We are live on ! Find out more
AIM

Acropolis Investment Management Portfolio holdings

AUM $2.54B
1-Year Est. Return 18.96%
This Fund
S&P 500
This Quarter Est. Return
-0.5%
1 Year Est. Return
+18.96%
3 Year Est. Return
+47.59%
5 Year Est. Return
+41.85%
10 Year Est. Return
+139%
AUM
$2.26B
AUM Growth
+$39.8M
Cap. Flow
+$61M
Cap. Flow %
2.7%
Top 10 Hldgs %
60.4%
Holding
390
New
93
Increased
96
Reduced
134
Closed
6

Top Buys

Rank Stock Value
1
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$39.2M
2
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$25.1M
3
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
+$18.5M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$5.28M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$3.1M

Top Sells

Rank Stock Value
1
BND icon
Vanguard Total Bond Market
BND
+$18.5M
2
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$17.5M
3
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$9.47M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.9M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.32M

Sector Composition

Rank Sector Weight
1 Technology 2.8%
2 Financials 1.54%
3 Industrials 1.46%
4 Consumer Staples 1.39%
5 Healthcare 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVW icon
26
iShares S&P 500 Growth ETF
IVW
$77.6B
$17.4M 0.77%
154,027
-1,903
-1% -$229K
MSFT icon
27
Microsoft
MSFT
$3.71T
$15.3M 0.68%
41,294
-880
-2% -$368K
INTF icon
28
iShares International Equity Factor ETF
INTF
$3.72B
$14.2M 0.63%
363,258
+29,474
+9% +$1.17M
VO icon
29
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$13.2M 0.58%
184,192
-788
-0.4% -$58.5K
WMT icon
30
Walmart Inc
WMT
$890B
$12.8M 0.57%
103,018
-1,433
-1% -$176K
IVE icon
31
iShares S&P 500 Value ETF
IVE
$49.8B
$11.4M 0.5%
53,885
+1,026
+2% +$222K
IEMG icon
32
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$10.6M 0.47%
151,521
-2,414
-2% -$174K
PG icon
33
Procter & Gamble
PG
$339B
$9.53M 0.42%
66,006
-155
-0.2% -$23.5K
NVDA icon
34
NVIDIA
NVDA
$5.42T
$9.52M 0.42%
54,578
-1,000
-2% -$183K
GOOGL icon
35
Alphabet (Google) Class A
GOOGL
$4.33T
$9.15M 0.4%
31,822
+364
+1% +$114K
VUG icon
36
Vanguard Morningstar Growth ETF
VUG
$231B
$8.97M 0.4%
123,258
-1,608
-1% -$125K
MUB icon
37
iShares National Muni Bond ETF
MUB
$45.5B
$7.88M 0.35%
74,221
+4,205
+6% +$452K
IEF icon
38
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$7.1M 0.31%
74,365
+3,191
+4% +$307K
BRK.B icon
39
Berkshire Hathaway Class B
BRK.B
$1.13T
$6.74M 0.3%
14,073
-17
-0.1% -$8.35K
VCIT icon
40
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
$6.18M 0.27%
74,670
– –
AMZN icon
41
Amazon
AMZN
$2.96T
$6.07M 0.27%
29,145
+221
+0.8% +$48.7K
JPM icon
42
JPMorgan Chase
JPM
$950B
$5.96M 0.26%
20,276
-295
-1% -$89.5K
SPY icon
43
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$5.89M 0.26%
9,060
+47
+0.5% +$32K
SCHF icon
44
Schwab International Equity ETF
SCHF
$68.7B
$5.73M 0.25%
231,639
-997
-0.4% -$25.4K
IWR icon
45
iShares Russell Mid-Cap ETF
IWR
$57.4B
$5.27M 0.23%
54,176
-1,747
-3% -$175K
XOM icon
46
ExxonMobil
XOM
$634B
$5.18M 0.23%
30,518
+847
+3% +$124K
VTV icon
47
Vanguard Morningstar Value ETF
VTV
$191B
$5M 0.22%
25,479
+661
+3% +$132K
JNJ icon
48
Johnson & Johnson
JNJ
$625B
$4.99M 0.22%
20,428
-345
-2% -$80.4K
IWM icon
49
iShares Russell 2000 ETF
IWM
$83B
$4.7M 0.21%
18,952
+49
+0.3% +$12.6K
V icon
50
Visa
V
$677B
$4.35M 0.19%
14,409
-144
-1% -$46.3K
1
2
3 4 5

Similar funds

OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

Acropolis Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Acropolis Investment Management held 390 positions worth $2.26B, up 1.8% from $2.22B the previous quarter. Its ten largest holdings account for 60% of the portfolio.

Acropolis Investment Management's Q1 2026 filing shows 93 new, 96 increased, 134 reduced and 6 closed positions. Its largest new stake was Global X Uranium ETF: 5,941 shares worth $288K. The largest sale was Vanguard Total Bond Market, an estimated $18.5M.

By sector, the portfolio is most concentrated in Technology at 2.8% of assets, down from 3.2% a quarter earlier, followed by Financials and Industrials.

  • Acropolis Investment Management's largest Q1 2026 buy was Global X Uranium ETF: 5,941 shares worth $288K.
  • Acropolis Investment Management added most to Vanguard Intermediate-Term Treasury ETF in Q1 2026, an estimated $39.2M increase.
  • Acropolis Investment Management's biggest Q1 2026 reduction was Vanguard Total Bond Market, cutting an estimated $18.5M.
  • Acropolis Investment Management fully exited Evolent Health in Q1 2026, selling an estimated $112K.
  • Acropolis Investment Management's ten largest holdings make up 60% of its $2.26B portfolio in Q1 2026.
  • Acropolis Investment Management opened 93 new positions and closed 6 in Q1 2026.
  • Acropolis Investment Management's portfolio value rose 1.8% quarter-over-quarter to $2.26B.

Based on Acropolis Investment Management's 13F filing for Q1 2026, filed 9 Apr 2026.