BOTZ | Global X Robotics & Artificial Intelligence ETF | 40,428 | $0 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VOO |
VANGUARD 500 INDEX FUND
|
Reduced | 564,743 | $395,805,778 | 23.83% | |
| DFCF |
Dimensional Core Fixed Income ETF
|
Added | 4,323,310 | $173,451,197 | 10.44% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Reduced | 2,212,542 | $156,227,590 | 9.40% | |
| VGIT |
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND
|
Reduced | 2,653,970 | $150,373,940 | 9.05% | |
| JMTG |
JPMorgan Mortgage-Backed Securities ETF
|
Added | 2,219,217 | $107,276,949 | 6.46% | |
| VV |
VANGUARD LARGE-CAP INDEX FUND
|
Reduced | 160,893 | $56,610,202 | 3.41% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Reduced | 752,964 | $44,658,294 | 2.69% | |
| BND |
VANGUARD TOTAL BOND MARKET INDEX FUND
|
Reduced | 527,846 | $37,028,396 | 2.23% | |
| DFLV |
Dimensional US Large Cap Value ETF
|
Reduced | 916,824 | $36,828,820 | 2.22% | |
| AAPL |
Apple Inc.
Technology
|
Added | 91,423 | $30,445,687 | 1.83% | |
| DFIV |
Dimensional International Value ETF
|
Reduced | 509,494 | $28,460,334 | 1.71% | |
| VCRB |
VANGUARD CORE BOND ETF
|
Added | 301,122 | $22,168,601 | 1.33% | |
| AVUS |
Avantis U.S. Equity ETF
|
Added | 168,218 | $21,547,043 | 1.30% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 37,814 | $19,394,800 | 1.17% | |
| VB |
Vanguard Index Funds
|
Reduced | 64,670 | $18,397,968 | 1.11% | |
| VMBS |
VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND
|
Reduced | 386,372 | $17,158,780 | 1.03% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Added | 183,490 | $14,389,285 | 0.87% | |
| VGSH |
VANGUARD SHORT-TERM TREASURY INDEX FUND
|
Reduced | 248,575 | $14,307,977 | 0.86% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 50,537 | $11,541,640 | 0.69% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 31,912 | $10,980,280 | 0.66% | |
| VCIT |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND
|
Added | 139,395 | $10,916,022 | 0.66% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 99,274 | $10,316,554 | 0.62% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Reduced | 111,886 | $10,082,047 | 0.61% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 65,437 | $9,506,687 | 0.57% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 30,773 | $7,667,092 | 0.46% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 8,943 | $6,820,200 | 0.41% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 19,959 | $6,603,035 | 0.40% | |
| SCHF |
Schwab International Equity ETF
|
Reduced | 229,367 | $6,300,711 | 0.38% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 12,547 | $6,247,778 | 0.38% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Added | 28,811 | $6,225,480 | 0.37% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 19,823 | $5,247,941 | 0.32% | |
| SXT |
Sensient Technologies Corp
Basic Materials
|
Held | 39,741 | $5,194,943 | 0.31% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Reduced | 26,306 | $5,149,399 | 0.31% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 13,564 | $4,873,952 | 0.29% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 12,627 | $4,725,528 | 0.28% | |
| MU |
Micron Technology Inc
Technology
|
Added | 4,387 | $4,672,637 | 0.28% | |
| VBK |
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
Added | 13,495 | $4,559,015 | 0.27% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 26,895 | $4,377,161 | 0.26% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 10,577 | $3,882,605 | 0.23% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Reduced | 10,546 | $3,759,754 | 0.23% | |
| VBR |
VANGUARD SMALL-CAP VALUE INDEX FUND
|
Added | 15,306 | $3,536,145 | 0.21% | |
| AVSC |
Avantis U.S. Small Cap Equity ETF
|
Added | 50,067 | $3,461,632 | 0.21% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 16,099 | $3,287,576 | 0.20% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 17,157 | $3,226,888 | 0.19% | |
| JBND |
JPMorgan Active Bond ETF
|
Added | 55,004 | $2,811,804 | 0.17% | |
| BSV |
VANGUARD SHORT-TERM BOND INDEX FUND
|
Reduced | 36,283 | $2,772,021 | 0.17% | |
| DE |
Deere & Co
Industrials
|
Reduced | 3,804 | $2,554,576 | 0.15% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 3,264 | $2,414,609 | 0.15% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 1,984 | $2,295,646 | 0.14% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 4,455 | $2,268,708 | 0.14% |
Showing the top 50 of 379 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.