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Filers›Family Office›Acropolis Investment Management, LLC
DOSSIER · 13F-HR · Q1 2026

Acropolis Investment Management, LLC

Acropolis Investment's family office based in Stamford, CT — $2.3B in tracked AUM across 384 positions as of Q1 2026.

AI
Acropolis Investment·Stamford, CT·Family Office
CIK 0001318601 · last filed Mar 31, 2026
Total AUM
$2.3B
▲ 3.1%
vs prior
Holdings
384
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
Top sector
Tech
28% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Acropolis Investment Management, LLC 13F Filing
Portfolio Overview

Acropolis Investment Management, LLC has reported a substantial expansion in its portfolio management operations for the quarter ending December 31, 2025. The total portfolio value surged by 294.6%, growing from $563.33 million to $2.22 billion. This dramatic increase in Assets Under Management (AUM) suggests significant capital inflows, likely from institutional clients, rather than pu...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$341M570K15.1%
02
VEA
VANGUARD TAX-MANAGED FDS
$178M2.8M7.9%
03
DFCF
DIMENSIONAL ETF TRUST
$147M3.5M6.5%
04
VGIT
VANGUARD SCOTTSDALE FDS
$129M2.2M5.7%
05
IJR
ISHARES TR
$124M1000K5.5%
06
IJH
ISHARES TR
$116M1.7M5.1%
07
IGIB
ISHARES TR
$112M2.1M4.9%
08
JMTG
J P MORGAN EXCHANGE TRADED F
$88M1.7M3.9%
09
SMLF
ISHARES TR
$74M979K3.3%
10
BND
VANGUARD BD INDEX FDS
$58M790K2.6%

Filing history

Filing history loading…
AI Agent · grounded in Acropolis
haiku-4-5 · 384 positions indexed
Sector mix
  • Tech28%
  • Financials40%
  • Health Care8%
  • Communications7%
  • Industrials5%
  • Other12%
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