Acropolis Investment Management, LLC
Q3 2025 13F-HR Holdings
Net value change ($000)
+147,820
(8.1%)
New positions
30
Sold out positions
12
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q2 2025
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| VOO | 18,330 | 6.0% |
| MSFT | 10,881 | 110.7% |
| PG | 10,027 | 1765.3% |
| VEA | 9,512 | 6.4% |
| IJH | 7,135 | 7.3% |
| IJR | 6,312 | 6.3% |
| BND | 6,134 | 3.9% |
| IGIB | 4,575 | 4.6% |
| IEFA | 4,186 | 11.7% |
| VGSH | 3,652 | 3.3% |
Top Reduces (Value $000, Stocks/ETFs)
| BSV | -3,846 | -100.0% |
| INVSC QQQ TRUST SRS 1 ETF | -2,398 | -100.0% |
| MA | -616 | -36.6% |
| URI | -548 | -23.2% |
| DHR | -496 | -100.0% |
| AMAT | -413 | -40.1% |
| J | -358 | -100.0% |
| DHI | -355 | -63.4% |
| MONSTER BEVERAGE CORP NE | -334 | -100.0% |
| GE | -326 | -100.0% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|