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AIM

Acropolis Investment Management Portfolio holdings

AUM $2.49B Turnover 9.73%
1-Year Est. Return 10.8%
This Fund
S&P 500
This Quarter Est. Return
-1.52%
1 Year Est. Return
+10.8%
3 Year Est. Return
+51.03%
5 Year Est. Return
+41.39%
10 Year Est. Return
+128.8%
AUM
$2.49B
AUM Growth
-$47.5M
Cap. Flow
+$815K
Cap. Flow %
0.03%
Top 10 Hldgs %
59.77%
Holding
401
New
17
Increased
120
Reduced
156
Closed
22
Avg Time Held
4.9 years
Top 10 Avg Time Held
6.2 years
Top 20 Avg Time Held
6 years

Top Buys

Rank Stock Value
1
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$41M
2
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$19.1M
3
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$15.5M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$10.7M
5
JMTG icon
JPMorgan Mortgage-Backed Securities ETF
JMTG
+$6.86M

Top Sells

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$40.3M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$15.7M
3
BND icon
Vanguard Total Bond Market
BND
+$7.8M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$7.23M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$5.96M

Sector Composition

Rank Sector Weight
1 Miscellaneous 89.3%
2 Technology 3.44%
3 Financials 1.48%
4 Industrials 1.29%
5 Consumer Staples 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
PATH icon
376
UiPath
PATH
$6.98B
$100K ﹤0.01%
+7,803
New +$108K
2026 Q3
0 quarters
EIS icon
377
iShares MSCI Israel ETF
EIS
$867M
$100K ﹤0.01%
+825
New +$101K
2026 Q3
0 quarters
SPYV icon
378
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.7B
$100K ﹤0.01%
1,636
-310
-16% -$19.4K
2026 Q1
2 quarters
GGN icon
379
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$815M
$83K ﹤0.01%
15,725
– –
2025 Q2
5 quarters
AAON icon
380
Aaon
AAON
$6.2B
– –
-1,100
Closed -$140K –
AEP icon
381
American Electric Power
AEP
$67.8B
– –
-1,293
Closed -$177K –
AGG icon
382
iShares Core US Aggregate Bond ETF
AGG
$138B
– –
-1,274
Closed -$126K –
BLK icon
383
Blackrock
BLK
$173B
– –
-142
Closed -$137K –
BOTZ icon
384
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.17B
– –
-40,428
Closed -$1.53M –
CP icon
385
Canadian Pacific Kansas City
CP
$76.2B
– –
-1,174
Closed -$102K –
EA icon
386
DELISTED
Electronic Arts
EA
– –
-5,640
Closed -$1.16M –
EW icon
387
Edwards Lifesciences
EW
$50B
– –
-1,145
Closed -$104K –
FAST icon
388
Fastenal
FAST
$57.9B
– –
-2,232
Closed -$107K –
FLNC icon
389
Fluence Energy
FLNC
$895M
– –
-11,374
Closed -$226K –
HWM icon
390
Howmet Aerospace
HWM
$87B
– –
-406
Closed -$109K –
IBIT icon
391
iShares Bitcoin Trust
IBIT
$66.2B
– –
-8,829
Closed -$294K –
KMI icon
392
Kinder Morgan
KMI
$73.3B
– –
-3,137
Closed -$100K –
LULU icon
393
lululemon athletica
LULU
$11.5B
– –
-1,357
Closed -$155K –
PL icon
394
Planet Labs
PL
$5.17B
– –
-14,820
Closed -$491K –
QBTS icon
395
D-Wave Quantum Inc
QBTS
$4.71B
– –
-4,924
Closed -$118K –
SCHR icon
396
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
– –
-8,344
Closed -$206K –
SPIB icon
397
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.4B
– –
-9,730
Closed -$326K –
SPMB icon
398
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.9B
– –
-14,825
Closed -$331K –
VCR icon
399
Vanguard Consumer Discretionary ETF
VCR
$5.84B
– –
-330
Closed -$131K –
VIS icon
400
Vanguard Industrials ETF
VIS
$7.99B
– –
-280
Closed -$101K –
13 14 15
16
17

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Acropolis Investment Management's Q3 2026 Portfolio in Review

As of Q3 2026, Acropolis Investment Management held 401 positions worth $2.49B, down 1.9% from $2.54B the previous quarter. Its ten largest holdings account for 60% of the portfolio.

Acropolis Investment Management's Q3 2026 filing shows 17 new, 120 increased, 156 reduced and 22 closed positions. Its largest new stake was iShares Broad USD Investment Grade Corporate Bond ETF: 33,830 shares worth $1.65M. The largest sale was Vanguard FTSE Developed Markets ETF, an estimated $40.3M.

By sector, the portfolio is most concentrated in Miscellaneous at 89% of assets, down from 90% a quarter earlier, followed by Technology and Financials.

  • Acropolis Investment Management's largest Q3 2026 buy was iShares Broad USD Investment Grade Corporate Bond ETF: 33,830 shares worth $1.65M.
  • Acropolis Investment Management added most to iShares Core MSCI International Developed Markets ETF in Q3 2026, an estimated $41M increase.
  • Acropolis Investment Management's biggest Q3 2026 reduction was Vanguard FTSE Developed Markets ETF, cutting an estimated $40.3M.
  • Acropolis Investment Management fully exited Global X Robotics & Artificial Intelligence ETF in Q3 2026, selling an estimated $1.53M.
  • Acropolis Investment Management's ten largest holdings make up 60% of its $2.49B portfolio in Q3 2026.
  • Acropolis Investment Management opened 17 new positions and closed 22 in Q3 2026.
  • Acropolis Investment Management's portfolio value fell 1.9% quarter-over-quarter to $2.49B.

Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.